M. Kraus & CO Portfolio Holdings
M. Kraus & CO
- $327 Million
- Q4 2025
M. Kraus & CO has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $327 Million distributed in 84 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $38M, Alphabet Inc. with a value of $29M, Thermo Fisher Scientific Inc. with a value of $16.8M, L3 Harris Technologies, Inc. with a value of $13.8M, and Raytheon Technologies Corp with a value of $13.7M.
Examining the 13F form we can see an decrease of $1.12M in the current position value, from $328M to 327M.
Below you can find more details about M. Kraus & CO portfolio as well as his latest detailed transactions.
Portfolio value
$327 Million
Technology: $82.4 Million
Industrials: $76.4 Million
Healthcare: $51.3 Million
Communication Services: $36.1 Million
Consumer Defensive: $33.2 Million
Utilities: $11.7 Million
Energy: $10.6 Million
Basic Materials: $9.55 Million
Other: $15.8 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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