M. Kraus & CO has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $307 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $38.1M, Alphabet Inc. with a value of $18.5M, Thermo Fisher Scientific Inc. with a value of $12.6M, L3 Harris Technologies, Inc. with a value of $12.5M, and Raytheon Technologies Corp with a value of $11.7M.

Examining the 13F form we can see an increase of $15.7M in the current position value, from $291M to 307M.

Below you can find more details about M. Kraus & CO portfolio as well as his latest detailed transactions.

Portfolio value $307 Million
Technology: $84.7 Million
Industrials: $72.3 Million
Healthcare: $44 Million
Consumer Defensive: $37.1 Million
Communication Services: $25.3 Million
Energy: $10.5 Million
Basic Materials: $10.1 Million
Utilities: $9.79 Million
Other: $12.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $307 Million
  • Prior Value $291 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
Track This Portfolio

Track M. Kraus & CO Portfolio

Follow M. Kraus & CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of M. Kraus & CO, based on Form 13F filings with the SEC.

News

Stay updated on M. Kraus & CO with notifications on news.