M. Kraus & Co 13F Holdings

CIK 0001593688 · SHELBURNE, VT

As of Sep 30, 2025, M. Kraus & Co reported 83 positions worth $358.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology75,267$39.0M10.89%
ALPHABET INCGOOGEquity102,233$24.9M6.95%
Berkshire Hathaway - B——44,506$22.4M6.25%
L3HARRIS TECHNOLOGIES INCLHXIndustrials48,013 4.7M4.09%
THERMO FISHER SCIENTIFIC INCTMOHealthcare29,883 4.5M4.05%
RTX CORPRTXEquity78,971 3.2M3.69%
NORFOLK SOUTHERN CORPNSCIndustrials42,695 2.8M3.58%
ROCKWELL AUTOMATION INCROKIndustrials32,334 1.3M3.16%
CISCO SYSTEMS INCCSCOTechnology154,163 0.5M2.95%
ABBOTT LABORATORIESABTHealthcare76,235 0.2M2.85%
NEXTERA ENERGY INCNEE—134,771 0.2M2.84%
ECOLAB INCECLBasic Materials36,911 0.1M2.82%
ILLINOIS TOOL WORKS INCITWIndustrials38,720 0.1M2.82%
JOHNSON & JOHNSONJNJHealthcare49,758$9.2M2.58%
ABBVIE INCABBVHealthcare39,248$9.1M2.54%
PROCTER & GAMBLE COPGConsumer Defensive57,799$8.9M2.48%
CHURCH & DWIGHT CO INCCHDConsumer Defensive101,168$8.9M2.48%
CARRIER GLOBAL CORPCARRBasic Materials143,135$8.5M2.39%
BROADCOM INCAVGOTechnology23,672$7.8M2.18%
PEPSICO INCPEPConsumer Defensive53,727$7.5M2.11%
LINDE PLCLINBasic Materials15,616$7.4M2.07%
MONDELEZ INTERNATIONAL INCMDLZConsumer Defensive117,031$7.3M2.04%
ENBRIDGE INCENBEnergy142,743$7.2M2.01%
APPLE INCAAPLTechnology26,704$6.8M1.90%
FISERV INCFISVTechnology46,143$5.9M1.66%