Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
M. Kraus & Co (CIK 1593688) reported $342.9M across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($28.8M, 8.39%), MSFT ($27.8M, 8.09%), BRK.B ($20.8M, 6.05%), LHX ($16.1M, 4.71%), RTX ($15.0M, 4.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc. Class C | $28.8M | 8.39% | 100,238 | Trimmed |
| 2 | MSFT | Microsoft Corp. | $27.8M | 8.09% | 74,971 | Added |
| 3 | BRK.B | Berkshire Hathaway - B | $20.8M | 6.05% | 43,304 | Trimmed |
| 4 | LHX | L3 Harris Technologies | $16.1M | 4.71% | 46,783 | Trimmed |
| 5 | RTX | RTX Corporation | $15.0M | 4.36% | 77,572 | Trimmed |
| 6 | TMO | Thermo Fisher Scientific | $14.7M | 4.28% | 29,856 | Added |
| 7 | NEE | NextEra Energy, Inc. | $12.3M | 3.58% | 132,057 | Trimmed |
| 8 | NSC | Norfolk Southern | $12.0M | 3.51% | 41,872 | Trimmed |
| 9 | JNJ | Johnson & Johnson | $12.0M | 3.49% | 48,971 | Trimmed |
| 10 | CSCO | Cisco Systems Inc. | $11.9M | 3.47% | 153,464 | Added |
| 11 | ROK | Rockwell Automation | $11.3M | 3.31% | 31,595 | Trimmed |
| 12 | ECL | Ecolab Inc. | $9.8M | 2.85% | 36,735 | Trimmed |
| 13 | ITW | Illinois Tool Works | $9.7M | 2.84% | 37,412 | Trimmed |
| 14 | CHD | Church & Dwight Co. | $9.3M | 2.72% | 100,016 | Trimmed |
| 15 | ABBV | AbbVie Inc. | $8.5M | 2.48% | 39,151 | Trimmed |
| 16 | PG | Procter & Gamble | $8.4M | 2.45% | 58,168 | Added |
| 17 | PEP | PepsiCo Inc. | $8.1M | 2.37% | 52,384 | Trimmed |
| 18 | CARR | Carrier Global Corp | $7.9M | 2.31% | 140,843 | Trimmed |
| 19 | ABT | Abbott Laboratories | $7.9M | 2.30% | 76,934 | Added |
| 20 | ENB | Enbridge Inc. | $7.7M | 2.25% | 142,413 | Trimmed |
| 21 | LIN | Linde Plc | $7.6M | 2.23% | 15,413 | Trimmed |
| 22 | AVGO | Broadcom Inc | $7.3M | 2.12% | 23,539 | Trimmed |
| 23 | AAPL | Apple Inc. | $6.9M | 2.01% | 27,169 | Added |
| 24 | MDLZ | Mondelez International | $6.5M | 1.88% | 112,016 | Trimmed |
| 25 | MCHP | MicrochipTechnology | $5.8M | 1.68% | 89,330 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31