Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

M. Kraus & Co 13F Holdings -- Portfolio & Top Positions (2026-06-30)

M. Kraus & Co (CIK 1593688) reported $376.9M across 84 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOG ($35.0M, 9.29%), MSFT ($28.0M, 7.43%), BRK.B ($21.1M, 5.59%), CSCO ($17.9M, 4.76%), ROK ($15.4M, 4.10%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GOOGAlphabet Inc. Class C$35.0M9.29%99,097Trimmed
2MSFTMicrosoft Corp.$28.0M7.43%75,109Added
3BRK.BBerkshire Hathaway - B$21.1M5.59%42,095Trimmed
4CSCOCisco Systems Inc.$17.9M4.76%152,654Trimmed
5ROKRockwell Automation$15.4M4.10%31,191Trimmed
6TMOThermo Fisher Scientific$14.8M3.93%29,510Trimmed
7RTXRTX Corporation$14.4M3.83%76,097Trimmed
8LHXL3 Harris Technologies$13.5M3.58%46,464Trimmed
9NSCNorfolk Southern$13.1M3.48%41,669Trimmed
10JNJJohnson & Johnson$12.6M3.33%49,461Added
11NEENextEra Energy, Inc.$11.6M3.08%132,302Added
12ECLEcolab Inc.$10.4M2.75%37,255Added
13ITWIllinois Tool Works$10.3M2.72%37,955Added
14CARRCarrier Global Corp$10.2M2.72%139,556Trimmed
15ABBVAbbVie Inc.$9.8M2.61%39,056Trimmed
16CHDChurch & Dwight Co.$9.6M2.55%99,218Trimmed
17AVGOBroadcom Inc$9.0M2.39%23,799Added
18PGProcter & Gamble$8.5M2.25%57,760Trimmed
19LINLinde Plc$8.1M2.15%15,645Added
20MCHPMicrochipTechnology$8.1M2.14%88,555Trimmed
21AAPLApple Inc.$7.9M2.09%27,169Hold
22ENBEnbridge Inc.$7.7M2.05%142,263Trimmed
23PEPPepsiCo Inc.$7.0M1.87%52,002Trimmed
24ABTAbbott Laboratories$7.0M1.86%77,099Added
25MDLZMondelez International$6.4M1.70%110,464Trimmed

Source: SEC Form 13F filings · as of 2026-06-30