M. Kraus & Co

Est. AUM

$342.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Alphabet Inc. Class C	COM	$28.8M	100238	8.39%	SOLE
2	Microsoft Corp.	COM	$27.8M	74971	8.09%	SOLE
3	Berkshire Hathaway - B	COM	$20.8M	43304	6.05%	SOLE
4	L3 Harris Technologies	COM	$16.1M	46783	4.71%	SOLE
5	RTX Corporation	COM	$15.0M	77572	4.36%	SOLE
6	Thermo Fisher Scientific	COM	$14.7M	29856	4.28%	SOLE
7	NextEra Energy, Inc.	COM	$12.3M	132057	3.58%	SOLE
8	Norfolk Southern	COM	$12.0M	41872	3.50%	SOLE
9	Johnson & Johnson	COM	$12.0M	48971	3.49%	SOLE
10	Cisco Systems Inc.	COM	$11.9M	153464	3.47%	SOLE
11	Rockwell Automation	COM	$11.3M	31595	3.31%	SOLE
12	Ecolab Inc.	COM	$9.8M	36735	2.85%	SOLE
13	Illinois Tool Works	COM	$9.7M	37412	2.84%	SOLE
14	Church & Dwight Co.	COM	$9.3M	100016	2.72%	SOLE
15	AbbVie Inc.	COM	$8.5M	39151	2.48%	SOLE
16	Procter & Gamble	COM	$8.4M	58168	2.45%	SOLE
17	PepsiCo Inc.	COM	$8.1M	52384	2.37%	SOLE
18	Carrier Global Corp	COM	$7.9M	140843	2.31%	SOLE
19	Abbott Laboratories	COM	$7.9M	76934	2.30%	SOLE
20	Enbridge Inc.	COM	$7.7M	142413	2.25%	SOLE
21	Linde Plc	COM	$7.6M	15413	2.23%	SOLE
22	Broadcom Inc	COM	$7.3M	23539	2.13%	SOLE
23	Apple Inc.	COM	$6.9M	27169	2.01%	SOLE
24	Mondelez International	COM	$6.5M	112016	1.88%	SOLE
25	MicrochipTechnology	COM	$5.8M	89330	1.68%	SOLE
26	Republic Services, Inc.	COM	$3.6M	16557	1.06%	SOLE
27	Verizon Communications	COM	$3.2M	64542	0.94%	SOLE
28	ConocoPhillips	COM	$2.6M	19473	0.75%	SOLE
29	J.P. Morgan Chase	COM	$2.6M	8727	0.75%	SOLE
30	IBM	COM	$2.4M	9705	0.69%	SOLE
31	Chevron Corp	COM	$2.0M	9629	0.58%	SOLE
32	Amazon.com, Inc.	COM	$2.0M	9453	0.57%	SOLE
33	Becton, Dickinson	COM	$2.0M	12425	0.57%	SOLE
34	Disney, Walt	COM	$1.9M	19487	0.55%	SOLE
35	Alphabet Inc. Class A	COM	$1.8M	6408	0.54%	SOLE
36	Otis Worldwide Corp	COM	$1.8M	23115	0.52%	SOLE
37	Eaton Corporation	COM	$1.4M	3857	0.40%	SOLE
38	Merck & Co Inc.	COM	$1.3M	10698	0.38%	SOLE
39	SPDR Gold Trust	ETF	$1.2M	2865	0.36%	SOLE
40	NVIDIA Corp.	COM	$1.2M	6648	0.34%	SOLE
41	Amgen	COM	$857K	2436	0.25%	SOLE
42	Lilly, Eli	COM	$852K	926	0.25%	SOLE
43	Midcap SPDR Trust Series 1	ETF	$848K	1375	0.25%	SOLE
44	Costco Companies, Inc.	COM	$820K	823	0.24%	SOLE
45	Exxon Mobil	COM	$813K	4789	0.24%	SOLE
46	Home Depot	COM	$809K	2459	0.24%	SOLE
47	MasterCard Inc.	COM	$756K	1513	0.22%	SOLE
48	Walmart Inc	COM	$737K	5929	0.21%	SOLE
49	iShares Russell 2000 ETF	ETF	$701K	2825	0.20%	SOLE
50	McDonald's Corp.	COM	$691K	2222	0.20%	SOLE

1–50 of 81

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.