account_balance
Investment manager · 13F filer · SEC CIK 1593688
M. Kraus & Co
Reported value$373Mas of Sep 30, 2026
Positions83 2 new, 5 sold out
Top 10 weight51.4%MSFT alone is 10%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
10.3%
GOOGAlphabet Inc.
8.9%
TMOThermo Fisher Scientific Inc.
5.2%Trimmed −3%
CSCOCisco Systems, Inc.
4.4%
RTXRTX Corp
3.7%Trimmed −2%
ROKRockwell Automation, Inc
3.6%
JNJJohnson & Johnson
3.5%
NSCNorfolk Southern Corp
3.4%Trimmed −2%
LHXL3Harris Technologies, Inc.
2.9%
ABBVAbbVie Inc.
2.7%
ECLEcolab Inc.
2.7%
MSFTMicrosoft Corp
10.3%
GOOGAlphabet Inc.
8.9%
TMOThermo Fisher Scientific Inc.
5.2%−3%
CSCOCisco Systems, Inc.
4.4%
RTXRTX Corp
3.7%
ROKRockwell Automation, Inc
3.6%
JNJJohnson & Johnson
3.5%
NSCNorfolk Southern Corp
3.4%
LHX2.9%ABBV2.7%ECL2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 10.3% HeldGOOG Alphabet Inc. 8.9% Held
Berkshire Hathaway - B 5.5% Trimmed −2%
TMO Thermo Fisher Scientific Inc. 5.2% Trimmed −3%CSCO Cisco Systems, Inc. 4.4% HeldRTX RTX Corp 3.7% Trimmed −2%ROK Rockwell Automation, Inc 3.6% HeldJNJ Johnson & Johnson 3.5% HeldNSC Norfolk Southern Corp 3.4% Trimmed −2%LHX L3Harris Technologies, Inc. 2.9% HeldABBV AbbVie Inc. 2.7% HeldECL Ecolab Inc. 2.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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