§ 13F · FUND PROFILE
M. Kraus & Co.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $340.7T (13F)Positions · 83Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$358.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp. | 75K | $36.2T | 10.1% | NEW |
| 2 | GOOG | Alphabet Inc. Class C | 102K | $31.9T | 8.9% | NEW |
| 3 | — | Berkshire Hathaway - B | 44K | $22.0T | 6.1% | NEW |
| 4 | TMO | Thermo Fisher Scientific | 30K | $17.2T | 4.8% | NEW |
| 5 | RTX | RTX Corporation | 78K | $14.3T | 4.0% | NEW |
| 6 | LHX | L3 Harris Technologies | 48K | $14.0T | 3.9% | NEW |
| 7 | ROK | Rockwell Automation | 32K | $12.5T | 3.5% | NEW |
| 8 | NSC | Norfolk Southern | 42K | $12.2T | 3.4% | NEW |
| 9 | CSCO | Cisco Systems Inc. | 153K | $11.8T | 3.3% | NEW |
| 10 | NEE | NextEra Energy, Inc. | 133K | $10.7T | 3.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE M. SIGNAL
AC read
M. Kraus & Co is a Other fund managing $340651.1 trillion in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed