§ 13F · FUND PROFILE
M. Kraus & Co.
AUM · $377M (13F)Positions · 87Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc. Class C | 99K | $35M | 9.3% | −1% |
| 2 | MSFT | Microsoft Corp. | 75K | $28M | 7.4% | ±0% |
| 3 | — | Berkshire Hathaway - B | 42K | $21M | 5.6% | −3% |
| 4 | CSCO | Cisco Systems Inc. | 153K | $18M | 4.8% | −1% |
| 5 | ROK | Rockwell Automation | 31K | $15M | 4.1% | −1% |
| 6 | TMO | Thermo Fisher Scientific | 30K | $15M | 3.9% | −1% |
| 7 | RTX | RTX Corporation | 76K | $14M | 3.8% | −2% |
| 8 | LHX | L3 Harris Technologies | 46K | $14M | 3.6% | −1% |
| 9 | NSC | Norfolk Southern | 42K | $13M | 3.5% | ±0% |
| 10 | JNJ | Johnson & Johnson | 49K | $13M | 3.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE M. SIGNAL
AC read
M. Kraus & Co is a Other fund managing $377 million in assets. The fund runs a portfolio of 87 positions.
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