§ 13F · FUND PROFILE
M. Kraus & Co.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $341M (13F)Positions · 83Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$639K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc. Class C | 100K | $29M | 8.4% | −1% |
| 2 | MSFT | Microsoft Corp. | 75K | $28M | 8.1% | ±0% |
| 3 | — | Berkshire Hathaway - B | 43K | $21M | 6.1% | −1% |
| 4 | LHX | L3 Harris Technologies | 47K | $16M | 4.7% | −2% |
| 5 | RTX | RTX Corporation | 78K | $15M | 4.4% | −1% |
| 6 | TMO | Thermo Fisher Scientific | 30K | $15M | 4.3% | +1% |
| 7 | NEE | NextEra Energy, Inc. | 132K | $12M | 3.6% | −1% |
| 8 | NSC | Norfolk Southern | 42K | $12M | 3.5% | −1% |
| 9 | JNJ | Johnson & Johnson | 49K | $12M | 3.5% | −1% |
| 10 | CSCO | Cisco Systems Inc. | 153K | $12M | 3.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE M. SIGNAL
AC read
M. Kraus & Co is a Other fund managing $341 million in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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