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M. Kraus & Co.
CIK:0001593688
Investment Adviser
$448M AUM
82 holdings
Shelburne, VT, USA
Independent, fee-only investment advisory firm providing portfolio management for individuals using discretionary and non-discretionary investment management services.
Investment Strategy
Portfolio management for individuals (discretionary and non-discretionary).
Latest 13F Filing Activity
M. Kraus & Co. filed their most recent 13F report on Sep 30, 2025 disclosing 78 equity positions with a total 13F market value of $358M. The fund increased holdings in Alphabet Inc. Class C, Republic Services, Inc., L3 Harris Technologies among other positions. M. Kraus & Co. reduced exposure to Carrier Global Corp., Fiserv, Inc., Accenture PLC among others.
Top Buys
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp. | 10.89% | $39.0M | 75,267 | $55.91 | $517.95 | +$924.7K |
G GOOG | Alphabet Inc. Class C | 6.95% | $24.9M | 102,233 | $139.41 | $243.55 | +$6.4M |
L LHX | L3 Harris Technologies | 4.09% | $14.7M | 48,013 | $207.69 | $305.41 | +$2.2M |
T TMO | Thermo Fisher Scientific | 4.05% | $14.5M | 29,883 | $116.42 | $485.02 | +$1.9M |
R RTX | RTX Corporation | 3.69% | $13.2M | 78,971 | $65.47 | $167.33 | +$1.5M |
Industry Allocation
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+14.4%
SERVICES-PREPACKAGED SOFTWARE
+11.8%
PHARMACEUTICAL PREPARATIONS
+8.5%
SOAP, DETERGENTS, CLEANG PREPARATIONS, PERFUMES, COSMETICS
+7.8%
MEASURING & CONTROLLING DEVICES, NEC
+7.2%
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