M. Kraus & CO has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $298 Million distributed in 80 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $35.3M, Alphabet Inc. with a value of $19.5M, Thermo Fisher Scientific Inc. with a value of $17.7M, L3 Harris Technologies, Inc. with a value of $11.9M, and Church & Dwight CO Inc with a value of $10.8M.
Examining the 13F form we can see an decrease of $1.64M in the current position value, from $300M to 298M.
Below you can find more details about M. Kraus & CO portfolio as well as his latest detailed transactions.
Portfolio value
$298 Million
Technology: $72.7 Million
Industrials: $65.1 Million
Healthcare: $51.7 Million
Consumer Defensive: $40.9 Million
Communication Services: $26.7 Million
Utilities: $10.5 Million
Energy: $10.2 Million
Basic Materials: $9.66 Million
Other: $10.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions