M. Kraus & CO Portfolio Holdings
M. Kraus & CO
- $328 Million
- Q3 2025
M. Kraus & CO has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $328 Million distributed in 84 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $39M, Alphabet Inc. with a value of $24.9M, L3 Harris Technologies, Inc. with a value of $14.7M, Thermo Fisher Scientific Inc. with a value of $14.5M, and Raytheon Technologies Corp with a value of $13.2M.
Examining the 13F form we can see an increase of $21.5M in the current position value, from $307M to 328M.
Below you can find more details about M. Kraus & CO portfolio as well as his latest detailed transactions.
Portfolio value
$328 Million
Technology: $85.5 Million
Industrials: $79.2 Million
Healthcare: $48.8 Million
Consumer Defensive: $35.2 Million
Communication Services: $31.9 Million
Energy: $11.1 Million
Utilities: $10.4 Million
Basic Materials: $10.1 Million
Other: $16 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|