Investor
M. Kraus & Co
CIK 0001593688 · filed 2026-04-14 · SEC filing
13F book
$342.9M
Positions
81
3 new · 5 sold
Largest name
8.4%
Alphabet Inc
Est. mark
−$7.24M
Price effect on 78 names still held. Flow −$8.05M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alphabet Inc | — | 100.2K | $28.8M | 8.4% | −$2.7M | Cut−$3.14M |
| Microsoft Corp | MSFT | 75K | $27.8M | 8.1% | −$8.5M | Added−$8.5M |
| Berkshire Hathaway - B | — | 43.3K | $20.8M | 6.1% | −$1.02M | Cut−$1.26M |
| L3harris Technologies Inc | — | 46.8K | $16.1M | 4.7% | $2.41M | Cut$2.18M |
| RTX Corp | RTX | 77.6K | $15M | 4.4% | $736.9K | Cut$624K |
| Thermo Fisher Scientific Inc. | TMO | 29.9K | $14.7M | 4.3% | −$2.61M | Added−$2.52M |
| Nextera Energy Inc | — | 132.1K | $12.3M | 3.6% | $1.66M | Cut$1.55M |
| Norfolk Southn Corp | — | 41.9K | $12M | 3.5% | −$72K | Cut−$206.9K |
| Johnson & Johnson | JNJ | 49K | $12M | 3.5% | $1.84M | Cut$1.74M |
| Cisco Sys Inc | — | 153.5K | $11.9M | 3.5% | $85.8K | Added$111K |
| Rockwell Automation, Inc | ROK | 31.6K | $11.3M | 3.3% | −$953.9K | Cut−$1.17M |
| Ecolab Inc. | ECL | 36.7K | $9.77M | 2.9% | $128.6K | Cut$77.1K |
| Illinois Tool Wks Inc | — | 37.4K | $9.74M | 2.8% | $523.4K | Cut$360.1K |
| Church & Dwight Co Inc | — | 100K | $9.33M | 2.7% | $947.2K | Cut$935.9K |
| AbbVie Inc. | ABBV | 39.2K | $8.51M | 2.5% | −$430.7K | Cut−$452.8K |
| Procter And Gamble Co | PG | 58.2K | $8.4M | 2.5% | $64.4K | Added$233K |
| Pepsico Inc | PEP | 52.4K | $8.13M | 2.4% | $616.6K | Cut$549.7K |
| CARRIER GLOBAL Corp | CARR | 140.8K | $7.93M | 2.3% | $488.7K | Cut$466.5K |
| Abbott Labs | ABT | 76.9K | $7.9M | 2.3% | −$1.71M | Added−$1.59M |
| Enbridge Inc | — | 142.4K | $7.71M | 2.2% | $898.6K | Cut$877.8K |
| Linde Plc | LIN | 15.4K | $7.64M | 2.2% | $1.07M | Cut$1.06M |
| Broadcom Inc. | AVGO | 23.5K | $7.29M | 2.1% | −$861.3K | Cut−$874.4K |
| Apple Inc. | AAPL | 27.2K | $6.9M | 2.0% | −$482.5K | Added−$364.5K |
| Mondelez Intl Inc | — | 112K | $6.46M | 1.9% | $426.8K | Cut$342.4K |
| Microchip Technology Inc. | — | 89.3K | $5.77M | 1.7% | $79.5K | Cut$71.2K |
| Republic Svcs Inc | — | 16.6K | $3.63M | 1.1% | $114.1K | Added$216.4K |
| Verizon Communications Inc | VZ | 64.5K | $3.24M | 0.9% | $611.2K | Cut$607.6K |
| Conocophillips | COP | 19.5K | $2.57M | 0.8% | $747.6K | Cut$741.7K |
| Jpmorgan Chase & Co. | — | 8.73K | $2.57M | 0.7% | −$244.9K | Cut−$252.9K |
| International Business Machs | — | 9.71K | $2.35M | 0.7% | −$427.8K | Added−$1.88K |
| Chevron Corp New | CVX | 9.63K | $1.99M | 0.6% | $524.7K | Cut$515.5K |
| Amazon Com Inc | AMZN | 9.45K | $1.97M | 0.6% | −$212.3K | Added−$203.9K |
| Becton Dickinson & Co | BDX | 12.4K | $1.95M | 0.6% | −$457.7K | Cut−$466.1K |
| Disney Walt Co | — | 19.5K | $1.88M | 0.5% | −$338.9K | Cut−$449.7K |
| Alphabet Inc | — | 6.41K | $1.84M | 0.5% | −$161.8K | Added−$148.3K |
| Otis Worldwide Corp | OTIS | 23.1K | $1.78M | 0.5% | −$237.4K | Cut−$342.3K |
| Eaton Corp Plc | ETN | 3.86K | $1.38M | 0.4% | $145.6K | Added$195K |
| Merck & Co., Inc. | MRK | 10.7K | $1.29M | 0.4% | $156.4K | Added$191.3K |
| Spdr Gold Tr | — | 2.87K | $1.23M | 0.4% | $97.4K | Held |
| Nvidia Corp | NVDA | 6.65K | $1.16M | 0.3% | −$78.8K | Added−$55.6K |
| Amgen Inc | AMGN | 2.44K | $857.1K | 0.3% | $59.8K | Held |
| Eli Lilly & Co | LLY | 926 | $851.7K | 0.2% | −$143.4K | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 1.38K | $848K | 0.2% | $18.5K | Held |
| Costco Whsl Corp New | — | 823 | $820.1K | 0.2% | $110K | Added$112.9K |
| Exxon Mobil Corp | — | 4.79K | $812.5K | 0.2% | $236.2K | Held |
| Home Depot, Inc. | HD | 2.46K | $808.7K | 0.2% | −$37.4K | Held |
| Mastercard Inc | MA | 1.51K | $756K | 0.2% | −$107.8K | Cut−$118K |
| Walmart Inc. | WMT | 5.93K | $736.9K | 0.2% | $76.3K | Held |
| Ishares Tr | — | 2.83K | $700.6K | 0.2% | $5.2K | Cut−$19.4K |
| Mcdonalds Corp | MCD | 2.22K | $690.6K | 0.2% | $11.5K | Held |
| Flexshares Tr | — | 7.5K | $593.2K | 0.2% | −$12.9K | Cut−$53.3K |
| Spdr S&P 500 Etf Tr | — | 876 | $569.7K | 0.2% | −$13.5K | Added$279.2K |
| Coca Cola Co | KO | 6.89K | $523.8K | 0.2% | $42.3K | Held |
| Pfizer Inc | PFE | 17.8K | $500.9K | 0.1% | $56.7K | Held |
| Visa Inc. | V | 1.65K | $498K | 0.1% | −$79.9K | Cut−$86.9K |
| Vanguard Index Fds | — | 1.49K | $477K | 0.1% | −$21K | Added−$10.8K |
| Tjx Cos Inc New | — | 2.87K | $457.7K | 0.1% | $17.5K | Held |
| Union Pac Corp | — | 1.74K | $423.1K | 0.1% | $19.7K | Held |
| Honeywell Intl Inc | — | 1.74K | $393.1K | 0.1% | $53.8K | Held |
| Dover Corp | DOV | 1.75K | $364.8K | 0.1% | $23.1K | Held |
| Philip Morris Intl Inc | — | 2.15K | $354.7K | 0.1% | $9.36K | Added$50.7K |
| Yum Brands Inc | YUM | 2.19K | $340.8K | 0.1% | $9.21K | Cut$1.64K |
| Ishares Tr | — | 2.85K | $322.4K | 0.1% | −$28.9K | Cut−$47.4K |
| General Dynamics Corp | GD | 906 | $311K | 0.1% | $5.94K | Held |
| Netflix Inc | NFLX | 3.15K | $302.9K | 0.1% | $6.24K | Added$58.2K |
| Duke Energy Corp New | — | 2.31K | $302.8K | 0.1% | $31.7K | Held |
| 3M CO | MMM | 1.97K | $285.4K | 0.1% | −$29.2K | Held |
| DONALDSON Co INC | DCI | 3.3K | $280.4K | 0.1% | −$12.5K | Held |
| Vanguard World Fd | — | 3.13K | $275.5K | 0.1% | −$153.3K | Cut−$192.2K |
| Vanguard Index Fds | — | 450 | $268.9K | 0.1% | −$13.3K | Held |
| Oracle Corp | — | 1.75K | $258K | 0.1% | −$83.8K | Cut−$123.8K |
| American Express Co | AXP | 836 | $252.9K | 0.1% | −$56.4K | Held |
| Paychex Inc | PAYX | 2.71K | $249.5K | 0.1% | −$54.3K | Cut−$67.2K |
| Altria Group, Inc. | MO | 3.77K | $248.8K | 0.1% | $30K | Added$41.2K |
| Deere & Co | DE | 398 | $224.2K | 0.1% | — | New |
| Vanguard Growth Etf | — | 500 | $218.4K | 0.1% | −$25.5K | Cut−$41.1K |
| Enterprise Prods Partners L | — | 5.59K | $211.7K | 0.1% | — | New |
| Meta Platforms, Inc. | META | 355 | $203.1K | 0.1% | −$28.6K | Added−$11.4K |
| Brookfield Infrast Partners | — | 5.62K | $203K | 0.1% | — | New |
| Wells Fargo Co New | — | 2.54K | $202.1K | 0.1% | −$34.5K | Held |
| Gologiq Inc Frestricted Shares | — | 17K | $0 | 0.0% | $0 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.