StockDriftsStockDriftsTop 50 M. Kraus & Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc. Class C | 8.39% | 100.2K | $28.8M | -1.39%(-1.41K) | $141.76(+171.07%) | 2026-03-31 | |
| MSFT | Microsoft Corp. | 8.09% | 75.0K | $27.8M | +0.03%(+19) | $43.01(+856.43%) | 2026-03-31 | |
| LHX | L3 Harris Technologies | 4.71% | 46.8K | $16.1M | -1.70%(-810) | $207.64(+45.76%) | 2026-03-31 | |
| RTX | RTX Corporation | 4.36% | 77.6K | $15.0M | -0.79%(-616) | $76.00(+127.45%) | 2026-03-31 | |
| TMO | Thermo Fisher Scientific | 4.28% | 29.9K | $14.7M | +0.59%(+176) | $119.81(+289.57%) | 2026-03-31 | |
| NSC | Norfolk Southern | 3.51% | 41.9K | $12.0M | -1.10%(-467) | $69.67(+350.10%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 3.49% | 49.0K | $12.0M | -0.98%(-486) | $95.04(+137.33%) | 2026-03-31 | |
| CSCO | Cisco Systems Inc. | 3.47% | 153.5K | $11.9M | +0.21%(+325) | $27.29(+245.52%) | 2026-03-31 | |
| ROK | Rockwell Automation | 3.31% | 31.6K | $11.3M | -1.73%(-557) | $133.85(+225.69%) | 2026-03-31 | |
| ECL | Ecolab Inc. | 2.85% | 36.7K | $9.8M | -0.53%(-196) | $118.28(+117.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.05% | +26.14% |
| Top 20 Holdings Unweighted | +8.18% | +26.60% |
Sign up free to track M. Kraus & Co, compare funds side by side, and get alerts the moment positions change.