StockDriftsStockDriftsTop 50 M. Kraus & Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc. Class C | 9.29% | 99.1K | $35.0M | -1.14%(-1.14K) | $141.76(+141.71%) | 2026-06-30 | |
| MSFT | Microsoft Corp. | 7.43% | 75.1K | $28.0M | +0.18%(+138) | $43.61(+1014.69%) | 2026-06-30 | |
| CSCO | Cisco Systems Inc. | 4.76% | 152.7K | $17.9M | -0.53%(-810) | $27.29(+316.05%) | 2026-06-30 | |
| ROK | Rockwell Automation | 4.1% | 31.2K | $15.4M | -1.28%(-404) | $133.85(+235.73%) | 2026-06-30 | |
| TMO | Thermo Fisher Scientific | 3.93% | 29.5K | $14.8M | -1.16%(-346) | $119.09(+395.61%) | 2026-06-30 | |
| RTX | RTX Corporation | 3.83% | 76.1K | $14.4M | -1.90%(-1.48K) | $76.00(+194.15%) | 2026-06-30 | |
| LHX | L3 Harris Technologies | 3.58% | 46.5K | $13.5M | -0.68%(-319) | $207.64(+40.54%) | 2026-06-30 | |
| NSC | Norfolk Southern | 3.48% | 41.7K | $13.1M | -0.48%(-203) | $69.67(+390.87%) | 2026-06-30 | |
| JNJ | Johnson & Johnson | 3.33% | 49.5K | $12.6M | +1.00%(+490) | $96.56(+169.75%) | 2026-06-30 | |
| ECL | Ecolab Inc. | 2.75% | 37.3K | $10.4M | +1.42%(+520) | $120.41(+129.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.97% | +29.40% | +6.23% | +35.26% |
| Top 20 Holdings Unweighted | +9.04% | +29.65% | +6.42% | +36.47% |
M. Kraus & Co reports $376.89M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (9.3%), MSFT (7.4%) and CSCO (4.8%). The top 20 holdings account for 69.41% of reported assets. Its disclosed equity book has returned +29.40% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from M. Kraus & Co’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1593688). View M. Kraus & Co’s 13F filings on SEC