M. Kraus & Co Top Holdings and 13F Report (2025)

About M. Kraus & Co

Investment Activity

M. Kraus & Co has $340.65 million in total holdings as of June 30, 2025.
M. Kraus & Co owns shares of 83 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 0.61% of the portfolio was purchased this quarter.
About 1.40% of the portfolio was sold this quarter.
This quarter, M. Kraus & Co has purchased 80 new stocks and bought additional shares in 7 stocks.
M. Kraus & Co sold shares of 42 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Microsoft: $38,059,608
Berkshire Hathaway - B: $22,301,215
Alphabet: $18,450,866
Thermo Fisher Scientific: $12,600,491
L3Harris Technologies: $12,452,492

Largest New Holdings this Quarter

760759100 - Republic Services: $592,357 Holding
922908736 - Vanguard Growth ETF: $233,229 Holding
30303M102 - Meta Platforms: $230,284 Holding
949746101 - Wells Fargo & Company: $203,425 Holding
244199105 - Deere & Company: $202,379 Holding

Largest Purchases this Quarter

Republic Services: 2,402 shares (about $592.36K)
Eaton Corporation: 699 shares (about $249.54K)
Vanguard Growth ETF: 532 shares (about $233.23K)
Meta Platforms: 312 shares (about $230.28K)
Wells Fargo & Company: 2,539 shares (about $203.43K)

Largest Sales this Quarter

Becton, Dickinson and Company: 2,302 shares (about $396.52K)
Microsoft: 797 shares (about $396.43K)
Microchip Technology: 4,650 shares (about $327.22K)
Illinois Tool Works: 1,067 shares (about $263.82K)
PepsiCo: 1,528 shares (about $201.76K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$38,059,608	$396,434 ▼	-1.0%	76,516	11.2%	Computer and Technology
Berkshire Hathaway - B	$22,301,215	$96,182 ▼	-0.4%	45,909	6.5%	COM
GOOG Alphabet	$18,450,866	$130,559 ▼	-0.7%	104,013	5.4%	Computer and Technology
TMO Thermo Fisher Scientific	$12,600,491	$55,954 ▼	-0.4%	31,077	3.7%	Medical
LHX L3Harris Technologies	$12,452,492	$133,196 ▼	-1.1%	49,643	3.7%	Aerospace
RTX RTX	$11,692,795	$167,484 ▼	-1.4%	80,077	3.4%	Aerospace
NSC Norfolk Southern	$11,167,501	$90,358 ▼	-0.8%	43,628	3.3%	Transportation
ROK Rockwell Automation	$10,824,141	$36,539 ▼	-0.3%	32,586	3.2%	Computer and Technology
CARR Carrier Global	$10,659,486	$177,120 ▼	-1.6%	145,641	3.1%	Construction
CSCO Cisco Systems	$10,566,785	$114,477 ▼	-1.1%	152,303	3.1%	Computer and Technology
ABT Abbott Laboratories	$10,498,654	$163,757 ▼	-1.5%	77,190	3.1%	Medical
ECL Ecolab	$10,148,816	$75,444 ▼	-0.7%	37,666	3.0%	Basic Materials
ITW Illinois Tool Works	$9,802,721	$263,816 ▼	-2.6%	39,647	2.9%	Industrials
CHD Church & Dwight	$9,799,593	$143,204 ▼	-1.4%	101,962	2.9%	Consumer Staples
NEE NextEra Energy	$9,523,105	$116,973 ▼	-1.2%	137,181	2.8%	Utilities
PG Procter & Gamble	$9,414,836	$160,754 ▼	-1.7%	59,094	2.8%	Consumer Staples
FI Fiserv	$8,014,306	$75,516 ▲	1.0%	46,484	2.4%	Business Services
MDLZ Mondelez International	$7,983,592	$58,538 ▼	-0.7%	118,381	2.3%	Consumer Staples
JNJ Johnson & Johnson	$7,734,769	$112,118 ▼	-1.4%	50,637	2.3%	Medical
ABBV AbbVie	$7,410,453	$43,435 ▲	0.6%	39,923	2.2%	Medical
Linde Plc	$7,396,154	$18,298 ▲	0.2%	15,764	2.2%	COM
PEP PepsiCo	$7,202,164	$201,758 ▼	-2.7%	54,545	2.1%	Consumer Staples
ENB Enbridge	$6,537,818	$75,911 ▲	1.2%	144,259	1.9%	Energy
MCHP Microchip Technology	$6,502,901	$327,221 ▼	-4.8%	92,410	1.9%	Computer and Technology
AVGO Broadcom	$6,492,936	$79,112 ▼	-1.2%	23,555	1.9%	Computer and Technology
ACN Accenture	$5,722,548	$96,840 ▼	-1.7%	19,146	1.7%	Computer and Technology
AAPL Apple	$5,490,871	$3,077 ▼	-0.1%	26,763	1.6%	Computer and Technology
ADBE Adobe	$2,895,023	$48,360 ▼	-1.6%	7,483	0.8%	Computer and Technology
DIS Walt Disney	$2,792,953	$180,187 ▼	-6.1%	22,522	0.8%	Consumer Discretionary
OTIS Otis Worldwide	$2,577,293	$31,389 ▼	-1.2%	26,028	0.8%	Industrials
JPM JPMorgan Chase & Co.	$2,485,109		0.0%	8,572	0.7%	Finance
BDX Becton, Dickinson and Company	$2,417,212	$396,524 ▼	-14.1%	14,033	0.7%	Medical
VZ Verizon Communications	$2,328,921	$16,745 ▼	-0.7%	53,823	0.7%	Computer and Technology
AMZN Amazon.com	$2,021,240		0.0%	9,213	0.6%	Retail/Wholesale
COP ConocoPhillips	$1,753,161	$27,999 ▼	-1.6%	19,536	0.5%	Energy
IBM International Business Machines	$1,661,675	$7,370 ▼	-0.4%	5,637	0.5%	Computer and Technology
CVX Chevron	$1,399,253	$59,424 ▼	-4.1%	9,772	0.4%	Energy
Eaton Corporation	$1,355,134	$249,536 ▲	22.6%	3,796	0.4%	COM
GOOGL Alphabet	$1,125,395		0.0%	6,386	0.3%	Computer and Technology
NVDA NVIDIA	$1,060,903		0.0%	6,715	0.3%	Computer and Technology
AMGN Amgen	$976,948		0.0%	3,499	0.3%	Medical
MRK Merck & Co., Inc.	$913,665	$27,706 ▼	-2.9%	11,542	0.3%	Medical
MA Mastercard	$888,427	$9,553 ▼	-1.1%	1,581	0.3%	Business Services
GLD SPDR Gold Shares	$873,338	$30,483 ▲	3.6%	2,865	0.3%	Finance
HD Home Depot	$861,971		0.0%	2,351	0.3%	Retail/Wholesale
XOM Exxon Mobil	$853,129		0.0%	7,914	0.3%	Energy
COST Costco Wholesale	$811,751		0.0%	820	0.2%	Retail/Wholesale
MDY SPDR S&P MidCap 400 ETF Trust	$778,910		0.0%	1,375	0.2%	ETF
LLY Eli Lilly and Company	$748,349	$19,488 ▼	-2.5%	960	0.2%	Medical
IWM iShares Russell 2000 ETF	$631,186		0.0%	2,925	0.2%	Finance
MCD McDonald's	$612,680		0.0%	2,097	0.2%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$609,200	$120,481 ▲	24.7%	986	0.2%	Finance
WMT Walmart	$594,894		0.0%	6,084	0.2%	Retail/Wholesale
RSG Republic Services	$592,357	$592,357 ▲	New Holding	2,402	0.2%	Business Services
V Visa	$592,167		0.0%	1,668	0.2%	Business Services
QDF FlexShares Quality Dividend Index Fund	$585,440		0.0%	8,000	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$523,879		0.0%	1,724	0.2%	ETF
KO CocaCola	$487,327		0.0%	6,888	0.1%	Consumer Staples
ORCL Oracle	$458,904		0.0%	2,099	0.1%	Computer and Technology
PFE Pfizer	$455,639	$7,127 ▼	-1.5%	18,797	0.1%	Medical
PAYX Paychex	$431,097	$1,454 ▼	-0.3%	2,964	0.1%	Computer and Technology
HON Honeywell International	$422,036	$1,165 ▼	-0.3%	1,812	0.1%	Multi-Sector Conglomerates
UNP Union Pacific	$401,950		0.0%	1,747	0.1%	Transportation
TJX TJX Companies	$353,922		0.0%	2,866	0.1%	Retail/Wholesale
NFLX Netflix	$349,513		0.0%	261	0.1%	Consumer Discretionary
PM Philip Morris International	$345,136	$91,065 ▼	-20.9%	1,895	0.1%	Consumer Staples
Yum! Brands, Inc.	$339,629	$3,705 ▼	-1.1%	2,292	0.1%	COM
IVW iShares S&P 500 Growth ETF	$330,300	$11,010 ▼	-3.2%	3,000	0.1%	ETF
DOV Dover	$320,652		0.0%	1,750	0.1%	Industrials
MMM 3M	$299,151	$106,568 ▼	-26.3%	1,965	0.1%	Multi-Sector Conglomerates
American Express Co.	$268,262		0.0%	841	0.1%	COM
KMB Kimberly-Clark	$267,885	$645 ▼	-0.2%	2,078	0.1%	Consumer Staples
GD General Dynamics	$264,244		0.0%	906	0.1%	Aerospace
DUK Duke Energy	$263,040		0.0%	2,229	0.1%	Utilities
VOO Vanguard S&P 500 ETF	$255,613		0.0%	450	0.1%	ETF
SYK Stryker	$244,499		0.0%	618	0.1%	Medical
DCI Donaldson	$238,772		0.0%	3,443	0.1%	Industrials
VUG Vanguard Growth ETF	$233,229	$233,229 ▲	New Holding	532	0.1%	ETF
META Meta Platforms	$230,284	$230,284 ▲	New Holding	312	0.1%	Computer and Technology
MO Altria Group	$211,068		0.0%	3,600	0.1%	Consumer Staples
WFC Wells Fargo & Company	$203,425	$203,425 ▲	New Holding	2,539	0.1%	Finance
DE Deere & Company	$202,379	$202,379 ▲	New Holding	398	0.1%	Industrials
GoLogiq Inc - Restricted Share	$0		0.0%	17,000	0.0%	COM
UNH UnitedHealth Group	$0	$301,156 ▼	-100.0%	0	0.0%	Medical
EPD Enterprise Products Partners	$0	$202,553 ▼	-100.0%	0	0.0%	Energy

Showing largest 100 holdings. View all holdings.

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M. Kraus & Co Top Holdings and 13F Report (2025)

About M. Kraus & Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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M. Kraus & Co Top Holdings and 13F Report (2025)

About M. Kraus & Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofM. Kraus & Co

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools