M. Kraus & Co

13F filer · CIK 0001593688

Reported Jul 29, 2026

Net buyer this quarter

13F portfolio value$377MU.S. long equity reported on 13F

Positions714 new · 3 closed

Net flow last quarter+$5.78MBuys minus sells

Top 10 positions weight46.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 202671 positions
GOOGAlphabet Inc.	$35M	9.29%	Not reported	-1.1%	Q1 2022
MSFTMicrosoft Corp	$28M	7.43%	0.00%	+0.2%	Q4 2013
CSCOCisco Systems, Inc.	$17.9M	4.76%	0.00%	-0.5%	Q4 2013
ROKRockwell Automation, Inc	$15.4M	4.10%	0.03%	-1.3%	Q4 2013
TMOThermo Fisher Scientific Inc.	$14.8M	3.93%	0.01%	-1.2%	Q4 2013
RTXRTX Corp	$14.4M	3.83%	0.01%	-1.9%	Q2 2020
LHXL3harris Technologies, Inc.	$13.5M	3.58%	0.02%	-0.7%	Q3 2019
NSCNorfolk Southern Corp	$13.1M	3.48%	0.02%	-0.5%	Q4 2013
JNJJohnson & Johnson	$12.6M	3.33%	0.00%	+1.0%	Q4 2013
NEENextera Energy Inc	$11.6M	3.08%	0.01%	+0.2%	Q4 2013
ECLEcolab Inc.	$10.4M	2.75%	0.01%	+1.4%	Q4 2013
ITWIllinois Tool Works Inc	$10.3M	2.72%	0.01%	+1.5%	Q4 2013
CARRCARRIER GLOBAL Corp	$10.2M	2.72%	0.02%	-0.9%	Q2 2020
ABBVAbbVie Inc.	$9.83M	2.61%	0.00%	-0.2%	Q4 2013
CHDChurch & Dwight Co Inc	$9.61M	2.55%	0.04%	-0.8%	Q4 2013
AVGOBroadcom Inc.	$8.99M	2.39%	0.00%	+1.1%	Q2 2023
PGPROCTER & GAMBLE Co	$8.47M	2.25%	0.00%	-0.7%	Q4 2013
LINLinde PLC	$8.12M	2.15%	0.00%	+1.5%	Q4 2020
MCHPMicrochip Technology Inc	$8.08M	2.14%	0.02%	-0.9%	Q2 2018
AAPLApple Inc.	$7.86M	2.09%	0.00%	Not reported	Q3 2014
ENBEnbridge Inc	$7.71M	2.05%	0.01%	-0.1%	Q1 2017
PEPPepsico Inc	$7.04M	1.87%	0.00%	-0.7%	Q4 2013
ABTAbbott Laboratories	$7M	1.86%	0.00%	+0.2%	Q4 2013
MDLZMondelez International, Inc.	$6.39M	1.70%	0.01%	-1.4%	Q4 2013
NVDANvidia Corp	$5.55M	1.47%	0.00%	+316.9%	Q2 2023
ETNEaton Corp plc	$5.41M	1.43%	0.00%	+229.0%	Q1 2024
RSGRepublic Services, Inc.	$3.44M	0.91%	0.01%	-2.5%	Q2 2025
JPMJPMorgan Chase & Co	$2.87M	0.76%	0.00%	+0.4%	Q4 2013
IBMInternational Business Machines Corp	$2.72M	0.72%	0.00%	-0.2%	Q4 2013
VZVerizon Communications Inc	$2.72M	0.72%	0.00%	-0.4%	Q4 2013
GOOGLAlphabet Inc.	$2.29M	0.61%	0.00%	Not reported	Q1 2022
AMZNAmazon Com Inc	$2.25M	0.60%	0.00%	Not reported	Q3 2021
COPConocophillips	$2M	0.53%	0.00%	-1.3%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$1.76M	0.47%	Not reported	+168.6%	Q3 2016
CVXChevron Corp	$1.59M	0.42%	0.00%	-0.3%	Q4 2013
DISWalt Disney Co	$1.53M	0.41%	0.00%	-18.6%	Q2 2019
MRKMerck & Co., Inc.	$1.37M	0.36%	0.00%	Not reported	Q4 2013
OTISOtis Worldwide Corp	$1.26M	0.33%	0.00%	-23.8%	Q2 2020
LLYELI LILLY & Co	$1.08M	0.29%	0.00%	-2.7%	Q3 2022
GLDSPDR Gold Trust	$1.06M	0.28%	0.00%	Not reported	Q4 2013
MDYSPDR S&P Midcap 400 ETF Trust	$1M	0.27%	Not reported	+3.6%	Q1 2021
AMGNAmgen Inc	$882K	0.23%	0.00%	Not reported	Q4 2013
HDHome Depot, Inc.	$853K	0.23%	0.00%	-1.6%	Q3 2019
COSTCostco Wholesale Corp	$779K	0.21%	0.00%	+1.2%	Q2 2021
MAMastercard Inc	$769K	0.20%	0.00%	-1.0%	Q1 2020
WMTWalmart Inc.	$707K	0.19%	0.00%	+5.3%	Q3 2020
MCDMcdonalds Corp	$601K	0.16%	0.00%	Not reported	Q4 2013
VVisa Inc.	$597K	0.16%	0.00%	+5.6%	Q2 2020
XOMExxonMobil Holdings Corp	$580K	0.15%	0.00%	-11.5%	Q4 2013
KOCoca Cola Co	$560K	0.15%	0.00%	Not reported	Q4 2013

Q1 2026Reported Apr 14, 202670 positions
GOOGAlphabet Inc.	$28.8M	8.39%	Not reported	-1.4%	Q1 2022
MSFTMicrosoft Corp	$27.8M	8.09%	0.00%	0.0%	Q4 2013
LHXL3harris Technologies, Inc.	$16.1M	4.71%	0.03%	-1.7%	Q3 2019
RTXRTX Corp	$15M	4.36%	0.01%	-0.8%	Q2 2020
TMOThermo Fisher Scientific Inc.	$14.7M	4.28%	0.01%	+0.6%	Q4 2013
NEENextera Energy Inc	$12.3M	3.58%	0.01%	-1.0%	Q4 2013
NSCNorfolk Southern Corp	$12M	3.51%	0.02%	-1.1%	Q4 2013
JNJJohnson & Johnson	$12M	3.49%	0.00%	-1.0%	Q4 2013
CSCOCisco Systems, Inc.	$11.9M	3.47%	0.00%	+0.2%	Q4 2013
ROKRockwell Automation, Inc	$11.3M	3.31%	0.03%	-1.7%	Q4 2013
ECLEcolab Inc.	$9.77M	2.85%	0.01%	-0.5%	Q4 2013
ITWIllinois Tool Works Inc	$9.74M	2.84%	0.01%	-1.7%	Q4 2013
CHDChurch & Dwight Co Inc	$9.33M	2.72%	0.04%	-0.1%	Q4 2013
ABBVAbbVie Inc.	$8.51M	2.48%	0.00%	-0.3%	Q4 2013
PGPROCTER & GAMBLE Co	$8.4M	2.45%	0.00%	+2.1%	Q4 2013
PEPPepsico Inc	$8.13M	2.37%	0.00%	-0.9%	Q4 2013
CARRCARRIER GLOBAL Corp	$7.93M	2.31%	0.02%	-0.3%	Q2 2020
ABTAbbott Laboratories	$7.9M	2.30%	0.00%	+1.6%	Q4 2013
ENBEnbridge Inc	$7.71M	2.25%	0.01%	-0.3%	Q1 2017
LINLinde PLC	$7.64M	2.23%	0.00%	-0.1%	Q4 2020
AVGOBroadcom Inc.	$7.29M	2.12%	0.00%	-0.2%	Q2 2023
AAPLApple Inc.	$6.9M	2.01%	0.00%	+1.7%	Q3 2014
MDLZMondelez International, Inc.	$6.46M	1.88%	0.01%	-1.4%	Q4 2013
MCHPMicrochip Technology Inc	$5.77M	1.68%	0.02%	-0.2%	Q2 2018
RSGRepublic Services, Inc.	$3.63M	1.06%	0.01%	+2.9%	Q2 2025
VZVerizon Communications Inc	$3.24M	0.94%	0.00%	-0.1%	Q4 2013
COPConocophillips	$2.57M	0.75%	0.00%	-0.3%	Q4 2013
JPMJPMorgan Chase & Co	$2.57M	0.75%	0.00%	-0.3%	Q4 2013
IBMInternational Business Machines Corp	$2.35M	0.69%	0.00%	+22.1%	Q4 2013
CVXChevron Corp	$1.99M	0.58%	0.00%	-0.6%	Q4 2013
AMZNAmazon Com Inc	$1.97M	0.57%	0.00%	+0.4%	Q3 2021
BDXBecton Dickinson & Co	$1.95M	0.57%	0.00%	-0.3%	Q2 2017
DISWalt Disney Co	$1.88M	0.55%	0.00%	-4.8%	Q2 2019
GOOGLAlphabet Inc.	$1.84M	0.54%	0.00%	+0.7%	Q1 2022
OTISOtis Worldwide Corp	$1.78M	0.52%	0.01%	-4.9%	Q2 2020
ETNEaton Corp plc	$1.38M	0.40%	0.00%	+3.7%	Q1 2024
MRKMerck & Co., Inc.	$1.29M	0.38%	0.00%	+2.8%	Q4 2013
GLDSPDR Gold Trust	$1.23M	0.36%	0.00%	Not reported	Q4 2013
NVDANvidia Corp	$1.16M	0.34%	0.00%	+2.0%	Q2 2023
AMGNAmgen Inc	$857K	0.25%	0.00%	Not reported	Q4 2013
LLYELI LILLY & Co	$852K	0.25%	0.00%	Not reported	Q3 2022
MDYSPDR S&P Midcap 400 ETF Trust	$848K	0.25%	Not reported	Not reported	Q1 2021
COSTCostco Wholesale Corp	$820K	0.24%	0.00%	+0.4%	Q2 2021
XOMExxonMobil Holdings Corp	$813K	0.24%	0.00%	Not reported	Q4 2013
HDHome Depot, Inc.	$809K	0.24%	0.00%	Not reported	Q3 2019
MAMastercard Inc	$756K	0.22%	0.00%	-1.2%	Q1 2020
WMTWalmart Inc.	$737K	0.21%	0.00%	Not reported	Q3 2020
MCDMcdonalds Corp	$691K	0.20%	0.00%	Not reported	Q4 2013
SPYSPDR S&P 500 ETF Trust	$570K	0.17%	Not reported	+105.6%	Q3 2016
KOCoca Cola Co	$524K	0.15%	0.00%	Not reported	Q4 2013

Q4 2025Reported Jan 21, 202670 positions
MSFTMicrosoft Corp	$36.2M	10.12%	0.00%	-0.4%	Q4 2013
GOOGAlphabet Inc.	$31.9M	8.91%	Not reported	-0.6%	Q1 2022
TMOThermo Fisher Scientific Inc.	$17.2M	4.80%	0.01%	-0.7%	Q4 2013
RTXRTX Corp	$14.3M	4.00%	0.01%	-1.0%	Q2 2020
LHXL3harris Technologies, Inc.	$14M	3.90%	0.03%	-0.9%	Q3 2019
ROKRockwell Automation, Inc	$12.5M	3.49%	0.03%	-0.6%	Q4 2013
NSCNorfolk Southern Corp	$12.2M	3.41%	0.02%	-0.8%	Q4 2013
CSCOCisco Systems, Inc.	$11.8M	3.29%	0.00%	-0.7%	Q4 2013
NEENextera Energy Inc	$10.7M	2.99%	0.01%	-1.0%	Q4 2013
JNJJohnson & Johnson	$10.2M	2.86%	0.00%	-0.6%	Q4 2013
ECLEcolab Inc.	$9.7M	2.71%	0.01%	+0.1%	Q4 2013
ABTAbbott Laboratories	$9.49M	2.65%	0.00%	-0.6%	Q4 2013
ITWIllinois Tool Works Inc	$9.38M	2.62%	0.01%	-1.7%	Q4 2013
ABBVAbbVie Inc.	$8.97M	2.50%	0.00%	Not reported	Q4 2013
CHDChurch & Dwight Co Inc	$8.4M	2.34%	0.04%	-1.0%	Q4 2013
PGPROCTER & GAMBLE Co	$8.17M	2.28%	0.00%	-1.4%	Q4 2013
AVGOBroadcom Inc.	$8.16M	2.28%	0.00%	-0.4%	Q2 2023
PEPPepsico Inc	$7.59M	2.12%	0.00%	-1.6%	Q4 2013
CARRCARRIER GLOBAL Corp	$7.46M	2.08%	0.02%	-1.3%	Q2 2020
AAPLApple Inc.	$7.26M	2.03%	0.00%	Not reported	Q3 2014
ENBEnbridge Inc	$6.83M	1.91%	0.01%	+0.1%	Q1 2017
LINLinde PLC	$6.58M	1.84%	0.00%	-1.2%	Q4 2020
MDLZMondelez International, Inc.	$6.11M	1.71%	0.01%	-3.0%	Q4 2013
MCHPMicrochip Technology Inc	$5.7M	1.59%	0.02%	-1.5%	Q2 2018
RSGRepublic Services, Inc.	$3.41M	0.95%	0.01%	-7.8%	Q2 2025
ACNAccenture plc	$3.37M	0.94%	0.00%	-17.3%	Q1 2024
JPMJPMorgan Chase & Co	$2.82M	0.79%	0.00%	-0.7%	Q4 2013
VZVerizon Communications Inc	$2.63M	0.73%	0.00%	+21.1%	Q4 2013
BDXBecton Dickinson & Co	$2.42M	0.68%	0.00%	-6.8%	Q2 2017
IBMInternational Business Machines Corp	$2.35M	0.66%	0.00%	+41.0%	Q4 2013
DISWalt Disney Co	$2.33M	0.65%	0.00%	-7.0%	Q2 2019
AMZNAmazon Com Inc	$2.17M	0.61%	0.00%	Not reported	Q3 2021
OTISOtis Worldwide Corp	$2.12M	0.59%	0.01%	-1.2%	Q2 2020
ADBEAdobe Inc.	$2.12M	0.59%	0.00%	-16.2%	Q4 2024
GOOGLAlphabet Inc.	$1.99M	0.56%	0.00%	Not reported	Q1 2022
FISVFiserv Inc	$1.84M	0.51%	0.01%	-40.8%	Q2 2021
COPConocophillips	$1.83M	0.51%	0.00%	Not reported	Q4 2013
CVXChevron Corp	$1.48M	0.41%	0.00%	Not reported	Q4 2013
NVDANvidia Corp	$1.22M	0.34%	0.00%	-3.0%	Q2 2023
ETNEaton Corp plc	$1.18M	0.33%	0.00%	+0.1%	Q1 2024
GLDSPDR Gold Trust	$1.14M	0.32%	0.00%	Not reported	Q4 2013
MRKMerck & Co., Inc.	$1.1M	0.31%	0.00%	+0.2%	Q4 2013
LLYELI LILLY & Co	$995K	0.28%	0.00%	-3.5%	Q3 2022
MAMastercard Inc	$874K	0.24%	0.00%	Not reported	Q1 2020
HDHome Depot, Inc.	$846K	0.24%	0.00%	Not reported	Q3 2019
MDYSPDR S&P Midcap 400 ETF Trust	$830K	0.23%	Not reported	Not reported	Q1 2021
AMGNAmgen Inc	$797K	0.22%	0.00%	-33.1%	Q4 2013
COSTCostco Wholesale Corp	$707K	0.20%	0.00%	Not reported	Q2 2021
MCDMcdonalds Corp	$679K	0.19%	0.00%	Not reported	Q4 2013
WMTWalmart Inc.	$661K	0.18%	0.00%	Not reported	Q3 2020

Q3 2025Reported Oct 14, 202572 positions
MSFTMicrosoft Corp	$39M	10.89%	0.00%	-1.6%	Q4 2013
GOOGAlphabet Inc.	$24.9M	6.95%	Not reported	-1.7%	Q1 2022
LHXL3harris Technologies, Inc.	$14.7M	4.09%	0.03%	-3.3%	Q3 2019
TMOThermo Fisher Scientific Inc.	$14.5M	4.05%	0.01%	-3.8%	Q4 2013
RTXRTX Corp	$13.2M	3.69%	0.01%	-1.4%	Q2 2020
NSCNorfolk Southern Corp	$12.8M	3.58%	0.02%	-2.1%	Q4 2013
ROKRockwell Automation, Inc	$11.3M	3.16%	0.03%	-0.8%	Q4 2013
CSCOCisco Systems, Inc.	$10.5M	2.95%	0.00%	+1.2%	Q4 2013
ABTAbbott Laboratories	$10.2M	2.85%	0.00%	-1.2%	Q4 2013
NEENextera Energy Inc	$10.2M	2.84%	0.01%	-1.8%	Q4 2013
ECLEcolab Inc.	$10.1M	2.82%	0.01%	-2.0%	Q4 2013
ITWIllinois Tool Works Inc	$10.1M	2.82%	0.01%	-2.3%	Q4 2013
JNJJohnson & Johnson	$9.23M	2.58%	0.00%	-1.7%	Q4 2013
ABBVAbbVie Inc.	$9.09M	2.54%	0.00%	-1.7%	Q4 2013
PGPROCTER & GAMBLE Co	$8.88M	2.48%	0.00%	-2.2%	Q4 2013
CHDChurch & Dwight Co Inc	$8.87M	2.48%	0.04%	-0.8%	Q4 2013
CARRCARRIER GLOBAL Corp	$8.55M	2.39%	0.02%	-1.7%	Q2 2020
AVGOBroadcom Inc.	$7.81M	2.18%	0.00%	+0.5%	Q2 2023
PEPPepsico Inc	$7.55M	2.11%	0.00%	-1.5%	Q4 2013
LINLinde PLC	$7.42M	2.07%	0.00%	-0.9%	Q4 2020
MDLZMondelez International, Inc.	$7.31M	2.04%	0.01%	-1.1%	Q4 2013
ENBEnbridge Inc	$7.2M	2.01%	0.01%	-1.1%	Q1 2017
AAPLApple Inc.	$6.8M	1.90%	0.00%	-0.2%	Q3 2014
FISVFiserv Inc	$5.95M	1.66%	0.01%	-0.7%	Q2 2021
MCHPMicrochip Technology Inc	$5.83M	1.63%	0.02%	-1.7%	Q2 2018
RSGRepublic Services, Inc.	$4.01M	1.12%	0.01%	+626.7%	Q2 2025
ACNAccenture plc	$3.75M	1.05%	0.00%	-20.6%	Q1 2024
JPMJPMorgan Chase & Co	$2.78M	0.78%	0.00%	+2.8%	Q4 2013
ADBEAdobe Inc.	$2.55M	0.71%	0.00%	-3.3%	Q4 2024
DISWalt Disney Co	$2.52M	0.70%	0.00%	-2.3%	Q2 2019
BDXBecton Dickinson & Co	$2.5M	0.70%	0.00%	-4.7%	Q2 2017
VZVerizon Communications Inc	$2.35M	0.66%	0.00%	-0.8%	Q4 2013
OTISOtis Worldwide Corp	$2.25M	0.63%	0.01%	-5.5%	Q2 2020
AMZNAmazon Com Inc	$2.07M	0.58%	0.00%	+2.2%	Q3 2021
COPConocophillips	$1.85M	0.52%	0.00%	Not reported	Q4 2013
IBMInternational Business Machines Corp	$1.59M	0.44%	0.00%	Not reported	Q4 2013
GOOGLAlphabet Inc.	$1.55M	0.43%	0.00%	-0.4%	Q1 2022
CVXChevron Corp	$1.5M	0.42%	0.00%	-0.9%	Q4 2013
ETNEaton Corp plc	$1.39M	0.39%	0.00%	-2.1%	Q1 2024
NVDANvidia Corp	$1.25M	0.35%	0.00%	Not reported	Q2 2023
AMGNAmgen Inc	$1.03M	0.29%	0.00%	+4.0%	Q4 2013
GLDSPDR Gold Trust	$1.02M	0.28%	0.00%	Not reported	Q4 2013
HDHome Depot, Inc.	$996K	0.28%	0.00%	+4.6%	Q3 2019
MRKMerck & Co., Inc.	$871K	0.24%	0.00%	-10.0%	Q4 2013
MAMastercard Inc	$871K	0.24%	0.00%	-3.2%	Q1 2020
MDYSPDR S&P Midcap 400 ETF Trust	$820K	0.23%	Not reported	Not reported	Q1 2021
COSTCostco Wholesale Corp	$759K	0.21%	0.00%	Not reported	Q2 2021
LLYELI LILLY & Co	$732K	0.20%	0.00%	Not reported	Q3 2022
MCDMcdonalds Corp	$675K	0.19%	0.00%	+6.0%	Q4 2013
WMTWalmart Inc.	$611K	0.17%	0.00%	-2.6%	Q3 2020

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