M. Kraus & Co holds a focused book of 86 stocks worth $376.9M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Texas Instruments Inc and trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 9% of the equity book. Cloning the disclosed picks since 2025 would be +8% (+10.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1593688/holdings"
Use Arkolith to show M. Kraus & Co's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning M. Kraus & Co's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
90% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc. Class C COM | $35.0M | 99.1K | 9.3% | ▼−1.1% Reduced · −1K sh | |
| 2 | Microsoft Corp. COM | $28.0M | 75.1K | 7.4% | ▲+0.2% Added · +138 sh | |
| 3 | Berkshire Hathaway - B COM | $21.1M | 42.1K | 5.6% | ▼−2.8% Reduced · −1K sh | |
| 4 | Cisco Systems Inc. COM | $17.9M | 152.7K | 4.8% | ▼−0.5% Reduced · −810 sh | |
| 5 | Rockwell Automation COM | $15.4M | 31.2K | 4.1% | ▼−1.3% Reduced · −404 sh | |
| 6 | Thermo Fisher Scientific COM | $14.8M | 29.5K | 3.9% | ▼−1.1% Reduced · −346 sh | |
| 7 | RTX Corporation COM | $14.4M | 76.1K | 3.8% | ▼−1.9% Reduced · −1K sh | |
| 8 | L3 Harris Technologies COM | $13.5M | 46.5K | 3.6% | ▼−0.7% Reduced · −319 sh | |
| 9 | Norfolk Southern COM | $13.1M | 41.7K | 3.5% | ▼−0.5% Reduced · −203 sh | |
| 10 | Johnson & Johnson COM | $12.6M | 49.5K | 3.3% | ▲+1.0% Added · +490 sh | |
| 11 | NextEra Energy, Inc. COM | $11.6M | 132.3K | 3.1% | ▲+0.2% Added · +245 sh | |
| 12 | Ecolab Inc. COM | $10.4M | 37.3K | 2.8% | ▲+1.4% Added · +520 sh | |
| 13 | Illinois Tool Works COM | $10.3M | 38.0K | 2.7% | ▲+1.4% Added · +543 sh | |
| 14 | Carrier Global Corp COM | $10.2M | 139.6K | 2.7% | ▼−0.9% Reduced · −1K sh | |
| 15 | AbbVie Inc. COM | $9.8M | 39.1K | 2.6% | ▼−0.2% Reduced · −95 sh | |
| 16 | Church & Dwight Co. COM | $9.6M | 99.2K | 2.6% | ▼−0.8% Reduced · −798 sh | |
| 17 | Broadcom Inc COM | $9.0M | 23.8K | 2.4% | ▲+1.1% Added · +260 sh | |
| 18 | Procter & Gamble COM | $8.5M | 57.8K | 2.2% | ▼−0.7% Reduced · −408 sh | |
| 19 | Linde Plc COM | $8.1M | 15.6K | 2.2% | ▲+1.5% Added · +232 sh | |
| 20 | MicrochipTechnology COM | $8.1M | 88.6K | 2.1% | ▼−0.9% Reduced · −775 sh | |
| 21 | Apple Inc. COM | $7.9M | 27.2K | 2.1% | —Held | |
| 22 | Enbridge Inc. COM | $7.7M | 142.3K | 2.0% | ▼−0.1% Reduced · −150 sh | |
| 23 | PepsiCo Inc. COM | $7.0M | 52.0K | 1.9% | ▼−0.7% Reduced · −382 sh | |
| 24 | Abbott Laboratories COM | $7.0M | 77.1K | 1.9% | ▲+0.2% Added · +165 sh | |
| 25 | Mondelez International COM | $6.4M | 110.5K | 1.7% | ▼−1.4% Reduced · −2K sh | |
| 26 | Nvidia Corp. COM | $5.5M | 27.7K | 1.5% | ▲+317% Added · +21K sh | |
| 27 | Eaton Corporation COM | $5.4M | 12.7K | 1.4% | ▲+229% Added · +9K sh | |
| 28 | Republic Services, Inc. COM | $3.4M | 16.1K | 0.9% | ▼−2.5% Reduced · −420 sh | |
| 29 | J.P. Morgan Chase COM | $2.9M | 8.8K | 0.8% | ▲+0.4% Added · +35 sh | |
| 30 | IBM COM | $2.7M | 9.7K | 0.7% | ▼−0.2% Reduced · −20 sh | |
| 31 | Verizon Communications COM | $2.7M | 64.3K | 0.7% | ▼−0.3% Reduced · −232 sh | |
| 32 | Alphabet Inc. Class A COM | $2.3M | 6.4K | 0.6% | —Held | |
| 33 | Amazon.com, Inc. COM | $2.3M | 9.5K | 0.6% | —Held | |
| 34 | Vanguard S&P 500 ETF ETF | $2.2M | 3.2K | 0.6% | ▲+604% Added · +3K sh | |
| 35 | ConocoPhillips COM | $2.0M | 19.2K | 0.5% | ▼−1.3% Reduced · −260 sh | |
| 36 | SPDR S&P 500 ETF ETF | $1.8M | 2.4K | 0.5% | ▲+169% Added · +1K sh | |
| 37 | Chevron Corp COM | $1.6M | 9.6K | 0.4% | ▼−0.3% Reduced · −30 sh | |
| 38 | Disney, Walt COM | $1.5M | 15.9K | 0.4% | ▼−19% Reduced · −4K sh | |
| 39 | Merck & Co Inc. COM | $1.4M | 10.7K | 0.4% | —Held | |
| 40 | Otis Worldwide Corp COM | $1.3M | 17.6K | 0.3% | ▼−24% Reduced · −5K sh | |
| 41 | Lilly, Eli COM | $1.1M | 901 | 0.3% | ▼−2.7% Reduced · −25 sh | |
| 42 | SPDR Gold Trust ETF | $1.1M | 2.9K | 0.3% | —Held | |
| 43 | Midcap SPDR Trust Series 1 ETF | $1.0M | 1.4K | 0.3% | ▲+3.6% Added · +50 sh | |
| 44 | Amgen COM | $882K | 2.4K | 0.2% | —Held | |
| 45 | Home Depot COM | $853K | 2.4K | 0.2% | ▼−1.6% Reduced · −40 sh | |
| 46 | iShares Russell 2000 ETF ETF | $849K | 2.8K | 0.2% | —Held | |
| 47 | Costco Companies, Inc. COM | $779K | 833 | 0.2% | ▲+1.2% Added · +10 sh | |
| 48 | MasterCard Inc. COM | $769K | 1.5K | 0.2% | ▼−1.0% Reduced · −15 sh | |
| 49 | Walmart Inc COM | $707K | 6.2K | 0.2% | ▲+5.3% Added · +312 sh | |
| 50 | FlexShares Quality Dividend In ETF | $674K | 7.5K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.