Institutional Fund
M. Kraus & Co
Shelburne, VTCIK 15936885 filings on record
Portfolio Value
$342.86M
Q1 2026
Holdings
81
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-4.3%
from $358.15M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc8.4%
- Microsoft Corp8.1%
- Berkshire Hathaway - B6.1%
- L3harris Technologies Inc4.7%
- Rtx Corporation4.4%
- Thermo Fisher Scientific Inc4.3%
- Other64.1%
Portfolio Holdings
81 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 100.2K | $28.75M | 8.4% | −1.4K | Reduced |
| 2 | Microsoft Corp | 75.0K | $27.75M | 8.1% | +19 | Added |
| 3 | Berkshire Hathaway - B | 43.3K | $20.75M | 6.1% | −487 | Reduced |
| 4 | L3harris Technologies Inc | 46.8K | $16.15M | 4.7% | −810 | Reduced |
| 5 | Rtx Corporation | 77.6K | $14.96M | 4.4% | −616 | Reduced |
| 6 | Thermo Fisher Scientific Inc | 29.9K | $14.68M | 4.3% | +176 | Added |
| 7 | Nextera Energy Inc | 132.1K | $12.27M | 3.6% | −1.4K | Reduced |
| 8 | Norfolk Southn Corp | 41.9K | $12.02M | 3.5% | −467 | Reduced |
| 9 | Johnson & Johnson | 49.0K | $11.97M | 3.5% | −486 | Reduced |
| 10 | Cisco Sys Inc | 153.5K | $11.91M | 3.5% | +325 | Added |
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