M. Kraus & Co: 13F holdings
CIK 15936882026Q2
| Positions | 86 |
|---|
| Reported value | $376.9m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 86 (+5 vs prior quarter) |
|---|
| Reported value | $376.9m (+9.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOG Alphabet Inc. Class C | 99,097 | $35.0m | 9.3% |
| MSFT Microsoft Corp. | 75,109 | $28.0m | 7.4% |
| Berkshire Hathaway - B | 42,095 | $21.1m | 5.6% |
| CSCO Cisco Systems Inc. | 152,654 | $17.9m | 4.8% |
| ROK Rockwell Automation | 31,191 | $15.4m | 4.1% |
| TMO Thermo Fisher Scientific | 29,510 | $14.8m | 3.9% |
| RTX RTX Corporation | 76,097 | $14.4m | 3.8% |
| LHX L3 Harris Technologies | 46,464 | $13.5m | 3.6% |
| NSC Norfolk Southern | 41,669 | $13.1m | 3.5% |
| JNJ Johnson & Johnson | 49,461 | $12.6m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1593688")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples