M. Kraus & Co — 13F holdings

M. Kraus & Co reported 84 holdings worth $373M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $38.3M (10.3%)
2. GOOG ALPHABET INC — $33.3M (8.9%)
3. Berkshire Hathaway - B — $20.5M (5.5%)
4. TMO THERMO FISHER SCIENTIFIC INC — $19.4M (5.2%)
5. CSCO CISCO SYS INC — $16.3M (4.4%)
6. RTX RTX CORPORATION — $13.8M (3.7%)
7. ROK ROCKWELL AUTOMATION INC — $13.4M (3.6%)
8. JNJ JOHNSON & JOHNSON — $13.0M (3.5%)
9. NSC NORFOLK SOUTHN CORP — $12.6M (3.4%)
10. LHX L3HARRIS TECHNOLOGIES INC — $10.9M (2.9%)