M. Kraus & Co
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 10, 2024), M. Kraus & Co reported 82 stock positions worth $329.3 million. Its top holding was Microsoft (MSFT) at 10.2% of the portfolio, followed by Berkshire Hathaway - B (6.1%) and Thermo Fisher Scientific (TMO, 5.7%). Compared with Q4 2023, it opened 6 new positions, sold out of 3, added to 27 and reduced 31. The biggest buy was a new position in Accenture Class A (ACN) and the biggest sale an exit from Kenvue (KVUE).
- Most Recent 13F
- Q2 2026
- Location
- SHELBURNE, VT
- CIK
- 0001593688
- Portfolio Value
- $329.3M (Q1 2024)
- SEC Filing
- 0001593688-24-000002 ↗ filed Apr 10, 2024
Holdings Value
Holdings 82 stocks · $329.3M
| MSFT Microsoft Corp. | 10.21% | 79,951 | $33.6M | Reduce -0.3% |
| Berkshire Hathaway - B | 6.06% | 47,467 | $20.0M | Add +0.5% |
| TMO Thermo Fisher Scientific Inc. | 5.70% | 32,281 | $18.8M | Reduce -3.0% |
| GOOG Alphabet Inc. Class C | 4.99% | 108,027 | $16.4M | Add +1.3% |
| NSC Norfolk Southern Corp. | 3.70% | 47,796 | $12.2M | Reduce -0.6% |
| ITW Illinois Tool Works | 3.58% | 43,951 | $11.8M | Add +0.6% |
| LHX L3HARRIS Technologies Inc. | 3.52% | 54,463 | $11.6M | Reduce -0.1% |
| CHD Church & Dwight Co. Inc. | 3.35% | 105,814 | $11.0M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 3.17% | 64,281 | $10.4M | Reduce -0.3% |
| PEP Pepsico Inc. | 3.06% | 57,638 | $10.1M | Add +0.4% |
| ROK Rockwell Automation Inc. | 2.98% | 33,730 | $9.8M | Add +0.6% |
| ABT Abbott Laboratories | 2.94% | 85,268 | $9.7M | Add +0.6% |
| ECL Ecolab Inc. | 2.88% | 41,063 | $9.5M | Reduce -0.4% |
| NEE Nextera Energy Inc. | 2.86% | 147,310 | $9.4M | Add +2.3% |
| MCHP Microchip Technology Inc. | 2.74% | 100,638 | $9.0M | Add +1.2% |
| CARR Carrier Global Corp. | 2.73% | 154,619 | $9.0M | Add +0.3% |
| MDLZ Mondelez International Inc. Class A | 2.68% | 126,237 | $8.8M | Add +1.0% |
| JNJ Johnson & Johnson | 2.59% | 53,914 | $8.5M | Add +0.5% |
| RTX RTX Corp. | 2.51% | 84,632 | $8.3M | Add +1.3% |
| CSCO Cisco Systems Inc. | 2.48% | 163,682 | $8.2M | Reduce -1.2% |
| ABBV Abbvie Inc. | 2.29% | 41,448 | $7.5M | Add +2.9% |
| FISV Fiserv Inc. | 2.28% | 46,912 | $7.5M | Add +2.8% |
| LIN Linde PLC | 2.23% | 15,842 | $7.4M | Add +9.2% |
| BDX Becton Dickinson and Co. | 1.90% | 25,349 | $6.3M | Reduce -1.4% |
| ENB Enbridge Inc. | 1.59% | 144,653 | $5.2M | Add +1.7% |
| AAPL Apple Inc. | 1.48% | 28,500 | $4.9M | Reduce -1.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.30% | 34,918 | $4.3M | Add +35.6% |
| ACN Accenture PLC Class A | 1.15% | 10,892 | $3.8M | New |
| OTIS Otis Worldwide Corp. | 0.91% | 30,192 | $3.0M | Add +0.1% |
| VZ Verizon Communications Inc. | 0.88% | 68,688 | $2.9M | Reduce -14.2% |
| COP Conocophillips | 0.84% | 21,739 | $2.8M | Reduce -6.7% |
| CVX Chevron Corp. | 0.53% | 11,043 | $1.7M | Reduce -5.6% |
| JPM JPMorgan Chase & Co. | 0.52% | 8,608 | $1.7M | Add +4.3% |
| AMZN Amazon.com Inc. | 0.50% | 9,076 | $1.6M | Reduce -0.3% |
| MRK Merck & Co. Inc. | 0.50% | 12,392 | $1.6M | Reduce -2.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 6,402 | $1.2M | Add +0.2% |
| AMGN Amgen Inc. | 0.31% | 3,639 | $1.0M | No change |
| XOM Exxon Mobil Corp. | 0.30% | 8,571 | $996K | Reduce -9.3% |
| MDY State Street SPDR S&P Midcap | 0.29% | 1,700 | $946K | No change |
| GOOGL Alphabet Inc. Class A | 0.29% | 6,267 | $946K | Add +1.1% |
| HD Home Depot Inc. | 0.27% | 2,326 | $892K | Add +1.7% |
| LLY Eli Lilly & Co. | 0.24% | 1,014 | $789K | Reduce -1.5% |
| MA Mastercard Inc. Class A | 0.24% | 1,621 | $781K | Add +0.8% |
| IWM iShares Russell 2000 ETF | 0.22% | 3,500 | $736K | No change |
| MCD McDonald's Corp. | 0.19% | 2,197 | $619K | No change |
| COST Costco Wholesale Corp. | 0.18% | 820 | $601K | No change |
| GLD SPDR Gold Shares | 0.18% | 2,915 | $600K | Reduce -4.1% |
| NVDA Nvidia Corp. | 0.18% | 657 | $594K | Add +2.0% |
| QDF NT Qual Div ETF | 0.18% | 9,000 | $593K | No change |
| PFE Pfizer Inc. | 0.16% | 19,430 | $539K | Add +6.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 1,994 | $518K | No change |
| V Visa Inc. Class A | 0.15% | 1,720 | $480K | Add +0.9% |
| UNP Union Pacific Corp. | 0.13% | 1,747 | $430K | Reduce -0.6% |
| KO The Coca-Cola Co. | 0.13% | 6,940 | $425K | No change |
| PAYX Paychex Inc. | 0.12% | 3,165 | $389K | Reduce -1.7% |
| AVGO Broadcom Inc. | 0.11% | 277 | $367K | Reduce -1.8% |
| WMT Walmart Inc. | 0.11% | 6,018 | $362K | Add +0.5% |
| HON Honeywell International Inc. | 0.11% | 1,737 | $357K | Reduce -2.0% |
| Yum! Brands, Inc. | 0.10% | 2,332 | $323K | No change |
| MMM 3M Co. | 0.10% | 3,025 | $321K | Reduce -29.2% |
| UNH Unitedhealth Group Inc. | 0.10% | 645 | $319K | No change |
| DOV Dover Corp. | 0.09% | 1,750 | $310K | Reduce -2.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 2,933 | $297K | No change |
| KMB Kimberly-Clark Corp. | 0.09% | 2,203 | $285K | Reduce -4.4% |
| DE Deere & Co. | 0.08% | 680 | $279K | No change |
| ORCL Oracle Corp. | 0.08% | 2,166 | $272K | New |
| NKE Nike Inc. Class B | 0.08% | 2,893 | $272K | Reduce -8.4% |
| DCI Donaldson Co. Inc. | 0.08% | 3,510 | $262K | No change |
| IVW iShares S&P 500 Growth ETF | 0.08% | 3,100 | $262K | No change |
| GD General Dynamics Corp. | 0.08% | 906 | $256K | Reduce -2.7% |
| VOO Vanguard S&P 500 ETF | 0.08% | 525 | $252K | No change |
| PM Philip Morris International | 0.07% | 2,670 | $245K | No change |
| UPS United Parcel Service Class B | 0.07% | 1,574 | $234K | Reduce -3.7% |
| BMY Bristol-Myers Squibb Co. | 0.07% | 4,279 | $232K | Reduce -5.3% |
| SYK Stryker Corp. | 0.07% | 624 | $223K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 426 | $223K | No change |
| DUK Duke Energy Corp. | 0.06% | 2,179 | $211K | Reduce -10.9% |
| BIP Brookfield Infrastructure Pa | 0.06% | 6,628 | $207K | Reduce -0.8% |
| American Express Co. | 0.06% | 903 | $206K | New |
| NUE Nucor Corp. | 0.06% | 1,015 | $201K | New |
| ETN Eaton Corporation | 0.00% | 717 | $224 | New |
| GoLogiq Inc - Restricted Share | 0.00% | 17,000 | $0 | No change |
Portfolio Sells Q4 2023 → Q1 2024
| KVUE Kenvue Inc. | Sold out | 0.00% | −1.22 |
| SWK Stanley Black & Decker Inc. | Sold out | 0.00% | −0.57 |
| AAPL Apple Inc. | Reduce -1.6% | 1.48% | −0.33 |
| CSCO Cisco Systems Inc. | Reduce -1.2% | 2.48% | −0.25 |
| LHX L3HARRIS Technologies Inc. | Reduce -0.1% | 3.52% | −0.22 |
| BDX Becton Dickinson and Co. | Reduce -1.4% | 1.90% | −0.14 |
| VZ Verizon Communications Inc. | Reduce -14.2% | 0.88% | −0.11 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.08 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.0% | 5.70% | −0.06 |
| MMM 3M Co. | Reduce -29.2% | 0.10% | −0.05 |
| COP Conocophillips | Reduce -6.7% | 0.84% | −0.04 |
| CVX Chevron Corp. | Reduce -5.6% | 0.53% | −0.04 |
| NKE Nike Inc. Class B | Reduce -8.4% | 0.08% | −0.03 |
| DUK Duke Energy Corp. | Reduce -10.9% | 0.06% | −0.01 |
| HON Honeywell International Inc. | Reduce -2.0% | 0.11% | −0.01 |
| UPS United Parcel Service Class B | Reduce -3.7% | 0.07% | −0.01 |
| UNP Union Pacific Corp. | Reduce -0.6% | 0.13% | −0.01 |
| GLD SPDR Gold Shares | Reduce -4.1% | 0.18% | −0.01 |
| PAYX Paychex Inc. | Reduce -1.7% | 0.12% | −0.01 |
| BIP Brookfield Infrastructure Pa | Reduce -0.8% | 0.06% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -9.3% | 0.30% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.3% | 0.07% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -4.4% | 0.09% | −0.00 |
| NSC Norfolk Southern Corp. | Reduce -0.6% | 3.70% | −0.00 |
| GD General Dynamics Corp. | Reduce -2.7% | 0.08% | −0.00 |
| DOV Dover Corp. | Reduce -2.8% | 0.09% | +0.00 |
| AVGO Broadcom Inc. | Reduce -1.8% | 0.11% | +0.01 |
| LLY Eli Lilly & Co. | Reduce -1.5% | 0.24% | +0.04 |
| MRK Merck & Co. Inc. | Reduce -2.6% | 0.50% | +0.04 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 0.50% | +0.05 |
| CHD Church & Dwight Co. Inc. | Reduce -0.6% | 3.35% | +0.07 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 3.17% | +0.09 |
| ECL Ecolab Inc. | Reduce -0.4% | 2.88% | +0.22 |
| MSFT Microsoft Corp. | Reduce -0.3% | 10.21% | +0.39 |
Portfolio Buys Q4 2023 → Q1 2024
| ACN Accenture PLC Class A | New | 1.15% | +1.15 |
| Berkshire Hathaway - B | Add +0.5% | 6.06% | +0.57 |
| DIS The Walt Disney Co. | Add +35.6% | 1.30% | +0.54 |
| FISV Fiserv Inc. | Add +2.8% | 2.28% | +0.30 |
| LIN Linde PLC | Add +9.2% | 2.23% | +0.29 |
| ABBV Abbvie Inc. | Add +2.9% | 2.29% | +0.26 |
| RTX RTX Corp. | Add +1.3% | 2.51% | +0.22 |
| GOOG Alphabet Inc. Class C | Add +1.3% | 4.99% | +0.10 |
| ORCL Oracle Corp. | New | 0.08% | +0.08 |
| NVDA Nvidia Corp. | Add +2.0% | 0.18% | +0.08 |
| SYK Stryker Corp. | New | 0.07% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +4.3% | 0.52% | +0.07 |
| American Express Co. | New | 0.06% | +0.06 |
| NUE Nucor Corp. | New | 0.06% | +0.06 |
| IBM Intl Business Machines Corp. | Add +0.2% | 0.37% | +0.03 |
| OTIS Otis Worldwide Corp. | Add +0.1% | 0.91% | +0.03 |
| MA Mastercard Inc. Class A | Add +0.8% | 0.24% | +0.01 |
| HD Home Depot Inc. | Add +1.7% | 0.27% | +0.01 |
| NEE Nextera Energy Inc. | Add +2.3% | 2.86% | +0.01 |
| WMT Walmart Inc. | Add +0.5% | 0.11% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 0.29% | +0.01 |
| V Visa Inc. Class A | Add +0.9% | 0.15% | +0.00 |
| ETN Eaton Corporation | New | 0.00% | +0.00 |
| PFE Pfizer Inc. | Add +6.8% | 0.16% | −0.01 |
| ENB Enbridge Inc. | Add +1.7% | 1.59% | −0.08 |
| ABT Abbott Laboratories | Add +0.6% | 2.94% | −0.09 |
| PEP Pepsico Inc. | Add +0.4% | 3.06% | −0.11 |
| ITW Illinois Tool Works | Add +0.6% | 3.58% | −0.15 |
| JNJ Johnson & Johnson | Add +0.5% | 2.59% | −0.15 |
| CARR Carrier Global Corp. | Add +0.3% | 2.73% | −0.15 |
| MCHP Microchip Technology Inc. | Add +1.2% | 2.74% | −0.18 |
| MDLZ Mondelez International Inc. Class A | Add +1.0% | 2.68% | −0.26 |
| ROK Rockwell Automation Inc. | Add +0.6% | 2.98% | −0.41 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 86 | $376.9M | GOOG, MSFT, Berkshire Hathaway - B, CSCO, ROK |
| Q1 2026 | 81 | $342.9M | GOOG, MSFT, Berkshire Hathaway - B, LHX, RTX |
| Q4 2025 | 83 | $358.1M | MSFT, GOOG, Berkshire Hathaway - B, TMO, RTX |
| Q3 2025 | 83 | $358.1M | MSFT, GOOG, Berkshire Hathaway - B, LHX, TMO |
| Q2 2025 | 83 | $340.7M | MSFT, Berkshire Hathaway - B, GOOG, TMO, LHX |
| Q1 2025 | 80 | $328.8M | MSFT, Berkshire Hathaway - B, GOOG, TMO, CHD |
| Q4 2024 | 81 | $333.3M | MSFT, Berkshire Hathaway - B, GOOG, TMO, LHX |
| Q3 2024 | 80 | $341.3M | MSFT, Berkshire Hathaway - B, TMO, GOOG, LHX |
| Q2 2024 | 80 | $326.2M | MSFT, GOOG, Berkshire Hathaway - B, TMO, LHX |
| Q1 2024 | 82 | $329.3M | MSFT, Berkshire Hathaway - B, TMO, GOOG, NSC |