M. Kraus & Co
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), M. Kraus & Co reported 81 stock positions worth $333.3 million. Its top holding was Microsoft (MSFT) at 9.8% of the portfolio, followed by Berkshire Hathaway - B (6.3%) and Alphabet Class C (GOOG, 6.0%). Compared with Q3 2024, it opened 4 new positions, sold out of 3, added to 10 and reduced 48. The biggest buy was Broadcom (AVGO, shares +978%) and the biggest sale Thermo Fisher Scientific (TMO, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SHELBURNE, VT
- CIK
- 0001593688
- Portfolio Value
- $333.3M (Q4 2024)
- SEC Filing
- 0001593688-25-000001 ↗ filed Jan 14, 2025
Holdings Value
Holdings 81 stocks · $333.3M
| MSFT Microsoft Corp. | 9.76% | 77,184 | $32.5M | Reduce -0.7% |
| Berkshire Hathaway - B | 6.31% | 46,415 | $21.0M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 5.97% | 104,546 | $19.9M | Reduce -0.7% |
| TMO Thermo Fisher Scientific Inc. | 4.87% | 31,213 | $16.2M | Reduce -0.2% |
| LHX L3HARRIS Technologies Inc. | 3.22% | 50,996 | $10.7M | Reduce -1.3% |
| CHD Church & Dwight Co. Inc. | 3.21% | 102,163 | $10.7M | Reduce -0.8% |
| ITW Illinois Tool Works | 3.18% | 41,758 | $10.6M | Reduce -1.2% |
| NSC Norfolk Southern Corp. | 3.16% | 44,851 | $10.5M | Reduce -1.3% |
| PG The Procter & Gamble Co. | 3.06% | 60,847 | $10.2M | Reduce -2.0% |
| CARR Carrier Global Corp. | 3.04% | 148,204 | $10.1M | Reduce -1.2% |
| NEE Nextera Energy Inc. | 3.02% | 140,618 | $10.1M | Reduce -0.9% |
| RTX RTX Corp. | 2.86% | 82,366 | $9.5M | Add +0.3% |
| FISV Fiserv Inc. | 2.85% | 46,247 | $9.5M | Add +0.7% |
| ROK Rockwell Automation Inc. | 2.85% | 33,224 | $9.5M | Add +0.5% |
| ABT Abbott Laboratories | 2.74% | 80,826 | $9.1M | Reduce -1.0% |
| CSCO Cisco Systems Inc. | 2.74% | 154,366 | $9.1M | Reduce -0.9% |
| ECL Ecolab Inc. | 2.74% | 38,958 | $9.1M | Reduce -0.8% |
| PEP Pepsico Inc. | 2.53% | 55,390 | $8.4M | Reduce -0.5% |
| JNJ Johnson & Johnson | 2.24% | 51,676 | $7.5M | Reduce -1.2% |
| MDLZ Mondelez International Inc. Class A | 2.19% | 121,949 | $7.3M | Reduce -0.2% |
| ABBV Abbvie Inc. | 2.16% | 40,514 | $7.2M | Add +0.9% |
| AAPL Apple Inc. | 2.04% | 27,174 | $6.8M | Reduce -1.3% |
| ACN Accenture PLC Class A | 2.03% | 19,275 | $6.8M | Reduce -0.7% |
| LIN Linde PLC | 1.97% | 15,664 | $6.6M | Reduce -0.4% |
| ENB Enbridge Inc. | 1.82% | 142,781 | $6.1M | Add +1.4% |
| MCHP Microchip Technology Inc. | 1.69% | 98,425 | $5.6M | Reduce -1.9% |
| AVGO Broadcom Inc. | 1.66% | 23,842 | $5.5M | Add +977.9% |
| BDX Becton Dickinson and Co. | 1.56% | 22,988 | $5.2M | Reduce -4.6% |
| ADBE Adobe Inc. | 0.99% | 7,388 | $3.3M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.88% | 26,235 | $2.9M | Reduce -15.3% |
| OTIS Otis Worldwide Corp. | 0.79% | 28,605 | $2.6M | Reduce -1.9% |
| VZ Verizon Communications Inc. | 0.72% | 59,620 | $2.4M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 0.62% | 8,617 | $2.1M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 0.61% | 9,218 | $2.0M | Reduce -0.6% |
| COP Conocophillips | 0.59% | 19,873 | $2.0M | Reduce -0.9% |
| CVX Chevron Corp. | 0.45% | 10,347 | $1.5M | Reduce -2.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 5,652 | $1.2M | Reduce -4.2% |
| GOOGL Alphabet Inc. Class A | 0.36% | 6,416 | $1.2M | Reduce -0.8% |
| MRK Merck & Co. Inc. | 0.35% | 11,892 | $1.2M | Reduce -0.5% |
| MDY State Street SPDR S&P Midcap | 0.29% | 1,700 | $968K | No change |
| AMGN Amgen Inc. | 0.28% | 3,554 | $926K | Reduce -0.4% |
| HD Home Depot Inc. | 0.28% | 2,371 | $922K | Add +1.9% |
| NVDA Nvidia Corp. | 0.27% | 6,755 | $907K | Reduce -3.8% |
| XOM Exxon Mobil Corp. | 0.26% | 7,914 | $851K | No change |
| MA Mastercard Inc. Class A | 0.25% | 1,603 | $844K | Reduce -1.1% |
| LLY Eli Lilly & Co. | 0.23% | 985 | $760K | No change |
| COST Costco Wholesale Corp. | 0.23% | 820 | $751K | No change |
| IWM iShares Russell 2000 ETF | 0.21% | 3,175 | $702K | No change |
| GLD SPDR Gold Shares | 0.20% | 2,765 | $669K | No change |
| QDF NT Qual Div ETF | 0.19% | 9,000 | $635K | No change |
| MCD McDonald's Corp. | 0.18% | 2,127 | $617K | Reduce -1.1% |
| ETN Eaton Corporation | 0.17% | 1,729 | $574K | Add +141.1% |
| WMT Walmart Inc. | 0.16% | 6,084 | $550K | Reduce -1.4% |
| V Visa Inc. Class A | 0.16% | 1,683 | $532K | Reduce -2.1% |
| PFE Pfizer Inc. | 0.15% | 19,223 | $510K | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 1,744 | $505K | New |
| KO The Coca-Cola Co. | 0.13% | 6,888 | $429K | No change |
| PAYX Paychex Inc. | 0.13% | 2,974 | $417K | Reduce -1.5% |
| HON Honeywell International Inc. | 0.12% | 1,817 | $410K | Reduce -0.3% |
| UNP Union Pacific Corp. | 0.12% | 1,747 | $398K | No change |
| ORCL Oracle Corp. | 0.10% | 2,099 | $350K | Reduce -3.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.10% | 2,866 | $346K | Reduce -2.3% |
| MMM 3M Co. | 0.10% | 2,665 | $344K | No change |
| DOV Dover Corp. | 0.10% | 1,750 | $328K | No change |
| IVW iShares S&P 500 Growth ETF | 0.09% | 3,100 | $315K | No change |
| Yum! Brands, Inc. | 0.09% | 2,332 | $313K | No change |
| UNH Unitedhealth Group Inc. | 0.09% | 577 | $292K | Reduce -2.7% |
| PM Philip Morris International | 0.09% | 2,395 | $288K | Reduce -5.0% |
| KMB Kimberly-Clark Corp. | 0.08% | 2,083 | $273K | Reduce -8.4% |
| American Express Co. | 0.08% | 851 | $253K | Reduce -3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 426 | $250K | No change |
| VOO Vanguard S&P 500 ETF | 0.07% | 450 | $242K | Reduce -3.2% |
| DUK Duke Energy Corp. | 0.07% | 2,229 | $240K | No change |
| GD General Dynamics Corp. | 0.07% | 906 | $239K | No change |
| NFLX Netflix Inc. | 0.07% | 261 | $233K | New |
| DCI Donaldson Co. Inc. | 0.07% | 3,443 | $232K | Reduce -0.2% |
| SYK Stryker Corp. | 0.07% | 618 | $223K | Reduce -1.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 532 | $218K | New |
| NKE Nike Inc. Class B | 0.06% | 2,773 | $210K | No change |
| BIP Brookfield Infrastructure Pa | 0.06% | 6,371 | $203K | No change |
| GoLogiq Inc - Restricted Share | 0.00% | 17,000 | $0 | No change |
Portfolio Sells Q3 2024 → Q4 2024
| TMO Thermo Fisher Scientific Inc. | Reduce -0.2% | 4.87% | −0.79 |
| MCHP Microchip Technology Inc. | Reduce -1.9% | 1.69% | −0.67 |
| CARR Carrier Global Corp. | Reduce -1.2% | 3.04% | −0.50 |
| NEE Nextera Energy Inc. | Reduce -0.9% | 3.02% | −0.49 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.2% | 2.19% | −0.45 |
| LHX L3HARRIS Technologies Inc. | Reduce -1.3% | 3.22% | −0.38 |
| PEP Pepsico Inc. | Reduce -0.5% | 2.53% | −0.25 |
| JNJ Johnson & Johnson | Reduce -1.2% | 2.24% | −0.24 |
| LIN Linde PLC | Reduce -0.4% | 1.97% | −0.23 |
| ECL Ecolab Inc. | Reduce -0.8% | 2.74% | −0.20 |
| NSC Norfolk Southern Corp. | Reduce -1.3% | 3.16% | −0.15 |
| BDX Becton Dickinson and Co. | Reduce -4.6% | 1.56% | −0.14 |
| OTIS Otis Worldwide Corp. | Reduce -1.9% | 0.79% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -2.0% | 3.06% | −0.09 |
| VZ Verizon Communications Inc. | Reduce -2.5% | 0.72% | −0.09 |
| ITW Illinois Tool Works | Reduce -1.2% | 3.18% | −0.07 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.07 |
| DE Deere & Co. | Sold out | 0.00% | −0.06 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.06 |
| AMGN Amgen Inc. | Reduce -0.4% | 0.28% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -0.5% | 0.35% | −0.04 |
| MSFT Microsoft Corp. | Reduce -0.7% | 9.76% | −0.04 |
| COP Conocophillips | Reduce -0.9% | 0.59% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -2.7% | 0.09% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -8.4% | 0.08% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -4.2% | 0.37% | −0.01 |
| CVX Chevron Corp. | Reduce -2.4% | 0.45% | −0.01 |
| MCD McDonald's Corp. | Reduce -1.1% | 0.18% | −0.01 |
| DCI Donaldson Co. Inc. | Reduce -0.2% | 0.07% | −0.00 |
| ORCL Oracle Corp. | Reduce -3.1% | 0.10% | −0.00 |
| PM Philip Morris International | Reduce -5.0% | 0.09% | −0.00 |
| SYK Stryker Corp. | Reduce -1.0% | 0.07% | +0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -3.2% | 0.07% | +0.00 |
| TJX TJX Companies Inc. | Reduce -2.3% | 0.10% | +0.00 |
| DIS The Walt Disney Co. | Reduce -15.3% | 0.88% | +0.00 |
| American Express Co. | Reduce -3.1% | 0.08% | +0.01 |
| PAYX Paychex Inc. | Reduce -1.5% | 0.13% | +0.01 |
| HON Honeywell International Inc. | Reduce -0.3% | 0.12% | +0.01 |
| ABT Abbott Laboratories | Reduce -1.0% | 2.74% | +0.02 |
| MA Mastercard Inc. Class A | Reduce -1.1% | 0.25% | +0.02 |
| WMT Walmart Inc. | Reduce -1.4% | 0.16% | +0.02 |
| V Visa Inc. Class A | Reduce -2.1% | 0.16% | +0.02 |
| NVDA Nvidia Corp. | Reduce -3.8% | 0.27% | +0.02 |
| ACN Accenture PLC Class A | Reduce -0.7% | 2.03% | +0.02 |
| CHD Church & Dwight Co. Inc. | Reduce -0.8% | 3.21% | +0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -0.8% | 0.36% | +0.05 |
| JPM JPMorgan Chase & Co. | Reduce -1.6% | 0.62% | +0.08 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 0.61% | +0.10 |
| AAPL Apple Inc. | Reduce -1.3% | 2.04% | +0.16 |
| CSCO Cisco Systems Inc. | Reduce -0.9% | 2.74% | +0.31 |
Portfolio Buys Q3 2024 → Q4 2024
| AVGO Broadcom Inc. | Add +977.9% | 1.66% | +1.55 |
| ADBE Adobe Inc. | New | 0.99% | +0.99 |
| FISV Fiserv Inc. | Add +0.7% | 2.85% | +0.43 |
| ROK Rockwell Automation Inc. | Add +0.5% | 2.85% | +0.25 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.15% | +0.15 |
| ENB Enbridge Inc. | Add +1.4% | 1.82% | +0.14 |
| ETN Eaton Corporation | Add +141.1% | 0.17% | +0.10 |
| NFLX Netflix Inc. | New | 0.07% | +0.07 |
| Berkshire Hathaway - B | Add +0.2% | 6.31% | +0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.07% | +0.07 |
| HD Home Depot Inc. | Add +1.9% | 0.28% | +0.00 |
| PFE Pfizer Inc. | Add +0.4% | 0.15% | −0.01 |
| RTX RTX Corp. | Add +0.3% | 2.86% | −0.06 |
| ABBV Abbvie Inc. | Add +0.9% | 2.16% | −0.16 |
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 |