M. Kraus & Co
CIK: 1593688SEC EDGAR →
Portfolio Value
$60.6B
Holdings
83
As of
Q3 2026
New Positions
79
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NextEra Energy, Inc. | 129,697 | $9.8B | 16.20% |
| 2 | Church & Dwight Co. | 98,123 | $9.2B | 15.25% |
| 3 | Carrier Global Corp | 138,528 | $7.6B | 12.54% |
| 4 | Abbott Laboratories | 75,914 | $7.5B | 12.38% |
| 5 | MicrochipTechnology | 85,750 | $6.7B | 11.00% |
| 6 | Enbridge Inc. | 142,592 | $6.6B | 10.93% |
| 7 | Mondelez International | 108,443 | $6.3B | 10.34% |
| 8 | Verizon Communications | 62,510 | $2.9B | 4.73% |
| 9 | FlexShares Quality Dividend In | 7,500 | $676.8M | 1.12% |
| 10 | Coca-Cola | 6,888 | $592.9M | 0.98% |
Quarterly Changes
Top Buys
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Defensive | 8 | $16.4B | 27.0% |
| Utilities | 2 | $9.8B | 16.2% |
| Industrials | 14 | $8.2B | 13.6% |
| Healthcare | 9 | $8.1B | 13.3% |
| Technology | 10 | $6.8B | 11.1% |
| Energy | 5 | $6.6B | 10.9% |
| Communication Services | 6 | $3.1B | 5.2% |
| Financial Services | 17 | $1.6B | 2.6% |
| Basic Materials | 3 | $17.7M | 0.0% |
| Unknown | 5 | $9.0M | 0.0% |
| Consumer Cyclical | 5 | $4.1M | 0.0% |