M. Kraus & Co
Top Portfolio Positions
68 positions ·
$288,525,224 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
74,971 | $27,752,015 | 9.62% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
46,783 | $16,147,152 | 5.60% | |
| RTX |
RTX Corp
Industrials
|
77,572 | $14,963,638 | 5.19% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
29,856 | $14,675,119 | 5.09% | |
| NEE |
Nextera Energy Inc
Utilities
|
132,057 | $12,265,454 | 4.25% | |
| NSC |
Norfolk Southern Corp
Industrials
|
41,872 | $12,017,264 | 4.17% | |
| JNJ |
Johnson & Johnson
Healthcare
|
48,971 | $11,970,471 | 4.15% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
153,464 | $11,907,271 | 4.13% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
31,595 | $11,338,813 | 3.93% | |
| ECL |
Ecolab Inc.
Basic Materials
|
36,735 | $9,772,244 | 3.39% |
Portfolio Trend
Holdings in BIPH
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,030 | 5,621 | Shares | Sole | 2026-04-14 | |
| 2024-12-31 | $202,534 | 6,371 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $223,239 | 6,371 | Shares | Sole | 2024-10-11 | |
| 2024-03-31 | $206,859 | 6,628 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $210,290 | 6,678 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $252,397 | 6,915 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $233,519 | 6,915 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $214,295 | 6,915 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $248,248 | 6,915 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $264,291 | 6,915 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $203,590 | 4,611 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $186,929 | 4,611 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $172,482 | 4,611 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $170,760 | 4,611 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $164,933 | 4,646 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $153,008 | 4,646 | Shares | Sole | 2021-01-13 | |
| No 13F history on record for this holder in this stock. | ||||||