M. Kraus & Co. has filed its Form 13F-HR, disclosing the firm's equity securities portfolio as of the close of business on September 30, 2026. The filing lists 84 separate holdings across various sectors, including large-cap U.S. corporations and exchange-traded funds.
The portfolio is diversified, with the largest positions held in technology and healthcare companies. Microsoft Corp. is listed as the top holding with 38,292,379 shares. Other significant positions include Apple Inc. with 8,739,624 shares, Berkshire Hathaway Class B with 20,533,964 shares, and Johnson & Johnson with 12,953,836 shares.
Major financial institutions are also represented, with J.P. Morgan Chase holding 2,898,732 shares and Bank of America Corp. holding 204,221 shares. The filing also includes positions in industrial and energy companies such as UnitedHealth Group, Procter & Gamble, and Chevron Corp.
In addition to individual stocks, the report lists several exchange-traded funds (ETFs). The portfolio includes shares in the Vanguard Total Stock Market ETF, the SPDR S&P 500 ETF, and the iShares Gold Trust ETF. The filing was signed by Denise Dalton, the Chief Compliance Officer of M. Kraus & Co.
