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Portfolio (Quarterly) Guide ↗

M. Kraus & Co

· CIK 0001593688
13F Portfolio $358M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 83 New
Page 5 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MO Altria Group Inc. Consumer Defensive 3,600.0 $208K 0.06% NEW $57.66 +27.4%
82 Bank of America Corp. 3,752.0 $206K 0.06% NEW $55.00
83 GoLogiq Inc - Restricted Share 17,000.0 NEW
Page 5 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.3%
Industrials 23.5%
Healthcare 15.6%
Communication Services 11.9%
Consumer Defensive 9.9%
Basic Materials 4.9%
Utilities 3.3%
Energy 3.2%
Financial Services 2.0%
Consumer Cyclical 1.3%