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Portfolio (Quarterly) Guide ↗

M. Kraus & Co

· CIK 0001593688
13F Portfolio $343M AUM 81 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 16 Added 25 Reduced 5 Exited
Page 5 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GoLogiq Inc - Restricted Share 17,000.0
Page 5 of 5  ·  81 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
Industrials 25.2%
Technology 20.0%
Healthcare 15.3%
Communication Services 11.4%
Consumer Defensive 11.0%
Basic Materials 5.5%
Energy 4.2%
Utilities 4.0%
Financial Services 2.1%
Consumer Cyclical 1.2%