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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 27.8%
Technology 22.0%
Healthcare 16.8%
Consumer Defensive 12.1%
Basic Materials 6.0%
Energy 4.5%
Utilities 4.4%
Communication Services 2.6%
Financial Services 2.3%
Consumer Cyclical 1.4%