M. Kraus & Co 13F 持仓 · 2026年Q2
M. Kraus & 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 84 只证券，申报市值合计 3.77 亿美元。前几大持仓：GOOG（9.29%）、MSFT（7.43%）、BRK.B（5.59%）。本季前 25 大持仓中：增持 8 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc. Class C | $35.0M | 9.29% | 99,097 | 减持 |
| 2 | MSFT | Microsoft Corp. | $28.0M | 7.43% | 75,109 | 增持 |
| 3 | BRK.B | Berkshire Hathaway - B | $21.1M | 5.59% | 42,095 | 减持 |
| 4 | CSCO | Cisco Systems Inc. | $17.9M | 4.76% | 152,654 | 减持 |
| 5 | ROK | Rockwell Automation | $15.4M | 4.10% | 31,191 | 减持 |
| 6 | TMO | Thermo Fisher Scientific | $14.8M | 3.93% | 29,510 | 减持 |
| 7 | RTX | RTX Corporation | $14.4M | 3.83% | 76,097 | 减持 |
| 8 | LHX | L3 Harris Technologies | $13.5M | 3.58% | 46,464 | 减持 |
| 9 | NSC | Norfolk Southern | $13.1M | 3.48% | 41,669 | 减持 |
| 10 | JNJ | Johnson & Johnson | $12.6M | 3.33% | 49,461 | 增持 |
| 11 | NEE | NextEra Energy, Inc. | $11.6M | 3.08% | 132,302 | 增持 |
| 12 | ECL | Ecolab Inc. | $10.4M | 2.75% | 37,255 | 增持 |
| 13 | CARR | Carrier Global Corp | $10.2M | 2.72% | 139,556 | 减持 |
| 14 | ITW | Illinois Tool Works | $10.3M | 2.72% | 37,955 | 增持 |
| 15 | ABBV | AbbVie Inc. | $9.8M | 2.61% | 39,056 | 减持 |
| 16 | CHD | Church & Dwight Co. | $9.6M | 2.55% | 99,218 | 减持 |
| 17 | AVGO | Broadcom Inc | $9.0M | 2.39% | 23,799 | 增持 |
| 18 | PG | Procter & Gamble | $8.5M | 2.25% | 57,760 | 减持 |
| 19 | LIN | Linde Plc | $8.1M | 2.15% | 15,645 | 增持 |
| 20 | MCHP | MicrochipTechnology | $8.1M | 2.14% | 88,555 | 减持 |
| 21 | AAPL | Apple Inc. | $7.9M | 2.09% | 27,169 | 持平 |
| 22 | ENB | Enbridge Inc. | $7.7M | 2.05% | 142,263 | 减持 |
| 23 | PEP | PepsiCo Inc. | $7.0M | 1.87% | 52,002 | 减持 |
| 24 | ABT | Abbott Laboratories | $7.0M | 1.86% | 77,099 | 增持 |
| 25 | MDLZ | Mondelez International | $6.4M | 1.70% | 110,464 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR