Long-term investor
M. Kraus & Co. @mkrausco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001593688).
Record
- Tracked since 2025-12-31 (261 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.4%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOG · 9.3% · long · since 2025-12-31
- MSFT · 7.4% · long · since 2025-12-31
- 846702074 · 5.6% · long · since 2025-12-31
- CSCO · 4.8% · long · since 2025-12-31
- ROK · 4.1% · long · since 2025-12-31
- TMO · 3.9% · long · since 2025-12-31
- RTX · 3.8% · long · since 2025-12-31
- LHX · 3.6% · long · since 2025-12-31
- NSC · 3.5% · long · since 2025-12-31
- JNJ · 3.3% · long · since 2025-12-31
- NEE · 3.1% · long · since 2025-12-31
- ECL · 2.8% · long · since 2025-12-31