M. Kraus & Co
RIA/Wealth
M. Kraus & Co is a RIA/Wealth based in Shelburne, VT led by Christopher Michael Capano, reporting $523.5M in AUM as of Q3 2025 with MSFT as the largest holding (12% allocation).
PresidentChristopher Michael Capano
- Portfolio Value
- $335.1M
- Positions
- 79
- Top Holding
- MSFT at 11.63%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in M. Kraus & Co's portfolio (48.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $39.0M | 11.63% | -$646.9K Sold | 0.00% 75.3K shares | |
Internet Content & Information Communication Services | $24.9M | 7.43% | -$433.5K Sold | 0.00% 102.2K shares | |
Aerospace & Defense Industrials | $14.7M | 4.38% | -$497.8K Sold | — 48.0K shares | |
Medical - Diagnostics & Research Healthcare | $14.5M | 4.32% | -$579.1K Sold | 0.01% 29.9K shares | |
Aerospace & Defense Industrials | $13.2M | 3.94% | -$185.1K Sold | 0.01% 79.0K shares | |
Railroads Industrials | $12.8M | 3.83% | -$280.3K Sold | 0.02% 42.7K shares | |
Industrial - Machinery Industrials | $11.3M | 3.37% | -$88.1K Sold | 0.03% 32.3K shares | |
Communication Equipment Technology | $10.5M | 3.15% | +$127.3K Bought | 0.00% 154.2K shares | |
Medical - Devices Healthcare | $10.2M | 3.05% | -$127.9K Sold | 0.00% 76.2K shares | |
Regulated Electric Utilities | $10.2M | 3.04% | -$181.9K Sold | 0.01% 134.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in M. Kraus & Co's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+626.69% | |
+5.96% | |
+4.59% | |
+4.17% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-56.8% | |
-39.49% | |
-20.63% | |
-15.6% |
Analytics
Portfolio insights and performance metrics for M. Kraus & Co
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