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Denise Dalton

@M. Kraus & Co

Latest period2024 - Q4ReportedManaged Assets$333.265MTotal holdings81
Assets growth rate-2.34%Assets growth rate (2-Q avg)1.14%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in M. Kraus & Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of M. Kraus & Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 333.265M in assets, with a quarterly growth rate of -2.34% and a 2-quarter average growth rate of 1.14%. The portfolio is managed by Denise Dalton, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TXNTexas Instruments Inc.
Recent Activity
Exited
0%
$223,922
1,084 shares@ $206.58 avg price
DEDeere & Co.
Recent Activity
Exited
0%
$221,185
530 shares@ $417.34 avg price
METAMeta Platforms Inc Class A
Recent Activity
Exited
0%
$207,223
362 shares@ $572.44 avg price