Front Street Capital Management, Inc.
CIK: 0001683182SEC EDGAR →
Portfolio Value
$704.3M
Holdings
73
As of
Q4 2025
New Positions
8
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | LUMEN TECHNOLOGIES INC | 12,124,353 | $94.2M | 13.38% |
| 2 | GE AEROSPACE | 207,821 | $64.0M | 9.09% |
| 3 | COGNEX CORP | 1,309,295 | $47.1M | 6.69% |
| 4 | MANITOWOC INC COM | 3,264,023 | $39.1M | 5.56% |
| 5 | LUMENTUM HLDGS INC | 95,584 | $35.2M | 5.00% |
| 6 | DANAHER CORP DEL COM | 119,504 | $27.4M | 3.88% |
| 7 | CIENA CORPORATION | 86,259 | $20.2M | 2.86% |
| 8 | ST JOE CP COM | 330,349 | $19.6M | 2.78% |
| 9 | COHERENT | 98,613 | $18.2M | 2.58% |
| 10 | CORNING INC | 203,906 | $17.9M | 2.54% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 16 | $168.5M | 30.0% |
| Technology | 12 | $161.7M | 28.7% |
| Unknown | 5 | $94.6M | 16.8% |
| Healthcare | 5 | $52.1M | 9.3% |
| Consumer Cyclical | 9 | $38.8M | 6.9% |
| Real Estate | 1 | $19.6M | 3.5% |
| Basic Materials | 1 | $14.1M | 2.5% |
| Financial Services | 15 | $7.3M | 1.3% |
| Communication Services | 2 | $2.7M | 0.5% |
| Consumer Defensive | 4 | $2.5M | 0.4% |
| Energy | 2 | $760K | 0.1% |
| Utilities | 1 | $34K | 0.0% |