Front Street Capital Management, Inc.
CIK: 1683182SEC EDGAR →
Portfolio Value
$753.9M
Holdings
73
As of
Q1 2026
New Positions
73
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | LUMEN TECHNOLOGIES INC | 12,593,527 | $87.5M | 11.61% |
| 2 | COGNEX CORP | 1,322,588 | $64.8M | 8.59% |
| 3 | GE AEROSPACE | 194,982 | $55.3M | 7.34% |
| 4 | GE VERNOVA INC | 46,186 | $40.3M | 5.35% |
| 5 | VANGUARD S&P 500 ETF | 67,288 | $40.2M | 5.33% |
| 6 | MANITOWOC INC COM | 3,321,784 | $38.7M | 5.13% |
| 7 | LUMENTUM HLDGS INC | 74,931 | $36.7M | 4.86% |
| 8 | BERKSHIRE HATHAWAY INC CL B | 60,142 | $28.8M | 3.82% |
| 9 | CIENA CORPORATION | 59,605 | $23.1M | 3.07% |
| 10 | CORNING INC | 169,862 | $23.1M | 3.06% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 12 | $189.1M | 25.1% |
| Industrials | 14 | $152.8M | 20.3% |
| Unknown | 6 | $125.4M | 16.6% |
| Healthcare | 6 | $85.8M | 11.4% |
| Financial Services | 15 | $54.4M | 7.2% |
| Consumer Cyclical | 9 | $52.2M | 6.9% |
| Utilities | 1 | $40.3M | 5.3% |
| Consumer Defensive | 4 | $19.7M | 2.6% |
| Real Estate | 1 | $17.8M | 2.4% |
| Basic Materials | 1 | $12.9M | 1.7% |
| Communication Services | 2 | $2.5M | 0.3% |
| Energy | 2 | $1.0M | 0.1% |