Front Street Capital Management, Inc. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$648.0M
Holdings
72
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (72 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CTLEURLUMEN TECHNOLOGIES INC | 12,166,325 | $74.1M | 11.44% | |
| 2 | GEGE AEROSPACE | 219,482 | $66.0M | 10.18% | |
| 3 | CGNXCOGNEX CORP | 1,294,989 | $58.7M | 9.06% | |
| 4 | VOOVANGUARD S&P 500 ETF | 69,338 | $42.4M | 6.55% | |
| 5 | GEVGE VERNOVA INC | 55,197 | $33.9M | 5.24% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC CL B | 65,997 | $33.1M | 5.11% | |
| 7 | MTWMANITOWOC INC COM | 3,276,015 | $32.8M | 5.06% | |
| 8 | DHRDANAHER CORP DEL COM | 122,733 | $24.3M | 3.75% | |
| 9 | COSTCOSTCO WHOLESALE CORP-NEW | 22,213 | $20.5M | 3.17% | |
| 10 | ESABESAB CORPORTAION COM | 155,040 | $17.3M | 2.67% | |
| 11 | LITELUMENTUM HLDGS INC | 105,391 | $17.1M | 2.65% | |
| 12 | GLWCORNING INC | 209,224 | $17.1M | 2.65% | |
| 13 | JOEST JOE CP COM | 335,756 | $16.6M | 2.56% | |
| 14 | CIENCIENA CORPORATION | 97,873 | $14.3M | 2.20% | |
| 15 | TEXTEREX CORP NEW | 258,056 | $13.2M | 2.04% | |
| 16 | COHRCOHERENT | 119,282 | $12.8M | 1.98% | |
| 17 | NUENUCOR CORP | 86,549 | $11.7M | 1.81% | |
| 18 | MLKNMILLER KNOLL INC | 646,112 | $11.5M | 1.77% | |
| 19 | MODMODINE MANUFACTURING | 77,002 | $10.9M | 1.69% | |
| 20 | VNTVONTIER CORP | 186,540 | $7.8M | 1.21% | |
| 21 | AAPLAPPLE COMPUTER INC | 30,480 | $7.8M | 1.20% | |
| 22 | ATSATS CORP | 289,772 | $7.6M | 1.17% | |
| 23 | AZTAAZENTA INC | 249,982 | $7.2M | 1.11% | |
| 24 | VFIAXVANGUARD 500 INDEX ADMIRAL | 11,419 | $7.0M | 1.08% | |
| 25 | PHPARKER-HANNIFIN CORP | 8,709 | $6.6M | 1.02% | |
| 26 | ENOVENOVIS CORPORATION COM | 205,863 | $6.2M | 0.96% | |
| 27 | BAXBAXTER INTL INC | 258,501 | $5.9M | 0.91% | |
| 28 | GEHCGE HEALTHCARE TECHNOLOGIES | 69,963 | $5.3M | 0.81% | |
| 29 | MSFTMICROSOFT CORP | 10,037 | $5.2M | 0.80% | |
| 30 | GPNGLOBAL PAYMENTS INC | 61,525 | $5.1M | 0.79% | |
| 31 | IPINTERNATIONAL PAPER COMPANY | 103,464 | $4.8M | 0.74% | |
| 32 | VLTOVERALTO CORP | 41,359 | $4.4M | 0.68% | |
| 33 | CMCOCOLUMBUS MCKINNON CORP | 208,867 | $3.0M | 0.46% | |
| 34 | TILEINTERFACE INC | 96,652 | $2.8M | 0.43% | |
| 35 | MCDMCDONALDS CORP | 8,903 | $2.7M | 0.42% | |
| 36 | VFTAXVanguard FTSE Social Index Admiral | 39,832 | $2.5M | 0.39% | |
| 37 | AMDADVANCED MICRO DEV | 13,877 | $2.2M | 0.35% | |
| 38 | SWPPXSCHWAB S&P 500 INDEX | 129,403 | $2.2M | 0.34% | |
| 39 | FFHFAIRFAX FINANCIAL HOLDINGS | 1,025 | $1.8M | 0.28% | |
| 40 | MKLMARKEL CP COM | 895 | $1.7M | 0.26% | |
| 41 | PGPROCTER & GAMBLE CO | 10,850 | $1.7M | 0.26% | |
| 42 | NVDANVIDIA CORP COM | 7,774 | $1.4M | 0.22% | |
| 43 | EXPDEXPEDITORS INTERNATIONAL OF WA | 10,494 | $1.3M | 0.20% | |
| 44 | GOOGGOOGLE INC CL C | 4,767 | $1.2M | 0.18% | |
| 45 | VTIVANGUARD TOTAL STOCK MARKET ET | 3,053 | $1.0M | 0.15% | |
| 46 | SPYSTANDARD & POORS DEPOSITARY RE | 1,472 | $980K | 0.15% | |
| 47 | GOOGLGOOGLE INC CL A | 3,959 | $963K | 0.15% | |
| 48 | GBCIGLACIER BANCORP INC-NEW | 19,122 | $931K | 0.14% | |
| 49 | AMATAPPLIED MATLS INC | 4,092 | $839K | 0.13% | |
| 50 | SBUXSTARBUCKS CORP | 8,092 | $692K | 0.11% | |
| 51 | AMZNAMAZON.COM INC COM | 3,069 | $678K | 0.10% | |
| 52 | JPMJPMORGAN CHASE AND CO | 1,974 | $623K | 0.10% | |
| 53 | BACBANK OF AMERICA CORP | 11,913 | $615K | 0.09% | |
| 54 | PYPLPAYPAL HOLDINGS | 7,976 | $556K | 0.09% | |
| 55 | CVXCHEVRON CORPORATION | 3,401 | $528K | 0.08% | |
| 56 | ROLROLLINS INC | 8,707 | $511K | 0.08% | |
| 57 | KOCOCA COLA CO | 7,014 | $465K | 0.07% | |
| 58 | TSLATESLA MOTORS INC COM | 977 | $434K | 0.07% | |
| 59 | BILSSgA Funds Management Inc | 4,480 | $411K | 0.06% | |
| 60 | CLCOLGATE PALMOLIVE CO | 5,106 | $409K | 0.06% | |
| 61 | NOCNORTHROP GRUMMAN CORP COM | 628 | $383K | 0.06% | |
| 62 | CSCOCISCO SYSTEMS | 5,165 | $351K | 0.05% | |
| 63 | ETNEATON CORP | 865 | $324K | 0.05% | |
| 64 | IWMISHARES RUSSELL 2000 ETF | 1,273 | $308K | 0.05% | |
| 65 | JNJJOHNSON AND JOHNSON | 1,670 | $307K | 0.05% | |
| 66 | WFCWELLS FARGO AND CO NEW | 3,470 | $291K | 0.04% | |
| 67 | RG6ROGERS CORP | 3,596 | $289K | 0.04% | |
| 68 | METAMETA PLATFORMS INC | 347 | $257K | 0.04% | |
| 69 | BACVERIZON COMMUNICATIONS INC | 5,504 | $242K | 0.04% | |
| 70 | QCOMQUALCOMM INC | 1,329 | $221K | 0.03% | |
| 71 | AXPAMER EXPRESS CO | 650 | $216K | 0.03% | |
| 72 | FLBSTANDARD BIOTOOLS INC | 153,231 | $199K | 0.03% |