account_balance
Investment manager · 13F filer · SEC CIK 1683182
Front Street Capital Management, Inc.
Reported value$881Mas of Jun 30, 2026
Positions70 6 new, 9 sold out
Top 10 weight60.0%LUMN alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
LUMNLumen Technologies Inc
10.6%New
CGNXCognex Corp
10.3%Trimmed −5%
GEGe Aerospace
8.0%New
GEVGe Vernova Inc
5.7%Trimmed −8%
MTWManitowoc Co Inc
5.1%Trimmed −3%
VOOVanguard S&P 500 ETF
4.8%Trimmed −8%
LITELumentum Hldgs Inc
4.2%Trimmed −43%
GLWCorning Inc
4.1%Trimmed −17%
AZTAAzenta Inc
3.8%Added +46%
BRKBBerkshire Hathaway Inc Cl B New
3.5%
COHRCoherent
3.4%Trimmed −14%
BAXBaxter Intl Inc
3.2%
LUMNLumen Technologies Inc
10.6%New
CGNXCognex Corp
10.3%Trimmed −5%
GEGe Aerospace
8.0%New
GEVGe Vernova Inc
5.7%Trimmed −8%
MTW5.1%VOO4.8%LITE4.2%GLW4.1%AZTA3.8%BRKB3.5%COHR3.4%BAX3.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LUMN Lumen Technologies Inc 10.6% NewCGNX Cognex Corp 10.3% Trimmed −5%GE Ge Aerospace 8.0% NewGEV Ge Vernova Inc 5.7% Trimmed −8%MTW Manitowoc Co Inc 5.1% Trimmed −3%VOO Vanguard S&P 500 ETF 4.8% Trimmed −8%LITE Lumentum Hldgs Inc 4.2% Trimmed −43%GLW Corning Inc 4.1% Trimmed −17%AZTA Azenta Inc 3.8% Added +46%BRKB Berkshire Hathaway Inc Cl B New 3.5% HeldCOHR Coherent 3.4% Trimmed −14%BAX Baxter Intl Inc 3.2% Held
What changed