Front Street Capital Management, Inc.
Q2 2026 13F filing
Updated 27 days ago70 disclosed positions worth $880.6M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | L LUMN LUMEN TECHNOLOGIES INC | $93.5M | 12.17M | 10.61% | — |
| 2 | C CGNX COGNEX CORP | $90.6M | 1.26M | 10.29% | — |
| 3 | G GE GE AEROSPACE | $70.5M | 188.5K | 8.00% | — |
| 4 | G GEV GE VERNOVA INC | $50M | 42.5K | 5.67% | — |
| 5 | M MTW MANITOWOC CO INC | $44.5M | 3.21M | 5.06% | — |
| 6 | V VGES VANGUARD S&P 500 ETF | $42.6M | 62.0K | 4.83% | — |
| 7 | L LITE LUMENTUM HLDGS INC | $36.9M | 43.0K | 4.19% | — |
| 8 | G GLW CORNING INC | $35.9M | 141.1K | 4.08% | — |
| 9 | A AZTA AZENTA INC | $33.2M | 1.30M | 3.77% | — |
| 10 | B BRK-A BERKSHIRE HATHAWAY INC CL B NEW | $30.8M | 61.2K | 3.50% | — |
| 11 | C COHR COHERENT | $29.7M | 75.2K | 3.37% | — |
| 12 | B BAX BAXTER INTL INC | $28.1M | 1.32M | 3.20% | — |
| 13 | I INPAP INTERNATIONAL PAPER COMPANY | $26.5M | 695.2K | 3.01% | — |
| 14 | C CIEN CIENA CORPORATION | $23.5M | 48.0K | 2.67% | — |
| 15 | H HNI HNI Corp | $23.5M | 580.6K | 2.66% | — |
| 16 | D DHR DANAHER CORP DEL COM | $22.1M | 116.3K | 2.51% | — |
| 17 | M MOD MODINE MANUFACTURING | $19.1M | 71.5K | 2.17% | — |
| 18 | J JOE ST JOE CP COM | $17M | 271.9K | 1.93% | — |
| 19 | E ENOV ENOVIS CORPORATION COM | $16.3M | 787.9K | 1.85% | — |
| 20 | N NUE NUCOR CORP | $15.5M | 69.8K | 1.77% | — |
| 21 | C COST COSTCO WHOLESALE CORP-NEW | $15M | 16.1K | 1.71% | — |
| 22 | E ESAB ESAB CORPORTAION COM | $15M | 151.7K | 1.70% | — |
| 23 | M MLKN MILLER KNOLL INC | $14.7M | 716.8K | 1.67% | — |
| 24 | T TEX TEREX CORP NEW | $13.5M | 186.3K | 1.53% | — |
| 25 | G GPN GLOBAL PAYMENTS INC | $6.7M | 92.8K | 0.76% | — |
| 26 | P PH PARKER-HANNIFIN CORP | $6.3M | 6.4K | 0.71% | — |
| 27 | M MKL MARKEL GROUP INC COM | $5.6M | 2.9K | 0.64% | — |
| 28 | V VNT VONTIER CORP | $5.1M | 175.1K | 0.58% | — |
| 29 | G GEHC GE HEALTHCARE TECHNOLOGIES | $4.4M | 68.5K | 0.50% | — |
| 30 | A AAPL APPLE INC COM | $4.2M | 14.6K | 0.48% | — |
| 31 | V VLTO VERALTO CORP | $3.6M | 40.8K | 0.41% | — |
| 32 | A AZZ ATS CORP | $3.6M | 125.0K | 0.41% | — |
| 33 | M MSFT MICROSOFT CORP | $3.6M | 9.5K | 0.41% | — |
| 34 | C CMCO COLUMBUS MCKINNON CORP | $3.5M | 229.6K | 0.39% | — |
| 35 | A AMD ADVANCED MICRO DEV | $2.3M | 4.3K | 0.26% | — |
| 36 | P PGR PROGRESSIVE CORP | $2M | 8.6K | 0.23% | — |
| 37 | P PG PROCTER & GAMBLE CO | $1.7M | 11.0K | 0.19% | — |
| 38 | T TILE INTERFACE INC | $1.6M | 44.2K | 0.18% | — |
| 39 | V VGES VANGUARD TOTAL STOCK MARKET ET | $1.4M | 3.8K | 0.16% | — |
| 40 | E EXPD EXPEDITORS INTERNATIONAL OF WA | $1.4M | 8.3K | 0.15% | — |
| 41 | T THRM GENTHERM INC | $1.3M | 38.4K | 0.15% | — |
| 42 | G GOOGN ALPHABET INC CL C | $1.3M | 3.6K | 0.15% | — |
| 43 | N NVDA NVIDIA CORP COM | $1.2M | 6.1K | 0.14% | — |
| 44 | G GOOGN ALPHABET INC CAP STK CL A | $1.1M | 3.1K | 0.13% | — |
| 45 | S SPY State Street ETF/USA | $1M | 1.4K | 0.12% | — |
| 46 | G GBCI GLACIER BANCORP INC-NEW | $986K | 19.1K | 0.11% | — |
| 47 | C CALM CAL MAINE FOODS INC | $746K | 8.7K | 0.08% | — |
| 48 | C CVX CHEVRON CORPORATION | $564K | 3.4K | 0.06% | — |
| 49 | B BAC-PS BANK OF AMERICA CORP | $557K | 9.8K | 0.06% | — |
| 50 | A AMZN AMAZON.COM INC COM | $547K | 2.3K | 0.06% | — |