Front Street Capital Management, Inc.

Est. AUM

$753.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	LUMEN TECHNOLOGIES INC	COM	$87.5M	12593527	11.61%	SOLE
2	COGNEX CORP	COM	$64.8M	1322588	8.59%	SOLE
3	GE AEROSPACE	COM	$55.3M	194982	7.34%	SOLE
4	GE VERNOVA INC	COM	$40.3M	46186	5.35%	SOLE
5	VANGUARD S&P 500 ETF	COM	$40.2M	67288	5.33%	SOLE
6	MANITOWOC INC COM	COM	$38.7M	3321784	5.13%	SOLE
7	LUMENTUM HLDGS INC	COM	$36.7M	74931	4.86%	SOLE
8	BERKSHIRE HATHAWAY INC CL B	COM	$28.8M	60142	3.82%	SOLE
9	CIENA CORPORATION	COM	$23.1M	59605	3.07%	SOLE
10	CORNING INC	COM	$23.1M	169862	3.06%	SOLE
11	DANAHER CORP DEL COM	COM	$22.5M	118463	2.98%	SOLE
12	BAXTER INTL INC	COM	$22.2M	1324093	2.95%	SOLE
13	COHERENT	COM	$20.7M	87101	2.75%	SOLE
14	INTERNATIONAL PAPER COMPANY	COM	$20.0M	560974	2.66%	SOLE
15	AZENTA INC	COM	$18.8M	889009	2.49%	SOLE
16	ST JOE CP COM	COM	$17.8M	282984	2.36%	SOLE
17	COSTCO WHOLESALE CORP-NEW	COM	$17.3M	17329	2.29%	SOLE
18	ENOVIS CORPORATION COM	COM	$17.0M	746056	2.25%	SOLE
19	MODINE MANUFACTURING	COM	$15.8M	72743	2.09%	SOLE
20	ESAB CORPORTAION COM	COM	$14.8M	153526	1.97%	SOLE
21	TEREX CORP NEW	COM	$13.1M	222144	1.74%	SOLE
22	NUCOR CORP	COM	$12.9M	76539	1.72%	SOLE
23	MILLER KNOLL INC	COM	$10.2M	702115	1.35%	SOLE
24	HNI Corp	COM	$8.4M	252520	1.12%	SOLE
25	APPLE COMPUTER INC	COM	$7.6M	29870	1.01%	SOLE
26	ATS CORP	COM	$7.4M	261088	0.98%	SOLE
27	VANGUARD 500 INDEX ADMIRAL	TR UNIT	$6.2M	10347	0.83%	SOLE
28	VONTIER CORP	COM	$6.2M	174495	0.82%	SOLE
29	PARKER-HANNIFIN CORP	COM	$5.7M	6417	0.76%	SOLE
30	GE HEALTHCARE TECHNOLOGIES	COM	$4.9M	69412	0.66%	SOLE
31	GLOBAL PAYMENTS INC	COM	$4.2M	62913	0.56%	SOLE
32	VERALTO CORP	COM	$3.7M	41341	0.48%	SOLE
33	MICROSOFT CORP	COM	$3.5M	9529	0.47%	SOLE
34	COLUMBUS MCKINNON CORP	COM	$3.1M	212056	0.41%	SOLE
35	MARKEL CP COM	COM	$3.0M	1582	0.40%	SOLE
36	MCDONALDS CORP	COM	$2.8M	8907	0.37%	SOLE
37	SchwabS&P500IndexFund	TR UNIT	$2.3M	137917	0.31%	SOLE
38	PROCTER & GAMBLE CO	COM	$1.5M	10671	0.20%	SOLE
39	ADVANCED MICRO DEV	COM	$1.5M	7150	0.19%	SOLE
40	GOOGLE INC CL A	COM	$1.4M	4797	0.18%	SOLE
41	NVIDIA CORP COM	COM	$1.4M	7859	0.18%	SOLE
42	EXPEDITORS INTERNATIONAL OF WA	COM	$1.4M	9425	0.18%	SOLE
43	VANGUARD TOTAL STOCK MARKET ET	COM	$1.3M	3910	0.17%	SOLE
44	INTERFACE INC	COM	$1.2M	48127	0.16%	SOLE
45	GOOGLE INC CL C	COM	$1.1M	3910	0.15%	SOLE
46	PROGRESSIVE CORP	COM	$1.0M	5164	0.14%	SOLE
47	State Street ETF/USA	COM	$874K	1344	0.12%	SOLE
48	GLACIER BANCORP INC-NEW	COM	$864K	19335	0.11%	SOLE
49	CHEVRON CORPORATION	COM	$706K	3411	0.09%	SOLE
50	STARBUCKS CORP	COM	$690K	7701	0.09%	SOLE

1–50 of 73

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.