Front Street Capital Management, Inc.
Top Portfolio Positions
65 positions ·
$575,604,505 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CGNX |
Cognex Corp
Technology
|
1,322,588 | $64,793,586 | 11.26% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
74,931 | $52,658,509 | 9.15% | |
| GEV |
GE Vernova Inc.
Industrials
|
46,186 | $40,315,759 | 7.00% | |
| MTW |
Manitowoc Co Inc
Industrials
|
3,321,784 | $38,698,783 | 6.72% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
60,142 | $28,820,046 | 5.01% | |
| CIEN |
Ciena Corp
Technology
|
59,605 | $23,140,449 | 4.02% | |
| GLW |
Corning Inc /Ny
Technology
|
169,862 | $23,096,136 | 4.01% | |
| DHR |
Danaher Corp /De/
Healthcare
|
118,463 | $22,460,584 | 3.90% | |
| BAX |
Baxter International Inc
Healthcare
|
1,324,093 | $22,244,762 | 3.86% | |
| COHR |
Coherent Corp.
Technology
|
87,101 | $20,748,329 | 3.60% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BAX
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,244,762 | 1,324,093 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $9,147,269 | 478,664 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,886,067 | 258,501 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||