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 CGNX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,793,586 | 1,322,588 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $47,108,434 | 1,309,295 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $58,663,001 | 1,294,989 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $42,023,671 | 1,324,832 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $41,376,447 | 1,387,075 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $45,817,353 | 1,277,673 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $47,978,932 | 1,184,665 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $49,642,333 | 1,061,641 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $44,145,688 | 1,040,681 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $42,217,046 | 1,011,429 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $41,395,806 | 975,396 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $53,032,845 | 946,677 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $47,313,461 | 954,863 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $44,607,375 | 946,877 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $39,943,043 | 963,644 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $40,712,177 | 957,483 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $68,607,643 | 889,276 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $65,454,402 | 841,749 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $66,855,909 | 833,407 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $69,094,227 | 822,061 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $66,726,034 | 804,025 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $65,004,550 | 809,622 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $53,767,587 | 825,923 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $49,902,868 | 835,614 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $35,531,929 | 841,590 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||