Front Street Capital Management, Inc.
Top Portfolio Positions
64 positions ·
$546,784,459 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CGNX |
Cognex Corp
Technology
|
1,322,588 | $64,793,586 | 11.85% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
74,931 | $52,658,509 | 9.63% | |
| GEV |
GE Vernova Inc.
Industrials
|
46,186 | $40,315,759 | 7.37% | |
| MTW |
Manitowoc Co Inc
Industrials
|
3,321,784 | $38,698,783 | 7.08% | |
| CIEN |
Ciena Corp
Technology
|
59,605 | $23,140,449 | 4.23% | |
| GLW |
Corning Inc /Ny
Technology
|
169,862 | $23,096,136 | 4.22% | |
| DHR |
Danaher Corp /De/
Healthcare
|
118,463 | $22,460,584 | 4.11% | |
| BAX |
Baxter International Inc
Healthcare
|
1,324,093 | $22,244,762 | 4.07% | |
| COHR |
Coherent Corp.
Technology
|
87,101 | $20,748,329 | 3.79% | |
| IP |
International Paper Co /New/
Consumer Cyclical
|
560,974 | $20,026,771 | 3.66% |
Portfolio Trend
Holdings in CMCO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,081,173 | 212,056 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $3,687,791 | 213,785 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,995,152 | 208,867 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,822,386 | 250,320 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,239,741 | 191,361 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,040,305 | 54,788 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||