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 FRFHF
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,955,720 | 1,025 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,791,976 | 1,025 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,851,744 | 1,025 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,483,431 | 1,025 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,424,504 | 1,025 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,289,849 | 1,025 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,193,062 | 1,050 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,252,765 | 1,161 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,115,040 | 1,211 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $991,748 | 1,211 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $906,917 | 1,211 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $805,460 | 1,211 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $719,479 | 1,211 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $555,712 | 1,216 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $643,385 | 1,216 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $962,537 | 1,767 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $869,593 | 1,767 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $713,178 | 1,767 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $762,839 | 1,742 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $758,362 | 1,742 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $652,218 | 1,913 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $561,044 | 1,913 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $583,089 | 1,888 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $818,048 | 2,665 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||