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 |
|---|---|---|---|---|
| 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 IP
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,026,771 | 560,974 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $9,052,570 | 229,819 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,800,729 | 103,464 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,256,370 | 69,536 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,129,686 | 21,175 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $722,533 | 13,425 | Shares | Sole | 2025-02-13 | |
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