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 MSFT
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,527,349 | 9,529 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $4,501,534 | 9,308 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,198,664 | 10,037 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,709,975 | 9,469 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,987,017 | 10,621 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $4,472,958 | 10,612 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,634,761 | 10,771 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,861,922 | 10,878 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,589,213 | 10,908 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,172,539 | 11,096 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,538,294 | 11,206 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,515,394 | 10,323 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,473,726 | 12,049 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,948,347 | 12,294 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $2,936,636 | 12,609 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,153,615 | 12,279 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,744,424 | 12,145 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,111,848 | 12,226 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,296,772 | 11,694 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,290,351 | 12,146 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,254,804 | 13,805 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,774,689 | 16,971 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,619,779 | 17,210 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $3,539,445 | 17,392 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,858,178 | 18,123 | Shares | Sole | 2020-05-14 | |
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