§ 13F · FUND PROFILE
Front Street Capital Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $648.0B (13F)Positions · 72Turnover · — · Q4Filed · Feb 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.8B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CTLEUR | LUMEN TECHNOLOGIES INC | 12.12M | $94.2B | 13.4% | ±0% |
| 2 | GE | GE AEROSPACE | 208K | $64.0B | 9.1% | −5% |
| 3 | CGNX | COGNEX CORP | 1.31M | $47.1B | 6.7% | +1% |
| 4 | VOO | VANGUARD S&P 500 ETF | 69K | $43.2B | 6.1% | ±0% |
| 5 | MTW | MANITOWOC INC COM | 3.26M | $39.1B | 5.6% | ±0% |
| 6 | LITE | LUMENTUM HLDGS INC | 96K | $35.2B | 5.0% | −9% |
| 7 | GEV | GE VERNOVA INC | 53K | $34.4B | 4.9% | −5% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC CL B | 67K | $33.6B | 4.8% | +1% |
| 9 | DHR | DANAHER CORP DEL COM | 120K | $27.4B | 3.9% | −3% |
| 10 | CIEN | CIENA CORPORATION | 86K | $20.2B | 2.9% | −12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FRONT SIGNAL
AC read
Front Street Capital Management, Inc. is a Other fund managing $648.0 trillion in assets. The fund runs a portfolio of 72 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed