§ 13F · FUND PROFILE
Front Street Capital Management, Inc..
AUM · $881M (13F)Positions · 70Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$166M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | LUMN | LUMEN TECHNOLOGIES INC | 12.17M | $93M | 10.6% | NEW |
| 2 | CGNX | COGNEX CORP | 1.26M | $91M | 10.3% | −53% |
| 3 | GE | GE AEROSPACE | 189K | $70M | 8.0% | NEW |
| 4 | GEV | GE VERNOVA INC | 43K | $50M | 5.7% | −54% |
| 5 | MTW | MANITOWOC CO INC | 3.21M | $45M | 5.1% | −52% |
| 6 | VOO | VANGUARD S&P 500 ETF | 62K | $43M | 4.8% | −54% |
| 7 | LITE | LUMENTUM HLDGS INC | 43K | $37M | 4.2% | −71% |
| 8 | GLW | CORNING INC | 141K | $36M | 4.1% | −58% |
| 9 | AZTA | AZENTA INC | 1.30M | $33M | 3.8% | −27% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC CL B NEW | 61K | $31M | 3.5% | −49% |
§ 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 $881 million in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →