DOSSIER · 13F-HR · Q2 2026

Front Street Capital Management, Inc.

$881M in tracked AUM across 70 positions as of Q2 2026.

FS
CIK 0001683182 · last filed Jun 30, 2026
Total AUM
$881M
as of Q2 2026
Holdings
70
positions
Whale Score
66
66
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Front Street Capital Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
LUMN
LUMEN TECHNOLOGIES INC
$93M12.2M10.6%
02
CGNX
COGNEX CORP
$91M1.3M10.3%
03
GE
GE AEROSPACE
$70M189K8.0%
04
GEV
GE VERNOVA INC
$50M43K5.7%
05
MTW
MANITOWOC CO INC
$45M3.2M5.1%
06
VOO
VANGUARD S&P 500 ETF
$43M62K4.8%
07
LITE
LUMENTUM HLDGS INC
$37M43K4.2%
08
GLW
CORNING INC
$36M141K4.1%
09
AZTA
AZENTA INC
$33M1.3M3.8%
10
BRK/B
BERKSHIRE HATHAWAY INC CL B NEW
$31M61K3.5%

Filing history

2026Q2Jun 30
$881M 16.8%
70 positionsView →
2026Q1Mar 31
$754M 7.1%
73 positionsView →
2025Q4Dec 31
$704M 429.4%
73 positionsView →
2025Q3Sep 30
$133M 74.5%
23 positionsView →
2025Q2Jun 30
$522M 0.5%
70 positionsLocked
2025Q1Mar 31
$524M 8.9%
63 positionsLocked
2024Q4Dec 31
$576M 6.9%
68 positionsLocked
2024Q3Sep 30
$618M 18.5%
67 positionsLocked
2024Q2Jun 30
$522M 2.0%
72 positionsLocked
2024Q1Mar 31
$532M 6.2%
70 positionsLocked
2023Q4Dec 31
$501M 10.0%
94 positionsLocked
2023Q3Sep 30
$455M 3.8%
90 positionsLocked
Showing 12 of 37