Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Front Street Capital Management, Inc. (CIK 1683182) reported $753.9M across 73 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LUMN ($87.5M, 11.61%), CGNX ($64.8M, 8.59%), GE ($55.3M, 7.34%), GEV ($40.3M, 5.35%), VOO ($40.2M, 5.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LUMN | LUMEN TECHNOLOGIES INC | $87.5M | 11.61% | 12.6M | Added |
| 2 | CGNX | COGNEX CORP | $64.8M | 8.59% | 1.3M | Added |
| 3 | GE | GE AEROSPACE | $55.3M | 7.34% | 194,982 | Trimmed |
| 4 | GEV | GE VERNOVA INC | $40.3M | 5.35% | 46,186 | Trimmed |
| 5 | VOO | VANGUARD S&P 500 ETF | $40.2M | 5.33% | 67,288 | Trimmed |
| 6 | MTW | MANITOWOC INC COM | $38.7M | 5.13% | 3.3M | Added |
| 7 | LITE | LUMENTUM HLDGS INC | $36.7M | 4.86% | 74,931 | Trimmed |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC CL B | $28.8M | 3.82% | 60,142 | Trimmed |
| 9 | CIEN | CIENA CORPORATION | $23.1M | 3.07% | 59,605 | Trimmed |
| 10 | GLW | CORNING INC | $23.1M | 3.06% | 169,862 | Trimmed |
| 11 | DHR | DANAHER CORP DEL COM | $22.5M | 2.98% | 118,463 | Trimmed |
| 12 | BAX | BAXTER INTL INC | $22.2M | 2.95% | 1.3M | Added |
| 13 | COHR | COHERENT | $20.7M | 2.75% | 87,101 | Trimmed |
| 14 | IP | INTERNATIONAL PAPER COMPANY | $20.0M | 2.66% | 560,974 | Added |
| 15 | AZTA | AZENTA INC | $18.8M | 2.49% | 889,009 | Added |
| 16 | JOE | ST JOE CP COM | $17.8M | 2.36% | 282,984 | Trimmed |
| 17 | COST | COSTCO WHOLESALE CORP-NEW | $17.3M | 2.29% | 17,329 | Trimmed |
| 18 | ENOV | ENOVIS CORPORATION COM | $17.0M | 2.25% | 746,056 | Added |
| 19 | MOD | MODINE MANUFACTURING | $15.8M | 2.09% | 72,743 | Trimmed |
| 20 | ESAB | ESAB CORPORTAION COM | $14.8M | 1.97% | 153,526 | Trimmed |
| 21 | TEX | TEREX CORP NEW | $13.1M | 1.74% | 222,144 | Trimmed |
| 22 | NUE | NUCOR CORP | $12.9M | 1.72% | 76,539 | Trimmed |
| 23 | MLKN | MILLER KNOLL INC | $10.2M | 1.35% | 702,115 | Trimmed |
| 24 | HNI | HNI Corp | $8.4M | 1.12% | 252,520 | Added |
| 25 | AAPL | APPLE COMPUTER INC | $7.6M | 1.01% | 29,870 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31