StockDriftsStockDriftsTop 50 Front Street Capital Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LUMN | LUMEN TECHNOLOGIES INC | 11.61% | 12.59M | $87.5M | +3.87%(+469.17K) | $4.95(+90.02%) | 2026-03-31 | |
| CGNX | COGNEX CORP | 8.59% | 1.32M | $64.8M | +1.02%(+13.29K) | $37.70(+75.30%) | 2026-03-31 | |
| GE | GE AEROSPACE | 7.34% | 195.0K | $55.3M | -6.18%(-12.84K) | $57.76(+424.28%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 5.35% | 46.2K | $40.3M | -12.15%(-6.39K) | $154.20(+573.64%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 5.33% | 67.3K | $40.2M | -2.73%(-1.89K) | $570.26(+20.22%) | 2026-03-31 | |
| MTW | MANITOWOC INC COM | 5.13% | 3.32M | $38.7M | +1.77%(+57.76K) | $14.31(-19.16%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 4.86% | 74.9K | $36.7M | -21.61%(-20.65K) | $53.57(+1667.65%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC CL B | 3.82% | 60.1K | $28.8M | -10.10%(-6.75K) | $269.95(+78.81%) | 2026-03-31 | |
| CIEN | CIENA CORPORATION | 3.07% | 59.6K | $23.1M | -30.90%(-26.65K) | $27.36(+2033.92%) | 2026-03-31 | |
| GLW | CORNING INC | 3.06% | 169.9K | $23.1M | -16.70%(-34.04K) | $23.27(+734.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.87% | +99.41% |
| Top 20 Holdings Unweighted | +35.86% | +150.75% |
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