StockDriftsStockDriftsTop 50 Front Street Capital Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LUMN | LUMEN TECHNOLOGIES INC | 10.61% | 12.17M | $93.5M | new | $4.95(+26.00%) | 2026-06-30 | |
| CGNX | COGNEX CORP | 10.29% | 1.26M | $90.6M | -5.11%(-67.56K) | $37.70(+63.36%) | 2026-06-30 | |
| GE | GE AEROSPACE | 8% | 188.5K | $70.5M | -3.31%(-6.45K) | $57.76(+524.35%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 5.67% | 42.5K | $50.0M | -7.92%(-3.66K) | $154.20(+580.56%) | 2026-06-30 | |
| MTW | MANITOWOC CO INC | 5.06% | 3.21M | $44.5M | -3.45%(-114.67K) | $14.31(+43.44%) | 2026-06-30 | |
| VOO | VANGUARD S&P 500 ETF | 4.83% | 62.0K | $42.6M | -7.88%(-5.30K) | $570.26(+25.37%) | 2026-06-30 | |
| LITE | LUMENTUM HLDGS INC | 4.19% | 43.0K | $36.9M | -42.56%(-31.89K) | $53.57(+1543.53%) | 2026-06-30 | |
| GLW | CORNING INC | 4.08% | 141.1K | $35.9M | -16.95%(-28.78K) | $23.27(+581.43%) | 2026-06-30 | |
| AZTA | AZENTA INC | 3.77% | 1.30M | $33.2M | +46.39%(+412.39K) | $26.56(+27.67%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC CL B NEW | 3.5% | 61.2K | $30.8M | +1.84%(+1.10K) | $273.88(+85.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +31.63% | +128.07% | +13.98% | +92.38% |
| Top 20 Holdings Unweighted | +41.82% | +185.24% | +20.30% | +151.92% |
Front Street Capital Management INC reports $880.61M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are LUMN (10.6%), CGNX (10.3%) and GE (8.0%). The top 20 holdings account for 85.14% of reported assets. Its disclosed equity book has returned +128.07% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Front Street Capital Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1683182). View Front Street Capital Management INC’s 13F filings on SEC