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FRONT STREET CAPITAL MANAGEMENT, INC. 13F portfolio summary

FRONT STREET CAPITAL MANAGEMENT, INC. of FRONT STREET CAPITAL MANAGEMENT, INC. has 70 current stock holdings with a reported portfolio value of $880.6M. The portfolio 1 year return is +63.76%. Top holdings include LUMN (10.61%), CGNX (10.29%), GE (8.00%), GEV (5.67%), MTW (5.06%).

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FRONT STREET CAPITAL MANAGEMENT, INC.

FRONT STREET CAPITAL MANAGEMENT, INC.
Latest filing: 2026-06-30

FRONT STREET CAPITAL MANAGEMENT, INC. runs FRONT STREET CAPITAL MANAGEMENT, INC. and currently holds 70 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $880.61M. Their top holdings are LUMN, CGNX, GE, GEV, MTW. The top five represent 39.6% of reported portfolio weight. FRONT STREET CAPITAL MANAGEMENT, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, FRONT STREET CAPITAL MANAGEMENT, INC. initiated 6 new positions. They added to 15 existing positions. They trimmed 44 positions. Their current best-performing preview position is AMD with returns of +185.50%.

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Top 5 Holdings
LUMN10.6%
CGNX10.3%
GE8.0%
GEV5.7%
MTW5.1%
Top 5: 39.6%
Portfolio Returns
1 Year
+63.76%
#0/1000
3 Year
+104.47%
#0/1000
5 Year
+73.53%
#0/1000

Portfolio Value

$880.61M

Alpha Score

75.4

#0 of 1000

Holdings

70

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70 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
LUMN
LUMEN TECHNOLOGIES INC
10.61%$7.68$5.94-22.66%
New Buy
CGNX
COGNEX CORP
10.29%$34.85$60.54+73.72%
Trimmed
-5.11%
GE
GE AEROSPACE
8.00%$373.73$348.41-6.77%
New Buy
GEV
GE VERNOVA INC
5.67%$167.62$956.64+470.72%
Trimmed
-7.92%
MTW
MANITOWOC CO INC
5.06%$13.18$19.69+49.39%
Trimmed
-3.45%
VOO
VANGUARD S&P 500 ETF
4.83%$593.56$703.77+18.57%
Trimmed
-7.88%
LITE
LUMENTUM HLDGS INC
4.19%$48.77$866.71+1,677.14%
Trimmed
-42.56%
GLW
CORNING INC
4.08%$22.15$149.82+576.39%
Trimmed
-16.95%
AZTA
AZENTA INC
3.77%$24.40$37.40+53.28%
Added
+46.39%
BRK-B
BERKSHIRE HATHAWAY INC CL B NEW
3.50%$276.46$495.77+79.33%
Added
+1.84%

Showing 1-10 of 70