FRONT STREET CAPITAL MANAGEMENT, INC. 13F Portfolio
FRONT STREET CAPITAL MANAGEMENT, INC. runs FRONT STREET CAPITAL MANAGEMENT, INC. and currently holds 70 stock positions, which is fewer than the average of 231 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%.
Portfolio Value
$880.61M
Alpha Score
75.4
#0 of 1000
Holdings
70
FRONT STREET CAPITAL MANAGEMENT, INC. Current 13F Holdings
Reported holdings from FRONT STREET CAPITAL MANAGEMENT, INC.'s latest SEC 13F filing, ranked by portfolio weight.
70 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
LUMN LUMEN TECHNOLOGIES INC | 10.61% | $7.68 | $5.28 | -31.25% | New Buy |
CGNX COGNEX CORP | 10.29% | $34.85 | $62.92 | +80.55% | Trimmed -5.11% |
GE GE AEROSPACE | 8.00% | $373.73 | $308.23 | -17.53% | New Buy |
GEV GE VERNOVA INC | 5.67% | $167.62 | $1,004.66 | +499.37% | Trimmed -7.92% |
MTW MANITOWOC CO INC | 5.06% | $13.18 | $21.68 | +64.45% | Trimmed -3.45% |
VOO VANGUARD S&P 500 ETF | 4.83% | $593.56 | $715.51 | +20.55% | Trimmed -7.88% |
LITE LUMENTUM HLDGS INC | 4.19% | $48.77 | $1,103.36 | +2,162.36% | Trimmed -42.56% |
GLW CORNING INC | 4.08% | $22.15 | $156.69 | +607.40% | Trimmed -16.95% |
AZTA AZENTA INC | 3.77% | $24.40 | $37.72 | +54.59% | Added +46.39% |
BRK-B BERKSHIRE HATHAWAY INC CL B NEW | 3.50% | $276.46 | $515.44 | +86.44% | Added +1.84% |
Showing 1-10 of 70