Front Street Capital Management, Inc.

CIK 0001683182 · MISSOULA, MT · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Front Street Capital Management, Inc. reported 70 positions worth $880.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: LUMN (10.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$880.6M
2026 Q2
Positions
70
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
60.0%
Est. Net Flow (Q)
2026 Q2
10 / 70 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1LUMNLUMEN TECHNOLOGIES INCSH$93.5M10.61%12,171,321
2CGNXCOGNEX CORP SH$90.6M10.29%1,255,029
3GEGE AEROSPACESH$70.5M8.00%188,533
4GEVGE VERNOVA INCSH$50.0M5.67%42,527
5MTWMANITOWOC CO INC SH$44.5M5.06%3,207,113
6VOOVANGUARD S&P 500 ETFSH$42.6M4.83%61,985
7LITELUMENTUM HLDGS INCSH$36.9M4.19%43,038
8GLWCORNING INC SH$35.9M4.08%141,078
9AZTAAZENTA INCSH$33.2M3.77%1,301,398
10BRK-BBERKSHIRE HATHAWAY INC CL B NEW SH$30.8M3.50%61,247

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Front Street Capital Management, Inc. hold as of Q2 2026?

Front Street Capital Management, Inc. reported 70 positions worth $880.6M in its Q2 2026 13F filing. Largest positions: LUMN (10.6%), CGNX (10.3%), GE (8.0%), GEV (5.7%) and MTW (5.1%).

What did Front Street Capital Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Front Street Capital Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.