Front Street Capital Management, Inc.
CIK 1683182
13F filing for Q2 2026・No. 2,786
- Holdings
- US$880.61M
- Quarter change
- +US$126.69M
- Entries
- 70
- Net bought (estimate)
- −US$12.79M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 9
- Cut 43
- Added 17
- Corporate actions 2
- Unchanged 4
Largest holdings
70 stocks worth US$880.61M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| LUMNLUMEN TECHNOLOGIES INCCOM | New | 12,171,321 | US$93.48M | 10.61% |
| CGNXCOGNEX CORPCOM | Cut | 1,255,029 | US$90.58M | 10.29% |
| GEGE AEROSPACECOM | NewCorporate action, not estimated | 188,533 | US$70.46M | 8.00% |
| GEVGE VERNOVA INCCOM | Cut | 42,527 | US$49.96M | 5.67% |
| MANITOWOC CO INCCOM | Cut | 3,207,113 | US$44.55M | 5.06% |
| VOOVanguard S&P 500 ETFCOM | Cut | 61,985 | US$42.57M | 4.83% |
| LITELUMENTUM HLDGS INCCOM | AddedSplit 1:2 | 43,038 | US$36.93M | 4.19% |
| GLWCORNING INCCOM | Cut | 141,078 | US$35.95M | 4.08% |
| AZTAAZENTA INCCOM | Added | 1,301,398 | US$33.21M | 3.77% |
| BRK.BBERKSHIRE HATHAWAY INC CL B NEWCOM | Added | 61,247 | US$30.82M | 3.50% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.