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Front Street Capital Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Front Street Capital Management, Inc.
报告期 2026-03-31 · CIK 0001683182
持仓数
73
前50大市值合计
$745.6M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
—
LUMEN TECHNOLOGIES INC
COM
$87.5M
12,593,527
11.7%
CGNX
COGNEX CORP
COM
$64.8M
1,322,588
8.7%
—
GE AEROSPACE
COM
$55.3M
194,982
7.4%
GEV
GE VERNOVA INC
COM
$40.3M
46,186
5.4%
VOO
VANGUARD S&P 500 ETF
COM
$40.2M
67,288
5.4%
MTW
MANITOWOC INC COM
COM
$38.7M
3,321,784
5.2%
LITE
LUMENTUM HLDGS INC
COM
$36.7M
74,931
4.9%
BRK/B
BERKSHIRE HATHAWAY INC CL B
COM
$28.8M
60,142
3.9%
CIEN
CIENA CORPORATION
COM
$23.1M
59,605
3.1%
GLW
CORNING INC
COM
$23.1M
169,862
3.1%
DHR
DANAHER CORP DEL COM
COM
$22.5M
118,463
3.0%
BAX
BAXTER INTL INC
COM
$22.2M
1,324,093
3.0%
COHR
COHERENT
COM
$20.7M
87,101
2.8%
IP
INTERNATIONAL PAPER COMPANY
COM
$20.0M
560,974
2.7%
AZTA
AZENTA INC
COM
$18.8M
889,009
2.5%
JOE
ST JOE CP COM
COM
$17.8M
282,984
2.4%
COST
COSTCO WHOLESALE CORP-NEW
COM
$17.3M
17,329
2.3%
ENOV
ENOVIS CORPORATION COM
COM
$17.0M
746,056
2.3%
MOD
MODINE MANUFACTURING
COM
$15.8M
72,743
2.1%
ESAB
ESAB CORPORTAION COM
COM
$14.8M
153,526
2.0%
TEX
TEREX CORP NEW
COM
$13.1M
222,144
1.8%
NUE
NUCOR CORP
COM
$12.9M
76,539
1.7%
MLKN
MILLER KNOLL INC
COM
$10.2M
702,115
1.4%
HNI
HNI Corp
COM
$8.4M
252,520
1.1%
AAPL
APPLE COMPUTER INC
COM
$7.6M
29,870
1.0%
ATS
ATS CORP
COM
$7.4M
261,088
1.0%
VFIAX
VANGUARD 500 INDEX ADMIRAL
TR UNIT
$6.2M
10,347
0.8%
VNT
VONTIER CORP
COM
$6.2M
174,495
0.8%
PH
PARKER-HANNIFIN CORP
COM
$5.7M
6,417
0.8%
GEHC
GE HEALTHCARE TECHNOLOGIES
COM
$4.9M
69,412
0.7%
GPN
GLOBAL PAYMENTS INC
COM
$4.2M
62,913
0.6%
VLTO
VERALTO CORP
COM
$3.7M
41,341
0.5%
MSFT
MICROSOFT CORP
COM
$3.5M
9,529
0.5%
CMCO
COLUMBUS MCKINNON CORP
COM
$3.1M
212,056
0.4%
MKL
MARKEL CP COM
COM
$3.0M
1,582
0.4%
MCD
MCDONALDS CORP
COM
$2.8M
8,907
0.4%
SWPPX
SchwabS&P500IndexFund
TR UNIT
$2.3M
137,917
0.3%
PG
PROCTER & GAMBLE CO
COM
$1.5M
10,671
0.2%
AMD
ADVANCED MICRO DEV
COM
$1.5M
7,150
0.2%
GOOGL
GOOGLE INC CL A
COM
$1.4M
4,797
0.2%
NVDA
NVIDIA CORP COM
COM
$1.4M
7,859
0.2%
EXPD
EXPEDITORS INTERNATIONAL OF WA
COM
$1.4M
9,425
0.2%
VTI
VANGUARD TOTAL STOCK MARKET ET
COM
$1.3M
3,910
0.2%
TILE
INTERFACE INC
COM
$1.2M
48,127
0.2%
GOOG
GOOGLE INC CL C
COM
$1.1M
3,910
0.2%
PGR
PROGRESSIVE CORP
COM
$1.0M
5,164
0.1%
SPY
State Street ETF/USA
COM
$874.0K
1,344
0.1%
GBCI
GLACIER BANCORP INC-NEW
COM
$864.0K
19,335
0.1%
CVX
CHEVRON CORPORATION
COM
$706.0K
3,411
0.1%
SBUX
STARBUCKS CORP
COM
$690.0K
7,701
0.1%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
44%
前 6 大占比
LUMEN TECHNOLOGIES INC
11.7%
CGNX
8.7%
GE AEROSPACE
7.4%
GEV
5.4%
VOO
5.4%
MTW
5.2%
其他
56.2%
