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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
$745.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 79 项
建仓 7
增持 30
减持 39
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
—
GENERAL ELECTRIC CO
+$5.0M
268,880
-0%
增持
MTW
MANITOWOC INC COM
+$5.0M
2,584,504
+0%
清仓
—
NATIONAL INSTRUMENTS CORP
-$5.0M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
COST
COSTCO WHOLESALE CORP-NEW
+$4.3M
43,625
-2%
增持
VOO
VANGUARD S&P 500 ETF
+$4.2M
64,741
+6%
增持
—
LUMEN TECHNOLOGIES INC
+$3.9M
6,848,823
+11%
建仓
VLTO
VERALTO CORP
+$3.8M
46,344
减持
ESAB
ESAB CORPORTAION COM
+$3.3M
182,746
-0%
减持
JOE
ST JOE CP COM
+$2.4M
544,594
-5%
减持
NUE
NUCOR CORP
+$2.1M
105,245
-1%
减持
DHR
DANAHER CORP DEL COM
-$1.8M
140,010
-0%
减持
MLKN
MILLER KNOLL INC
+$1.8M
686,090
-0%
增持
CGNX
COGNEX CORP
+$1.7M
1,011,429
+4%
减持
COHR
COHERENT
+$1.4M
144,179
-5%
增持
ENOV
ENOVIS CORPORATION COM
+$1.4M
207,568
+4%
减持
MOD
MODINE MANUFACTURING
+$1.1M
78,895
-1%
减持
GPN
GLOBAL PAYMENTS INC
+$1.0M
69,761
-0%
减持
LITE
LUMENTUM HLDGS INC
+$1.0M
117,470
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC CL B
+$968.0K
96,327
-1%
清仓
VFIAX
VANGUARD 500 INDEX FUND
-$930.0K
0
-100%
增持
BAC
BANK OF AMERICA CORP
+$927.0K
135,276
+2%
减持
VNT
VONTIER CORP
+$921.0K
230,260
-0%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES
+$862.0K
86,812
-1%
增持
AAPL
APPLE COMPUTER INC
+$816.0K
33,865
+2%
增持
PH
PARKER-HANNIFIN CORP
+$689.0K
9,560
+0%
减持
MSFT
MICROSOFT CORP
+$635.0K
11,096
-1%
建仓
ATS
ATS Corp.
+$607.0K
14,100
减持
TEX
TEREX CORP NEW
+$518.0K
287,865
-0%
减持
EXPD
EXPEDITORS INTERNATIONAL OF WA
+$437.0K
38,488
-1%
减持
—
CONTAINER STORE GROUP INC COM
-$410.0K
2,051,845
-10%
增持
GBCI
GLACIER BANCORP INC-NEW
+$383.0K
29,342
+1%
减持
GLW
CORNING INC
-$337.0K
310,192
-6%
减持
CIEN
CIENA CORPORATION
-$311.0K
114,353
-1%
减持
MCD
MCDONALDS CORP
+$289.0K
9,713
-1%
减持
ROG
ROGERS CORP
-$284.0K
32,449
-7%
增持
BDC
BELDEN
+$248.0K
7,281
+124%
减持
TILE
INTERFACE INC
+$241.0K
142,537
-10%
减持
TWLO
TWILIO INC
+$220.0K
12,703
-0%
清仓
DFUV
DIMENSIONAL ETF TR US MARKETWI
-$132.0K
0
-100%
建仓
AXP
AMERICAN EXPRESS COMPANY
+$126.0K
675
建仓
—
SOURCE CAPITAL INC
+$123.0K
3,038
建仓
AMD
ADVANCED MICRO DEVICES
+$122.0K
825
建仓
QCOM
QUALCOMM INC
+$111.0K
766
增持
VTI
VANGUARD TOTAL STOCK MARKET ET
+$108.0K
3,423
+3%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$103.0K
329
增持
NVST
ENVISTA
+$98.0K
181,549
+18%
增持
VZ
VERIZON COMMUNICATIONS INC
+$72.0K
12,606
+1%
减持
WFC
WELLS FARGO AND CO NEW
+$69.0K
9,286
-2%
减持
KE
KIMBALL ELECTRONICS
-$65.0K
125,517
-1%
增持
IWM
ISHARES RUSSELL 2000 IDX FUND
+$62.0K
1,397
+13%
减持
BA
BOEING CO
+$60.0K
883
-0%
增持
CVX
CHEVRON CORPORATION
-$54.0K
10,271
+9%
增持
PG
PROCTER & GAMBLE CO
+$52.0K
11,107
+3%
增持
MRK
MERCK & CO INC
+$52.0K
1,749
+30%
增持
SBUX
STARBUCKS CORP
+$49.0K
10,190
+0%
增持
SPY
STANDARD & POORS DEPOSITARY RE
+$47.0K
921
+1%
增持
USB
US BANCORP DEL
+$43.0K
3,775
+4%
减持
JPM
JPMORGAN CHASE AND CO
+$41.0K
1,894
-2%
增持
SEIC
SEI INVESTMENTS CO
+$38.0K
7,328
+3%
减持
TSLA
TESLA MOTORS INC COM
-$36.0K
4,092
-3%
减持
NVDA
NVIDIA CORP COM
+$29.0K
755
-5%
减持
TNC
TENNANT CO COM
+$26.0K
2,201
-8%
增持
KO
COCA COLA CO
+$23.0K
7,458
+0%
增持
T
AT&T
+$18.0K
7,234
+6%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$18.0K
623
+0%
减持
—
MARTINREA INTERNATIONAL INC CO
-$16.0K
39,187
-23%
减持
—
EATON CORP
+$15.0K
984
-5%
增持
CSX
CSX CORP COM
+$15.0K
3,593
+0%
增持
—
EXXON MOBIL CORP
-$14.0K
1,268
+6%
减持
—
GOOGLE INC CL A
+$12.0K
2,148
-2%
增持
MKL
MARKEL CP COM
-$11.0K
392
+2%
增持
—
MEDTRONIC INC
+$10.0K
1,541
+3%
增持
ABBV
ABBVIE INC COM
+$9.0K
709
+5%
减持
IBM
IBM
-$6.0K
800
-18%
减持
JNJ
JOHNSON AND JOHNSON
-$5.0K
1,421
-3%
减持
PYPL
PAYPAL HOLDINGS
-$3.0K
4,043
-6%
减持
AMGN
AMGEN INC
-$3.0K
423
-9%
减持
DE
DEERE AND CO COM
+$2.0K
366
-6%
增持
PFE
PFIZER INC
+$2.0K
4,697
+17%