Front Street Capital Management, Inc.
Net buyer this quarter
$881M
67
+$26.5M
58.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 LUMN | $93.5M | 10.61% | 1.18% | -3.4% | Q1 2017 |
 CGNX | $90.6M | 10.29% | 0.75% | -5.1% | Q2 2016 |
 GE | $70.5M | 8.00% | 0.02% | New | Q2 2026 |
 GEV | $50M | 5.67% | 0.02% | -7.9% | Q2 2024 |
 MTW | $44.5M | 5.06% | 8.89% | -3.5% | Q2 2018 |
 LITE | $36.9M | 4.19% | 0.05% | -42.6% | Q3 2018 |
 GLW | $35.9M | 4.08% | 0.02% | -17.0% | Q2 2016 |
 AZTA | $33.2M | 3.77% | 2.97% | +46.4% | Q2 2025 |
 BRK.B | $30.8M | 3.50% | Not reported | +1.8% | Q2 2016 |
 COHR | $29.7M | 3.37% | 0.04% | -13.7% | Q3 2022 |
 BAX | $28.1M | 3.20% | 0.26% | -0.3% | Q3 2025 |
 IP | $26.5M | 3.01% | 0.11% | +23.9% | Q4 2024 |
 CIEN | $23.5M | 2.67% | 0.03% | -19.5% | Q2 2016 |
 HNI | $23.5M | 2.66% | 0.81% | +129.9% | Q4 2025 |
 DHR | $22.1M | 2.51% | 0.02% | -1.9% | Q1 2017 |
 MOD | $19.1M | 2.17% | 0.14% | -1.7% | Q3 2021 |
 JOE | $17M | 1.93% | 0.48% | -3.9% | Q2 2016 |
 ENOV | $16.3M | 1.85% | 1.37% | +5.6% | Q2 2022 |
 NUE | $15.5M | 1.77% | 0.03% | -8.8% | Q2 2016 |
 COST | $15M | 1.71% | 0.00% | -7.2% | Q2 2016 |
 ESAB | $15M | 1.70% | 0.25% | -1.2% | Q2 2022 |
 MLKN | $14.7M | 1.67% | 1.05% | +2.1% | Q2 2016 |
 TEX | $13.5M | 1.53% | 0.16% | -16.1% | Q2 2016 |
 GPN | $6.74M | 0.76% | 0.03% | +47.5% | Q3 2019 |
 PH | $6.27M | 0.71% | 0.01% | -0.2% | Q2 2021 |
 MKL | $5.65M | 0.64% | 0.02% | +80.4% | Q3 2018 |
 VNT | $5.08M | 0.58% | 0.12% | +0.3% | Q3 2021 |
 GEHC | $4.39M | 0.50% | 0.02% | -1.3% | Q1 2023 |
 AAPL | $4.24M | 0.48% | 0.00% | -51.0% | Q2 2016 |
 VLTO | $3.62M | 0.41% | 0.02% | -1.3% | Q4 2023 |
 ATS | $3.6M | 0.41% | 0.13% | -52.1% | Q4 2023 |
 MSFT | $3.59M | 0.41% | 0.00% | -0.5% | Q2 2016 |
 CMCO | $3.47M | 0.39% | 0.80% | +8.3% | Q4 2024 |
 AMD | $2.26M | 0.26% | 0.00% | -40.2% | Q4 2023 |
 PGR | $2.04M | 0.23% | 0.00% | +67.5% | Q4 2025 |
 PG | $1.67M | 0.19% | 0.00% | +3.5% | Q2 2016 |
 TILE | $1.58M | 0.18% | 0.08% | -8.2% | Q2 2016 |
 EXPD | $1.36M | 0.15% | 0.01% | -11.6% | Q2 2016 |
 THRM | $1.31M | 0.15% | 0.13% | New | Q2 2026 |
 GOOG | $1.28M | 0.15% | Not reported | -8.8% | Q3 2023 |
 NVDA | $1.21M | 0.14% | 0.00% | -22.7% | Q3 2022 |
| GOOGL | $1.11M | 0.13% | 0.00% | -34.9% | Q4 2024 |
 SPY | $1.02M | 0.12% | Not reported | +1.2% | Q2 2016 |
 GBCI | $986K | 0.11% | 0.01% | -1.1% | Q2 2016 |
 CALM | $746K | 0.08% | 0.02% | New | Q2 2026 |
 CVX | $564K | 0.06% | 0.00% | -0.3% | Q2 2016 |
 BAC | $557K | 0.06% | 0.00% | -21.4% | Q2 2016 |
 AMZN | $547K | 0.06% | 0.00% | -25.1% | Q2 2020 |
 TSLA | $501K | 0.06% | 0.00% | +0.9% | Q2 2020 |
 JPM | $397K | 0.05% | 0.00% | -16.7% | Q3 2017 |
| Q1 2026 | |||||
| LUMN | $87.5M | 11.61% | 1.22% | +3.9% | Q1 2017 |
| CGNX | $64.8M | 8.59% | 0.80% | +1.0% | Q2 2016 |
| GEV | $40.3M | 5.35% | 0.02% | -12.2% | Q2 2024 |
| MTW | $38.7M | 5.13% | 9.25% | +1.8% | Q2 2018 |
| LITE | $36.7M | 4.86% | 0.10% | -21.6% | Q3 2018 |
| BRK.B | $28.8M | 3.82% | Not reported | -10.1% | Q2 2016 |
| CIEN | $23.1M | 3.07% | 0.04% | -30.9% | Q2 2016 |
| GLW | $23.1M | 3.06% | 0.02% | -16.7% | Q2 2016 |
| DHR | $22.5M | 2.98% | 0.02% | -0.9% | Q1 2017 |
| BAX | $22.2M | 2.95% | 0.26% | +176.6% | Q3 2025 |
| COHR | $20.7M | 2.75% | 0.05% | -11.7% | Q3 2022 |
| IP | $20M | 2.66% | 0.09% | +144.1% | Q4 2024 |
| AZTA | $18.8M | 2.49% | 1.93% | +211.7% | Q2 2025 |
| JOE | $17.8M | 2.36% | 0.49% | -14.3% | Q2 2016 |
| COST | $17.3M | 2.29% | 0.00% | -21.5% | Q2 2016 |
| ENOV | $17M | 2.25% | 1.30% | +106.1% | Q2 2022 |
| MOD | $15.8M | 2.09% | 0.14% | -2.8% | Q3 2021 |
| ESAB | $14.8M | 1.97% | 0.25% | -0.9% | Q2 2022 |
| TEX | $13.1M | 1.74% | 0.20% | -7.1% | Q2 2016 |
| NUE | $12.9M | 1.72% | 0.03% | -11.4% | Q2 2016 |
| MLKN | $10.2M | 1.35% | 1.03% | -0.3% | Q2 2016 |
| HNI | $8.44M | 1.12% | 0.35% | +317.7% | Q4 2025 |
| AAPL | $7.58M | 1.01% | 0.00% | -1.4% | Q2 2016 |
| ATS | $7.36M | 0.98% | 0.27% | -9.0% | Q4 2023 |
| VNT | $6.19M | 0.82% | 0.12% | -5.0% | Q3 2021 |
| PH | $5.75M | 0.76% | 0.01% | -9.1% | Q2 2021 |
| GEHC | $4.94M | 0.66% | 0.02% | -0.6% | Q1 2023 |
| GPN | $4.23M | 0.56% | 0.02% | +2.1% | Q3 2019 |
| VLTO | $3.66M | 0.48% | 0.02% | 0.0% | Q4 2023 |
| MSFT | $3.53M | 0.47% | 0.00% | +2.4% | Q2 2016 |
| CMCO | $3.08M | 0.41% | 0.74% | -0.8% | Q4 2024 |
| MKL | $3.03M | 0.40% | 0.01% | +4.6% | Q3 2018 |
 MCD | $2.77M | 0.37% | 0.00% | +0.4% | Q2 2016 |
| PG | $1.54M | 0.20% | 0.00% | -1.5% | Q2 2016 |
| AMD | $1.46M | 0.19% | 0.00% | Not reported | Q4 2023 |
| GOOGL | $1.38M | 0.18% | 0.00% | +58.5% | Q4 2024 |
| NVDA | $1.37M | 0.18% | 0.00% | -0.5% | Q3 2022 |
| EXPD | $1.35M | 0.18% | 0.01% | -13.9% | Q2 2016 |
| TILE | $1.2M | 0.16% | 0.08% | -26.0% | Q2 2016 |
| GOOG | $1.12M | 0.15% | Not reported | -30.8% | Q3 2023 |
| PGR | $1.02M | 0.14% | 0.00% | +133.9% | Q4 2025 |
| SPY | $874K | 0.12% | Not reported | -7.7% | Q2 2016 |
| GBCI | $864K | 0.11% | 0.01% | Not reported | Q2 2016 |
| CVX | $706K | 0.09% | 0.00% | +0.3% | Q2 2016 |
 SBUX | $690K | 0.09% | 0.00% | -1.4% | Q2 2016 |
 PYPL | $667K | 0.09% | 0.00% | +9.7% | Q3 2022 |
| AMZN | $632K | 0.08% | 0.00% | +0.7% | Q2 2020 |
| BAC | $606K | 0.08% | 0.00% | -3.4% | Q2 2016 |
 KO | $518K | 0.07% | 0.00% | -3.0% | Q2 2016 |
 ROL | $494K | 0.07% | 0.00% | -2.5% | Q2 2016 |
| Q4 2025 | |||||
| LUMN | $94.2M | 13.38% | 1.18% | -0.3% | Q1 2017 |
| CGNX | $47.1M | 6.69% | 0.78% | +1.1% | Q2 2016 |
| MTW | $39.1M | 5.56% | 9.20% | -0.4% | Q2 2018 |
| LITE | $35.2M | 5.00% | 0.13% | -9.3% | Q3 2018 |
| GEV | $34.4M | 4.88% | 0.02% | -4.8% | Q2 2024 |
| BRK.B | $33.6M | 4.77% | Not reported | +1.4% | Q2 2016 |
| DHR | $27.4M | 3.88% | 0.02% | -2.6% | Q1 2017 |
| CIEN | $20.2M | 2.86% | 0.06% | -11.9% | Q2 2016 |
| JOE | $19.6M | 2.78% | 0.57% | -1.6% | Q2 2016 |
| COST | $19M | 2.70% | 0.01% | -0.7% | Q2 2016 |
| COHR | $18.2M | 2.58% | 0.06% | -17.3% | Q3 2022 |
| GLW | $17.9M | 2.54% | 0.02% | -2.5% | Q2 2016 |
| ESAB | $17.3M | 2.46% | 0.26% | -0.1% | Q2 2022 |
| NUE | $14.1M | 2.00% | 0.04% | -0.2% | Q2 2016 |
| MLKN | $12.9M | 1.83% | 1.03% | +9.0% | Q2 2016 |
| TEX | $12.8M | 1.81% | 0.36% | -7.4% | Q2 2016 |
| MOD | $10M | 1.42% | 0.14% | -2.8% | Q3 2021 |
| ENOV | $9.64M | 1.37% | 0.63% | +75.8% | Q2 2022 |
| AZTA | $9.49M | 1.35% | 0.62% | +14.1% | Q2 2025 |
| BAX | $9.15M | 1.30% | 0.09% | +85.2% | Q3 2025 |
| IP | $9.05M | 1.29% | 0.04% | +122.1% | Q4 2024 |
| AAPL | $8.23M | 1.17% | 0.00% | -0.7% | Q2 2016 |
| ATS | $7.9M | 1.12% | 0.30% | -1.0% | Q4 2023 |
| VNT | $6.83M | 0.97% | 0.13% | -1.5% | Q3 2021 |
| PH | $6.2M | 0.88% | 0.01% | -19.0% | Q2 2021 |
| GEHC | $5.73M | 0.81% | 0.02% | -0.2% | Q1 2023 |
| GPN | $4.77M | 0.68% | 0.03% | +0.2% | Q3 2019 |
| MSFT | $4.5M | 0.64% | 0.00% | -7.3% | Q2 2016 |
| VLTO | $4.13M | 0.59% | 0.02% | 0.0% | Q4 2023 |
| CMCO | $3.69M | 0.52% | 0.74% | +2.4% | Q4 2024 |
| MKL | $3.25M | 0.46% | 0.01% | +69.1% | Q3 2018 |
| MCD | $2.71M | 0.39% | 0.00% | -0.3% | Q2 2016 |
| HNI | $2.54M | 0.36% | 0.13% | New | Q4 2025 |
| FRFHF | $1.96M | 0.28% | 0.00% | Not reported | Q4 2018 |
| TILE | $1.82M | 0.26% | 0.11% | -32.7% | Q2 2016 |
| GOOG | $1.77M | 0.25% | Not reported | +18.5% | Q3 2023 |
| EXPD | $1.63M | 0.23% | 0.01% | +4.3% | Q2 2016 |
| PG | $1.55M | 0.22% | 0.00% | -0.1% | Q2 2016 |
| AMD | $1.53M | 0.22% | 0.00% | -48.5% | Q4 2023 |
| NVDA | $1.47M | 0.21% | 0.00% | +1.6% | Q3 2022 |
| SPY | $993K | 0.14% | Not reported | -1.1% | Q2 2016 |
| GOOGL | $950K | 0.13% | 0.00% | -23.5% | Q4 2024 |
| GBCI | $852K | 0.12% | 0.01% | +1.1% | Q2 2016 |
| PYPL | $785K | 0.11% | 0.00% | +68.6% | Q3 2022 |
| BAC | $708K | 0.10% | 0.00% | +8.1% | Q2 2016 |
| AMZN | $695K | 0.10% | 0.00% | -1.8% | Q2 2020 |
| SBUX | $657K | 0.09% | 0.00% | -3.5% | Q2 2016 |
| ROL | $570K | 0.08% | 0.00% | +9.1% | Q2 2016 |
| CVX | $518K | 0.07% | 0.00% | Not reported | Q2 2016 |
| PGR | $503K | 0.07% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| LUMN | $74.1M | 11.44% | 1.19% | +1.7% | Q1 2017 |
| CGNX | $58.7M | 9.06% | 0.77% | -2.3% | Q2 2016 |
| GEV | $33.9M | 5.24% | 0.02% | -2.0% | Q2 2024 |
| BRK.B | $33.1M | 5.11% | Not reported | -7.4% | Q2 2016 |
| MTW | $32.8M | 5.06% | 9.24% | 0.0% | Q2 2018 |
| DHR | $24.3M | 3.75% | 0.02% | -0.7% | Q1 2017 |
| COST | $20.5M | 3.17% | 0.01% | -14.4% | Q2 2016 |
| ESAB | $17.3M | 2.67% | 0.26% | -0.1% | Q2 2022 |
| LITE | $17.1M | 2.65% | 0.15% | -3.3% | Q3 2018 |
| GLW | $17.1M | 2.65% | 0.02% | -3.8% | Q2 2016 |
| JOE | $16.6M | 2.56% | 0.58% | -4.1% | Q2 2016 |
| CIEN | $14.3M | 2.20% | 0.07% | -2.4% | Q2 2016 |
| TEX | $13.2M | 2.04% | 0.39% | -0.6% | Q2 2016 |
| COHR | $12.9M | 1.98% | 0.08% | -0.3% | Q3 2022 |
| NUE | $11.7M | 1.81% | 0.04% | -0.1% | Q2 2016 |
| MLKN | $11.5M | 1.77% | 0.94% | -0.5% | Q2 2016 |
| MOD | $10.9M | 1.69% | 0.15% | -1.2% | Q3 2021 |
| VNT | $7.83M | 1.21% | 0.13% | -4.0% | Q3 2021 |
| AAPL | $7.76M | 1.20% | 0.00% | -1.1% | Q2 2016 |
| ATS | $7.59M | 1.17% | 0.30% | -1.4% | Q4 2023 |
| AZTA | $7.18M | 1.11% | 0.55% | +312.7% | Q2 2025 |
| PH | $6.6M | 1.02% | 0.01% | -1.3% | Q2 2021 |
| ENOV | $6.25M | 0.96% | 0.36% | -0.9% | Q2 2022 |
| BAX | $5.89M | 0.91% | 0.05% | New | Q3 2025 |
| GEHC | $5.25M | 0.81% | 0.02% | +0.1% | Q1 2023 |
| MSFT | $5.19M | 0.80% | 0.00% | +6.0% | Q2 2016 |
| GPN | $5.12M | 0.79% | 0.03% | 0.0% | Q3 2019 |
| IP | $4.8M | 0.74% | 0.02% | +48.8% | Q4 2024 |
| VLTO | $4.41M | 0.68% | 0.02% | 0.0% | Q4 2023 |
| CMCO | $3M | 0.46% | 0.73% | -16.6% | Q4 2024 |
| TILE | $2.8M | 0.43% | 0.17% | 0.0% | Q2 2016 |
| MCD | $2.7M | 0.42% | 0.00% | -7.9% | Q2 2016 |
| AMD | $2.24M | 0.35% | 0.00% | Not reported | Q4 2023 |
| FRFHF | $1.79M | 0.28% | 0.00% | Not reported | Q4 2018 |
| MKL | $1.7M | 0.26% | 0.01% | +2.2% | Q3 2018 |
| PG | $1.67M | 0.26% | 0.00% | Not reported | Q2 2016 |
| NVDA | $1.44M | 0.22% | 0.00% | -0.8% | Q3 2022 |
| EXPD | $1.29M | 0.20% | 0.01% | -34.5% | Q2 2016 |
| GOOG | $1.16M | 0.18% | Not reported | +49.8% | Q3 2023 |
| SPY | $980K | 0.15% | Not reported | +4.8% | Q2 2016 |
| GOOGL | $963K | 0.15% | 0.00% | +0.5% | Q4 2024 |
| GBCI | $931K | 0.14% | 0.02% | -2.7% | Q2 2016 |
 AMAT | $839K | 0.13% | 0.00% | -0.2% | Q2 2025 |
| SBUX | $692K | 0.11% | 0.00% | +0.2% | Q2 2016 |
| AMZN | $678K | 0.10% | 0.00% | -0.7% | Q2 2020 |
| JPM | $623K | 0.10% | 0.00% | +102.7% | Q3 2017 |
| BAC | $615K | 0.09% | 0.00% | -11.2% | Q2 2016 |
| PYPL | $556K | 0.09% | 0.00% | -2.8% | Q3 2022 |
| CVX | $528K | 0.08% | 0.00% | -0.3% | Q2 2016 |
| ROL | $511K | 0.08% | 0.00% | -14.8% | Q2 2016 |