Institutional Fund
Front Street Capital Management, Inc.
Missoula, MTCIK 16831825 filings on record
Portfolio Value
$753.9K
Q1 2026
Holdings
73
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+7.1%
from $704.3K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Centurylink Inc11.6%
- Cognex Corp8.6%
- General Electric Co7.3%
- Ge Vernova Inc5.3%
- Vanguard Index Fds5.3%
- Manitowoc Co Inc5.1%
- Other56.6%
Portfolio Holdings
73 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Centurylink Inc | 12.59M | $87.5K | 11.6% | +469.2K | Added |
| 2 | Cognex Corp | 1.32M | $64.8K | 8.6% | +13.3K | Added |
| 3 | General Electric Co | 195.0K | $55.3K | 7.3% | −12.8K | Reduced |
| 4 | Ge Vernova Inc | 46.2K | $40.3K | 5.3% | −6.4K | Reduced |
| 5 | Vanguard Index Fds | 67.3K | $40.2K | 5.3% | −1.9K | Reduced |
| 6 | Manitowoc Co Inc | 3.32M | $38.7K | 5.1% | +57.8K | Added |
| 7 | Lumentum Hldgs Inc | 74.9K | $36.7K | 4.9% | −20.7K | Reduced |
| 8 | Berkshire Hathaway Inc Del | 60.1K | $28.8K | 3.8% | −6.8K | Reduced |
| 9 | Ciena Corp | 59.6K | $23.1K | 3.1% | −26.7K | Reduced |
| 10 | Corning Inc | 169.9K | $23.1K | 3.1% | −34.0K | Reduced |
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