Front Street Capital Management, Inc. Portfolio Holdings

Front Street Capital Management, Inc.

  • $522 Million
  • Q2 2025

Front Street Capital Management, Inc. has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $522 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ge Aerospace with a value of $59.8M, Lumen Technologies, Inc. with a value of $52.4M, Cognex Corp with a value of $42M, Manitowoc CO Inc with a value of $39.4M, and Berkshire Hathaway Inc Class B with a value of $34.6M.

Examining the 13F form we can see an decrease of $2.37M in the current position value, from $524M to 522M.

Below you can find more details about Front Street Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $522 Million
Industrials: $94.5 Million
Technology: $92.8 Million
Telecommunication: $52.4 Million
Financial Services: $41.1 Million
Consumer Cyclical: $30.7 Million
Consumer Defensive: $28.4 Million
Healthcare: $26.7 Million
Real Estate: $16.7 Million
Other: $19.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Ge Aerospace
-
$59.8 Million 11.46% of portfolio
-
Q2 2025 Reduced 4.88%
$70.5M
$52.4 Million 10.04% of portfolio
-
Q2 2025 Added 1.12%
$7.68B
$42 Million 8.05% of portfolio
1,324,832
Q2 2025 Reduced 4.49%
$354M
$39.4 Million 7.55% of portfolio
3,276,824
Q2 2025 Reduced 0.78%
$652B
$34.6 Million 6.63% of portfolio
71,285
Q2 2025 Reduced 27.59%
Ge Vernova Inc
-
$29.8 Million 5.71% of portfolio
-
Q2 2025 Reduced 3.41%
$423B
$25.7 Million 4.92% of portfolio
25,944
Q2 2025 Reduced 2.94%
$145B
$24.4 Million 4.68% of portfolio
123,557
Q2 2025 Reduced 0.19%
$6.9B
$18.7 Million 3.58% of portfolio
155,197
Q2 2025 Reduced 4.47%
$2.93B
$16.7 Million 3.2% of portfolio
350,142
Q2 2025 Reduced 1.94%
$1.6B
$12.6 Million 2.42% of portfolio
649,373
Q2 2025 Added 6.58%
$3.5B
$12.1 Million 2.32% of portfolio
259,606
Q2 2025 Reduced 0.47%
$59B
$11.4 Million 2.19% of portfolio
217,546
Q2 2025 Reduced 0.34%
$37.2B
$11.2 Million 2.15% of portfolio
86,608
Q2 2025 Reduced 0.24%
Coherent
-
$10.7 Million 2.04% of portfolio
-
Q2 2025 Reduced 0.11%
$9.67B
$10.4 Million 1.98% of portfolio
108,933
Q2 2025 Reduced 0.4%
$17.3B
$8.16 Million 1.56% of portfolio
100,296
Q2 2025 Reduced 0.08%
$7.07B
$7.68 Million 1.47% of portfolio
77,931
Q2 2025 Added 0.0%
$6.84B
$7.17 Million 1.37% of portfolio
194,360
Q2 2025 Reduced 9.19%
$1.67B
$6.51 Million 1.25% of portfolio
207,715
Q2 2025 Reduced 20.04%
$3.85T
$6.32 Million 1.21% of portfolio
30,817
Q2 2025 Reduced 2.58%
$97.2B
$6.16 Million 1.18% of portfolio
8,819
Q2 2025 Reduced 1.12%
Ge Healthcare Technologies
-
$5.18 Million 0.99% of portfolio
-
Q2 2025 Reduced 0.07%
$24.2B
$4.93 Million 0.94% of portfolio
61,546
Q2 2025 Reduced 0.61%
$3.79T
$4.71 Million 0.9% of portfolio
9,469
Q2 2025 Reduced 10.85%
Veralto Corp
-
$4.18 Million 0.8% of portfolio
-
Q2 2025 Reduced 0.2%
$0
$3.95 Million 0.76% of portfolio
6,959
Q2 2025 Reduced 91.05%
$426M
$3.82 Million 0.73% of portfolio
250,320
Q2 2025 Added 30.81%
$17.2B
$3.26 Million 0.62% of portfolio
69,536
Q2 2025 Added 228.39%
$233B
$2.82 Million 0.54% of portfolio
9,663
Q2 2025 Reduced 0.44%
$1.64B
$2.02 Million 0.39% of portfolio
96,677
Q2 2025 Reduced 0.92%
$2.21B
$1.86 Million 0.36% of portfolio
60,566
Q2 2025 New
$19.9B
$1.83 Million 0.35% of portfolio
16,032
Q2 2025 Added 6.96%
$42.8B
$1.85 Million 0.35% of portfolio
1,025
Q3 2024 Reduced 2.38%
$26.5B
$1.75 Million 0.34% of portfolio
876
Q2 2025 Reduced 47.95%
$377B
$1.73 Million 0.33% of portfolio
10,850
Q2 2025 Reduced 47.06%
$428B
$1.24 Million 0.24% of portfolio
7,836
Q2 2025 Reduced 6.56%
$0
$929,000 0.18% of portfolio
3,058
Q2 2025 Reduced 75.55%
$0
$868,000 0.17% of portfolio
1,405
Q1 2025 Reduced 30.38%
$5.51B
$846,000 0.16% of portfolio
19,644
Q2 2025 Added 2.73%
$103B
$740,000 0.14% of portfolio
8,076
Q2 2025 Added 6.59%
$136B
$751,000 0.14% of portfolio
4,102
Q2 2025 New
$1.26T
$698,000 0.13% of portfolio
3,938
Q2 2025 Reduced 14.76%
$2.4T
$678,000 0.13% of portfolio
3,091
Q2 2025 Reduced 25.41%
$79.2B
$610,000 0.12% of portfolio
8,202
Q2 2025 Reduced 45.03%
$406B
$635,000 0.12% of portfolio
13,413
Q2 2025 Reduced 4.29%
$28B
$577,000 0.11% of portfolio
10,224
Q2 2025 Reduced 6.26%
$1.42T
$561,000 0.11% of portfolio
3,183
Q2 2025 Added 5.05%
$295B
$496,000 0.1% of portfolio
7,015
Q2 2025 Reduced 2.37%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $522 Million
  • Prior Value $524 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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