Front Street Capital Management, Inc.
CIK 1683182 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- LUMN10.61%
- CGNX10.29%
- GE8.00%
- GEV5.67%
- MTW5.06%
- VOO4.83%
- LITE4.19%
- GLW4.08%
- AZTA3.77%
- BRK.B3.50%
Share classes counted separately60.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CGNXWeight increased · +1.70 pp8.59% → 10.29%Shares -67.56K (-5.11%)
- HNIWeight increased · +1.54 pp1.12% → 2.66%Shares +328.09K (+129.93%)
- AZTAWeight increased · +1.28 pp2.49% → 3.77%Shares +412.39K (+46.39%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LUMNLUMEN TECHNOLOGIES INC View history and evidence | $93.48M | 10.61% | 12.17M shares | Prior unavailable +12.17M | New | ↗▾ |
| 02 | CGNXCOGNEX CORP View history and evidence | $90.58M | 10.29% | 1.26M shares | 8.59% → 10.29%+1.70 pp -67.56K (-5.11%) | Reduced | ↗▾ |
| 03 | GEGENERAL ELECTRIC View history and evidence | $70.46M | 8.00% | 188.53K shares | Prior unavailable — | CUSIP change | ↗▾ |
| 04 | GEVGE VERNOVA INC View history and evidence | $49.96M | 5.67% | 42.53K shares | 5.35% → 5.67%+0.32 pp -3.66K (-7.92%) | Reduced | ↗▾ |
| 05 | MTWMANITOWOC COMPANY INC View history and evidence | $44.55M | 5.06% | 3.21M shares | 5.13% → 5.06%-0.07 pp -114.67K (-3.45%) | Reduced | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETF View history and evidence | $42.57M | 4.83% | 61.98K shares | 5.33% → 4.83%-0.50 pp -5.30K (-7.88%) | Reduced | ↗▾ |
| 07 | LITELUMENTUM HOLDINGS INC View history and evidence | $36.93M | 4.19% | 43.04K shares | 4.86% → 4.19%-0.67 pp -31.89K (-42.56%) | Reduced | ↗▾ |
| 08 | GLWCORNING INC View history and evidence | $35.95M | 4.08% | 141.08K shares | 3.06% → 4.08%+1.02 pp -28.78K (-16.95%) | Reduced | ↗▾ |
| 09 | AZTAAZENTA INC View history and evidence | $33.21M | 3.77% | 1.30M shares | 2.49% → 3.77%+1.28 pp +412.39K (+46.39%) | Added | ↗▾ |
| 10 | BRK.BBERKSHIRE HATHAWAY INC-CL B View history and evidence | $30.82M | 3.50% | 61.25K shares | 3.82% → 3.50%-0.32 pp +1.10K (+1.84%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CTL CENTURYLINK INC | Non-derivative | -12,593,527 | -$87.53M | SEC filing ↗ | SEC filing ↗ |
| VFIAX VANGUARD 500 INDEX-ADM | Non-derivative | -10,347 | -$6.23M | SEC filing ↗ | SEC filing ↗ |
| MCD MCDONALD'S CORP | Non-derivative | -8,907 | -$2.77M | SEC filing ↗ | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1683182 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 880608189
}Research all 70 reported holdings.
This page includes 30 of 70 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 70 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1683182","quarter":"2026Q2","page_size":100}
get_institutional_manager_history
{"cik":"1683182","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.