Virginia Belker
Front Street Capital Management, Inc.
Assets Managed
$753.922M
Holdings
73
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
7.06%(2Q avg: 7.87%)
Sustained Growth
3 quarters
Portfolio positions
This chart displays the top 10 holdings in Front Street Capital Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 73 positions.
Assets under management
The assets under management (AUM) of Front Street Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 753.922M in assets, with a quarterly growth rate of 7.06% and a 2-quarter average growth rate of 7.87%. The portfolio is managed by Virginia Belker, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
LUMN Lumen Technologies, Inc.
| 11.61% | $87.525M 12.594M shares@ $6.95 avg price | Increased 3.87% |
CGNX Cognex Corp
| 8.6% | $64.794M 1.323M shares@ $49.0 avg price | Increased 1.02% |
GE General Electric Co
| 7.34% | $55.33M 194,982 shares@ $283.77 avg price | Decreased -6.17% |
GEV Ge Vernova Inc
| 5.35% | $40.316M 46,186 shares@ $872.91 avg price | Decreased -12.15% |
VOO Vanguard S&p 500 Etf
| 5.34% | $40.208M 67,288 shares@ $597.56 avg price | Decreased -2.72% |
MTW Manitowoc Company Inc
| 5.14% | $38.699M 3.322M shares@ $11.66 avg price | Increased 1.77% |
LITE Lumentum Holdings Inc
| 4.87% | $36.673M 74,931 shares@ $489.43 avg price | Decreased -21.6% |
BRK.B Berkshire Hathaway Inc-cl B
| 3.83% | $28.82M 60,142 shares@ $479.2 avg price | Decreased -10.09% |
CIEN Ciena Corp
| 3.07% | $23.14M 59,605 shares@ $388.23 avg price | Decreased -30.89% |
GLW Corning Inc
| 3.07% | $23.096M 169,862 shares@ $135.97 avg price | Decreased -16.69% |
1-10 of 73