Latest imported 13F data
โณ
Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but Front Street Capital Management, Inc.'s latest available filing here is Q3 2025.

Front Street Capital Management, Inc.

โ€ขCIK: 1683182โ€ขFiling: Q3 2025

**Front Street Capital Management, Inc.** manages $648M across a portfolio of 72 positions. The firm exhibits significant conviction in defensive and value-oriented names, highlighted by top holdings including CTLEUR at $74.1M and BRK-A at $66.0M. Further allocations include substantial positions in CGNX ($58.7M) and VOO ($42.4M). This concentrated approach suggests a disciplined, macro-aware investment strategy targeting established market leaders.

Total AUM
$648.0M
QoQ Performance
+24.2%
Positions
72
Top 10 Concentration
62.2%
Latest Filing
Q3 2025

Top Holdings Allocation

LUME
GE A
CGNX
VOO
GEV
BRK.B
MTW
LUMEN11.4%
GE10.2%
CGNX9.1%
VOO6.6%
GEV5.2%
BRK.B5.1%
MTW5.1%
DHR3.7%

๐Ÿ“ˆ Biggest Buys

VOO
VANGUARD S&P 500 ETF
+896.4%
6.6% of portfolio
VFIAX
VANGUARD 500 INDEX ADMIRAL
NEW
1.1% of portfolio
BAX
BAXTER INTL INC
NEW
0.9% of portfolio
AZTA
AZENTA INC
+312.7%
1.1% of portfolio
VFTAX
Vanguard FTSE Social Index Admiral
NEW
0.4% of portfolio

๐Ÿ“‰ Biggest Sells

โ€”
GE AEROSPACE
-5.6%
10.2% of portfolio
COST
COSTCO WHOLESALE CORP-NEW
-14.4%
3.2% of portfolio
BRK.B
BERKSHIRE HATHAWAY INC CL B
-7.4%
5.1% of portfolio
CGNX
COGNEX CORP
-2.3%
9.1% of portfolio
JOE
ST JOE CP COM
-4.1%
2.6% of portfolio

Sector Breakdown

Other80.3%
ETF6.7%
Consumer3.9%
Healthcare3.8%
Technology3.0%
Materials1.8%
Financial0.3%
Energy0.1%

๐Ÿšช Exited Positionssold since Q2 2025

XOM
EXXON MOBIL CORP
SOLD
$217.0K
ADBE
ADOBE SYSTEMS INC COM
SOLD
$209.0K
RTX
RTX CORP
SOLD
$204.0K
CR
CRANE CO
SOLD
$143.0K
ITW
ILLINOIS TOOL WORKS
SOLD
$124.0K
+1 more exited positions

Changes from Q2 2025

NEW8 new positions
โ†‘14 increased
โ†“41 decreased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022