Front Street Capital Management, Inc.
MISSOULA MT · SEC CIK 0001683182
$7.54亿2026Q1 申报市值
73持仓数
58.2%前十大占比 · 第一大 11.6%
0 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BAX 加仓+$1,420.34万
AZTA 加仓+$1,275.75万
IP 加仓+$1,182.24万
ENOV 加仓+$873.89万
HNI 加仓+$641.81万
2026Q1 卖出最多 按季末市值估算
CIEN 减仓-$1,034.77万
LITE 减仓-$1,010.81万
GEV 减仓-$557.79万
COST 减仓-$471.91万
GLW 减仓-$462.89万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | FAIRFAX FINANCIAL HOLDINGS | $0 | 0.00% | 0 | -1,025 | -100.0% | -$195.60万 | 清仓 |
| BIL | SSgA Funds Management Inc | $0 | 0.00% | 0 | -3,959 | -100.0% | -$36.20万 | 清仓 |
| SEIC | SEI INVESTMENTS CO | $10.40万 | 0.01% | 1,330 | 201 | 17.8% | $1.57万 | 加仓 |
| LAB | STANDARD BIOTOOLS INC | $13.00万 | 0.02% | 141,231 | 12,706 | 9.9% | $1.17万 | 加仓 |
| ITW | ILLINOIS TOOL WKS | $13.00万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| AXP | AMER EXPRESS CO | $19.70万 | 0.03% | 650 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $21.30万 | 0.03% | 1,656 | 1 | 0.1% | $129 | 加仓 |
| ETN | EATON CORP | $25.40万 | 0.03% | 711 | -79 | -10.0% | -$2.82万 | 减仓 |
| CSCO | CISCO SYSTEMS | $28.60万 | 0.04% | 3,686 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO AND CO NEW | $29.80万 | 0.04% | 3,743 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $31.10万 | 0.04% | 1,613 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $31.20万 | 0.04% | 1,258 | -15 | -1.2% | -$3,720 | 减仓 |
| — | EXXON MOBIL CORP | $33.30万 | 0.04% | 1,964 | -45 | -2.2% | -$7,630 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $34.10万 | 0.05% | 6,789 | 201 | 3.1% | $1.01万 | 加仓 |
| ROG | ROGERS CORP | $34.80万 | 0.05% | 3,238 | 648 | 25.0% | $6.96万 | 加仓 |
| JNJ | JOHNSON AND JOHNSON | $40.80万 | 0.05% | 1,670 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $41.90万 | 0.06% | 4,916 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE AND CO | $42.20万 | 0.06% | 1,436 | -30 | -2.0% | -$8,816 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $42.80万 | 0.06% | 628 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA MOTORS INC COM | $43.90万 | 0.06% | 1,182 | 205 | 21.0% | $7.61万 | 加仓 |
| ROL | ROLLINS INC | $49.40万 | 0.07% | 9,257 | -238 | -2.5% | -$1.27万 | 减仓 |
| KO | COCA COLA CO | $51.80万 | 0.07% | 6,807 | -208 | -3.0% | -$1.58万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $60.60万 | 0.08% | 12,439 | -440 | -3.4% | -$2.14万 | 减仓 |
| AMZN | AMAZON.COM INC COM | $63.20万 | 0.08% | 3,033 | 20 | 0.7% | $4,167 | 加仓 |
| PYPL | PAYPAL HOLDINGS | $66.70万 | 0.09% | 14,757 | 1,306 | 9.7% | $5.90万 | 加仓 |
| SBUX | STARBUCKS CORP | $69.00万 | 0.09% | 7,701 | -105 | -1.3% | -$9,408 | 减仓 |
| CVX | CHEVRON CORPORATION | $70.60万 | 0.09% | 3,411 | 10 | 0.3% | $2,070 | 加仓 |
| GBCI | GLACIER BANCORP INC-NEW | $86.40万 | 0.11% | 19,335 | 0 | 0.0% | — | 不变 |
| SPY | State Street ETF/USA | $87.40万 | 0.12% | 1,344 | -112 | -7.7% | -$7.28万 | 减仓 |
| PGR | PROGRESSIVE CORP | $102.40万 | 0.14% | 5,164 | 2,956 | 133.9% | $58.62万 | 加仓 |
| GOOG | GOOGLE INC CL C | $112.40万 | 0.15% | 3,910 | -1,739 | -30.8% | -$49.99万 | 减仓 |
| TILE | INTERFACE INC | $119.90万 | 0.16% | 48,127 | -16,925 | -26.0% | -$42.17万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ET | $125.40万 | 0.17% | 3,910 | -96 | -2.4% | -$3.08万 | 减仓 |
| EXPD | EXPEDITORS INTERNATIONAL OF WA | $135.00万 | 0.18% | 9,425 | -1,518 | -13.9% | -$21.74万 | 减仓 |
| NVDA | NVIDIA CORP COM | $137.10万 | 0.18% | 7,859 | -40 | -0.5% | -$6,978 | 减仓 |
| GOOGL | GOOGLE INC CL A | $137.60万 | 0.18% | 4,797 | 1,770 | 58.5% | $50.77万 | 加仓 |
| AMD | ADVANCED MICRO DEV | $145.50万 | 0.19% | 7,150 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $154.10万 | 0.20% | 10,671 | -165 | -1.5% | -$2.38万 | 减仓 |
| — | SchwabS&P500IndexFund | $231.30万 | 0.31% | 137,917 | 8,514 | 6.6% | $14.28万 | 重新持有 |
| MCD | MCDONALDS CORP | $276.80万 | 0.37% | 8,907 | 32 | 0.4% | $9,945 | 加仓 |
| MKL | MARKEL CP COM | $302.80万 | 0.40% | 1,582 | 69 | 4.6% | $13.21万 | 加仓 |
| CMCO | COLUMBUS MCKINNON CORP | $308.10万 | 0.41% | 212,056 | -1,729 | -0.8% | -$2.51万 | 减仓 |
| MSFT | MICROSOFT CORP | $352.70万 | 0.47% | 9,529 | 221 | 2.4% | $8.18万 | 加仓 |
| VLTO | VERALTO CORP | $365.50万 | 0.48% | 41,341 | -17 | -0.0% | -$1,503 | 减仓 |
| GPN | GLOBAL PAYMENTS INC | $423.40万 | 0.56% | 62,913 | 1,263 | 2.0% | $8.50万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES | $494.10万 | 0.66% | 69,412 | -432 | -0.6% | -$3.08万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $574.50万 | 0.76% | 6,417 | -640 | -9.1% | -$57.30万 | 减仓 |
| VNT | VONTIER CORP | $618.90万 | 0.82% | 174,495 | -9,245 | -5.0% | -$32.79万 | 减仓 |
| VFIAX | VANGUARD 500 INDEX ADMIRAL | $623.40万 | 0.83% | 10,347 | -1,072 | -9.4% | -$64.59万 | 重新持有 |
| ATS | ATS CORP | $736.30万 | 0.98% | 261,088 | -25,906 | -9.0% | -$73.06万 | 减仓 |
| AAPL | APPLE COMPUTER INC | $758.10万 | 1.01% | 29,870 | -409 | -1.4% | -$10.38万 | 减仓 |
| HNI | HNI Corp | $843.80万 | 1.12% | 252,520 | 192,070 | 317.7% | $641.81万 | 加仓 |
| MLKN | MILLER KNOLL INC | $1,015.30万 | 1.35% | 702,115 | -2,366 | -0.3% | -$3.42万 | 减仓 |
| NUE | NUCOR CORP | $1,294.30万 | 1.72% | 76,539 | -9,815 | -11.4% | -$165.97万 | 减仓 |
| TEX | TEREX CORP NEW | $1,312.90万 | 1.74% | 222,144 | -16,855 | -7.1% | -$99.62万 | 减仓 |
| ESAB | ESAB CORPORTAION COM | $1,484.00万 | 1.97% | 153,526 | -1,322 | -0.9% | -$12.78万 | 减仓 |
| MOD | MODINE MANUFACTURING | $1,576.40万 | 2.09% | 72,743 | -2,125 | -2.8% | -$46.05万 | 减仓 |
| ENOV | ENOVIS CORPORATION COM | $1,697.30万 | 2.25% | 746,056 | 384,124 | 106.1% | $873.89万 | 加仓 |
| COST | COSTCO WHOLESALE CORP-NEW | $1,726.70万 | 2.29% | 17,329 | -4,736 | -21.5% | -$471.91万 | 减仓 |
| JOE | ST JOE CP COM | $1,777.10万 | 2.36% | 282,984 | -47,365 | -14.3% | -$297.45万 | 减仓 |
| AZTA | AZENTA INC | $1,878.50万 | 2.49% | 889,009 | 603,757 | 211.7% | $1,275.75万 | 加仓 |
| IP | INTERNATIONAL PAPER COMPANY | $2,002.70万 | 2.66% | 560,974 | 331,155 | 144.1% | $1,182.24万 | 加仓 |
| COHR | COHERENT | $2,074.80万 | 2.75% | 87,101 | -11,512 | -11.7% | -$274.22万 | 减仓 |
| BAX | BAXTER INTL INC | $2,224.50万 | 2.95% | 1,324,093 | 845,429 | 176.6% | $1,420.34万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $2,246.10万 | 2.98% | 118,463 | -1,041 | -0.9% | -$19.74万 | 减仓 |
| GLW | CORNING INC | $2,309.60万 | 3.06% | 169,862 | -34,044 | -16.7% | -$462.89万 | 减仓 |
| CIEN | CIENA CORPORATION | $2,314.00万 | 3.07% | 59,605 | -26,654 | -30.9% | -$1,034.77万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $2,882.00万 | 3.82% | 60,142 | -6,755 | -10.1% | -$323.70万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $3,667.30万 | 4.86% | 74,931 | -20,653 | -21.6% | -$1,010.81万 | 减仓 |
| MTW | MANITOWOC INC COM | $3,869.90万 | 5.13% | 3,321,784 | 57,761 | 1.8% | $67.29万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $4,020.80万 | 5.33% | 67,288 | -1,887 | -2.7% | -$112.76万 | 减仓 |
| GEV | GE VERNOVA INC | $4,031.60万 | 5.35% | 46,186 | -6,390 | -12.2% | -$557.79万 | 减仓 |
| — | GE AEROSPACE | $5,533.00万 | 7.34% | 194,982 | -12,839 | -6.2% | -$364.33万 | 减仓 |
| CGNX | COGNEX CORP | $6,479.40万 | 8.59% | 1,322,588 | 13,293 | 1.0% | $65.12万 | 加仓 |
| — | LUMEN TECHNOLOGIES INC | $8,752.50万 | 11.61% | 12,593,527 | 469,174 | 3.9% | $326.08万 | 加仓 |