Front Street Capital Management, Inc.
MISSOULA MT · SEC CIK 0001683182
$8.81亿2026Q2 申报市值
70持仓数
60.0%前十大占比 · 第一大 10.6%
6 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
LUMN 新建仓+$9,347.57万
GE 新建仓+$7,045.95万
HNI 加仓+$1,325.81万
AZTA 加仓+$1,052.42万
IP 加仓+$511.46万
2026Q2 卖出最多 按季末市值估算
LUMEN TECHNOLOGI 清仓-$8,752.50万
GE AEROSPACE 清仓-$5,533.00万
LITE 减仓-$2,736.61万
GLW 减仓-$733.45万
VFIAX 清仓-$623.40万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| LUMN | LUMEN TECHNOLOGIES INC | $9,347.57万 | 10.61% | 12,171,321 | 12,171,321 | — | $9,347.57万 | 新建仓 |
| CGNX | COGNEX CORP | $9,058.12万 | 10.29% | 1,255,029 | -67,559 | -5.1% | -$487.60万 | 减仓 |
| GE | GE AEROSPACE | $7,045.95万 | 8.00% | 188,533 | 188,533 | — | $7,045.95万 | 新建仓 |
| GEV | GE VERNOVA INC | $4,995.84万 | 5.67% | 42,527 | -3,659 | -7.9% | -$429.84万 | 减仓 |
| MTW | MANITOWOC CO INC | $4,454.68万 | 5.06% | 3,207,113 | -114,671 | -3.5% | -$159.28万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $4,257.26万 | 4.83% | 61,985 | -5,303 | -7.9% | -$364.22万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $3,692.92万 | 4.19% | 43,038 | -31,893 | -42.6% | -$2,736.61万 | 减仓 |
| GLW | CORNING INC | $3,594.83万 | 4.08% | 141,078 | -28,784 | -16.9% | -$733.45万 | 减仓 |
| AZTA | AZENTA INC | $3,321.17万 | 3.77% | 1,301,398 | 412,389 | 46.4% | $1,052.42万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B NEW | $3,081.54万 | 3.50% | 61,247 | 1,105 | 1.8% | $55.60万 | 加仓 |
| COHR | COHERENT | $2,965.07万 | 3.37% | 75,166 | -11,935 | -13.7% | -$470.80万 | 减仓 |
| BAX | BAXTER INTL INC | $2,814.22万 | 3.20% | 1,319,992 | -4,101 | -0.3% | -$8.74万 | 减仓 |
| IP | INTERNATIONAL PAPER COMPANY | $2,648.77万 | 3.01% | 695,215 | 134,241 | 23.9% | $511.46万 | 加仓 |
| CIEN | CIENA CORPORATION | $2,353.46万 | 2.67% | 47,975 | -11,630 | -19.5% | -$570.52万 | 减仓 |
| HNI | HNI Corp | $2,346.24万 | 2.66% | 580,610 | 328,090 | 129.9% | $1,325.81万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $2,214.39万 | 2.51% | 116,253 | -2,210 | -1.9% | -$42.10万 | 减仓 |
| MOD | MODINE MANUFACTURING | $1,908.98万 | 2.17% | 71,492 | -1,251 | -1.7% | -$33.40万 | 减仓 |
| JOE | ST JOE CP COM | $1,703.10万 | 1.93% | 271,931 | -11,053 | -3.9% | -$69.22万 | 减仓 |
| ENOV | ENOVIS CORPORATION COM | $1,630.95万 | 1.85% | 787,900 | 41,844 | 5.6% | $86.62万 | 加仓 |
| NUE | NUCOR CORP | $1,554.46万 | 1.77% | 69,785 | -6,754 | -8.8% | -$150.45万 | 减仓 |
| COST | COSTCO WHOLESALE CORP-NEW | $1,503.93万 | 1.71% | 16,076 | -1,253 | -7.2% | -$117.22万 | 减仓 |
| ESAB | ESAB CORPORTAION COM | $1,496.66万 | 1.70% | 151,745 | -1,781 | -1.2% | -$17.57万 | 减仓 |
| MLKN | MILLER KNOLL INC | $1,466.58万 | 1.67% | 716,804 | 14,689 | 2.1% | $30.05万 | 加仓 |
| TEX | TEREX CORP NEW | $1,348.47万 | 1.53% | 186,279 | -35,865 | -16.1% | -$259.63万 | 减仓 |
| GPN | GLOBAL PAYMENTS INC | $673.52万 | 0.76% | 92,822 | 29,909 | 47.5% | $217.02万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $626.68万 | 0.71% | 6,407 | -10 | -0.2% | -$9,781 | 减仓 |
| MKL | MARKEL GROUP INC COM | $564.87万 | 0.64% | 2,854 | 1,272 | 80.4% | $251.76万 | 加仓 |
| VNT | VONTIER CORP | $507.70万 | 0.58% | 175,070 | 575 | 0.3% | $1.67万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES | $438.60万 | 0.50% | 68,521 | -891 | -1.3% | -$5.70万 | 减仓 |
| AAPL | APPLE INC COM | $424.48万 | 0.48% | 14,627 | -15,243 | -51.0% | -$442.36万 | 减仓 |
| VLTO | VERALTO CORP | $361.85万 | 0.41% | 40,804 | -537 | -1.3% | -$4.76万 | 减仓 |
| ATS | ATS CORP | $359.67万 | 0.41% | 124,973 | -136,115 | -52.1% | -$391.74万 | 减仓 |
| MSFT | MICROSOFT CORP | $358.72万 | 0.41% | 9,485 | -44 | -0.5% | -$1.66万 | 减仓 |
| CMCO | COLUMBUS MCKINNON CORP | $347.34万 | 0.39% | 229,573 | 17,517 | 8.3% | $26.50万 | 加仓 |
| AMD | ADVANCED MICRO DEV | $225.51万 | 0.26% | 4,275 | -2,875 | -40.2% | -$151.66万 | 减仓 |
| PGR | PROGRESSIVE CORP | $204.27万 | 0.23% | 8,647 | 3,483 | 67.4% | $82.28万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $166.94万 | 0.19% | 11,040 | 369 | 3.5% | $5.58万 | 加仓 |
| TILE | INTERFACE INC | $158.41万 | 0.18% | 44,200 | -3,927 | -8.2% | -$14.07万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ET | $140.50万 | 0.16% | 3,797 | -113 | -2.9% | -$4.18万 | 减仓 |
| EXPD | EXPEDITORS INTERNATIONAL OF WA | $135.76万 | 0.15% | 8,330 | -1,095 | -11.6% | -$17.85万 | 减仓 |
| THRM | GENTHERM INC | $131.12万 | 0.15% | 38,440 | 38,440 | — | $131.12万 | 新建仓 |
| GOOG | ALPHABET INC CL C | $128.11万 | 0.15% | 3,565 | -345 | -8.8% | -$12.40万 | 减仓 |
| NVDA | NVIDIA CORP COM | $121.46万 | 0.14% | 6,078 | -1,781 | -22.7% | -$35.59万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $110.56万 | 0.13% | 3,122 | -1,675 | -34.9% | -$59.32万 | 减仓 |
| SPY | State Street ETF/USA | $101.55万 | 0.12% | 1,360 | 16 | 1.2% | $1.19万 | 加仓 |
| GBCI | GLACIER BANCORP INC-NEW | $98.63万 | 0.11% | 19,122 | -213 | -1.1% | -$1.10万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $74.65万 | 0.08% | 8,740 | 8,740 | — | $74.65万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $56.38万 | 0.06% | 3,401 | -10 | -0.3% | -$1,658 | 减仓 |
| BAC | BANK OF AMERICA CORP | $55.74万 | 0.06% | 9,783 | -2,656 | -21.4% | -$15.13万 | 减仓 |
| AMZN | AMAZON.COM INC COM | $54.74万 | 0.06% | 2,273 | -760 | -25.1% | -$18.30万 | 减仓 |
| TSLA | TESLA INC COM | $50.14万 | 0.06% | 1,192 | 10 | 0.8% | $4,206 | 加仓 |
| JPM | JPMORGAN CHASE AND CO | $39.71万 | 0.05% | 1,196 | -240 | -16.7% | -$7.97万 | 减仓 |
| KO | COCA COLA CO | $39.49万 | 0.04% | 4,855 | -1,952 | -28.7% | -$15.88万 | 减仓 |
| CSCO | CISCO SYSTEMS | $39.33万 | 0.04% | 3,406 | -280 | -7.6% | -$3.23万 | 减仓 |
| PYPL | PAYPAL HOLDINGS | $39.13万 | 0.04% | 8,590 | -6,167 | -41.8% | -$28.09万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $37.76万 | 0.04% | 4,119 | -797 | -16.2% | -$7.31万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $37.59万 | 0.04% | 1,251 | -7 | -0.6% | -$2,103 | 减仓 |
| ROL | ROLLINS INC | $34.99万 | 0.04% | 8,382 | -875 | -9.5% | -$3.65万 | 减仓 |
| — | EXXON MOBIL CORP | $33.99万 | 0.04% | 2,464 | 500 | 25.5% | $6.90万 | 加仓 |
| JNJ | JOHNSON AND JOHNSON | $32.84万 | 0.04% | 1,279 | -391 | -23.4% | -$10.04万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $31.98万 | 0.04% | 628 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $30.60万 | 0.03% | 1,613 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP | $30.25万 | 0.03% | 710 | -1 | -0.1% | -$426 | 减仓 |
| WFC | WELLS FARGO AND CO NEW | $24.81万 | 0.03% | 2,988 | -755 | -20.2% | -$6.27万 | 减仓 |
| QCOM | QUALCOMM INC | $24.56万 | 0.03% | 1,329 | -327 | -19.7% | -$6.04万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.08万 | 0.03% | 5,451 | -1,338 | -19.7% | -$5.67万 | 减仓 |
| AXP | AMER EXPRESS CO | $21.99万 | 0.02% | 650 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $21.78万 | 0.02% | 1,695 | 1,695 | — | $21.78万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $20.34万 | 0.02% | 781 | 781 | — | $20.34万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS | $13.52万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| — | LUMEN TECHNOLOGIES INC | $0 | 0.00% | 0 | -12,593,527 | -100.0% | -$8,752.50万 | 清仓 |
| — | GE AEROSPACE | $0 | 0.00% | 0 | -194,982 | -100.0% | -$5,533.00万 | 清仓 |
| VFIAX | VANGUARD 500 INDEX ADMIRAL | $0 | 0.00% | 0 | -10,347 | -100.0% | -$623.40万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -8,907 | -100.0% | -$276.80万 | 清仓 |
| — | SchwabS&P500IndexFund | $0 | 0.00% | 0 | -137,917 | -100.0% | -$231.30万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -7,701 | -100.0% | -$69.00万 | 清仓 |
| ROG | ROGERS CORP | $0 | 0.00% | 0 | -3,238 | -100.0% | -$34.80万 | 清仓 |
| LAB | STANDARD BIOTOOLS INC | $0 | 0.00% | 0 | -141,231 | -100.0% | -$13.00万 | 清仓 |
| SEIC | SEI INVESTMENTS CO | $0 | 0.00% | 0 | -1,330 | -100.0% | -$10.40万 | 清仓 |