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Portfolio (Quarterly) Guide ↗

Front Street Capital Management, Inc.

· CIK 0001683182
13F Portfolio $754M AUM 73 positions Filed May 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 73 New
Page 3 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NVDA NVIDIA CORP COM Technology 7,859.0 $1.4M 0.18% NEW $174.45 +22.8%
42 EXPD EXPEDITORS INTERNATIONAL OF WA Industrials 9,425.0 $1.4M 0.18% NEW $143.24 +11.0%
43 VTI VANGUARD TOTAL STOCK MARKET ET 3,910.0 $1.3M 0.17% NEW $320.72 +15.9%
44 TILE INTERFACE INC Consumer Cyclical 48,127.0 $1.2M 0.16% NEW $24.91 +20.0%
45 GOOG GOOGLE INC CL C Communication Services 3,910.0 $1.1M 0.15% NEW $287.47 +34.3%
46 PGR PROGRESSIVE CORP Financial Services 5,164.0 $1.0M 0.14% NEW $198.30 -1.9%
47 SPY State Street ETF/USA Financial Services 1,344.0 $874K 0.12% NEW $650.30 +16.0%
48 GBCI GLACIER BANCORP INC-NEW Financial Services 19,335.0 $864K 0.12% NEW $44.69 +6.9%
49 CVX CHEVRON CORPORATION Energy 3,411.0 $706K 0.09% NEW $206.98 -11.5%
50 SBUX STARBUCKS CORP Consumer Cyclical 7,701.0 $690K 0.09% NEW $89.60 +12.4%
51 PYPL PAYPAL HOLDINGS Financial Services 14,757.0 $667K 0.09% NEW $45.20 -1.6%
52 AMZN AMAZON.COM INC COM Consumer Cyclical 3,033.0 $632K 0.08% NEW $208.37 +31.5%
53 BAC BANK OF AMERICA CORP Financial Services 12,439.0 $606K 0.08% NEW $48.72 +4.2%
54 KO COCA COLA CO Consumer Defensive 6,807.0 $518K 0.07% NEW $76.10 +5.7%
55 ROL ROLLINS INC Consumer Cyclical 9,257.0 $494K 0.07% NEW $53.37 -7.4%
56 TSLA TESLA MOTORS INC COM Consumer Cyclical 1,182.0 $439K 0.06% NEW $371.40 +19.0%
57 NOC NORTHROP GRUMMAN CORP COM Industrials 628.0 $428K 0.06% NEW $681.53 -17.9%
58 JPM JPMORGAN CHASE AND CO Financial Services 1,436.0 $422K 0.06% NEW $293.87 +1.0%
59 CL COLGATE PALMOLIVE CO Consumer Defensive 4,916.0 $419K 0.06% NEW $85.23 +7.5%
60 JNJ JOHNSON AND JOHNSON Healthcare 1,670.0 $408K 0.05% NEW $244.31 -5.5%
Page 3 of 4  ·  73 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.1%
Industrials 21.2%
Healthcare 13.1%
Consumer Cyclical 9.9%
Utilities 7.7%
Consumer Defensive 3.8%
Real Estate 3.4%
Basic Materials 2.5%
Financial Services 1.5%
Communication Services 0.5%