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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 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ROG ROGERS CORP Technology 3,238.0 $348K 0.05% NEW $107.47 +34.9%
62 VZ VERIZON COMMUNICATIONS INC Communication Services 6,789.0 $341K 0.04% NEW $50.23 -4.0%
63 XOM EXXON MOBIL CORP Energy 1,964.0 $333K 0.04% NEW $169.55 -12.8%
64 IWM ISHARES RUSSELL 2000 ETF 1,258.0 $312K 0.04% NEW $248.01 +17.7%
65 RTX RTX CORP Industrials 1,613.0 $311K 0.04% NEW $192.81 -7.2%
66 WFC WELLS FARGO AND CO NEW Financial Services 3,743.0 $298K 0.04% NEW $79.62 -4.4%
67 CSCO CISCO SYSTEMS Technology 3,686.0 $286K 0.04% NEW $77.59 +52.9%
68 ETN EATON CORP Industrials 711.0 $254K 0.03% NEW $357.24 +12.5%
69 QCOM QUALCOMM INC Technology 1,656.0 $213K 0.03% NEW $128.62 +89.1%
70 AXP AMER EXPRESS CO Financial Services 650.0 $197K 0.03% NEW $303.08 +4.0%
71 LAB STANDARD BIOTOOLS INC Healthcare 141,231.0 $130K 0.02% NEW $0.92 +23.8%
72 ITW ILLINOIS TOOL WKS Industrials 500.0 $130K 0.02% NEW $260.00 -4.0%
73 SEIC SEI INVESTMENTS CO Financial Services 1,330.0 $104K 0.01% NEW $78.20 +13.3%
Page 4 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%