Front Street Capital Management, Inc. 13F 持仓 · 2026年Q2
Front Street Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 70 只证券，申报市值合计 8.81 亿美元。前几大持仓：LUMN（10.61%）、CGNX（10.29%）、GE（8.00%）。本季前 25 大持仓中：新建仓 2 只、增持 7 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LUMN | LUMEN TECHNOLOGIES INC | $93.5M | 10.61% | 12.2M | 新建仓 |
| 2 | CGNX | COGNEX CORP | $90.6M | 10.29% | 1.3M | 减持 |
| 3 | GE | GE AEROSPACE | $70.5M | 8.00% | 188,533 | 新建仓 |
| 4 | GEV | GE VERNOVA INC | $50.0M | 5.67% | 42,527 | 减持 |
| 5 | MTW | MANITOWOC CO INC | $44.5M | 5.06% | 3.2M | 减持 |
| 6 | VOO | VANGUARD S&P 500 ETF | $42.6M | 4.83% | 61,985 | 减持 |
| 7 | LITE | LUMENTUM HLDGS INC | $36.9M | 4.19% | 43,038 | 减持 |
| 8 | GLW | CORNING INC | $35.9M | 4.08% | 141,078 | 减持 |
| 9 | AZTA | AZENTA INC | $33.2M | 3.77% | 1.3M | 增持 |
| 10 | BRKB | BERKSHIRE HATHAWAY INC CL B NEW | $30.8M | 3.50% | 61,247 | 增持 |
| 11 | COHR | COHERENT | $29.7M | 3.37% | 75,166 | 减持 |
| 12 | BAX | BAXTER INTL INC | $28.1M | 3.20% | 1.3M | 减持 |
| 13 | IP | INTERNATIONAL PAPER COMPANY | $26.5M | 3.01% | 695,215 | 增持 |
| 14 | CIEN | CIENA CORPORATION | $23.5M | 2.67% | 47,975 | 减持 |
| 15 | HNI | HNI Corp | $23.5M | 2.66% | 580,610 | 增持 |
| 16 | DHR | DANAHER CORP DEL COM | $22.1M | 2.51% | 116,253 | 减持 |
| 17 | MOD | MODINE MANUFACTURING | $19.1M | 2.17% | 71,492 | 减持 |
| 18 | JOE | ST JOE CP COM | $17.0M | 1.93% | 271,931 | 减持 |
| 19 | ENOV | ENOVIS CORPORATION COM | $16.3M | 1.85% | 787,900 | 增持 |
| 20 | NUE | NUCOR CORP | $15.5M | 1.77% | 69,785 | 减持 |
| 21 | COST | COSTCO WHOLESALE CORP-NEW | $15.0M | 1.71% | 16,076 | 减持 |
| 22 | ESAB | ESAB CORPORTAION COM | $15.0M | 1.70% | 151,745 | 减持 |
| 23 | MLKN | MILLER KNOLL INC | $14.7M | 1.67% | 716,804 | 增持 |
| 24 | TEX | TEREX CORP NEW | $13.5M | 1.53% | 186,279 | 减持 |
| 25 | GPN | GLOBAL PAYMENTS INC | $6.7M | 0.76% | 92,822 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR