Front Street Capital Management, Inc.
Front Street Capital Management, Inc. is a registered investment adviser specializing in customized portfolio management for individuals, institutions, and investment companies, including serving as the investment manager for the Tarkio Fund. The firm primarily invests in equities, ETFs, mutual funds, government and corporate debt, options, and some international securities, with client-directed restrictions permitted.
Investment Strategy
The firm offers managed accounts with five distinct portfolio components, allowing clients to select overall management style and place reasonable investment restrictions. Strategies include equity portfolio management (primarily listed securities), mutual fund portfolio management (focusing on no-load funds), and management of other asset classes. Lead portfolio manager is Russell Piazza. The firm does not limit recommendations to products from any specific broker-dealer or insurance company.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGNX | COGNEX CORP | 8.05% | $42.0M | 1,324,832 | $34.69 | $31.72 | +$749.0K |
M MTW | MANITOWOC INC COM | 7.55% | $39.4M | 3,276,824 | $13.21 | $12.02 | +$11.0M |
B BRK-B | BERKSHIRE HATHAWAY INC CL B | 6.63% | $34.6M | 71,285 | $269.21 | $485.77 | -$17.3M |
G GEV | GE VERNOVA INC | 5.71% | $29.8M | 56,313 | $167.62 | $529.15 | +$12.0M |
C COST | COSTCO WHOLESALE CORP-NEW | 4.92% | $25.7M | 25,944 | $168.17 | $989.94 | +$398.0K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
| Portfolio Manager | Missoula, MT , United States |