CIK: 0001067324
Total reported value
$583.7M
Reporting period: 2026-03-31 · Number of holdings: 141
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC disclosed 141 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $583.7M and a quarterly turnover rate of 13.7%.
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Mountain Pacific Investment Advisers LLC's disclosed holdings carry a Herfindahl concentration index of 0.026 — mathematically equivalent to about 38 equally-sized positions, well below its 141 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.65), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 24% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add VRT
-11.3% $5.6M
Trim APH
-9.9% -$8.8M
Trim DHR
-2.2% -$5.6M
Trim FIS
-5.0% -$3.4M
Trim TMO
-2.1% -$3.9M
Trim ROP
+1.3% -$3.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | Stock-Tech | 8.05% | -0.99% | -9.90% | |
| 2 | AME | Ametek INC | Stock-Industrials | 6.62% | — | -3.89% | |
| 3 | DHR | Danaher CORP | Stock-Healthcare | 4.10% | -0.69% | -2.17% | |
| 4 | IEX | Idex CORP | Stock-Industrials | 3.83% | +0.36% | -1.97% | |
| 5 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 3.54% | +1.10% | -11.28% | |
| 6 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 3.24% | -0.45% | -2.08% | |
| 7 | ATR | Aptargroup INC | Stock-Healthcare | 2.83% | — | -2.28% | |
| 8 | XYL | Xylem INC | Stock-Industrials | 2.82% | -0.16% | +2.26% | |
| 9 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.80% | -0.29% | +2.39% | |
| 10 | DCI | Donaldson Co INC | Stock-Industrials | 2.63% | -0.02% | -1.61% | |
| 11 | ROP | Roper Technologies INC | Stock-Tech | 2.54% | -0.45% | +1.32% | |
| 12 | FISV | Fiserv INC | Stock-Other | 2.37% | -0.37% | -1.48% | |
| 13 | GGG | Graco INC | Stock-Industrials | 2.15% | — | -4.32% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.01% | +0.01% | -4.56% | |
| 15 | VRSK | Verisk Analytics INC | Stock-Industrials | 1.97% | -0.29% | -2.94% | |
| 16 | NDSN | Nordson CORP | Stock-Industrials | 1.78% | +0.20% | -3.78% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.70% | +0.30% | -0.26% | |
| 18 | RBC | RBC Bearings INC | Stock-Industrials | 1.67% | +0.33% | -2.87% | |
| 19 | NVT | nVent Electric plc | Stock-Industrials | 1.66% | +0.24% | -4.54% | |
| 20 | FIX | Comfort Systems USA INC | Stock-Industrials | 1.55% | +0.38% | -15.30% | |
| 21 | FAST | Fastenal Co | Stock-Industrials | 1.52% | +0.25% | -2.25% | |
| 22 | LSTR | Landstar System INC | Stock-Industrials | 1.52% | +0.16% | -5.47% | |
| 23 | ECL | Ecolab INC | Stock-Materials | 1.50% | — | -0.47% | |
| 24 | RPM | Rpm International INC | Stock-Materials | 1.50% | -0.02% | -2.20% | |
| 25 | CHD | Church & Dwight Co INC | Stock-Consumer Staples | 1.29% | +0.17% | -2.59% | |
| 26 | FIS | Fidelity National Info Serv | Stock-Tech | 1.17% | -0.48% | -4.99% | |
| 27 | CLH | Clean Harbors INC | Stock-Industrials | 1.15% | +0.25% | -0.96% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 1.08% | +0.35% | -0.27% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.07% | -0.11% | -13.22% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | -0.06% | -2.24% | |
| 31 | AIZ | Assurant INC | Stock-Financials | 1.04% | -0.14% | -7.74% | |
| 32 | FTV | Fortive CORP | Stock-Tech | 0.97% | — | -2.16% | |
| 33 | SPGI | S&p Global INC | Stock-Financials | 0.94% | -0.20% | -3.54% | |
| 34 | CSW | Csw Industrials INC | Stock-Industrials | 0.85% | -0.02% | +4.78% | |
| 35 | MSA | Msa Safety INC | Stock-Industrials | 0.83% | — | +3.24% | |
| 36 | VLTO | Veralto CORP | Stock-Industrials | 0.82% | -0.06% | -0.81% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.79% | — | +4.48% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | -0.21% | -3.23% | |
| 39 | MU | Micron Technology INC | Stock-Tech | 0.68% | +0.12% | -1.71% | |
| 40 | FCN | Fti Consulting INC | Stock-Industrials | 0.62% | — | -3.26% | |
| 41 | USB | US Bancorp | Stock-Financials | 0.61% | — | -0.36% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | +0.11% | -2.20% | |
| 43 | AIT | Applied Industrial Tech INC | Stock-Industrials | 0.59% | — | +1.23% | |
| 44 | KAI | Kadant INC | Stock-Other | 0.58% | — | +1.79% | |
| 45 | ABBV | Abbvie INC | Stock-Healthcare | 0.57% | — | -1.60% | |
| 46 | AAPL | Apple INC | Stock-Tech | 0.57% | -0.07% | -10.49% | |
| 47 | UFPT | Ufp Technologies INC | Stock-Other | 0.55% | -0.07% | -3.30% | |
| 48 | PNR | Pentair plc | Stock-Industrials | 0.46% | -0.12% | -11.11% | |
| 49 | WMT | Walmart INC | Stock-Consumer Staples | 0.44% | — | -3.00% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.07% | -0.96% |
Performance for Q3 2026
+3.5%
Performance Last 4 Quarters
+13.4%
Based on 84% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 141 | $583.7M | 14 | |
| 2025-12-31 | 144 | $617.1M | 13 | |
| 2025-09-30 | 144 | $639.0M | 73 | |
| 2025-06-30 | 139 | $1.4B | 0 | |
| 2025-03-31 | 140 | $1.3B | 100 | |
| 2024-12-31 | 136 | $1.4B | 0 | |
| 2024-09-30 | 142 | $1.5B | 0 | |
| 2024-06-30 | 138 | $1.3B | 0 | |
| 2024-03-31 | 139 | $1.8B | 0 | |
| 2023-12-31 | 134 | $1.6B | 0 | |
| 2023-09-30 | 129 | $1.4B | 0 | |
| 2023-06-30 | 131 | $1.5B | 0 | |
| 2023-03-31 | 130 | $1.4B | 0 | |
| 2022-12-31 | 129 | $1.4B | 0 | |
| 2022-09-30 | 128 | $1.3B | 0 | |
| 2022-06-30 | 130 | $1.3B | 0 | |
| 2022-03-31 | 138 | $1.5B | 0 | |
| 2021-12-31 | 138 | $1.7B | 0 | |
| 2021-09-30 | 140 | $1.6B | 0 | |
| 2021-06-30 | 136 | $1.6B | 97 | |
| 2021-03-31 | 135 | $1.5B | 12 | |
| 2020-12-31 | 131 | $1.4B | 16 | |
| 2020-09-30 | 125 | $1.2B | 13 | |
| 2020-06-30 | 125 | $1.1B | 21 | |
| 2020-03-31 | 114 | $956.1M | 27 | |
| 2019-12-31 | 124 | $1.2B | 10 | |
| 2019-09-30 | 122 | $1.1B | 14 | |
| 2019-06-30 | 119 | $1.1B | 10 | |
| 2019-03-31 | 114 | $1.0B | 18 | |
| 2018-12-31 | 107 | $896.6M | 20 | |
| 2018-09-30 | 282 | $1.1B | 12 | |
| 2018-06-30 | 115 | $985.6M | 9 | |
| 2018-03-31 | 112 | $971.4M | 27 | |
| 2017-12-31 | 108 | $950.6M | 13 | |
| 2017-09-30 | 105 | $913.4M | 15 | |
| 2017-06-30 | 102 | $897.8M | 9 | |
| 2017-03-31 | 103 | $861.2M | 15 | |
| 2016-12-31 | 99 | $932.7M | 10 | |
| 2016-09-30 | 102 | $895.2M | 13 | |
| 2016-06-30 | 100 | $870.1M | 9 | |
| 2016-03-31 | 100 | $850.0M | 16 | |
| 2015-12-31 | 99 | $821.0M | 10 | |
| 2015-09-30 | 105 | $805.7M | 12 | |
| 2015-06-30 | 109 | $862.8M | 6 | |
| 2015-03-31 | 107 | $858.0M | 8 | |
| 2014-12-31 | 108 | $825.0M | 9 | |
| 2014-09-30 | 102 | $774.7M | 10 | |
| 2014-06-30 | 106 | $844.4M | 12 | |
| 2014-03-31 | 105 | $814.7M | 7 | |
| 2013-12-31 | 105 | $802.3M | 12 | |
| 2013-09-30 | 96 | $720.8M | 9 | |
| 2013-06-30 | 98 | $666.7M | 0 |
Mountain Pacific Investment Advisers LLC's most significant position changes for 2026-03-31: Sold out: Nvidia CORP (NVDA); Sold out: Monopar Therapeutics INC (MNPR); Trim: Vertiv Holdings Co-a (VRT) — shares -11.28%; Trim: Amphenol Corp-cl A (APH) — shares -9.90%; Trim: Danaher CORP (DHR) — shares -2.17%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co-a | +1.1% | -11.28% | Trim |
| 2 | FIX | Comfort Systems USA INC | +0.4% | -15.30% | Trim |
| 3 | IEX | Idex CORP | +0.4% | -1.97% | Trim |
| 4 | XOM | Exxon Mobil CORP | +0.4% | -0.27% | Trim |
| 5 | RBC | RBC Bearings INC | +0.3% | -2.87% | Trim |
| 6 | COST | Costco Wholesale CORP | +0.3% | -0.26% | Trim |
| 7 | CLH | Clean Harbors INC | +0.3% | -0.96% | Trim |
| 8 | FAST | Fastenal Co | +0.3% | -2.25% | Trim |
| 9 | NVT | nVent Electric plc | +0.2% | -4.54% | Trim |
| 10 | NDSN | Nordson CORP | +0.2% | -3.78% | Trim |
| 11 | CHD | Church & Dwight Co INC | +0.2% | -2.59% | Trim |
| 12 | LSTR | Landstar System INC | +0.2% | -5.47% | Trim |
| 13 | RRX | Regal Rexnord CORP | +0.1% | +3.52% | Add |
| 14 | MU | Micron Technology INC | +0.1% | -1.71% | Trim |
| 15 | GNRC | Generac Holdings INC | +0.1% | -7.67% | Trim |
| 16 | JNJ | Johnson & Johnson | +0.1% | -2.20% | Trim |
| 17 | ROST | Ross Stores INC | +0.1% | — | Unchanged |
| 18 | AMAT | Applied Materials INC | +0.1% | — | Unchanged |
| 19 | BSV | Vanguard Short-term Bond ETF | 0% | -4.56% | Trim |
| 20 | DCI | Donaldson Co INC | 0% | -1.61% | Trim |
| 21 | RPM | Rpm International INC | 0% | -2.20% | Trim |
| 22 | CSW | Csw Industrials INC | 0% | +4.78% | Add |
| 23 | JPM | Jpmorgan Chase & Co | -0.1% | -2.24% | Trim |
| 24 | VLTO | Veralto CORP | -0.1% | -0.81% | Trim |
| 25 | WFC | Wells Fargo & Co | -0.1% | -17.44% | Trim |
| 26 | AAPL | Apple INC | -0.1% | -10.49% | Trim |
| 27 | UFPT | Ufp Technologies INC | -0.1% | -3.30% | Trim |
| 28 | BND | Vanguard Total Bond Market | -0.1% | -18.88% | Trim |
| 29 | WAY | Waystar Holding CORP | -0.1% | +4.96% | Add |
| 30 | ABT | Abbott Laboratories | -0.1% | -0.96% | Trim |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -46.74% | Trim |
| 32 | ADP | Automatic Data Processing | -0.1% | -3.58% | Trim |
| 33 | WAT | Waters CORP | -0.1% | -2.42% | Trim |
| 34 | PRGS | Progress Software CORP | -0.1% | -1.14% | Trim |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -13.22% | Trim |
| 36 | PNR | Pentair plc | -0.1% | -11.11% | Trim |
| 37 | AIZ | Assurant INC | -0.1% | -7.74% | Trim |
| 38 | XYL | Xylem INC | -0.2% | +2.26% | Add |
| 39 | SPGI | S&p Global INC | -0.2% | -3.54% | Trim |
| 40 | MSFT | Microsoft CORP | -0.2% | -3.23% | Trim |
| 41 | AJG | Arthur J Gallagher & Co | -0.3% | +2.39% | Add |
| 42 | VRSK | Verisk Analytics INC | -0.3% | -2.94% | Trim |
| 43 | FISV | Fiserv INC | -0.4% | -1.48% | Trim |
| 44 | TMO | Thermo Fisher Scientific INC | -0.5% | -2.08% | Trim |
| 45 | ROP | Roper Technologies INC | -0.5% | +1.32% | Add |
| 46 | FIS | Fidelity National Info Serv | -0.5% | -4.99% | Trim |
| 47 | DHR | Danaher CORP | -0.7% | -2.17% | Trim |
| 48 | APH | Amphenol Corp-cl A | -1% | -9.90% | Trim |
| 49 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 50 | MNPR | Monopar Therapeutics INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-16 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-29 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-30 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-18 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-17 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-16 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-09 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-11 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-11 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-02 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-20 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-27 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-23 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-20 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-13 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-21 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-19 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-19 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-25 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-21 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-09 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-08 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-21 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-15 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-23 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-07 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-25 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-25 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-30 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-23 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-20 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-18 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-04-17 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-01-31 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-20 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-07-22 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-04-15 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-29 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-10-20 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-14 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-01-28 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-18 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-17 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-04-16 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-14 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-15 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-07-15 | 13F-HR | View on EDGAR |
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