Mountain Pacific Investment Advisers LLC — Q2 2017 13F Holdings

Name: Mountain Pacific Investment Advisers LLC — 13F Holdings, Q2 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001067324

Total reported value

$583.7M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	FISV	Fiserv INC	Stock-Other	4.80%	-0.37%	-0.72%
2	IEX	Idex CORP	Stock-Industrials	3.92%	+0.36%	-0.16%
3	AME	Ametek INC	Stock-Industrials	3.66%	—	-0.78%
4	APH	Amphenol Corp-cl A	Stock-Tech	3.63%	-0.99%	-0.03%
5	ATR	Aptargroup INC	Stock-Healthcare	3.61%	—	-0.10%
6	DHR	Danaher CORP	Stock-Healthcare	3.51%	-0.69%	-1.40%
7	FIS	Fidelity National Info Serv	Stock-Tech	3.33%	-0.48%	-0.40%
8	DCI	Donaldson Co INC	Stock-Industrials	3.32%	-0.02%	+0.63%
9	EFX	Equifax INC	Stock-Industrials	3.05%	—	-0.02%
10	WAB	Wabtec CORP	Stock-Industrials	2.91%	—	+0.57%
11	✓	Vantiv INC	Stock-Other	2.84%	—	-0.25%
12	XRAY	Dentsply Sirona INC	Stock-Healthcare	2.83%	—	+1.30%
13	XYL	Xylem INC	Stock-Industrials	2.69%	-0.16%	+1.98%
14	ROP	Roper Technologies INC	Stock-Tech	2.68%	-0.45%	-0.53%
15	HSIC	Henry Schein INC	Stock-Healthcare	2.66%	—	-0.11%
16	ROK	Rockwell Automation, Inc.	Stock-Industrials	2.47%	—	+0.46%
17	SNA	Snap-on INC	Stock-Industrials	2.46%	—	-0.06%
18	TFX	Teleflex INC	Stock-Healthcare	2.43%	—	-4.91%
19	MTB	M & T Bank CORP	Stock-Financials	2.31%	—	+0.04%
20	WAT	Waters CORP	Stock-Healthcare	2.27%	-0.10%	+0.32%
21	ECL	Ecolab INC	Stock-Materials	2.18%	—	-12.69%
22	LSTR	Landstar System INC	Stock-Industrials	2.15%	+0.16%	+0.32%
23	ARMK	Aramark	Stock-Industrials	2.08%	—	+2.48%
24	RPM	Rpm International INC	Stock-Materials	2.05%	-0.02%	+1.43%
25	MSM	Msc Industrial Direct Co-a	Stock-Industrials	1.78%	—	+2.74%
26	CHD	Church & Dwight Co INC	Stock-Consumer Staples	1.75%	+0.17%	+0.65%
27	CBSH	Commerce Bancshares INC	Stock-Financials	1.74%	—	+2.20%
28	MIDD	Middleby CORP	Stock-Industrials	1.63%	—	+0.23%
29	IHS	Ihs Markit LTD	Stock-Other	1.55%	—	-2.31%
30	FTV	Fortive CORP	Stock-Tech	1.55%	—	+0.38%
31	AJG	Arthur J Gallagher & Co	Stock-Financials	1.55%	-0.29%	+75.67%
32	✓	Pentair PLC	Stock-Other	1.53%	—	+0.27%
33	WAL	Western Alliance Bancorp	Stock-Financials	1.48%	—	+12.41%
34	GWB	Great Western Bancorp INC	Stock-Other	1.46%	—	+6.75%
35	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	1.33%	-0.45%	-1.55%
36	HDSUSD	Hd Supply Holdings INC	Stock-Other	1.16%	—	+0.14%
37	✓	Verisk Analytics, Inc.	Stock-Other	1.14%	—	-23.33%
38	USB	US Bancorp	Stock-Financials	1.02%	—	-0.98%
39	FAST	Fastenal Co	Stock-Industrials	0.81%	+0.25%	+0.36%
40	WFC	Wells Fargo & Co	Stock-Financials	0.76%	-0.06%	+0.16%
41	ADP	Automatic Data Processing	Stock-Tech	0.51%	-0.10%	-5.29%
42	UTXZ	United Tech CORP	Stock-Other	0.47%	—	-2.16%
43	XOM	Exxon Mobil CORP	Stock-Energy	0.46%	+0.35%	—
44	JNJ	Johnson & Johnson	Stock-Healthcare	0.43%	+0.11%	-2.67%
45	UGI	Ugi CORP	Stock-Utilities	0.36%	—	—
46	JPM	Jpmorgan Chase & Co	Stock-Financials	0.30%	-0.06%	+0.34%
47	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.28%	+0.30%	+1.64%
48	AEP	American Electric Power Company, Inc.	Stock-Utilities	0.27%	—	-2.50%
49	UPS	United Parcel Service-cl B	Stock-Industrials	0.24%	—	-5.73%
50	BCRUSD	Cr Bard INC	Stock-Other	0.24%	—	—

1–50 of 102

Holding changes this quarter

Position changes disclosed by Mountain Pacific Investment Advisers LLC for the quarter ending Q2 2017, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AJG	Arthur J Gallagher & Co	+0.6%	+75.67%	Add
2	IEX	Idex CORP	+0.5%	-0.16%	Trim
3	WAB	Wabtec CORP	+0.3%	+0.57%	Add
4	ATR	Aptargroup INC	+0.3%	-0.10%	Trim
5	WAT	Waters CORP	+0.3%	+0.32%	Add
6	AME	Ametek INC	+0.2%	-0.78%	Trim
7	XYL	Xylem INC	+0.2%	+1.98%	Add
8	ROP	Roper Technologies INC	+0.2%	-0.53%	Trim
9	ARMK	Aramark	+0.2%	+2.48%	Add
10	WAL	Western Alliance Bancorp	+0.1%	+12.41%	Add
11	ROK	Rockwell Automation, Inc.	+0.1%	+0.46%	Add
12	TMO	Thermo Fisher Scientific INC	+0.1%	-1.55%	Trim
13	FIS	Fidelity National Info Serv	+0.1%	-0.40%	Trim
14	HSIC	Henry Schein INC	+0.1%	-0.11%	Trim
15	FISV	Fiserv INC	+0.1%	-0.72%	Trim
16	BCRUSD	Cr Bard INC	+0.1%	—	Unchanged
17	XRAY	Dentsply Sirona INC	0%	+1.30%	Add
18	✓	Pentair PLC	0%	+0.27%	Add
19	FTV	Fortive CORP	0%	+0.38%	Add
20	MTB	M & T Bank CORP	0%	+0.04%	Add
21	UTXZ	United Tech CORP	0%	-2.16%	Trim
22	✓	3m Co	0%	+1.04%	Add
23	ITW	Illinois Tool Works	0%	-0.37%	Trim
24	CHD	Church & Dwight Co INC	—	+0.65%	Add
25	APH	Amphenol Corp-cl A	0%	-0.03%	Trim
26	CBSH	Commerce Bancshares INC	0%	+2.20%	Add
27	GWB	Great Western Bancorp INC	0%	+6.75%	Add
28	✓	Acuity Inc.	0%	-15.07%	Trim
29	IHS	Ihs Markit LTD	0%	-2.31%	Trim
30	MU	Micron Technology INC	0%	-25.78%	Trim
31	INTC	Intel CORP	0%	-15.12%	Trim
32	AEP	American Electric Power Company, Inc.	0%	-2.50%	Trim
33	IBM	Intl Business Machines CORP	0%	-30.98%	Trim
34	COF	Capital One Financial CORP	-0.1%	-41.12%	Trim
35	TFX	Teleflex INC	-0.1%	-4.91%	Trim
36	ADP	Automatic Data Processing	-0.1%	-5.29%	Trim
37	DCI	Donaldson Co INC	-0.1%	+0.63%	Add
38	✓	Vantiv INC	-0.2%	-0.25%	Trim
39	FAST	Fastenal Co	-0.2%	+0.36%	Add
40	DHR	Danaher CORP	-0.3%	-1.40%	Trim
41	MIDD	Middleby CORP	-0.3%	+0.23%	Add
42	ECL	Ecolab INC	-0.3%	-12.69%	Trim
43	SNA	Snap-on INC	-0.3%	-0.06%	Trim
44	✓	Verisk Analytics, Inc.	-0.4%	-23.33%	Trim
45	MSM	Msc Industrial Direct Co-a	-0.4%	+2.74%	Add
46	HDSUSD	Hd Supply Holdings INC	-0.5%	+0.14%	Add
47	UGI	Ugi CORP	—	NEW	New buy
48	RHI	Robert Half INC	—	EXIT	Sold out
49	✓		—	NEW	New buy
50	BIV	Vanguard Intermediate-term B	—	EXIT	Sold out