Mountain Pacific Investment Advisers LLC — Q2 2021 13F Holdings

Name: Mountain Pacific Investment Advisers LLC — 13F Holdings, Q2 2021
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	DHR	Danaher CORP	Stock-Healthcare	4.95%	-0.69%	-3.64%
2	AME	Ametek INC	Stock-Industrials	4.30%	—	-1.36%
3	IEX	Idex CORP	Stock-Industrials	4.02%	+0.36%	-0.72%
4	GNRC	Generac Holdings INC	Stock-Industrials	3.81%	+0.11%	-6.95%
5	APH	Amphenol Corp-cl A	Stock-Tech	3.71%	-0.99%	-0.16%
6	FISV	Fiserv INC	Stock-Other	3.69%	-0.37%	-0.35%
7	FIS	Fidelity National Info Serv	Stock-Tech	3.34%	-0.48%	-0.84%
8	ATR	Aptargroup INC	Stock-Healthcare	3.32%	—	-0.35%
9	ROP	Roper Technologies INC	Stock-Tech	3.13%	-0.45%	-0.01%
10	AJG	Arthur J Gallagher & Co	Stock-Financials	2.96%	-0.29%	+0.07%
11	XYL	Xylem INC	Stock-Industrials	2.95%	-0.16%	-0.50%
12	DCI	Donaldson Co INC	Stock-Industrials	2.68%	-0.02%	+3.24%
13	LSTR	Landstar System INC	Stock-Industrials	2.63%	+0.16%	-1.73%
14	GGG	Graco INC	Stock-Industrials	2.46%	—	+2.36%
15	VRSK	Verisk Analytics INC	Stock-Industrials	2.44%	-0.29%	+0.54%
16	RPM	Rpm International INC	Stock-Materials	2.23%	-0.02%	+0.20%
17	ZBRA	Zebra Technologies Corp-cl A	Stock-Tech	2.22%	—	+0.04%
18	HRC	Hill-rom Holdings INC	Stock-Other	2.16%	—	+0.07%
19	NDSN	Nordson CORP	Stock-Industrials	2.15%	+0.20%	+3.73%
20	CHD	Church & Dwight Co INC	Stock-Consumer Staples	2.15%	+0.17%	+0.29%
21	TFX	Teleflex INC	Stock-Healthcare	1.90%	—	+0.20%
22	PNR	Pentair plc	Stock-Industrials	1.89%	-0.12%	-0.02%
23	PRFTUSD	Perficient INC	Stock-Other	1.86%	—	+0.18%
24	WAL	Western Alliance Bancorp	Stock-Financials	1.83%	—	+0.11%
25	CBSH	Commerce Bancshares INC	Stock-Financials	1.78%	—	+0.29%
26	AIZ	Assurant INC	Stock-Financials	1.73%	-0.14%	+3.84%
27	CRL	Charles River Laboratories	Stock-Healthcare	1.65%	—	+0.23%
28	FAST	Fastenal Co	Stock-Industrials	1.63%	+0.25%	+0.24%
29	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	1.49%	-0.45%	-2.10%
30	RRX	Regal Rexnord CORP	Stock-Industrials	1.37%	+0.12%	—
31	VRT	Vertiv Holdings Co-a	Stock-Industrials	1.35%	+1.10%	+40.78%
32	CTLTEUR	Catalent INC	Stock-Other	1.34%	—	+0.20%
33	PNW	Pinnacle West Capital Corporation	Stock-Utilities	1.27%	—	-0.28%
34	FTV	Fortive CORP	Stock-Tech	1.25%	—	+0.44%
35	ACIW	Aci Worldwide INC	Stock-Tech	1.14%	—	+6.75%
36	VNT	Vontier CORP	Stock-Tech	1.10%	—	+27.14%
37	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.86%	+0.01%	+55.87%
38	ECL	Ecolab INC	Stock-Materials	0.83%	—	-0.36%
39	CSW	Csw Industrials INC	Stock-Industrials	0.83%	-0.02%	+0.68%
40	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	0.82%	-0.11%	-2.48%
41	AWI	Armstrong World Industries	Stock-Industrials	0.63%	—	+0.02%
42	IHS	Ihs Markit LTD	Stock-Other	0.63%	—	-56.61%
43	WAB	Wabtec CORP	Stock-Industrials	0.63%	—	-41.03%
44	MSM	Msc Industrial Direct Co-a	Stock-Industrials	0.63%	—	—
45	SIGI	Selective Insurance Group	Stock-Financials	0.59%	—	-43.89%
46	USB	US Bancorp	Stock-Financials	0.50%	—	-4.86%
47	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	0.34%	—	+2.11%
48	JPM	Jpmorgan Chase & Co	Stock-Financials	0.32%	-0.06%	-5.60%
49	JNJ	Johnson & Johnson	Stock-Healthcare	0.31%	+0.11%	-1.72%
50	WAT	Waters CORP	Stock-Healthcare	0.31%	-0.10%	—

1–50 of 136

Holding changes this quarter

Position changes disclosed by Mountain Pacific Investment Advisers LLC for the quarter ending Q2 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DHR	Danaher CORP	—	EXIT	Sold out
2	AME	Ametek INC	—	EXIT	Sold out
3	FISV	Fiserv INC	—	EXIT	Sold out
4	IEX	Idex CORP	—	EXIT	Sold out
5	APH	Amphenol Corp-cl A	—	EXIT	Sold out
6	ATR	Aptargroup INC	—	EXIT	Sold out
7	FIS	Fidelity National Info Serv	—	EXIT	Sold out
8	GNRC	Generac Holdings INC	—	EXIT	Sold out
9	LSTR	Landstar System INC	—	EXIT	Sold out
10	ROP	Roper Technologies INC	—	EXIT	Sold out
11	AJG	Arthur J Gallagher & Co	—	EXIT	Sold out
12	XYL	Xylem INC	—	EXIT	Sold out
13	VRSK	Verisk Analytics INC	—	EXIT	Sold out
14	DCI	Donaldson Co INC	—	EXIT	Sold out
15	RPM	Rpm International INC	—	EXIT	Sold out
16	GGG	Graco INC	—	EXIT	Sold out
17	CHD	Church & Dwight Co INC	—	EXIT	Sold out
18	HRC	Hill-rom Holdings INC	—	EXIT	Sold out
19	ZBRA	Zebra Technologies Corp-cl A	—	EXIT	Sold out
20	TFX	Teleflex INC	—	EXIT	Sold out
21	NDSN	Nordson CORP	—	EXIT	Sold out
22	WAL	Western Alliance Bancorp	—	EXIT	Sold out
23	CBSH	Commerce Bancshares INC	—	EXIT	Sold out
24	PNR	Pentair plc	—	EXIT	Sold out
25	FAST	Fastenal Co	—	EXIT	Sold out
26	AIZ	Assurant INC	—	EXIT	Sold out
27	TMO	Thermo Fisher Scientific INC	—	EXIT	Sold out
28	PRFTUSD	Perficient INC	—	EXIT	Sold out
29	CTLTEUR	Catalent INC	—	EXIT	Sold out
30	CRL	Charles River Laboratories	—	EXIT	Sold out
31	PNW	Pinnacle West Capital Corporation	—	EXIT	Sold out
32	FTV	Fortive CORP	—	EXIT	Sold out
33	IHS	Ihs Markit LTD	—	EXIT	Sold out
34	ACIW	Aci Worldwide INC	—	EXIT	Sold out
35	WAB	Wabtec CORP	—	EXIT	Sold out
36	SIGI	Selective Insurance Group	—	EXIT	Sold out
37	CSW	Csw Industrials INC	—	EXIT	Sold out
38	ECL	Ecolab INC	—	EXIT	Sold out
39	VCSH	Vanguard S/t CORP Bond ETF	—	EXIT	Sold out
40	VNT	Vontier CORP	—	EXIT	Sold out
41	VRT	Vertiv Holdings Co-a	—	EXIT	Sold out
42	HOMB	Home Bancshares INC	—	EXIT	Sold out
43	MSM	Msc Industrial Direct Co-a	—	EXIT	Sold out
44	BSV	Vanguard Short-term Bond ETF	—	EXIT	Sold out
45	AWI	Armstrong World Industries	—	EXIT	Sold out
46	USB	US Bancorp	—	EXIT	Sold out
47	VGSH	Vanguard Short-term Treasury	—	EXIT	Sold out
48	JPM	Jpmorgan Chase & Co	—	EXIT	Sold out
49	JNJ	Johnson & Johnson	—	EXIT	Sold out
50	WAT	Waters CORP	—	EXIT	Sold out