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CIK: 0001067324
Total reported value
$635.4M
$635.4M
142 檔
52.4%
According to the latest 13F quarterly dataset, Mountain Pacific Investment Advisers LLC managed an equity portfolio of $635.4M at the end of Q3 2024, spanning 142 distinct U.S. exchange-listed positions.
Mountain Pacific Investment Advisers LLC executed strategic sector rebalancing during Q3 2024, establishing 5 new positions while fully exiting 1 holdings and trimming 53 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | Stock-Other | 5.66% | -0.59% | +0.61% | |
| 2 | APH | Amphenol Corp-cl A | Stock-Tech | 4.97% | +1.91% | -1.92% | |
| 3 | AME | Ametek Inc | Stock-Industrials | 4.38% | -0.04% | +0.79% | |
| 4 | DHR | Danaher CORP | Stock-Healthcare | 4.00% | -0.42% | +0.79% | |
| 5 | AJG | Arthur J Gallagher & Co | Stock-Financials | 3.70% | -0.08% | -0.68% | |
| 6 | IEX | Idex CORP | Stock-Industrials | 3.58% | +0.25% | +1.48% | |
| 7 | ROP | Roper Technologies Inc | Stock-Tech | 3.30% | -0.41% | +1.26% | |
| 8 | ATR | Aptargroup Inc | Stock-Healthcare | 3.29% | -0.34% | +3.93% | |
| 9 | VRSK | Verisk Analytics Inc | Stock-Industrials | 3.17% | -0.32% | +1.73% | |
| 10 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 2.96% | +0.56% | -8.09% | |
| 11 | XYL | Xylem Inc | Stock-Industrials | 2.85% | -0.32% | +1.46% | |
| 12 | CSW | Csw Industrials Inc | Stock-Industrials | 2.78% | -0.03% | -12.29% | |
| 13 | GGG | Graco Inc | Stock-Industrials | 2.63% | -0.46% | +2.63% | |
| 14 | LSTR | Landstar System Inc | Stock-Industrials | 2.47% | +0.22% | -1.04% | |
| 15 | DCI | Donaldson Co Inc | Stock-Industrials | 2.41% | -0.15% | +2.10% | |
| 16 | NDSN | Nordson CORP | Stock-Industrials | 2.40% | -0.01% | +1.37% | |
| 17 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 2.23% | -0.13% | +0.44% | |
| 18 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.14% | +0.38% | -0.03% | |
| 19 | FIS | Fidelity National Info Serv | Stock-Tech | 2.10% | -0.50% | +1.41% | |
| 20 | AIZ | Assurant Inc | Stock-Financials | 2.04% | +0.11% | -0.10% | |
| 21 | RPM | Rpm International Inc | Stock-Materials | 2.01% | — | -0.38% | |
| 22 | UFPT | Ufp Technologies Inc | Stock-Other | 2.01% | +0.10% | +0.26% | |
| 23 | FAST | Fastenal Co | Stock-Industrials | 1.91% | -0.02% | -0.82% | |
| 24 | CRL | Charles River Laboratories | Stock-Healthcare | 1.87% | — | -1.97% | |
| 25 | RBC | RBC Bearings Inc | Stock-Industrials | 1.87% | +0.02% | +2.09% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.76% | -0.26% | +3.09% | |
| 27 | MSA | Msa Safety Inc | Stock-Industrials | 1.61% | -0.02% | +7.05% | |
| 28 | CLH | Clean Harbors Inc | Stock-Industrials | 1.56% | -0.13% | +5.81% | |
| 29 | FTV | Fortive CORP | Stock-Tech | 1.54% | -0.02% | -1.28% | |
| 30 | KAI | Kadant Inc | Stock-Other | 1.42% | -0.01% | +1.00% | |
| 31 | TFX | Teleflex Inc | Stock-Healthcare | 1.30% | -0.01% | -0.27% | |
| 32 | FCN | Fti Consulting Inc | Stock-Industrials | 1.03% | -0.17% | +563.73% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.96% | -0.22% | +2.48% | |
| 34 | RRX | Regal Rexnord CORP | Stock-Industrials | 0.94% | +0.08% | -3.42% | |
| 35 | WINA | Winmark CORP | Stock-Other | 0.81% | +0.05% | +0.15% | |
| 36 | NVT | nVent Electric plc | Stock-Industrials | 0.80% | +0.47% | +18.40% | |
| 37 | CNMD | Conmed CORP | Stock-Other | 0.69% | -0.08% | EXIT | |
| 38 | ECL | Ecolab Inc | Stock-Materials | 0.67% | -0.02% | -4.38% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.25% | +54.29% | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 0.61% | -0.12% | -2.45% | |
| 41 | ZD | Ziff Davis Inc | Stock-Other | 0.59% | — | -13.65% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.56% | -0.13% | -4.51% | |
| 43 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.51% | +0.06% | — | |
| 44 | VLTO | Veralto CORP | Stock-Industrials | 0.41% | -0.10% | +15.56% | |
| 45 | AAPL | Apple Inc | Stock-Tech | 0.39% | +0.02% | -1.09% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | -0.05% | +0.45% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | +0.03% | -4.54% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.28% | -1.96% | |
| 49 | WAT | Waters CORP | Stock-Healthcare | 0.27% | +0.06% | -1.12% | |
| 50 | PNR | Pentair plc | Stock-Industrials | 0.27% | -0.09% | -1.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FCN | Fti Consulting Inc | +0.9% | +563.73% | Add |
| 2 | FISV | Fiserv Inc | +0.6% | +0.61% | Add |
| 3 | AIT | Applied Industrial Tech Inc | +0.5% | NEW | New buy |
| 4 | FIX | Comfort Systems USA Inc | +0.3% | -0.03% | Trim |
| 5 | CSW | Csw Industrials Inc | +0.3% | -12.29% | Trim |
| 6 | ATR | Aptargroup Inc | +0.3% | +3.93% | Add |
| 7 | COST | Costco Wholesale CORP | +0.2% | +54.29% | Add |
| 8 | UFPT | Ufp Technologies Inc | +0.2% | +0.26% | Add |
| 9 | AIZ | Assurant Inc | +0.2% | -0.10% | Trim |
| 10 | NDSN | Nordson CORP | +0.1% | +1.37% | Add |
| 11 | DHR | Danaher CORP | +0.1% | +0.79% | Add |
| 12 | GGG | Graco Inc | +0.1% | +2.63% | Add |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.1% | +3.09% | Add |
| 14 | TFX | Teleflex Inc | +0.1% | -0.27% | Trim |
| 15 | KAI | Kadant Inc | +0.1% | +1.00% | Add |
| 16 | VLTO | Veralto CORP | +0.1% | +15.56% | Add |
| 17 | FIS | Fidelity National Info Serv | +0.1% | +1.41% | Add |
| 18 | RBC | RBC Bearings Inc | +0.1% | +2.09% | Add |
| 19 | RRX | Regal Rexnord CORP | +0.1% | -3.42% | Trim |
| 20 | FAST | Fastenal Co | +0.1% | -0.82% | Trim |
| 21 | RPM | Rpm International Inc | +0.1% | -0.38% | Trim |
| 22 | CLH | Clean Harbors Inc | +0.1% | +5.81% | Add |
| 23 | MOD | Modine Manufacturing Co | 0% | — | Unchanged |
| 24 | PNR | Pentair plc | 0% | -1.77% | Trim |
| 25 | WAT | Waters CORP | 0% | -1.12% | Trim |
| 26 | USB | US Bancorp | 0% | +5.71% | Add |
| 27 | ABBV | Abbvie Inc | 0% | +5.39% | Add |
| 28 | SPGI | S&p Global Inc | 0% | -2.45% | Trim |
| 29 | ADP | Automatic Data Processing | 0% | +4.51% | Add |
| 30 | RSP | Invesco S&p 500 Equal Weight | 0% | +22.28% | Add |
| 31 | AMGN | Amgen Inc | 0% | +20.59% | Add |
| 32 | GNRC | Generac Holdings Inc | 0% | -1.27% | Trim |
| 33 | COP | Conocophillips | 0% | NEW | New buy |
| 34 | GE | General Electric | 0% | NEW | New buy |
| 35 | UNH | Unitedhealth Group Inc | 0% | NEW | New buy |
| 36 | BND | Vanguard Total Bond Market | 0% | +9.40% | Add |
| 37 | ABT | Abbott Laboratories | 0% | +3.90% | Add |
| 38 | ZBRA | Zebra Technologies Corp-cl A | 0% | -1.64% | Trim |
| 39 | CHRW | C.h. Robinson Worldwide Inc | 0% | +27.27% | Add |
| 40 | WMT | Walmart Inc | 0% | -1.08% | Trim |
| 41 | RTX | Rtx CORP | 0% | +3.81% | Add |
| 42 | BIV | Vanguard Intermediate-term B | 0% | +14.62% | Add |
| 43 | CAT | Caterpillar Inc | 0% | +16.08% | Add |
| 44 | HD | Home Depot Inc | 0% | +3.69% | Add |
| 45 | RY | Royal Bank Of Canada | 0% | +19.90% | Add |
| 46 | GIS | General Mills Inc | 0% | NEW | New buy |
| 47 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 48 | WAB | Wabtec CORP | 0% | -3.71% | Trim |
| 49 | VOO | Vanguard S&p 500 ETF | 0% | +24.31% | Add |
| 50 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Mountain Pacific Investment Advisers LLC reported a total U.S. public equity portfolio value of $635.4M across 142 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FISV, APH, AME) accounted for 52.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
AIT
市值: $7.5M
Top Position Liquidated / Trimmed
VCIT
前期市值: $232.8K
During Q3 2024, Mountain Pacific Investment Advisers LLC's top holdings by market value included FISV (5.7%)、APH (5.0%)、AME (4.4%). The largest single position, FISV, represented 5.7% of total portfolio value.
In Q3 2024, Mountain Pacific Investment Advisers LLC made 112 total portfolio adjustments, initiating 5 new buys, adding to 53 positions, trimming 53 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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