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CIK: 0001067324
Total reported value
$635.4M
$635.4M
139 檔
53.5%
At the close of Q2 2025, Mountain Pacific Investment Advisers LLC disclosed equity holdings valued at approximately $635.4M, spread across 139 reported holdings.
In Q2 2025, Mountain Pacific Investment Advisers LLC adopted a defensive or profit-taking posture, trimming 77 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | Stock-Tech | 6.88% | +1.91% | -11.23% | |
| 2 | FISV | Fiserv Inc | Stock-Other | 5.32% | -0.59% | -2.76% | |
| 3 | AME | Ametek Inc | Stock-Industrials | 4.67% | -0.04% | -2.26% | |
| 4 | AJG | Arthur J Gallagher & Co | Stock-Financials | 4.09% | -0.08% | -2.92% | |
| 5 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 3.70% | +0.56% | -1.78% | |
| 6 | VRSK | Verisk Analytics Inc | Stock-Industrials | 3.59% | -0.32% | -2.02% | |
| 7 | ROP | Roper Technologies Inc | Stock-Tech | 3.55% | -0.41% | -0.94% | |
| 8 | ATR | Aptargroup Inc | Stock-Healthcare | 3.44% | -0.34% | -1.37% | |
| 9 | IEX | Idex CORP | Stock-Industrials | 3.07% | +0.25% | -0.33% | |
| 10 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.99% | +0.38% | -0.54% | |
| 11 | DHR | Danaher CORP | Stock-Healthcare | 2.92% | -0.42% | -2.10% | |
| 12 | XYL | Xylem Inc | Stock-Industrials | 2.92% | -0.32% | -0.71% | |
| 13 | GGG | Graco Inc | Stock-Industrials | 2.72% | -0.46% | -0.82% | |
| 14 | RBC | RBC Bearings Inc | Stock-Industrials | 2.50% | +0.02% | -0.06% | |
| 15 | FAST | Fastenal Co | Stock-Industrials | 2.33% | -0.02% | +96.93% | |
| 16 | AIZ | Assurant Inc | Stock-Financials | 2.17% | +0.11% | +0.86% | |
| 17 | DCI | Donaldson Co Inc | Stock-Industrials | 2.15% | -0.15% | -5.32% | |
| 18 | NDSN | Nordson CORP | Stock-Industrials | 2.13% | -0.01% | -0.75% | |
| 19 | FIS | Fidelity National Info Serv | Stock-Tech | 2.07% | -0.50% | -2.31% | |
| 20 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.99% | -0.13% | -2.47% | |
| 21 | RPM | Rpm International Inc | Stock-Materials | 1.91% | — | -0.43% | |
| 22 | CSW | Csw Industrials Inc | Stock-Industrials | 1.88% | -0.03% | — | |
| 23 | LSTR | Landstar System Inc | Stock-Industrials | 1.82% | +0.22% | -3.72% | |
| 24 | CLH | Clean Harbors Inc | Stock-Industrials | 1.79% | -0.13% | +0.03% | |
| 25 | UFPT | Ufp Technologies Inc | Stock-Other | 1.75% | +0.10% | +4.58% | |
| 26 | MSA | Msa Safety Inc | Stock-Industrials | 1.67% | -0.02% | -0.56% | |
| 27 | KAI | Kadant Inc | Stock-Other | 1.30% | -0.01% | -0.23% | |
| 28 | FCN | Fti Consulting Inc | Stock-Industrials | 1.24% | -0.17% | -0.15% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.18% | -0.26% | -4.19% | |
| 30 | NVT | nVent Electric plc | Stock-Industrials | 1.11% | +0.47% | +0.73% | |
| 31 | PRGS | Progress Software CORP | Stock-Other | 1.05% | -0.02% | +66.61% | |
| 32 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 1.03% | +0.06% | +0.70% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.99% | -0.22% | -1.57% | |
| 34 | WINA | Winmark CORP | Stock-Other | 0.93% | +0.05% | +9.56% | |
| 35 | FTV | Fortive CORP | Stock-Tech | 0.81% | -0.02% | -10.64% | |
| 36 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 0.78% | -0.01% | +103.53% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.25% | -0.10% | |
| 38 | ECL | Ecolab Inc | Stock-Materials | 0.66% | -0.02% | -5.85% | |
| 39 | MMSI | Merit Medical Systems Inc | Stock-Healthcare | 0.64% | +0.04% | +34.10% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.55% | -0.13% | -5.06% | |
| 41 | SPGI | S&p Global Inc | Stock-Financials | 0.55% | -0.12% | -10.41% | |
| 42 | CNMD | Conmed CORP | Stock-Other | 0.53% | -0.08% | EXIT | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | +0.03% | -3.53% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.05% | -0.30% | |
| 45 | VLTO | Veralto CORP | Stock-Industrials | 0.41% | -0.10% | -3.01% | |
| 46 | LRN | Stride Inc | Stock-Consumer Staples | 0.39% | -0.02% | — | |
| 47 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.38% | — | -0.03% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.28% | +0.54% | |
| 49 | ADP | Automatic Data Processing | Stock-Tech | 0.29% | -0.05% | -3.36% | |
| 50 | PNR | Pentair plc | Stock-Industrials | 0.28% | -0.09% | -0.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | +1.6% | -11.23% | Trim |
| 2 | VRT | Vertiv Holdings Co-a | +1.5% | -1.78% | Trim |
| 3 | FIX | Comfort Systems USA Inc | +1.1% | -0.54% | Trim |
| 4 | PRGS | Progress Software CORP | +0.5% | +66.61% | Add |
| 5 | LRN | Stride Inc | +0.4% | NEW | New buy |
| 6 | RBC | RBC Bearings Inc | +0.4% | -0.06% | Trim |
| 7 | UFPT | Ufp Technologies Inc | +0.3% | +4.58% | Add |
| 8 | MUSA | Murphy USA Inc | +0.3% | +103.53% | Add |
| 9 | NVT | nVent Electric plc | +0.3% | +0.73% | Add |
| 10 | RAL | Ralliant CORP | +0.3% | NEW | New buy |
| 11 | CLH | Clean Harbors Inc | +0.2% | +0.03% | Add |
| 12 | WINA | Winmark CORP | +0.2% | +9.56% | Add |
| 13 | MSA | Msa Safety Inc | +0.2% | -0.56% | Trim |
| 14 | XYL | Xylem Inc | +0.1% | -0.71% | Trim |
| 15 | MSFT | Microsoft CORP | +0.1% | -0.30% | Trim |
| 16 | FAST | Fastenal Co | +0.1% | +96.93% | Add |
| 17 | MMSI | Merit Medical Systems Inc | +0.1% | +34.10% | Add |
| 18 | FIS | Fidelity National Info Serv | +0.1% | -2.31% | Trim |
| 19 | MOD | Modine Manufacturing Co | +0.1% | -0.03% | Trim |
| 20 | NDSN | Nordson CORP | +0.1% | -0.75% | Trim |
| 21 | ATR | Aptargroup Inc | +0.1% | -1.37% | Trim |
| 22 | JPM | Jpmorgan Chase & Co | 0% | -3.53% | Trim |
| 23 | GBCI | Glacier Bancorp Inc | 0% | NEW | New buy |
| 24 | PNR | Pentair plc | 0% | -0.85% | Trim |
| 25 | LLY | Eli Lilly & Co | 0% | +137.75% | Add |
| 26 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 27 | GEV | GE Vernova Inc | 0% | NEW | New buy |
| 28 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 29 | AME | Ametek Inc | 0% | -2.26% | Trim |
| 30 | AIT | Applied Industrial Tech Inc | 0% | +0.70% | Add |
| 31 | COST | Costco Wholesale CORP | 0% | -0.10% | Trim |
| 32 | MU | Micron Technology Inc | 0% | -17.08% | Trim |
| 33 | GNRC | Generac Holdings Inc | 0% | -1.12% | Trim |
| 34 | WMT | Walmart Inc | 0% | +0.07% | Add |
| 35 | VNT | Vontier CORP | 0% | +3.30% | Add |
| 36 | IWD | Ishares Russell 1000 Value E | 0% | NEW | New buy |
| 37 | COF | Capital One Financial CORP | 0% | +4.56% | Add |
| 38 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 39 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 40 | WAB | Wabtec CORP | 0% | -4.72% | Trim |
| 41 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 42 | CAT | Caterpillar Inc | 0% | +2.38% | Add |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 44 | GE | General Electric | 0% | +17.82% | Add |
| 45 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 46 | AXP | American Express Co | 0% | — | Unchanged |
| 47 | CARR | Carrier Global CORP | 0% | — | Unchanged |
| 48 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 49 | VRSK | Verisk Analytics Inc | — | -2.02% | Trim |
| 50 | VGSH | Vanguard Short-term Treasury | — | +3.68% | Add |
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 139 disclosed positions in Q2 2025.
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 APH, FISV, AME) accounted for 53.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
LRN
市值: $5.4M
Top Position Liquidated / Trimmed
CRL
前期市值: $20.5M
During Q2 2025, Mountain Pacific Investment Advisers LLC's top holdings by market value included APH (6.9%)、FISV (5.3%)、AME (4.7%). The largest single position, APH, represented 6.9% of total portfolio value.
In Q2 2025, Mountain Pacific Investment Advisers LLC made 109 total portfolio adjustments, initiating 5 new buys, adding to 21 positions, trimming 77 holdings, and fully liquidating 6 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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