What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
CIK: 0001067324
Total reported value
$635.4M
$635.4M
144 檔
27.8%
During the Q3 2025 filing period, Mountain Pacific Investment Advisers LLC (CIK: 0001067324) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $635.4M across 144 reported positions.
In Q3 2025, Mountain Pacific Investment Advisers LLC adopted a defensive or profit-taking posture, trimming 98 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | Stock-Tech | 9.26% | +1.91% | -50.25% | |
| 2 | AME | Ametek Inc | Stock-Industrials | 5.64% | -0.04% | -46.11% | |
| 3 | FISV | Fiserv Inc | Stock-Other | 5.07% | -0.59% | -40.88% | |
| 4 | DHR | Danaher CORP | Stock-Healthcare | 4.04% | -0.42% | -36.12% | |
| 5 | AJG | Arthur J Gallagher & Co | Stock-Financials | 3.63% | -0.08% | -57.43% | |
| 6 | ROP | Roper Technologies Inc | Stock-Tech | 3.18% | -0.41% | -52.69% | |
| 7 | XYL | Xylem Inc | Stock-Industrials | 3.14% | -0.32% | -56.28% | |
| 8 | IEX | Idex CORP | Stock-Industrials | 3.09% | +0.25% | -49.77% | |
| 9 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.03% | -0.26% | -0.66% | |
| 10 | ATR | Aptargroup Inc | Stock-Healthcare | 2.84% | -0.34% | -55.22% | |
| 11 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 2.68% | +0.56% | -71.42% | |
| 12 | DCI | Donaldson Co Inc | Stock-Industrials | 2.39% | -0.15% | -56.27% | |
| 13 | VRSK | Verisk Analytics Inc | Stock-Industrials | 2.37% | -0.32% | -62.11% | |
| 14 | GGG | Graco Inc | Stock-Industrials | 2.12% | -0.46% | -63.51% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.99% | -0.22% | -7.59% | |
| 16 | RPM | Rpm International Inc | Stock-Materials | 1.69% | — | -61.64% | |
| 17 | FIS | Fidelity National Info Serv | Stock-Tech | 1.64% | -0.50% | -54.50% | |
| 18 | FAST | Fastenal Co | Stock-Industrials | 1.56% | -0.02% | -73.53% | |
| 19 | NDSN | Nordson CORP | Stock-Industrials | 1.47% | -0.01% | -69.73% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.46% | -0.25% | -0.05% | |
| 21 | ECL | Ecolab Inc | Stock-Materials | 1.44% | -0.02% | -0.80% | |
| 22 | NVT | nVent Electric plc | Stock-Industrials | 1.40% | +0.47% | -56.67% | |
| 23 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.29% | +0.38% | -87.07% | |
| 24 | RBC | RBC Bearings Inc | Stock-Industrials | 1.19% | +0.02% | -78.28% | |
| 25 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.16% | -0.13% | -70.44% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.14% | -0.13% | -3.72% | |
| 27 | LSTR | Landstar System Inc | Stock-Industrials | 1.14% | +0.22% | -67.11% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | +0.03% | -0.91% | |
| 29 | AIZ | Assurant Inc | Stock-Financials | 1.07% | +0.11% | -79.25% | |
| 30 | SPGI | S&p Global Inc | Stock-Financials | 1.06% | -0.12% | -2.70% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | -0.05% | -0.60% | |
| 32 | VLTO | Veralto CORP | Stock-Industrials | 0.91% | -0.10% | -1.98% | |
| 33 | CLH | Clean Harbors Inc | Stock-Industrials | 0.82% | -0.13% | -78.92% | |
| 34 | FTV | Fortive CORP | Stock-Tech | 0.81% | -0.02% | -50.44% | |
| 35 | MSA | Msa Safety Inc | Stock-Industrials | 0.73% | -0.02% | -80.31% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.28% | — | |
| 37 | CSW | Csw Industrials Inc | Stock-Industrials | 0.64% | -0.03% | -81.48% | |
| 38 | PNR | Pentair plc | Stock-Industrials | 0.62% | -0.09% | -5.21% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.62% | +0.02% | -15.09% | |
| 40 | FCN | Fti Consulting Inc | Stock-Industrials | 0.60% | -0.17% | -77.75% | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.58% | -0.05% | -2.32% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | +0.04% | -4.07% | |
| 43 | UFPT | Ufp Technologies Inc | Stock-Other | 0.54% | +0.10% | -82.41% | |
| 44 | KAI | Kadant Inc | Stock-Other | 0.52% | -0.01% | -80.10% | |
| 45 | USB | US Bancorp | Stock-Financials | 0.52% | — | +15.34% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.52% | -0.08% | -3.15% | |
| 47 | BND | Vanguard Total Bond Market | ETF-Other | 0.50% | — | -7.51% | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.47% | -0.04% | -3.42% | |
| 49 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.46% | +0.06% | -81.68% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.05% | -5.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | +4% | -50.25% | Trim |
| 2 | TMO | Thermo Fisher Scientific Inc | +1.5% | -0.66% | Trim |
| 3 | AME | Ametek Inc | +1% | -46.11% | Trim |
| 4 | BSV | Vanguard Short-term Bond ETF | +1% | -7.59% | Trim |
| 5 | DHR | Danaher CORP | +0.9% | -36.12% | Trim |
| 6 | ECL | Ecolab Inc | +0.8% | -0.80% | Trim |
| 7 | COST | Costco Wholesale CORP | +0.8% | -0.05% | Trim |
| 8 | JPM | Jpmorgan Chase & Co | +0.7% | -0.91% | Trim |
| 9 | MSFT | Microsoft CORP | +0.7% | -0.60% | Trim |
| 10 | NVT | nVent Electric plc | +0.6% | -56.67% | Trim |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | +0.6% | -3.72% | Trim |
| 12 | VRT | Vertiv Holdings Co-a | +0.5% | -71.42% | Trim |
| 13 | VLTO | Veralto CORP | +0.5% | -1.98% | Trim |
| 14 | SPGI | S&p Global Inc | +0.5% | -2.70% | Trim |
| 15 | PNR | Pentair plc | +0.4% | -5.21% | Trim |
| 16 | XYL | Xylem Inc | +0.4% | -56.28% | Trim |
| 17 | XOM | Exxon Mobil CORP | +0.3% | — | Add |
| 18 | ABBV | Abbvie Inc | +0.3% | -4.07% | Trim |
| 19 | ADP | Automatic Data Processing | +0.3% | -2.32% | Trim |
| 20 | USB | US Bancorp | +0.3% | +15.34% | Trim |
| 21 | AAPL | Apple Inc | +0.3% | -15.09% | Trim |
| 22 | ABT | Abbott Laboratories | +0.3% | -3.15% | Trim |
| 23 | VGSH | Vanguard Short-term Treasury | +0.3% | -3.42% | Add |
| 24 | GNRC | Generac Holdings Inc | +0.2% | -0.24% | Trim |
| 25 | BND | Vanguard Total Bond Market | +0.2% | -7.51% | Trim |
| 26 | JNJ | Johnson & Johnson | +0.2% | -5.73% | Trim |
| 27 | MU | Micron Technology Inc | +0.2% | — | Trim |
| 28 | WMT | Walmart Inc | +0.2% | — | Add |
| 29 | ITW | Illinois Tool Works | +0.2% | -0.63% | Trim |
| 30 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +6.06% | Add |
| 31 | SNA | Snap-on Inc | +0.2% | -7.30% | Trim |
| 32 | VUSB | Vanguard Ultra Short Bond Et | +0.2% | -15.01% | Trim |
| 33 | VNT | Vontier CORP | +0.2% | -1.56% | Add |
| 34 | DCI | Donaldson Co Inc | +0.1% | -56.27% | Trim |
| 35 | PG | Procter & Gamble Co/the | +0.1% | -1.43% | Trim |
| 36 | WAB | Wabtec CORP | +0.1% | — | Trim |
| 37 | WAT | Waters CORP | +0.1% | -2.25% | Trim |
| 38 | CBSH | Commerce Bancshares Inc | +0.1% | -0.48% | Trim |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.05% | Add |
| 40 | ROST | Ross Stores Inc | +0.1% | — | Unchanged |
| 41 | ETN | Eaton Corporation plc | +0.1% | -5.10% | Trim |
| 42 | AMGN | Amgen Inc | +0.1% | -2.35% | Trim |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | Unchanged |
| 44 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | -0.54% | Trim |
| 45 | CAT | Caterpillar Inc | +0.1% | — | Add |
| 46 | WFC | Wells Fargo & Co | +0.1% | +7.94% | Trim |
| 47 | HD | Home Depot Inc | +0.1% | — | Unchanged |
| 48 | RTX | Rtx CORP | +0.1% | -9.74% | Trim |
| 49 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 50 | COF | Capital One Financial CORP | +0.1% | — | 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 144 disclosed positions in Q3 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, AME, FISV) accounted for 27.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
LRN
市值: $2.5M
Top Position Liquidated / Trimmed
CRL
前期市值: $20.5M
During Q3 2025, Mountain Pacific Investment Advisers LLC's top holdings by market value included APH (9.3%)、AME (5.6%)、FISV (5.1%). The largest single position, APH, represented 9.3% of total portfolio value.
In Q3 2025, Mountain Pacific Investment Advisers LLC made 126 total portfolio adjustments, initiating 9 new buys, adding to 14 positions, trimming 98 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.