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CIK: 0001067324
Total reported value
$635.4M
$635.4M
141 檔
24.0%
In Q1 2026, Mountain Pacific Investment Advisers LLC's U.S. equity holdings reached a combined market value of $635.4M, distributed across 141 disclosed stock positions.
In Q1 2026, Mountain Pacific Investment Advisers LLC adopted a defensive or profit-taking posture, trimming 84 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 | 8.05% | +1.91% | -9.90% | |
| 2 | AME | Ametek Inc | Stock-Industrials | 6.62% | -0.04% | -3.89% | |
| 3 | DHR | Danaher CORP | Stock-Healthcare | 4.10% | -0.42% | -2.17% | |
| 4 | IEX | Idex CORP | Stock-Industrials | 3.83% | +0.25% | -1.97% | |
| 5 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 3.54% | +0.56% | -11.28% | |
| 6 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.24% | -0.26% | -2.08% | |
| 7 | ATR | Aptargroup Inc | Stock-Healthcare | 2.83% | -0.34% | -2.28% | |
| 8 | XYL | Xylem Inc | Stock-Industrials | 2.82% | -0.32% | +2.26% | |
| 9 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.80% | -0.08% | +2.39% | |
| 10 | DCI | Donaldson Co Inc | Stock-Industrials | 2.63% | -0.15% | -1.61% | |
| 11 | ROP | Roper Technologies Inc | Stock-Tech | 2.54% | -0.41% | +1.32% | |
| 12 | FISV | Fiserv Inc | Stock-Other | 2.37% | -0.59% | -1.48% | |
| 13 | GGG | Graco Inc | Stock-Industrials | 2.15% | -0.46% | -4.32% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.01% | -0.22% | -4.56% | |
| 15 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.97% | -0.32% | -2.94% | |
| 16 | NDSN | Nordson CORP | Stock-Industrials | 1.78% | -0.01% | -3.78% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.70% | -0.25% | -0.26% | |
| 18 | RBC | RBC Bearings Inc | Stock-Industrials | 1.67% | +0.02% | -2.87% | |
| 19 | NVT | nVent Electric plc | Stock-Industrials | 1.66% | +0.47% | -4.54% | |
| 20 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.55% | +0.38% | -15.30% | |
| 21 | FAST | Fastenal Co | Stock-Industrials | 1.52% | -0.02% | -2.25% | |
| 22 | LSTR | Landstar System Inc | Stock-Industrials | 1.52% | +0.22% | -5.47% | |
| 23 | ECL | Ecolab Inc | Stock-Materials | 1.50% | -0.02% | -0.47% | |
| 24 | RPM | Rpm International Inc | Stock-Materials | 1.50% | — | -2.20% | |
| 25 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.29% | -0.13% | -2.59% | |
| 26 | FIS | Fidelity National Info Serv | Stock-Tech | 1.17% | -0.50% | -4.99% | |
| 27 | CLH | Clean Harbors Inc | Stock-Industrials | 1.15% | -0.13% | -0.96% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 1.08% | -0.28% | -0.27% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.07% | -0.13% | -13.22% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | +0.03% | -2.24% | |
| 31 | AIZ | Assurant Inc | Stock-Financials | 1.04% | +0.11% | -7.74% | |
| 32 | FTV | Fortive CORP | Stock-Tech | 0.97% | -0.02% | -2.16% | |
| 33 | SPGI | S&p Global Inc | Stock-Financials | 0.94% | -0.12% | -3.54% | |
| 34 | CSW | Csw Industrials Inc | Stock-Industrials | 0.85% | -0.03% | +4.78% | |
| 35 | MSA | Msa Safety Inc | Stock-Industrials | 0.83% | -0.02% | +3.24% | |
| 36 | VLTO | Veralto CORP | Stock-Industrials | 0.82% | -0.10% | -0.81% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.79% | +0.09% | +4.48% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | -0.05% | -3.23% | |
| 39 | MU | Micron Technology Inc | Stock-Tech | 0.68% | +1.40% | -1.71% | |
| 40 | FCN | Fti Consulting Inc | Stock-Industrials | 0.62% | -0.17% | -3.26% | |
| 41 | USB | US Bancorp | Stock-Financials | 0.61% | — | -0.36% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.05% | -2.20% | |
| 43 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.59% | +0.06% | +1.23% | |
| 44 | KAI | Kadant Inc | Stock-Other | 0.58% | -0.01% | +1.79% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | +0.04% | -1.60% | |
| 46 | AAPL | Apple Inc | Stock-Tech | 0.57% | +0.02% | -10.49% | |
| 47 | UFPT | Ufp Technologies Inc | Stock-Other | 0.55% | +0.10% | -3.30% | |
| 48 | PNR | Pentair plc | Stock-Industrials | 0.46% | -0.09% | -11.11% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.08% | -3.00% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.08% | -0.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co-a | +1.1% | -11.28% | Trim |
| 2 | FIX | Comfort Systems USA Inc | +0.4% | -15.30% | Trim |
| 3 | AME | Ametek Inc | +0.4% | -3.89% | Trim |
| 4 | IEX | Idex CORP | +0.4% | -1.97% | Trim |
| 5 | XOM | Exxon Mobil CORP | +0.4% | -0.27% | Trim |
| 6 | RBC | RBC Bearings Inc | +0.3% | -2.87% | Trim |
| 7 | COST | Costco Wholesale CORP | +0.3% | -0.26% | Trim |
| 8 | CLH | Clean Harbors Inc | +0.3% | -0.96% | Trim |
| 9 | FAST | Fastenal Co | +0.3% | -2.25% | Trim |
| 10 | NVT | nVent Electric plc | +0.2% | -4.54% | Trim |
| 11 | NDSN | Nordson CORP | +0.2% | -3.78% | Trim |
| 12 | CHD | Church & Dwight Co Inc | +0.2% | -2.59% | Trim |
| 13 | ATR | Aptargroup Inc | +0.2% | -2.28% | Trim |
| 14 | LSTR | Landstar System Inc | +0.2% | -5.47% | Trim |
| 15 | RRX | Regal Rexnord CORP | +0.1% | +3.52% | Add |
| 16 | MU | Micron Technology Inc | +0.1% | -1.71% | Trim |
| 17 | GNRC | Generac Holdings Inc | +0.1% | -7.67% | Trim |
| 18 | JNJ | Johnson & Johnson | +0.1% | -2.20% | Trim |
| 19 | GGG | Graco Inc | +0.1% | -4.32% | Trim |
| 20 | ECL | Ecolab Inc | +0.1% | -0.47% | Trim |
| 21 | MSA | Msa Safety Inc | +0.1% | +3.24% | Add |
| 22 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +4.48% | Add |
| 23 | ROST | Ross Stores Inc | +0.1% | — | Unchanged |
| 24 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 25 | WMT | Walmart Inc | +0.1% | -3.00% | Trim |
| 26 | LRN | Stride Inc | +0.1% | -2.08% | Trim |
| 27 | CAT | Caterpillar Inc | +0.1% | -4.30% | Trim |
| 28 | AIT | Applied Industrial Tech Inc | +0.1% | +1.23% | Add |
| 29 | KAI | Kadant Inc | +0.1% | +1.79% | Add |
| 30 | WINA | Winmark CORP | 0% | +1.22% | Add |
| 31 | AMGN | Amgen Inc | 0% | -1.90% | Trim |
| 32 | FCN | Fti Consulting Inc | 0% | -3.26% | Trim |
| 33 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 34 | FTV | Fortive CORP | 0% | -2.16% | Trim |
| 35 | PEP | Pepsico Inc | 0% | +7.92% | Add |
| 36 | COP | Conocophillips | 0% | — | Unchanged |
| 37 | ITW | Illinois Tool Works | 0% | -3.43% | Trim |
| 38 | VGSH | Vanguard Short-term Treasury | 0% | — | Unchanged |
| 39 | CVX | Chevron CORP | 0% | -5.28% | Trim |
| 40 | INTC | Intel CORP | 0% | +6.48% | Add |
| 41 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 42 | DGX | Quest Diagnostics Inc | 0% | — | Unchanged |
| 43 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 44 | MSM | Msc Industrial Direct Co-a | 0% | -1.61% | Trim |
| 45 | RTX | Rtx CORP | 0% | -2.79% | Trim |
| 46 | CHRW | C.h. Robinson Worldwide Inc | 0% | — | Unchanged |
| 47 | WAB | Wabtec CORP | 0% | -14.09% | Trim |
| 48 | VUSB | Vanguard Ultra Short Bond Et | 0% | — | Unchanged |
| 49 | BSV | Vanguard Short-term Bond ETF | 0% | -4.56% | Trim |
| 50 | USB | US Bancorp | 0% | -0.36% | Trim |
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 141 disclosed positions in Q1 2026.
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, DHR) accounted for 24.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
PSX
市值: $256.3K
Top Position Liquidated / Trimmed
NVDA
前期市值: $557.6K
During Q1 2026, Mountain Pacific Investment Advisers LLC's top holdings by market value included APH (8.1%)、AME (6.6%)、DHR (4.1%). The largest single position, APH, represented 8.1% of total portfolio value.
In Q1 2026, Mountain Pacific Investment Advisers LLC made 112 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 84 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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