Mountain Pacific Investment Advisers LLC — Q2 2021 13F 持股

Name: Mountain Pacific Investment Advisers LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001067324

申报总市值

US$5.8亿

← 返回最新季度

本季完整持股清单

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

1–50 of 136

本季持股变动

Mountain Pacific Investment Advisers LLC 于截至 Q2 2021 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	DHR	Danaher CORP	—	EXIT	清仓
2	AME	Ametek INC	—	EXIT	清仓
3	FISV	Fiserv INC	—	EXIT	清仓
4	IEX	Idex CORP	—	EXIT	清仓
5	APH	Amphenol Corp-cl A	—	EXIT	清仓
6	ATR	Aptargroup INC	—	EXIT	清仓
7	FIS	Fidelity National Info Serv	—	EXIT	清仓
8	GNRC	Generac Holdings INC	—	EXIT	清仓
9	LSTR	Landstar System INC	—	EXIT	清仓
10	ROP	Roper Technologies INC	—	EXIT	清仓
11	AJG	Arthur J Gallagher & Co	—	EXIT	清仓
12	XYL	Xylem INC	—	EXIT	清仓
13	VRSK	Verisk Analytics INC	—	EXIT	清仓
14	DCI	Donaldson Co INC	—	EXIT	清仓
15	RPM	Rpm International INC	—	EXIT	清仓
16	GGG	Graco INC	—	EXIT	清仓
17	CHD	Church & Dwight Co INC	—	EXIT	清仓
18	HRC	Hill-rom Holdings INC	—	EXIT	清仓
19	ZBRA	Zebra Technologies Corp-cl A	—	EXIT	清仓
20	TFX	Teleflex INC	—	EXIT	清仓
21	NDSN	Nordson CORP	—	EXIT	清仓
22	WAL	Western Alliance Bancorp	—	EXIT	清仓
23	CBSH	Commerce Bancshares INC	—	EXIT	清仓
24	PNR	Pentair plc	—	EXIT	清仓
25	FAST	Fastenal Co	—	EXIT	清仓
26	AIZ	Assurant INC	—	EXIT	清仓
27	TMO	Thermo Fisher Scientific INC	—	EXIT	清仓
28	PRFTUSD	Perficient INC	—	EXIT	清仓
29	CTLTEUR	Catalent INC	—	EXIT	清仓
30	CRL	Charles River Laboratories	—	EXIT	清仓
31	PNW	Pinnacle West Capital Corporation	—	EXIT	清仓
32	FTV	Fortive CORP	—	EXIT	清仓
33	IHS	Ihs Markit LTD	—	EXIT	清仓
34	ACIW	Aci Worldwide INC	—	EXIT	清仓
35	WAB	Wabtec CORP	—	EXIT	清仓
36	SIGI	Selective Insurance Group	—	EXIT	清仓
37	CSW	Csw Industrials INC	—	EXIT	清仓
38	ECL	Ecolab INC	—	EXIT	清仓
39	VCSH	Vanguard S/t CORP Bond ETF	—	EXIT	清仓
40	VNT	Vontier CORP	—	EXIT	清仓
41	VRT	Vertiv Holdings Co-a	—	EXIT	清仓
42	HOMB	Home Bancshares INC	—	EXIT	清仓
43	MSM	Msc Industrial Direct Co-a	—	EXIT	清仓
44	BSV	Vanguard Short-term Bond ETF	—	EXIT	清仓
45	AWI	Armstrong World Industries	—	EXIT	清仓
46	USB	US Bancorp	—	EXIT	清仓
47	VGSH	Vanguard Short-term Treasury	—	EXIT	清仓
48	JPM	Jpmorgan Chase & Co	—	EXIT	清仓
49	JNJ	Johnson & Johnson	—	EXIT	清仓
50	WAT	Waters CORP	—	EXIT	清仓

Mountain Pacific Investment Advisers LLC — Q2 2021 13F 持股

CIK: 0001067324

申报总市值

US$5.8亿

← 返回最新季度

本季完整持股清单

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

1–50 of 136

本季持股变动

Mountain Pacific Investment Advisers LLC 于截至 Q2 2021 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	DHR	Danaher CORP	—	EXIT	清仓
2	AME	Ametek INC	—	EXIT	清仓
3	FISV	Fiserv INC	—	EXIT	清仓
4	IEX	Idex CORP	—	EXIT	清仓
5	APH	Amphenol Corp-cl A	—	EXIT	清仓
6	ATR	Aptargroup INC	—	EXIT	清仓
7	FIS	Fidelity National Info Serv	—	EXIT	清仓
8	GNRC	Generac Holdings INC	—	EXIT	清仓
9	LSTR	Landstar System INC	—	EXIT	清仓
10	ROP	Roper Technologies INC	—	EXIT	清仓
11	AJG	Arthur J Gallagher & Co	—	EXIT	清仓
12	XYL	Xylem INC	—	EXIT	清仓
13	VRSK	Verisk Analytics INC	—	EXIT	清仓
14	DCI	Donaldson Co INC	—	EXIT	清仓
15	RPM	Rpm International INC	—	EXIT	清仓
16	GGG	Graco INC	—	EXIT	清仓
17	CHD	Church & Dwight Co INC	—	EXIT	清仓
18	HRC	Hill-rom Holdings INC	—	EXIT	清仓
19	ZBRA	Zebra Technologies Corp-cl A	—	EXIT	清仓
20	TFX	Teleflex INC	—	EXIT	清仓
21	NDSN	Nordson CORP	—	EXIT	清仓
22	WAL	Western Alliance Bancorp	—	EXIT	清仓
23	CBSH	Commerce Bancshares INC	—	EXIT	清仓
24	PNR	Pentair plc	—	EXIT	清仓
25	FAST	Fastenal Co	—	EXIT	清仓
26	AIZ	Assurant INC	—	EXIT	清仓
27	TMO	Thermo Fisher Scientific INC	—	EXIT	清仓
28	PRFTUSD	Perficient INC	—	EXIT	清仓
29	CTLTEUR	Catalent INC	—	EXIT	清仓
30	CRL	Charles River Laboratories	—	EXIT	清仓
31	PNW	Pinnacle West Capital Corporation	—	EXIT	清仓
32	FTV	Fortive CORP	—	EXIT	清仓
33	IHS	Ihs Markit LTD	—	EXIT	清仓
34	ACIW	Aci Worldwide INC	—	EXIT	清仓
35	WAB	Wabtec CORP	—	EXIT	清仓
36	SIGI	Selective Insurance Group	—	EXIT	清仓
37	CSW	Csw Industrials INC	—	EXIT	清仓
38	ECL	Ecolab INC	—	EXIT	清仓
39	VCSH	Vanguard S/t CORP Bond ETF	—	EXIT	清仓
40	VNT	Vontier CORP	—	EXIT	清仓
41	VRT	Vertiv Holdings Co-a	—	EXIT	清仓
42	HOMB	Home Bancshares INC	—	EXIT	清仓
43	MSM	Msc Industrial Direct Co-a	—	EXIT	清仓
44	BSV	Vanguard Short-term Bond ETF	—	EXIT	清仓
45	AWI	Armstrong World Industries	—	EXIT	清仓
46	USB	US Bancorp	—	EXIT	清仓
47	VGSH	Vanguard Short-term Treasury	—	EXIT	清仓
48	JPM	Jpmorgan Chase & Co	—	EXIT	清仓
49	JNJ	Johnson & Johnson	—	EXIT	清仓
50	WAT	Waters CORP	—	EXIT	清仓