CIK: 0001067324
申告総資産額
$5.8億
報告対象四半期: 2026-03-31 · 銘柄数: 141
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCは最新の13F報告書で141件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$5.8億、四半期回転率は13.7%です。
Mountain Pacific Investment Advisers LLCが開示している保有銘柄のハーフィンダール集中度指数は 0.026 で、これは約 38 件の均等加重ポジションに相当し、実際の開示銘柄数 141 件を大きく下回ります。この差は、幅広い分散よりも少数の高確信度ポジションに重点を置く戦略であることを示しています。
ポートフォリオ全体のポジションサイズには大きなばらつきがあります（変動係数 1.65）。一部の大きなポジションと、多数の小規模ポジションが混在しています。
直近の報告四半期では、既存の大きなポジションへの積み増し、または大規模な新規ポジション構築のいずれにも明確な偏りは見られませんでした。
現在、セクター分類はこのポートフォリオの開示価値の約 24% をカバーしています。残りの部分（未対応の銘柄、オプション、その他の証券タイプなど）はまだセクター分類の対象外です。
増加 VRT
-11.3% $560.4万
減少 APH
-9.9% -$878.8万
減少 DHR
-2.2% -$560.4万
減少 FIS
-5.0% -$335.8万
減少 TMO
-2.1% -$386.0万
減少 ROP
+1.3% -$358.5万
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | 株式-IT | 8.05% | -0.99% | -9.90% | |
| 2 | AME | Ametek INC | 株式-資本財 | 6.62% | — | -3.89% | |
| 3 | DHR | Danaher CORP | 株式-ヘルスケア | 4.10% | -0.69% | -2.17% | |
| 4 | IEX | Idex CORP | 株式-資本財 | 3.83% | +0.36% | -1.97% | |
| 5 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 3.54% | +1.10% | -11.28% | |
| 6 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.24% | -0.45% | -2.08% | |
| 7 | ATR | Aptargroup INC | 株式-ヘルスケア | 2.83% | — | -2.28% | |
| 8 | XYL | Xylem INC | 株式-資本財 | 2.82% | -0.16% | +2.26% | |
| 9 | AJG | Arthur J Gallagher & Co | 株式-金融 | 2.80% | -0.29% | +2.39% | |
| 10 | DCI | Donaldson Co INC | 株式-資本財 | 2.63% | -0.02% | -1.61% | |
| 11 | ROP | Roper Technologies INC | 株式-IT | 2.54% | -0.45% | +1.32% | |
| 12 | FISV | Fiserv INC | 株式-その他 | 2.37% | -0.37% | -1.48% | |
| 13 | GGG | Graco INC | 株式-資本財 | 2.15% | — | -4.32% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.01% | +0.01% | -4.56% | |
| 15 | VRSK | Verisk Analytics INC | 株式-資本財 | 1.97% | -0.29% | -2.94% | |
| 16 | NDSN | Nordson CORP | 株式-資本財 | 1.78% | +0.20% | -3.78% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.70% | +0.30% | -0.26% | |
| 18 | RBC | RBC Bearings INC | 株式-資本財 | 1.67% | +0.33% | -2.87% | |
| 19 | NVT | nVent Electric plc | 株式-資本財 | 1.66% | +0.24% | -4.54% | |
| 20 | FIX | Comfort Systems USA INC | 株式-資本財 | 1.55% | +0.38% | -15.30% | |
| 21 | FAST | Fastenal Co | 株式-資本財 | 1.52% | +0.25% | -2.25% | |
| 22 | LSTR | Landstar System INC | 株式-資本財 | 1.52% | +0.16% | -5.47% | |
| 23 | ECL | Ecolab INC | 株式-素材 | 1.50% | — | -0.47% | |
| 24 | RPM | Rpm International INC | 株式-素材 | 1.50% | -0.02% | -2.20% | |
| 25 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.29% | +0.17% | -2.59% | |
| 26 | FIS | Fidelity National Info Serv | 株式-IT | 1.17% | -0.48% | -4.99% | |
| 27 | CLH | Clean Harbors INC | 株式-資本財 | 1.15% | +0.25% | -0.96% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.08% | +0.35% | -0.27% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.07% | -0.11% | -13.22% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.07% | -0.06% | -2.24% | |
| 31 | AIZ | Assurant INC | 株式-金融 | 1.04% | -0.14% | -7.74% | |
| 32 | FTV | Fortive CORP | 株式-IT | 0.97% | — | -2.16% | |
| 33 | SPGI | S&p Global INC | 株式-金融 | 0.94% | -0.20% | -3.54% | |
| 34 | CSW | Csw Industrials INC | 株式-資本財 | 0.85% | -0.02% | +4.78% | |
| 35 | MSA | Msa Safety INC | 株式-資本財 | 0.83% | — | +3.24% | |
| 36 | VLTO | Veralto CORP | 株式-資本財 | 0.82% | -0.06% | -0.81% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.79% | — | +4.48% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.74% | -0.21% | -3.23% | |
| 39 | MU | Micron Technology INC | 株式-IT | 0.68% | +0.12% | -1.71% | |
| 40 | FCN | Fti Consulting INC | 株式-資本財 | 0.62% | — | -3.26% | |
| 41 | USB | US Bancorp | 株式-金融 | 0.61% | — | -0.36% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | +0.11% | -2.20% | |
| 43 | AIT | Applied Industrial Tech INC | 株式-資本財 | 0.59% | — | +1.23% | |
| 44 | KAI | Kadant INC | 株式-その他 | 0.58% | — | +1.79% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.57% | — | -1.60% | |
| 46 | AAPL | Apple INC | 株式-IT | 0.57% | -0.07% | -10.49% | |
| 47 | UFPT | Ufp Technologies INC | 株式-その他 | 0.55% | -0.07% | -3.30% | |
| 48 | PNR | Pentair plc | 株式-資本財 | 0.46% | -0.12% | -11.11% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.44% | — | -3.00% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.43% | -0.07% | -0.96% |
Q3 2026のパフォーマンス
+3.5%
直近4四半期のパフォーマンス
+13.4%
価格取得が可能な保有銘柄（報告価値の84%相当）に基づいています
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 141 | $5.8億 | 14 | |
| 2025-12-31 | 144 | $6.2億 | 13 | |
| 2025-09-30 | 144 | $6.4億 | 73 | |
| 2025-06-30 | 139 | $13.8億 | 0 | |
| 2025-03-31 | 140 | $13.5億 | 100 | |
| 2024-12-31 | 136 | $14.2億 | 0 | |
| 2024-09-30 | 142 | $14.6億 | 0 | |
| 2024-06-30 | 138 | $13.4億 | 0 | |
| 2024-03-31 | 139 | $17.9億 | 0 | |
| 2023-12-31 | 134 | $16.1億 | 0 | |
| 2023-09-30 | 129 | $14.4億 | 0 | |
| 2023-06-30 | 131 | $15.0億 | 0 | |
| 2023-03-31 | 130 | $14.1億 | 0 | |
| 2022-12-31 | 129 | $13.8億 | 0 | |
| 2022-09-30 | 128 | $12.8億 | 0 | |
| 2022-06-30 | 130 | $13.2億 | 0 | |
| 2022-03-31 | 138 | $15.3億 | 0 | |
| 2021-12-31 | 138 | $17.0億 | 0 | |
| 2021-09-30 | 140 | $16.3億 | 0 | |
| 2021-06-30 | 136 | $15.8億 | 97 | |
| 2021-03-31 | 135 | $15.0億 | 12 | |
| 2020-12-31 | 131 | $14.0億 | 16 | |
| 2020-09-30 | 125 | $12.2億 | 13 | |
| 2020-06-30 | 125 | $11.3億 | 21 | |
| 2020-03-31 | 114 | $9.6億 | 27 | |
| 2019-12-31 | 124 | $11.9億 | 10 | |
| 2019-09-30 | 122 | $11.1億 | 14 | |
| 2019-06-30 | 119 | $11.1億 | 10 | |
| 2019-03-31 | 114 | $10.5億 | 18 | |
| 2018-12-31 | 107 | $9.0億 | 20 | |
| 2018-09-30 | 282 | $10.7億 | 12 | |
| 2018-06-30 | 115 | $9.9億 | 9 | |
| 2018-03-31 | 112 | $9.7億 | 27 | |
| 2017-12-31 | 108 | $9.5億 | 13 | |
| 2017-09-30 | 105 | $9.1億 | 15 | |
| 2017-06-30 | 102 | $9.0億 | 9 | |
| 2017-03-31 | 103 | $8.6億 | 15 | |
| 2016-12-31 | 99 | $9.3億 | 10 | |
| 2016-09-30 | 102 | $9.0億 | 13 | |
| 2016-06-30 | 100 | $8.7億 | 9 | |
| 2016-03-31 | 100 | $8.5億 | 16 | |
| 2015-12-31 | 99 | $8.2億 | 10 | |
| 2015-09-30 | 105 | $8.1億 | 12 | |
| 2015-06-30 | 109 | $8.6億 | 6 | |
| 2015-03-31 | 107 | $8.6億 | 8 | |
| 2014-12-31 | 108 | $8.2億 | 9 | |
| 2014-09-30 | 102 | $7.7億 | 10 | |
| 2014-06-30 | 106 | $8.4億 | 12 | |
| 2014-03-31 | 105 | $8.1億 | 7 | |
| 2013-12-31 | 105 | $8.0億 | 12 | |
| 2013-09-30 | 96 | $7.2億 | 9 | |
| 2013-06-30 | 98 | $6.7億 | 0 |
Mountain Pacific Investment Advisers LLCの2026-03-31時点における主要なポジション変更： 全売却: Nvidia CORP (NVDA); 全売却: Monopar Therapeutics INC (MNPR); 減少: Vertiv Holdings Co-a (VRT) — 保有株数 -11.28%; 減少: Amphenol Corp-cl A (APH) — 保有株数 -9.90%; 減少: Danaher CORP (DHR) — 保有株数 -2.17%.
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co-a | +1.1% | -11.28% | 減少 |
| 2 | FIX | Comfort Systems USA INC | +0.4% | -15.30% | 減少 |
| 3 | IEX | Idex CORP | +0.4% | -1.97% | 減少 |
| 4 | XOM | Exxon Mobil CORP | +0.4% | -0.27% | 減少 |
| 5 | RBC | RBC Bearings INC | +0.3% | -2.87% | 減少 |
| 6 | COST | Costco Wholesale CORP | +0.3% | -0.26% | 減少 |
| 7 | CLH | Clean Harbors INC | +0.3% | -0.96% | 減少 |
| 8 | FAST | Fastenal Co | +0.3% | -2.25% | 減少 |
| 9 | NVT | nVent Electric plc | +0.2% | -4.54% | 減少 |
| 10 | NDSN | Nordson CORP | +0.2% | -3.78% | 減少 |
| 11 | CHD | Church & Dwight Co INC | +0.2% | -2.59% | 減少 |
| 12 | LSTR | Landstar System INC | +0.2% | -5.47% | 減少 |
| 13 | RRX | Regal Rexnord CORP | +0.1% | +3.52% | 増加 |
| 14 | MU | Micron Technology INC | +0.1% | -1.71% | 減少 |
| 15 | GNRC | Generac Holdings INC | +0.1% | -7.67% | 減少 |
| 16 | JNJ | Johnson & Johnson | +0.1% | -2.20% | 減少 |
| 17 | ROST | Ross Stores INC | +0.1% | — | 変化なし |
| 18 | AMAT | Applied Materials INC | +0.1% | — | 変化なし |
| 19 | BSV | Vanguard Short-term Bond ETF | 0% | -4.56% | 減少 |
| 20 | DCI | Donaldson Co INC | 0% | -1.61% | 減少 |
| 21 | RPM | Rpm International INC | 0% | -2.20% | 減少 |
| 22 | CSW | Csw Industrials INC | 0% | +4.78% | 増加 |
| 23 | JPM | Jpmorgan Chase & Co | -0.1% | -2.24% | 減少 |
| 24 | VLTO | Veralto CORP | -0.1% | -0.81% | 減少 |
| 25 | WFC | Wells Fargo & Co | -0.1% | -17.44% | 減少 |
| 26 | AAPL | Apple INC | -0.1% | -10.49% | 減少 |
| 27 | UFPT | Ufp Technologies INC | -0.1% | -3.30% | 減少 |
| 28 | BND | Vanguard Total Bond Market | -0.1% | -18.88% | 減少 |
| 29 | WAY | Waystar Holding CORP | -0.1% | +4.96% | 増加 |
| 30 | ABT | Abbott Laboratories | -0.1% | -0.96% | 減少 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -46.74% | 減少 |
| 32 | ADP | Automatic Data Processing | -0.1% | -3.58% | 減少 |
| 33 | WAT | Waters CORP | -0.1% | -2.42% | 減少 |
| 34 | PRGS | Progress Software CORP | -0.1% | -1.14% | 減少 |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -13.22% | 減少 |
| 36 | PNR | Pentair plc | -0.1% | -11.11% | 減少 |
| 37 | AIZ | Assurant INC | -0.1% | -7.74% | 減少 |
| 38 | XYL | Xylem INC | -0.2% | +2.26% | 増加 |
| 39 | SPGI | S&p Global INC | -0.2% | -3.54% | 減少 |
| 40 | MSFT | Microsoft CORP | -0.2% | -3.23% | 減少 |
| 41 | AJG | Arthur J Gallagher & Co | -0.3% | +2.39% | 増加 |
| 42 | VRSK | Verisk Analytics INC | -0.3% | -2.94% | 減少 |
| 43 | FISV | Fiserv INC | -0.4% | -1.48% | 減少 |
| 44 | TMO | Thermo Fisher Scientific INC | -0.5% | -2.08% | 減少 |
| 45 | ROP | Roper Technologies INC | -0.5% | +1.32% | 増加 |
| 46 | FIS | Fidelity National Info Serv | -0.5% | -4.99% | 減少 |
| 47 | DHR | Danaher CORP | -0.7% | -2.17% | 減少 |
| 48 | APH | Amphenol Corp-cl A | -1% | -9.90% | 減少 |
| 49 | NVDA | Nvidia CORP | — | EXIT | 全売却 |
| 50 | MNPR | Monopar Therapeutics INC | — | EXIT | 全売却 |
| 四半期 | 提出日 | 種類 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-16 | 13F-HR | EDGARで見る |
| 2025-12-31 | 2026-01-29 | 13F-HR | EDGARで見る |
| 2025-09-30 | 2025-10-30 | 13F-HR | EDGARで見る |
| 2025-06-30 | 2025-07-18 | 13F-HR | EDGARで見る |
| 2025-03-31 | 2025-04-17 | 13F-HR | EDGARで見る |
| 2024-12-31 | 2025-01-16 | 13F-HR | EDGARで見る |
| 2024-09-30 | 2024-10-09 | 13F-HR | EDGARで見る |
| 2024-06-30 | 2024-07-11 | 13F-HR | EDGARで見る |
| 2024-03-31 | 2024-04-11 | 13F-HR | EDGARで見る |
| 2023-12-31 | 2024-02-02 | 13F-HR | EDGARで見る |
| 2023-09-30 | 2023-10-20 | 13F-HR | EDGARで見る |
| 2023-06-30 | 2023-07-27 | 13F-HR | EDGARで見る |
| 2023-03-31 | 2023-05-23 | 13F-HR | EDGARで見る |
| 2022-12-31 | 2023-01-20 | 13F-HR | EDGARで見る |
| 2022-09-30 | 2022-10-13 | 13F-HR | EDGARで見る |
| 2022-06-30 | 2022-07-21 | 13F-HR | EDGARで見る |
| 2022-03-31 | 2022-04-19 | 13F-HR | EDGARで見る |
| 2021-12-31 | 2022-01-19 | 13F-HR | EDGARで見る |
| 2021-09-30 | 2021-10-25 | 13F-HR | EDGARで見る |
| 2021-06-30 | 2021-08-16 | 13F-HR | EDGARで見る |
| 2021-03-31 | 2021-04-14 | 13F-HR | EDGARで見る |
| 2020-12-31 | 2021-01-21 | 13F-HR | EDGARで見る |
| 2020-09-30 | 2020-10-13 | 13F-HR | EDGARで見る |
| 2020-06-30 | 2020-07-09 | 13F-HR | EDGARで見る |
| 2020-03-31 | 2020-04-08 | 13F-HR | EDGARで見る |
| 2019-12-31 | 2020-01-21 | 13F-HR | EDGARで見る |
| 2019-09-30 | 2019-10-15 | 13F-HR | EDGARで見る |
| 2019-06-30 | 2019-07-23 | 13F-HR | EDGARで見る |
| 2019-03-31 | 2019-05-07 | 13F-HR | EDGARで見る |
| 2018-12-31 | 2019-01-25 | 13F-HR | EDGARで見る |
| 2018-09-30 | 2018-11-14 | 13F-HR | EDGARで見る |
| 2018-06-30 | 2018-07-25 | 13F-HR | EDGARで見る |
| 2018-03-31 | 2018-04-30 | 13F-HR | EDGARで見る |
| 2017-12-31 | 2018-01-23 | 13F-HR | EDGARで見る |
| 2017-09-30 | 2017-10-20 | 13F-HR | EDGARで見る |
| 2017-06-30 | 2017-07-18 | 13F-HR | EDGARで見る |
| 2017-03-31 | 2017-04-17 | 13F-HR | EDGARで見る |
| 2016-12-31 | 2017-01-31 | 13F-HR | EDGARで見る |
| 2016-09-30 | 2016-10-20 | 13F-HR | EDGARで見る |
| 2016-06-30 | 2016-07-22 | 13F-HR | EDGARで見る |
| 2016-03-31 | 2016-04-15 | 13F-HR | EDGARで見る |
| 2015-12-31 | 2016-01-29 | 13F-HR | EDGARで見る |
| 2015-09-30 | 2015-10-20 | 13F-HR | EDGARで見る |
| 2015-06-30 | 2015-08-14 | 13F-HR | EDGARで見る |
| 2015-03-31 | 2015-04-14 | 13F-HR | EDGARで見る |
| 2014-12-31 | 2015-01-28 | 13F-HR | EDGARで見る |
| 2014-09-30 | 2014-11-18 | 13F-HR | EDGARで見る |
| 2014-06-30 | 2014-07-17 | 13F-HR | EDGARで見る |
| 2014-03-31 | 2014-04-16 | 13F-HR | EDGARで見る |
| 2013-12-31 | 2014-01-14 | 13F-HR | EDGARで見る |
| 2013-09-30 | 2013-10-15 | 13F-HR | EDGARで見る |
| 2013-06-30 | 2013-07-15 | 13F-HR | EDGARで見る |
運用資産(AUM)が近い機関
CIK 0000768965
申告総資産額
$5.8億
451 stks
2017-03-31
データが古く、未更新
運用資産規模の差はわずか0.0%
CIK 0001016972
申告総資産額
$5.8億
367 stks
2026-03-31
運用資産規模の差はわずか0.0%
CIK 0001333792
申告総資産額
$5.8億
140 stks
2026-03-31
運用資産規模の差はわずか0.1%
上位保有銘柄が重なる機関
CIK 0000883511
申告総資産額
$6.6億
38 stks
2026-06-30
上位5銘柄のうち2銘柄が重複、Amphenol Corp-cl Aも共通保有
CIK 0000884566
申告総資産額
$48.3億
92 stks
2026-06-30
上位5銘柄のうち2銘柄が重複、Amphenol Corp-cl Aも共通保有
CIK 0001729212
申告総資産額
$22.5億
82 stks
2026-03-31
上位5銘柄のうち2銘柄が重複、Amphenol Corp-cl Aも共通保有