13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
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CIK: 0001067324
申報總市值
US$6.4億
US$6.4億
136 檔
53.7%
Mountain Pacific Investment Advisers LLC 在 Q4 2024 季度的美股部位總計估值為 US$6.4億，分散於 136 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2024 申報觀察，Mountain Pacific Investment Advisers LLC 採取防禦導向的調倉策略，本季減碼 75 檔個股並出清 6 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Mountain Pacific Investment Advisers LLC 的前 5 大核心持股（包含 FISV, APH, AME 等）合計佔整體申報市值的 53.7%，反映機構在主要關鍵部位上的權重分佈。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | 股票-其他 | 6.56% | -0.59% | -1.63% | |
| 2 | APH | Amphenol Corp-cl A | 股票-科技 | 5.37% | +1.91% | -1.64% | |
| 3 | AME | Ametek Inc | 股票-工業 | 4.69% | -0.04% | -1.08% | |
| 4 | AJG | Arthur J Gallagher & Co | 股票-金融 | 3.80% | -0.08% | -1.19% | |
| 5 | IEX | Idex CORP | 股票-工業 | 3.59% | +0.25% | -0.10% | |
| 6 | VRT | Vertiv Holdings Co-a | 股票-工業 | 3.41% | +0.56% | -2.07% | |
| 7 | DHR | Danaher CORP | 股票-醫療保健 | 3.40% | -0.42% | -0.13% | |
| 8 | VRSK | Verisk Analytics Inc | 股票-工業 | 3.32% | -0.32% | -0.94% | |
| 9 | ATR | Aptargroup Inc | 股票-醫療保健 | 3.30% | -0.34% | -0.54% | |
| 10 | ROP | Roper Technologies Inc | 股票-科技 | 3.19% | -0.41% | +0.47% | |
| 11 | GGG | Graco Inc | 股票-工業 | 2.61% | -0.46% | -0.06% | |
| 12 | XYL | Xylem Inc | 股票-工業 | 2.54% | -0.32% | +0.52% | |
| 13 | CSW | Csw Industrials Inc | 股票-工業 | 2.50% | -0.03% | -9.31% | |
| 14 | FIX | Comfort Systems USA Inc | 股票-工業 | 2.44% | +0.38% | +1.84% | |
| 15 | LSTR | Landstar System Inc | 股票-工業 | 2.29% | +0.22% | -1.44% | |
| 16 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 2.28% | -0.13% | -0.89% | |
| 17 | AIZ | Assurant Inc | 股票-金融 | 2.25% | +0.11% | -0.08% | |
| 18 | DCI | Donaldson Co Inc | 股票-工業 | 2.23% | -0.15% | -1.57% | |
| 19 | RPM | Rpm International Inc | 股票-原物料 | 2.10% | — | -0.25% | |
| 20 | FIS | Fidelity National Info Serv | 股票-科技 | 2.07% | -0.50% | -0.72% | |
| 21 | FAST | Fastenal Co | 股票-工業 | 1.98% | -0.02% | -0.33% | |
| 22 | NDSN | Nordson CORP | 股票-工業 | 1.97% | -0.01% | -0.34% | |
| 23 | RBC | RBC Bearings Inc | 股票-工業 | 1.90% | +0.02% | -1.00% | |
| 24 | CRL | Charles River Laboratories | 股票-醫療保健 | 1.80% | — | -0.48% | |
| 25 | UFPT | Ufp Technologies Inc | 股票-其他 | 1.60% | +0.10% | +0.37% | |
| 26 | CLH | Clean Harbors Inc | 股票-工業 | 1.60% | -0.13% | +4.47% | |
| 27 | MSA | Msa Safety Inc | 股票-工業 | 1.59% | -0.02% | +3.08% | |
| 28 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.56% | -0.26% | +2.04% | |
| 29 | FTV | Fortive CORP | 股票-科技 | 1.43% | -0.02% | -4.73% | |
| 30 | KAI | Kadant Inc | 股票-其他 | 1.38% | -0.01% | -7.77% | |
| 31 | FCN | Fti Consulting Inc | 股票-工業 | 1.26% | -0.17% | +41.42% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.96% | -0.22% | -0.76% | |
| 33 | TFX | Teleflex Inc | 股票-醫療保健 | 0.95% | -0.01% | -1.29% | |
| 34 | NVT | nVent Electric plc | 股票-工業 | 0.92% | +0.47% | +14.90% | |
| 35 | WINA | Winmark CORP | 股票-其他 | 0.86% | +0.05% | — | |
| 36 | RRX | Regal Rexnord CORP | 股票-工業 | 0.79% | +0.08% | -13.45% | |
| 37 | AIT | Applied Industrial Tech Inc | 股票-工業 | 0.78% | +0.06% | +36.59% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.67% | -0.25% | -1.02% | |
| 39 | CNMD | Conmed CORP | 股票-其他 | 0.66% | -0.08% | EXIT | |
| 40 | ZD | Ziff Davis Inc | 股票-其他 | 0.61% | — | -9.69% | |
| 41 | ECL | Ecolab Inc | 股票-原物料 | 0.61% | -0.02% | -3.98% | |
| 42 | SPGI | S&p Global Inc | 股票-金融 | 0.59% | -0.12% | -3.52% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.55% | -0.13% | -2.87% | |
| 44 | VLTO | Veralto CORP | 股票-工業 | 0.41% | -0.10% | +6.39% | |
| 45 | AAPL | Apple Inc | 股票-科技 | 0.41% | +0.02% | -6.47% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | +0.03% | -0.79% | |
| 47 | MSFT | Microsoft CORP | 股票-科技 | 0.37% | -0.05% | -1.19% | |
| 48 | MOD | Modine Manufacturing Co | 股票-循環性消費 | 0.37% | — | +80.46% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.29% | -0.05% | -0.18% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.29% | -0.28% | -0.79% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | +0.9% | -1.63% | 減碼 |
| 2 | VRT | Vertiv Holdings Co-a | +0.5% | -2.07% | 減碼 |
| 3 | APH | Amphenol Corp-cl A | +0.4% | -1.64% | 減碼 |
| 4 | AME | Ametek Inc | +0.3% | -1.08% | 減碼 |
| 5 | FIX | Comfort Systems USA Inc | +0.3% | +1.84% | 加碼 |
| 6 | AIT | Applied Industrial Tech Inc | +0.3% | +36.59% | 加碼 |
| 7 | FCN | Fti Consulting Inc | +0.2% | +41.42% | 加碼 |
| 8 | AIZ | Assurant Inc | +0.2% | -0.08% | 減碼 |
| 9 | VRSK | Verisk Analytics Inc | +0.2% | -0.94% | 減碼 |
| 10 | MOD | Modine Manufacturing Co | +0.1% | +80.46% | 加碼 |
| 11 | NVT | nVent Electric plc | +0.1% | +14.90% | 加碼 |
| 12 | AJG | Arthur J Gallagher & Co | +0.1% | -1.19% | 減碼 |
| 13 | RPM | Rpm International Inc | +0.1% | -0.25% | 減碼 |
| 14 | FAST | Fastenal Co | +0.1% | -0.33% | 減碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -0.79% | 減碼 |
| 16 | WINA | Winmark CORP | +0.1% | — | 不變 |
| 17 | CHD | Church & Dwight Co Inc | +0.1% | -0.89% | 減碼 |
| 18 | CLH | Clean Harbors Inc | 0% | +4.47% | 加碼 |
| 19 | SNA | Snap-on Inc | 0% | -1.37% | 減碼 |
| 20 | RBC | RBC Bearings Inc | 0% | -1.00% | 減碼 |
| 21 | ADP | Automatic Data Processing | 0% | -0.18% | 減碼 |
| 22 | COST | Costco Wholesale CORP | 0% | -1.02% | 減碼 |
| 23 | TSLA | Tesla Inc | 0% | — | 不變 |
| 24 | WFC | Wells Fargo & Co | 0% | -2.39% | 減碼 |
| 25 | VNT | Vontier CORP | 0% | +6.71% | 加碼 |
| 26 | USB | US Bancorp | 0% | — | 不變 |
| 27 | CBSH | Commerce Bancshares Inc | 0% | +3.12% | 加碼 |
| 28 | ZD | Ziff Davis Inc | 0% | -9.69% | 減碼 |
| 29 | AAPL | Apple Inc | 0% | -6.47% | 減碼 |
| 30 | IEX | Idex CORP | 0% | -0.10% | 減碼 |
| 31 | ATR | Aptargroup Inc | 0% | -0.54% | 減碼 |
| 32 | WMT | Walmart Inc | 0% | -4.21% | 減碼 |
| 33 | COF | Capital One Financial CORP | 0% | — | 不變 |
| 34 | GOOG | Alphabet Inc-cl C | 0% | +11.85% | 加碼 |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | — | 不變 |
| 36 | NFLX | Netflix Inc | 0% | — | 不變 |
| 37 | VGSH | Vanguard Short-term Treasury | 0% | -0.80% | 減碼 |
| 38 | EMR | Emerson Electric Co | 0% | — | 不變 |
| 39 | AXP | American Express Co | 0% | -1.34% | 減碼 |
| 40 | AMZN | Amazon.com Inc | 0% | -7.00% | 減碼 |
| 41 | ZBRA | Zebra Technologies Corp-cl A | 0% | -2.52% | 減碼 |
| 42 | WAT | Waters CORP | 0% | -3.64% | 減碼 |
| 43 | MTB | M & T Bank CORP | 0% | -3.39% | 減碼 |
| 44 | PNR | Pentair plc | 0% | -3.33% | 減碼 |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.52% | 減碼 |
| 46 | ACIW | Aci Worldwide Inc | 0% | — | 不變 |
| 47 | TROW | T Rowe Price Group Inc | 0% | — | 不變 |
| 48 | ROST | Ross Stores Inc | 0% | — | 不變 |
| 49 | BSV | Vanguard Short-term Bond ETF | — | -0.76% | 減碼 |
| 50 | VLTO | Veralto CORP | — | +6.39% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Mountain Pacific Investment Advisers LLC 在 Q4 2024 季度的美股持倉總市值約為 US$6.4億，共申報了 136 個公開持股部位。
在 Q4 2024 季度，Mountain Pacific Investment Advisers LLC 按市值排列的前三大核心持股分別為：FISV (6.6%)、APH (5.4%)、AME (4.7%)。其中最大持股部位 FISV 佔據整體投資組合約 6.6% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大獲利了結 / 清倉標的
PRFTUSD
前期市值: US$286.7萬
在 Q4 2024 季度中，Mountain Pacific Investment Advisers LLC 共進行了 98 項持倉異動，包含新建倉 0 個部位、加碼 17 個部位、減碼 75 個部位以及清倉 6 個部位。 本季清倉部位包含 PRFTUSD。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。