Institutional Manager · CIK 0001067324
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC
BOISE, ID · File #028-07234
Latest AUM
$617.1M
Positions
144
Top-10 Concentration
48.2%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | AMPHENOL CORP NEW | 032095101 | -65,308 | -$8.8M | +$5.4M |
| REDUCE | VERTIV HOLDINGS CO | VRT | -20,750 | -$3.4M | +$1.3M |
| ADD | INVESCO EXCHANGE TRADED FD T | IVZ | +13,034 | +$2.5M | +$18,568 |
| REDUCE | COMFORT SYS USA INC | 199908104 | -2,212 | -$2.1M | +$1.1M |
| ADD | WAYSTAR HLDG CORP | WAY | +33,549 | +$1.1M | -$230,345 |
| REDUCE | AMETEK INC | AME | -4,090 | -$839,718 | +$3.3M |
| ADD | MERIT MED SYS INC | 589889104 | +6,926 | +$610,457 | +$33,624 |
| REDUCE | ELI LILLY & CO | LLY | -529 | -$568,505 | +$263,057 |
| REDUCE | NVENT ELECTRIC PLC | NVT | -5,179 | -$528,103 | +$302,587 |
| REDUCE | CONMED CORP | CNMD | -12,986 | -$527,232 | -$178,522 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025144 pos · $617.1M
- 13F HOLDINGS REPORTQ/E Sep 2025144 pos · $639.0M
- 13F HOLDINGS REPORTQ/E Jun 2025139 pos · $1.38B
- 13F HOLDINGS REPORTQ/E Mar 2025140 pos · $1.35B
- 13F HOLDINGS REPORTQ/E Dec 2024136 pos · $1.42B
- 13F HOLDINGS REPORTQ/E Sep 2024142 pos · $1.46B
- 13F HOLDINGS REPORTQ/E Jun 2024138 pos · $1.34B
- 13F HOLDINGS REPORTQ/E Mar 2024139 pos · $1.79B
- 13F HOLDINGS REPORTQ/E Dec 2023129 pos · $1.44B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMPHENOL CORP NEW | 032095101 | 412,730 | $55.8M | 10.46% |
| 2 | AMETEK INC | AME | 187,596 | $38.5M | 7.22% |
| 3 | DANAHER CORPORATION | 235851102 | 129,008 | $29.5M | 5.54% |
| 4 | THERMO FISHER SCIENTIFIC INC | TMO | 39,327 | $22.8M | 4.27% |
| 5 | IDEX CORP | 45167R104 | 120,375 | $21.4M | 4.02% |
| 6 | GALLAGHER ARTHUR J & CO | 363576109 | 73,731 | $19.1M | 3.58% |
| 7 | ROPER TECHNOLOGIES INC | ROP | 41,399 | $18.4M | 3.46% |
| 8 | XYLEM INC | XYL | 134,881 | $18.4M | 3.44% |
| 9 | FISERV INC | FISV | 251,817 | $16.9M | 3.17% |
| 10 | APTARGROUP INC | ATR | 134,345 | $16.4M | 3.07% |
| 11 | DONALDSON INC | DCI | 184,154 | $16.3M | 3.06% |
| 12 | VERTIV HOLDINGS CO | VRT | 92,920 | $15.1M | 2.82% |
| 13 | VERISK ANALYTICS INC | VRSK | 62,381 | $14.0M | 2.62% |
| 14 | GRACO INC | GGG | 155,031 | $12.7M | 2.38% |
| 15 | VANGUARD BD INDEX FDS | 921937827 | 156,684 | $12.3M | 2.32% |
| 16 | FIDELITY NATL INFORMATION SV | 31620M106 | 153,394 | $10.2M | 1.91% |
| 17 | NORDSON CORP | NDSN | 40,608 | $9.8M | 1.83% |
| 18 | RPM INTL INC | 749685103 | 90,037 | $9.4M | 1.76% |
| 19 | NVENT ELECTRIC PLC | NVT | 85,688 | $8.7M | 1.64% |
| 20 | ECOLAB INC | ECL | 33,142 | $8.7M | 1.63% |