We are live on ! Find out more
MPIA

Mountain Pacific Investment Advisers Portfolio holdings

AUM $635M
1-Year Est. Return 26.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$635M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
+$518K
2
+$467K
3
+$458K
4
MMSI icon
Merit Medical Systems
MMSI
+$341K
5
FAST icon
Fastenal
FAST
+$325K

Top Sells

Rank Stock Value
1
+$1.89M
2
+$1.74M
3
+$1.58M
4
VRT icon
Vertiv
VRT
+$1.46M
5
FISV
Fiserv Inc
FISV
+$981K

Sector Composition

Rank Sector Weight
1 Industrials 42.88%
2 Technology 20.99%
3 Healthcare 13.12%
4 Financials 8.62%
5 Consumer Staples 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APH icon
1
Amphenol
APH
$197B
$63.3M 9.96%
358,775
-13,115
AME icon
2
Ametek
AME
$58.3B
$41.8M 6.58%
172,755
-7,549
VRT icon
3
Vertiv
VRT
$105B
$26.1M 4.1%
77,849
-4,590
IEX icon
4
IDEX
IEX
$17.3B
$25.9M 4.08%
114,167
-3,832
DHR icon
5
Danaher
DHR
$142B
$23.3M 3.68%
122,583
-3,623
TMO icon
6
Thermo Fisher Scientific
TMO
$216B
$18.9M 2.98%
37,791
-718
AJG icon
7
Arthur J. Gallagher & Co
AJG
$63.6B
$17.3M 2.72%
75,408
-82
XYL icon
8
Xylem
XYL
$27.4B
$15.9M 2.5%
134,363
-3,565
ATR icon
9
AptarGroup
ATR
$8.38B
$15.8M 2.49%
126,187
-5,095
DCI icon
10
Donaldson
DCI
$11B
$15.7M 2.48%
175,444
-5,736
NVT icon
11
nVent Electric
NVT
$28.7B
$13.5M 2.13%
79,717
-2,079
ROP icon
12
Roper Technologies
ROP
$38.5B
$13.5M 2.13%
39,955
-1,990
MU icon
13
Micron Technology
MU
$1.06T
$13.2M 2.08%
11,450
-344
FIX icon
14
Comfort Systems
FIX
$61.2B
$12.3M 1.93%
6,182
-374
BSV icon
15
Vanguard Short-Term Bond ETF
BSV
$45.7B
$11.4M 1.79%
146,058
-3,480
FISV
16
Fiserv Inc
FISV
$27.5B
$11.3M 1.78%
230,550
-17,552
NDSN icon
17
Nordson
NDSN
$17.3B
$11.3M 1.77%
37,378
-1,694
LSTR icon
18
Landstar System
LSTR
$6.32B
$11.1M 1.74%
53,452
-1,717
RBC icon
19
RBC Bearings
RBC
$17.7B
$10.7M 1.69%
16,672
-1,232
GGG icon
20
Graco
GGG
$13.2B
$10.7M 1.69%
141,828
-6,498
VRSK icon
21
Verisk Analytics
VRSK
$22.9B
$10.5M 1.65%
58,351
-2,194
FAST icon
22
Fastenal
FAST
$58.8B
$9.51M 1.5%
198,002
+7,151
RPM icon
23
RPM International
RPM
$14.3B
$9.5M 1.5%
85,463
-2,597
ECL icon
24
Ecolab
ECL
$77.3B
$9.38M 1.48%
33,673
+688
COST icon
25
Costco
COST
$423B
$9.19M 1.45%
9,821
-143
1
2 3 4 5

Similar funds

TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
MCM
Maytus Capital Management New York $636M AUM 131.32% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
BAM
BOCHK Asset Management Hong Kong $634M AUM 64.99% 1-Year Est. Return

Mountain Pacific Investment Advisers's Q2 2026 Portfolio in Review

As of Q2 2026, Mountain Pacific Investment Advisers held 149 positions worth $635M, up 8.8% from $584M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Mountain Pacific Investment Advisers withdrew a net $19.6M in Q2 2026, closing 3 positions and reducing 74 holdings. Its most notable exit was CONMED, an estimated $460K position sold in full.

By sector, the portfolio is most concentrated in Industrials at 43% of assets, up from 42% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Mountain Pacific Investment Advisers opened a new position in Tyler Technologies worth $479K.

  • Mountain Pacific Investment Advisers's largest Q2 2026 buy was Tyler Technologies: 1,638 shares worth $479K.
  • Mountain Pacific Investment Advisers added most to Winmark in Q2 2026, an estimated $467K increase.
  • Mountain Pacific Investment Advisers's biggest Q2 2026 reduction was Amphenol, cutting an estimated $1.89M.
  • Mountain Pacific Investment Advisers fully exited CONMED in Q2 2026, selling an estimated $460K.
  • Mountain Pacific Investment Advisers's ten largest holdings make up 42% of its $635M portfolio in Q2 2026.
  • Mountain Pacific Investment Advisers opened 8 new positions and closed 3 in Q2 2026.
  • Mountain Pacific Investment Advisers's portfolio value rose 8.8% quarter-over-quarter to $635M.

Based on Mountain Pacific Investment Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.