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MPIA

Mountain Pacific Investment Advisers Portfolio holdings

AUM $635M
1-Year Est. Return 26.7%
This Fund
S&P 500
This Quarter Est. Return
-2.82%
1 Year Est. Return
+26.7%
3 Year Est. Return
+79.47%
5 Year Est. Return
+90.65%
10 Year Est. Return
+368.74%
AUM
$1.35B
AUM Growth
-$76.6M
Cap. Flow
-$14.1M
Cap. Flow %
-1.05%
Top 10 Hldgs %
41.78%
Holding
141
New
5
Increased
18
Reduced
89
Closed
1

Top Buys

Rank Stock Value
1
PRGS icon
Progress Software
PRGS
+$7.82M
2
MMSI icon
Merit Medical Systems
MMSI
+$7.23M
3
MUSA icon
Murphy USA
MUSA
+$6.17M
4
AIT icon
Applied Industrial Technologies
AIT
+$3.59M
5
FCN icon
FTI Consulting
FCN
+$2.26M

Top Sells

Rank Stock Value
1
TFX icon
Teleflex
TFX
+$9.81M
2
ZD icon
Ziff Davis
ZD
+$3.74M
3
FISV
Fiserv Inc
FISV
+$3.67M
4
RRX icon
Regal Rexnord
RRX
+$3.63M
5
CSW
CSW Industrials
CSW
+$3.38M

Sector Composition

Rank Sector Weight
1 Industrials 43.69%
2 Technology 21.69%
3 Healthcare 13.74%
4 Financials 9.33%
5 Consumer Staples 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRL icon
26
Charles River Laboratories
CRL
$13.5B
$20.5M 1.53%
136,451
-2,159
-2% -$362K
MSA icon
27
Mine Safety
MSA
$7.44B
$20.3M 1.51%
138,098
+1,331
+1% +$212K
UFPT icon
28
UFP Technologies
UFPT
$2.49B
$19.1M 1.42%
94,578
+1,262
+1% +$305K
KAI icon
29
Kadant
KAI
$4B
$19M 1.41%
56,460
-399
-0.7% -$145K
FTV icon
30
Fortive
FTV
$18.6B
$17.5M 1.3%
317,477
-43,442
-12% -$2.55M
FCN icon
31
FTI Consulting
FCN
$4.22B
$17.5M 1.3%
106,415
+12,547
+13% +$2.26M
BSV icon
32
Vanguard Short-Term Bond ETF
BSV
$45.6B
$13.8M 1.03%
176,852
-22
-0% -$1.71K
AIT icon
33
Applied Industrial Technologies
AIT
$13B
$13.7M 1.02%
60,710
+14,555
+32% +$3.59M
NVT icon
34
nVent Electric
NVT
$27.1B
$10.9M 0.81%
208,188
+16,138
+8% +$1.02M
WINA icon
35
Winmark
WINA
$1.33B
$9.81M 0.73%
30,848
-201
-0.6% -$71.6K
COST icon
36
Costco
COST
$419B
$9.54M 0.71%
10,083
-347
-3% -$338K
ECL icon
37
Ecolab
ECL
$79.8B
$9.11M 0.68%
35,915
-1,120
-3% -$282K
CNMD icon
38
CONMED
CNMD
$1.48B
$8.14M 0.61%
134,836
-2,978
-2% -$192K
SPGI icon
39
S&P Global
SPGI
$120B
$8.12M 0.6%
15,975
-844
-5% -$431K
VCSH icon
40
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$7.9M 0.59%
100,113
-121
-0.1% -$9.49K
MMSI icon
41
Merit Medical Systems
MMSI
$5.44B
$7.41M 0.55%
+70,069
New +$7.23M
PRGS icon
42
Progress Software
PRGS
$1.77B
$7.04M 0.52%
+136,623
New +$7.82M
MUSA icon
43
Murphy USA
MUSA
$10B
$6.1M 0.45%
+12,991
New +$6.17M
JPM icon
44
JPMorgan Chase
JPM
$962B
$5.61M 0.42%
22,864
-308
-1% -$78.5K
VLTO icon
45
Veralto
VLTO
$23.9B
$5.56M 0.41%
57,086
-472
-0.8% -$47.1K
RRX icon
46
Regal Rexnord
RRX
$11.5B
$5.24M 0.39%
46,051
-26,166
-36% -$3.63M
AAPL icon
47
Apple
AAPL
$4.45T
$5.02M 0.37%
22,613
-541
-2% -$125K
MSFT icon
48
Microsoft
MSFT
$3.74T
$4.63M 0.34%
12,335
-135
-1% -$55K
XOM icon
49
ExxonMobil
XOM
$657B
$4.44M 0.33%
37,298
-400
-1% -$44.2K
MOD icon
50
Modine Manufacturing
MOD
$10.5B
$4.1M 0.3%
53,369
+8,253
+18% +$813K
1
2
3 4 5

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Mountain Pacific Investment Advisers's Q1 2025 Portfolio in Review

As of Q1 2025, Mountain Pacific Investment Advisers held 141 positions worth $1.35B, down 5.4% from $1.42B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 4.3%. Mountain Pacific Investment Advisers opened 5 new positions and exited 1, leaving the 141-position portfolio largely intact.

By sector, the portfolio is most concentrated in Industrials at 44% of assets, down from 46% a quarter earlier, followed by Technology and Healthcare.

  • Mountain Pacific Investment Advisers's largest Q1 2025 buy was Progress Software: 136,623 shares worth $7.04M.
  • Mountain Pacific Investment Advisers added most to Applied Industrial Technologies in Q1 2025, an estimated $3.59M increase.
  • Mountain Pacific Investment Advisers's biggest Q1 2025 reduction was Teleflex, cutting an estimated $9.81M.
  • Mountain Pacific Investment Advisers fully exited Pfizer in Q1 2025, selling an estimated $241K.
  • Mountain Pacific Investment Advisers's ten largest holdings make up 42% of its $1.35B portfolio in Q1 2025.
  • Mountain Pacific Investment Advisers opened 5 new positions and closed 1 in Q1 2025.
  • Mountain Pacific Investment Advisers's portfolio value fell 5.4% quarter-over-quarter to $1.35B.

Based on Mountain Pacific Investment Advisers's 13F filing for Q1 2025, filed 17 Apr 2025.