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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
+9.92%
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
$1.38B
AUM Growth
+$33.3M
Cap. Flow
-$41.7M
Cap. Flow %
-3.03%
Top 10 Hldgs %
41.31%
Holding
145
New
5
Increased
20
Reduced
78
Closed
6

Top Buys

Rank Stock Value
1
MUSA icon
Murphy USA
MUSA
+$6.11M
2
PRGS icon
Progress Software
PRGS
+$5.54M
3
LRN icon
Stride
LRN
+$5.39M
4
RAL
Ralliant Corp
RAL
+$3.51M
5
MMSI icon
Merit Medical Systems
MMSI
+$2.26M

Top Sells

Rank Stock Value
1
CRL icon
Charles River Laboratories
CRL
+$20.5M
2
APH icon
Amphenol
APH
+$9.94M
3
FTV icon
Fortive
FTV
+$5.43M
4
RRX icon
Regal Rexnord
RRX
+$4.06M
5
ZD icon
Ziff Davis
ZD
+$3.09M

Sector Composition

Rank Sector Weight
1 Industrials 46.67%
2 Technology 21.54%
3 Healthcare 11.75%
4 Financials 8.46%
5 Consumer Staples 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSA icon
26
Mine Safety
MSA
$7.45B
$23M 1.67%
137,324
-774
-0.6% -$121K
KAI icon
27
Kadant
KAI
$3.94B
$17.9M 1.3%
56,329
-131
-0.2% -$41K
FCN icon
28
FTI Consulting
FCN
$4.17B
$17.2M 1.24%
106,257
-158
-0.1% -$25.8K
TMO icon
29
Thermo Fisher Scientific
TMO
$222B
$16.3M 1.18%
40,170
-1,756
-4% -$734K
NVT icon
30
nVent Electric
NVT
$26.3B
$15.4M 1.11%
209,717
+1,529
+0.7% +$93.9K
PRGS icon
31
Progress Software
PRGS
$1.78B
$14.5M 1.05%
227,626
+91,003
+67% +$5.54M
AIT icon
32
Applied Industrial Technologies
AIT
$13.2B
$14.2M 1.03%
61,137
+427
+0.7% +$97.1K
BSV icon
33
Vanguard Short-Term Bond ETF
BSV
$45.6B
$13.7M 0.99%
174,076
-2,776
-2% -$217K
WINA icon
34
Winmark
WINA
$1.36B
$12.8M 0.93%
33,797
+2,949
+10% +$1.14M
FTV icon
35
Fortive
FTV
$18.6B
$11.1M 0.81%
213,779
-103,698
-33% -$5.43M
MUSA icon
36
Murphy USA
MUSA
$10.2B
$10.8M 0.78%
26,441
+13,450
+104% +$6.11M
COST icon
37
Costco
COST
$423B
$9.97M 0.72%
10,073
-10
-0.1% -$9.94K
ECL icon
38
Ecolab
ECL
$79.7B
$9.11M 0.66%
33,815
-2,100
-6% -$534K
MMSI icon
39
Merit Medical Systems
MMSI
$5.36B
$8.78M 0.64%
93,966
+23,897
+34% +$2.26M
VCSH icon
40
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.9B
$7.56M 0.55%
95,048
-5,065
-5% -$399K
SPGI icon
41
S&P Global
SPGI
$121B
$7.55M 0.55%
14,312
-1,663
-10% -$830K
CNMD icon
42
CONMED
CNMD
$1.48B
$7.28M 0.53%
139,795
+4,959
+4% +$272K
JPM icon
43
JPMorgan Chase
JPM
$956B
$6.39M 0.46%
22,057
-807
-4% -$206K
MSFT icon
44
Microsoft
MSFT
$3.76T
$6.12M 0.44%
12,298
-37
-0.3% -$16.1K
VLTO icon
45
Veralto
VLTO
$23.7B
$5.59M 0.41%
55,370
-1,716
-3% -$166K
LRN icon
46
Stride
LRN
$3.33B
$5.41M 0.39%
+37,256
New +$5.39M
MOD icon
47
Modine Manufacturing
MOD
$10.1B
$5.26M 0.38%
53,354
-15
-0% -$1.34K
XOM icon
48
ExxonMobil
XOM
$657B
$4.04M 0.29%
37,498
+200
+0.5% +$21.4K
ADP icon
49
Automatic Data Processing
ADP
$109B
$3.99M 0.29%
12,931
-450
-3% -$138K
PNR icon
50
Pentair
PNR
$10.7B
$3.89M 0.28%
37,915
-325
-0.8% -$30.3K
1
2
3 4 5

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AP
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WCM
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ACM
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FTC
Farmers Trust Company Youngstown, Ohio $637M AUM 23.14% 1-Year Est. Return
KCM
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LCM
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BPC
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SJIC
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Mountain Pacific Investment Advisers's Q2 2025 Portfolio in Review

As of Q2 2025, Mountain Pacific Investment Advisers held 145 positions worth $1.38B, up 2.5% from $1.35B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Mountain Pacific Investment Advisers withdrew a net $41.7M in Q2 2025, closing 6 positions and reducing 78 holdings. Its most notable exit was Charles River Laboratories, an estimated $20.5M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 47% of assets, up from 44% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Mountain Pacific Investment Advisers opened a new position in Stride worth $5.41M.

  • Mountain Pacific Investment Advisers's largest Q2 2025 buy was Stride: 37,256 shares worth $5.41M.
  • Mountain Pacific Investment Advisers added most to Murphy USA in Q2 2025, an estimated $6.11M increase.
  • Mountain Pacific Investment Advisers's biggest Q2 2025 reduction was Amphenol, cutting an estimated $9.94M.
  • Mountain Pacific Investment Advisers fully exited Charles River Laboratories in Q2 2025, selling an estimated $20.5M.
  • Mountain Pacific Investment Advisers's ten largest holdings make up 41% of its $1.38B portfolio in Q2 2025.
  • Mountain Pacific Investment Advisers opened 5 new positions and closed 6 in Q2 2025.
  • Mountain Pacific Investment Advisers's portfolio value rose 2.5% quarter-over-quarter to $1.38B.

Based on Mountain Pacific Investment Advisers's 13F filing for Q2 2025, filed 18 Jul 2025.