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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
+3.82%
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
$639M
AUM Growth
-$739M
Cap. Flow
-$757M
Cap. Flow %
-118.43%
Top 10 Hldgs %
42.92%
Holding
144
New
5
Increased
10
Reduced
81
Closed
–

Top Buys

Rank Stock Value
1
WAY
Waystar Holding Corp
WAY
+$1.65M
2
USB icon
US Bancorp
USB
+$433K
3
IWB icon
iShares Russell 1000 ETF
IWB
+$202K
4
ORCL icon
Oracle
ORCL
+$192K
5
IDA icon
Idacorp
IDA
+$191K

Top Sells

Rank Stock Value
1
APH icon
Amphenol
APH
+$53M
2
FIX icon
Comfort Systems
FIX
+$45.4M
3
VRT icon
Vertiv
VRT
+$37.9M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$30.5M
5
AME icon
Ametek
AME
+$30.2M

Sector Composition

Rank Sector Weight
1 Industrials 37.78%
2 Technology 24.02%
3 Healthcare 13.85%
4 Financials 9.53%
5 Consumer Staples 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCSH icon
26
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$7.31M 1.14%
91,510
-3,538
-4% -$281K
LSTR icon
27
Landstar System
LSTR
$6.03B
$7.26M 1.14%
59,204
-120,810
-67% -$16M
JPM icon
28
JPMorgan Chase
JPM
$962B
$6.89M 1.08%
21,857
-200
-0.9% -$59.5K
AIZ icon
29
Assurant
AIZ
$13.9B
$6.81M 1.07%
31,445
-120,113
-79% -$24.4M
SPGI icon
30
S&P Global
SPGI
$120B
$6.78M 1.06%
13,926
-386
-3% -$207K
MSFT icon
31
Microsoft
MSFT
$3.74T
$6.33M 0.99%
12,224
-74
-0.6% -$37.8K
VLTO icon
32
Veralto
VLTO
$23.9B
$5.79M 0.91%
54,274
-1,096
-2% -$116K
CLH icon
33
Clean Harbors
CLH
$16.4B
$5.24M 0.82%
22,554
-84,457
-79% -$20M
FTV icon
34
Fortive
FTV
$18.6B
$5.19M 0.81%
105,943
-107,836
-50% -$5.31M
MSA icon
35
Mine Safety
MSA
$7.44B
$4.65M 0.73%
27,041
-110,283
-80% -$19.1M
XOM icon
36
ExxonMobil
XOM
$657B
$4.23M 0.66%
37,498
– –
CSW
37
CSW Industrials
CSW
$5.72B
$4.06M 0.64%
16,731
-73,605
-81% -$19.8M
PNR icon
38
Pentair
PNR
$10.7B
$3.98M 0.62%
35,938
-1,977
-5% -$211K
AAPL icon
39
Apple
AAPL
$4.45T
$3.97M 0.62%
15,584
-2,769
-15% -$626K
FCN icon
40
FTI Consulting
FCN
$4.22B
$3.82M 0.6%
23,637
-82,620
-78% -$13.7M
ADP icon
41
Automatic Data Processing
ADP
$108B
$3.71M 0.58%
12,631
-300
-2% -$90.3K
ABBV icon
42
AbbVie
ABBV
$442B
$3.62M 0.57%
15,643
-664
-4% -$135K
UFPT icon
43
UFP Technologies
UFPT
$2.49B
$3.47M 0.54%
17,394
-81,516
-82% -$17.9M
KAI icon
44
Kadant
KAI
$4B
$3.34M 0.52%
11,208
-45,121
-80% -$14.7M
USB icon
45
US Bancorp
USB
$100B
$3.33M 0.52%
68,856
+9,160
+15% +$433K
ABT icon
46
Abbott
ABT
$190B
$3.29M 0.52%
24,590
-800
-3% -$105K
BND icon
47
Vanguard Total Bond Market
BND
$161B
$3.18M 0.5%
42,729
-3,471
-8% -$256K
VGSH icon
48
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$2.98M 0.47%
50,707
-1,798
-3% -$105K
AIT icon
49
Applied Industrial Technologies
AIT
$13B
$2.92M 0.46%
11,203
-49,934
-82% -$13.1M
JNJ icon
50
Johnson & Johnson
JNJ
$626B
$2.83M 0.44%
15,275
-928
-6% -$159K
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
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KCM
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LCM
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AMM
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Mountain Pacific Investment Advisers's Q3 2025 Portfolio in Review

As of Q3 2025, Mountain Pacific Investment Advisers held 144 positions worth $639M, down 54% from $1.38B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Mountain Pacific Investment Advisers withdrew a net $757M in Q3 2025, reducing 81 holdings. Its largest reduction was Amphenol, cutting an estimated $53M.

By sector, the portfolio is most concentrated in Industrials at 38% of assets, down from 47% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Mountain Pacific Investment Advisers opened a new position in Waystar Holding Corp worth $1.69M.

  • Mountain Pacific Investment Advisers's largest Q3 2025 buy was Waystar Holding Corp: 44,554 shares worth $1.69M.
  • Mountain Pacific Investment Advisers added most to US Bancorp in Q3 2025, an estimated $433K increase.
  • Mountain Pacific Investment Advisers's biggest Q3 2025 reduction was Amphenol, cutting an estimated $53M.
  • Mountain Pacific Investment Advisers's ten largest holdings make up 43% of its $639M portfolio in Q3 2025.
  • Mountain Pacific Investment Advisers opened 5 new positions and closed 0 in Q3 2025.
  • Mountain Pacific Investment Advisers's portfolio value fell 54% quarter-over-quarter to $639M.

Based on Mountain Pacific Investment Advisers's 13F filing for Q3 2025, filed 30 Oct 2025.