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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
+1.9%
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
$617M
AUM Growth
-$21.9M
Cap. Flow
-$19.3M
Cap. Flow %
-3.13%
Top 10 Hldgs %
41.68%
Holding
147
New
3
Increased
16
Reduced
69
Closed
3

Top Buys

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.47M
2
WAY
Waystar Holding Corp
WAY
+$1.2M
3
MMSI icon
Merit Medical Systems
MMSI
+$589K
4
MNPR icon
Monopar Therapeutics
MNPR
+$498K
5
VRSK icon
Verisk Analytics
VRSK
+$487K

Top Sells

Rank Stock Value
1
APH icon
Amphenol
APH
+$8.74M
2
VRT icon
Vertiv
VRT
+$3.6M
3
FIX icon
Comfort Systems
FIX
+$2.04M
4
AME icon
Ametek
AME
+$796K
5
LRN icon
Stride
LRN
+$571K

Sector Composition

Rank Sector Weight
1 Industrials 38.85%
2 Technology 21.46%
3 Healthcare 15.56%
4 Financials 9.44%
5 Consumer Staples 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AIZ icon
26
Assurant
AIZ
$14B
$7.26M 1.18%
30,152
-1,293
-4% -$289K
FIX icon
27
Comfort Systems
FIX
$59.4B
$7.22M 1.17%
7,740
-2,212
-22% -$2.04M
SPGI icon
28
S&P Global
SPGI
$120B
$7.02M 1.14%
13,434
-492
-4% -$243K
JPM icon
29
JPMorgan Chase
JPM
$962B
$6.97M 1.13%
21,625
-232
-1% -$71.8K
CHD icon
30
Church & Dwight Co
CHD
$24.4B
$6.93M 1.12%
82,672
-1,736
-2% -$148K
MSFT icon
31
Microsoft
MSFT
$3.73T
$5.83M 0.95%
12,059
-165
-1% -$82.7K
FTV icon
32
Fortive
FTV
$18.7B
$5.79M 0.94%
104,863
-1,080
-1% -$56K
CLH icon
33
Clean Harbors
CLH
$16.6B
$5.55M 0.9%
23,658
+1,104
+5% +$252K
VLTO icon
34
Veralto
VLTO
$23.9B
$5.45M 0.88%
54,641
+367
+0.7% +$37.1K
CSW
35
CSW Industrials
CSW
$5.75B
$5.34M 0.87%
18,203
+1,472
+9% +$392K
MSA icon
36
Mine Safety
MSA
$7.51B
$4.61M 0.75%
28,793
+1,752
+6% +$285K
XOM icon
37
ExxonMobil
XOM
$657B
$4.49M 0.73%
37,298
-200
-0.5% -$23.2K
RSP icon
38
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$4.41M 0.71%
23,011
+13,034
+131% +$2.47M
AAPL icon
39
Apple
AAPL
$4.45T
$3.95M 0.64%
14,533
-1,051
-7% -$282K
UFPT icon
40
UFP Technologies
UFPT
$2.52B
$3.81M 0.62%
17,171
-223
-1% -$47.8K
USB icon
41
US Bancorp
USB
$100B
$3.67M 0.6%
68,856
– –
PNR icon
42
Pentair
PNR
$10.8B
$3.61M 0.58%
34,643
-1,295
-4% -$138K
FCN icon
43
FTI Consulting
FCN
$4.24B
$3.59M 0.58%
20,996
-2,641
-11% -$435K
ABBV icon
44
AbbVie
ABBV
$443B
$3.56M 0.58%
15,593
-50
-0.3% -$11.4K
MU icon
45
Micron Technology
MU
$972B
$3.42M 0.56%
11,999
-623
-5% -$143K
AIT icon
46
Applied Industrial Technologies
AIT
$13.2B
$3.26M 0.53%
12,715
+1,512
+13% +$387K
KAI icon
47
Kadant
KAI
$4.02B
$3.26M 0.53%
11,422
+214
+2% +$60.8K
ADP icon
48
Automatic Data Processing
ADP
$108B
$3.24M 0.52%
12,581
-50
-0.4% -$13.3K
WAT icon
49
Waters Corp
WAT
$40.7B
$3.22M 0.52%
8,472
-219
-3% -$80.6K
ABT icon
50
Abbott
ABT
$190B
$3.08M 0.5%
24,590
– –
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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PCM
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AMM
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Mountain Pacific Investment Advisers's Q4 2025 Portfolio in Review

As of Q4 2025, Mountain Pacific Investment Advisers held 147 positions worth $617M, down 3.4% from $639M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Mountain Pacific Investment Advisers withdrew a net $19.3M in Q4 2025, closing 3 positions and reducing 69 holdings. Its most notable exit was Modine Manufacturing, an estimated $443K position sold in full.

By sector, the portfolio is most concentrated in Industrials at 39% of assets, up from 38% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Mountain Pacific Investment Advisers opened a new position in Monopar Therapeutics worth $398K.

  • Mountain Pacific Investment Advisers's largest Q4 2025 buy was Monopar Therapeutics: 6,100 shares worth $398K.
  • Mountain Pacific Investment Advisers added most to Invesco S&P 500 Equal Weight ETF in Q4 2025, an estimated $2.47M increase.
  • Mountain Pacific Investment Advisers's biggest Q4 2025 reduction was Amphenol, cutting an estimated $8.74M.
  • Mountain Pacific Investment Advisers fully exited Modine Manufacturing in Q4 2025, selling an estimated $443K.
  • Mountain Pacific Investment Advisers's ten largest holdings make up 42% of its $617M portfolio in Q4 2025.
  • Mountain Pacific Investment Advisers opened 3 new positions and closed 3 in Q4 2025.
  • Mountain Pacific Investment Advisers's portfolio value fell 3.4% quarter-over-quarter to $617M.

Based on Mountain Pacific Investment Advisers's 13F filing for Q4 2025, filed 29 Jan 2026.