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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
ADP icon
51
Automatic Data Processing
ADP
$108B
$4.09M 0.3%
13,381
-500
-4% -$151K
WAT icon
52
Waters Corp
WAT
$40.7B
$3.75M 0.28%
10,181
-475
-4% -$184K
ABBV icon
53
AbbVie
ABBV
$442B
$3.67M 0.27%
17,508
-100
-0.6% -$19.4K
ABT icon
54
Abbott
ABT
$190B
$3.57M 0.27%
26,890
+265
+1% +$33.7K
BND icon
55
Vanguard Total Bond Market
BND
$161B
$3.43M 0.26%
46,700
-98
-0.2% -$7.11K
PNR icon
56
Pentair
PNR
$10.7B
$3.35M 0.25%
38,240
-845
-2% -$80.5K
USB icon
57
US Bancorp
USB
$100B
$3.21M 0.24%
76,054
-25
-0% -$1.15K
ZD icon
58
Ziff Davis
ZD
$1.83B
$3.09M 0.23%
82,163
-78,019
-49% -$3.74M
VGSH icon
59
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$2.97M 0.22%
50,641
+7,630
+18% +$445K
JNJ icon
60
Johnson & Johnson
JNJ
$626B
$2.76M 0.21%
16,628
-1,816
-10% -$284K
VUSB icon
61
Vanguard Ultra-Short Bond ETF
VUSB
$9.33B
$2.72M 0.2%
54,513
-1,135
-2% -$56.4K
PG icon
62
Procter & Gamble
PG
$338B
$2.46M 0.18%
14,443
-498
-3% -$83.4K
ITW icon
63
Illinois Tool Works
ITW
$83.5B
$2.43M 0.18%
9,801
-619
-6% -$159K
SNA icon
64
Snap-on
SNA
$21.3B
$2.42M 0.18%
7,176
– –
TFX icon
65
Teleflex
TFX
$5.91B
$2.12M 0.16%
15,327
-60,565
-80% -$9.81M
CBSH icon
66
Commerce Bancshares
CBSH
$8.47B
$2.05M 0.15%
34,611
-597
-2% -$36.4K
AMGN icon
67
Amgen
AMGN
$224B
$2M 0.15%
6,434
+110
+2% +$32.5K
WMT icon
68
Walmart Inc
WMT
$901B
$1.9M 0.14%
21,674
-500
-2% -$46.9K
GNRC icon
69
Generac Holdings
GNRC
$12.7B
$1.86M 0.14%
14,698
-165
-1% -$23.7K
RSP icon
70
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$1.66M 0.12%
9,587
+88
+0.9% +$15.6K
BRK.A icon
71
Berkshire Hathaway Class A
BRK.A
$1.11T
$1.6M 0.12%
+2
New +$1.46M
WAB icon
72
Wabtec
WAB
$50.3B
$1.53M 0.11%
8,459
– –
ZBRA icon
73
Zebra Technologies
ZBRA
$18.1B
$1.51M 0.11%
5,356
-134
-2% -$45.8K
MU icon
74
Micron Technology
MU
$981B
$1.32M 0.1%
15,222
-1,406
-8% -$135K
VNT icon
75
Vontier
VNT
$4.61B
$1.28M 0.1%
39,053
-3,664
-9% -$133K
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.