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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
AAPL icon
51
Apple
AAPL
$4.45T
$3.77M 0.27%
18,353
-4,260
-19% -$860K
RAL
52
Ralliant Corp
RAL
$7.9B
$3.46M 0.25%
+71,253
New +$3.51M
ABT icon
53
Abbott
ABT
$190B
$3.45M 0.25%
25,390
-1,500
-6% -$198K
BND icon
54
Vanguard Total Bond Market
BND
$161B
$3.4M 0.25%
46,200
-500
-1% -$36.4K
WAT icon
55
Waters Corp
WAT
$40.7B
$3.1M 0.23%
8,891
-1,290
-13% -$444K
VGSH icon
56
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$3.09M 0.22%
52,505
+1,864
+4% +$109K
ABBV icon
57
AbbVie
ABBV
$442B
$3.03M 0.22%
16,307
-1,201
-7% -$223K
USB icon
58
US Bancorp
USB
$100B
$2.7M 0.2%
59,696
-16,358
-22% -$688K
VUSB icon
59
Vanguard Ultra-Short Bond ETF
VUSB
$9.33B
$2.69M 0.2%
53,988
-525
-1% -$26.1K
JNJ icon
60
Johnson & Johnson
JNJ
$626B
$2.48M 0.18%
16,203
-425
-3% -$65.3K
ITW icon
61
Illinois Tool Works
ITW
$83.5B
$2.36M 0.17%
9,561
-240
-2% -$58K
SNA icon
62
Snap-on
SNA
$21.4B
$2.23M 0.16%
7,176
– –
PG icon
63
Procter & Gamble
PG
$337B
$2.18M 0.16%
13,681
-762
-5% -$124K
WMT icon
64
Walmart Inc
WMT
$898B
$2.12M 0.15%
21,690
+16
+0.1% +$1.52K
GNRC icon
65
Generac Holdings
GNRC
$12.7B
$2.08M 0.15%
14,533
-165
-1% -$20.1K
RRX icon
66
Regal Rexnord
RRX
$11.5B
$1.99M 0.14%
13,710
-32,341
-70% -$4.06M
CBSH icon
67
Commerce Bancshares
CBSH
$8.49B
$1.88M 0.14%
31,676
-2,935
-8% -$172K
AMGN icon
68
Amgen
AMGN
$223B
$1.78M 0.13%
6,374
-60
-0.9% -$17K
RSP icon
69
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$1.71M 0.12%
9,407
-180
-2% -$31.1K
WAB icon
70
Wabtec
WAB
$50.1B
$1.69M 0.12%
8,060
-399
-5% -$76.7K
MU icon
71
Micron Technology
MU
$976B
$1.56M 0.11%
12,622
-2,600
-17% -$243K
ZBRA icon
72
Zebra Technologies
ZBRA
$18.1B
$1.55M 0.11%
5,012
-344
-6% -$93.4K
VNT icon
73
Vontier
VNT
$4.64B
$1.49M 0.11%
40,343
+1,290
+3% +$43.9K
BRK.A icon
74
Berkshire Hathaway Class A
BRK.A
$1.11T
$1.46M 0.11%
2
– –
TFX icon
75
Teleflex
TFX
$5.92B
$1.35M 0.1%
11,448
-3,879
-25% -$489K
1 2
3
4 5

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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.