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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
WAT icon
51
Waters Corp
WAT
$40.7B
$2.61M 0.41%
8,691
-200
-2% -$60.4K
LRN icon
52
Stride
LRN
$3.29B
$2.5M 0.39%
16,802
-20,454
-55% -$3M
ITW icon
53
Illinois Tool Works
ITW
$83.5B
$2.48M 0.39%
9,501
-60
-0.6% -$15.6K
GNRC icon
54
Generac Holdings
GNRC
$12.7B
$2.43M 0.38%
14,498
-35
-0.2% -$6.13K
SNA icon
55
Snap-on
SNA
$21.3B
$2.31M 0.36%
6,652
-524
-7% -$172K
VUSB icon
56
Vanguard Ultra-Short Bond ETF
VUSB
$9.33B
$2.29M 0.36%
45,885
-8,103
-15% -$404K
WINA icon
57
Winmark
WINA
$1.33B
$2.26M 0.35%
4,532
-29,265
-87% -$12.6M
WMT icon
58
Walmart Inc
WMT
$901B
$2.24M 0.35%
21,690
– –
MU icon
59
Micron Technology
MU
$981B
$2.11M 0.33%
12,622
– –
PG icon
60
Procter & Gamble
PG
$338B
$2.07M 0.32%
13,486
-195
-1% -$30.5K
RRX icon
61
Regal Rexnord
RRX
$11.5B
$1.92M 0.3%
13,393
-317
-2% -$46.7K
RSP icon
62
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$1.89M 0.3%
9,977
+570
+6% +$106K
PRGS icon
63
Progress Software
PRGS
$1.77B
$1.87M 0.29%
42,658
-184,968
-81% -$8.52M
CBSH icon
64
Commerce Bancshares
CBSH
$8.47B
$1.79M 0.28%
31,525
-151
-0.5% -$8.88K
AMGN icon
65
Amgen
AMGN
$224B
$1.76M 0.27%
6,224
-150
-2% -$43.5K
WAY
66
Waystar Holding Corp
WAY
$4.66B
$1.69M 0.26%
+44,554
New +$1.65M
VNT icon
67
Vontier
VNT
$4.61B
$1.67M 0.26%
39,715
-628
-2% -$25.8K
WAB icon
68
Wabtec
WAB
$50.3B
$1.62M 0.25%
8,060
– –
BRK.A icon
69
Berkshire Hathaway Class A
BRK.A
$1.11T
$1.51M 0.24%
2
– –
ZBRA icon
70
Zebra Technologies
ZBRA
$18.1B
$1.48M 0.23%
4,985
-27
-0.5% -$8.63K
SPY icon
71
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$1.41M 0.22%
2,123
+1
+0% +$641
ROST icon
72
Ross Stores
ROST
$80.8B
$1.4M 0.22%
9,200
– –
TFX icon
73
Teleflex
TFX
$5.91B
$1.39M 0.22%
11,354
-94
-0.8% -$11.4K
CNMD icon
74
CONMED
CNMD
$1.48B
$1.31M 0.2%
27,764
-112,031
-80% -$5.81M
WFC icon
75
Wells Fargo
WFC
$264B
$1.3M 0.2%
15,476
+1,138
+8% +$92.3K
1 2
3
4 5

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ACM
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FTC
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LCM
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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.