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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
WFC icon
76
Wells Fargo
WFC
$268B
$1.27M 0.09%
17,634
-64
-0.4% -$4.8K
RTX icon
77
RTX Corp
RTX
$297B
$1.24M 0.09%
9,331
-200
-2% -$25.4K
BIV icon
78
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$1.21M 0.09%
15,836
-400
-2% -$30.2K
V icon
79
Visa
V
$672B
$1.19M 0.09%
3,391
-350
-9% -$118K
SPY icon
80
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$1.19M 0.09%
2,122
+1
+0% +$588
ROST icon
81
Ross Stores
ROST
$79.8B
$1.18M 0.09%
9,200
+100
+1% +$14K
HD icon
82
Home Depot
HD
$343B
$1.05M 0.08%
2,869
– –
MTB icon
83
M&T Bank
MTB
$36.4B
$1.01M 0.08%
5,670
-25
-0.4% -$4.74K
BRK.B icon
84
Berkshire Hathaway Class B
BRK.B
$1.09T
$1M 0.07%
1,883
-42
-2% -$20.4K
ETN icon
85
Eaton
ETN
$180B
$933K 0.07%
3,434
– –
IBM icon
86
IBM
IBM
$220B
$913K 0.07%
3,672
– –
BDX icon
87
Becton Dickinson
BDX
$48.8B
$909K 0.07%
3,968
-50
-1% -$11.6K
AWK icon
88
American Water Works
AWK
$26.9B
$900K 0.07%
6,100
-400
-6% -$52.7K
ACIW icon
89
ACI Worldwide
ACIW
$5.22B
$857K 0.06%
15,663
-149
-0.9% -$7.91K
SIGI icon
90
Selective Insurance
SIGI
$5.61B
$824K 0.06%
8,998
-1,079
-11% -$94.6K
PEP icon
91
PepsiCo
PEP
$187B
$813K 0.06%
5,419
-562
-9% -$83.6K
COF icon
92
Capital One
COF
$135B
$798K 0.06%
4,448
– –
VTI icon
93
Vanguard Morningstar Total Stock Market ETF
VTI
$692B
$756K 0.06%
2,751
-92
-3% -$26.7K
MCD icon
94
McDonald's
MCD
$193B
$752K 0.06%
2,408
-200
-8% -$59.8K
CHRW icon
95
C.H. Robinson
CHRW
$17.2B
$717K 0.05%
7,000
– –
FITB
96
Fifth Third Bancorp
FITB
$52.3B
$713K 0.05%
18,200
– –
CAT icon
97
Caterpillar
CAT
$397B
$694K 0.05%
2,103
-55
-3% -$19.6K
RY icon
98
Royal Bank of Canada
RY
$295B
$642K 0.05%
5,694
– –
UNP icon
99
Union Pacific
UNP
$174B
$631K 0.05%
2,671
– –
AMAT icon
100
Applied Materials
AMAT
$436B
$582K 0.04%
4,010
– –
2 3
4
5 6

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FTC
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AMM
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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.