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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
SPY icon
76
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$1.31M 0.1%
2,122
– –
ETN icon
77
Eaton
ETN
$178B
$1.23M 0.09%
3,434
– –
RTX icon
78
RTX Corp
RTX
$302B
$1.2M 0.09%
8,214
-1,117
-12% -$149K
ROST icon
79
Ross Stores
ROST
$80.8B
$1.17M 0.09%
9,200
– –
WFC icon
80
Wells Fargo
WFC
$264B
$1.15M 0.08%
14,338
-3,296
-19% -$238K
IBM icon
81
IBM
IBM
$225B
$1.08M 0.08%
3,672
– –
BIV icon
82
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$1.06M 0.08%
13,758
-2,078
-13% -$158K
HD icon
83
Home Depot
HD
$353B
$1.05M 0.08%
2,869
– –
COF icon
84
Capital One
COF
$134B
$990K 0.07%
4,651
+203
+5% +$37.9K
V icon
85
Visa
V
$677B
$867K 0.06%
2,441
-950
-28% -$331K
VTI icon
86
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$836K 0.06%
2,751
– –
CAT icon
87
Caterpillar
CAT
$388B
$836K 0.06%
2,153
+50
+2% +$16.7K
AWK icon
88
American Water Works
AWK
$27B
$821K 0.06%
5,900
-200
-3% -$28.7K
BRK.B icon
89
Berkshire Hathaway Class B
BRK.B
$1.11T
$805K 0.06%
1,658
-225
-12% -$114K
FITB
90
Fifth Third Bancorp
FITB
$52.2B
$749K 0.05%
18,200
– –
MTB icon
91
M&T Bank
MTB
$36.4B
$735K 0.05%
3,787
-1,883
-33% -$332K
AMAT icon
92
Applied Materials
AMAT
$417B
$734K 0.05%
4,010
– –
ACIW icon
93
ACI Worldwide
ACIW
$5.27B
$719K 0.05%
15,663
– –
MCD icon
94
McDonald's
MCD
$194B
$704K 0.05%
2,408
– –
SIGI icon
95
Selective Insurance
SIGI
$5.6B
$698K 0.05%
8,052
-946
-11% -$82.9K
PEP icon
96
PepsiCo
PEP
$189B
$676K 0.05%
5,119
-300
-6% -$40.4K
LLY icon
97
Eli Lilly
LLY
$1.08T
$658K 0.05%
844
+489
+138% +$380K
RY icon
98
Royal Bank of Canada
RY
$292B
$625K 0.05%
4,749
-945
-17% -$116K
HON icon
99
Honeywell
HON
$72.9B
$600K 0.04%
2,733
-53
-2% -$10.7K
VOO icon
100
Vanguard S&P 500 ETF
VOO
$1.03T
$585K 0.04%
1,030
-95
-8% -$49.9K
2 3
4
5 6

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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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AMM
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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.