We are live on ! Find out more
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
RTX icon
76
RTX Corp
RTX
$302B
$1.24M 0.19%
7,414
-800
-10% -$124K
ETN icon
77
Eaton
ETN
$178B
$1.22M 0.19%
3,259
-175
-5% -$63.6K
HD icon
78
Home Depot
HD
$353B
$1.16M 0.18%
2,869
– –
BIV icon
79
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$1.1M 0.17%
14,110
+352
+3% +$27.3K
IBM icon
80
IBM
IBM
$225B
$1.04M 0.16%
3,696
+24
+0.7% +$6.28K
CAT icon
81
Caterpillar
CAT
$388B
$1.03M 0.16%
2,153
– –
COF icon
82
Capital One
COF
$134B
$989K 0.15%
4,651
– –
VTI icon
83
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$903K 0.14%
2,751
– –
BRK.B icon
84
Berkshire Hathaway Class B
BRK.B
$1.11T
$834K 0.13%
1,658
– –
V icon
85
Visa
V
$677B
$833K 0.13%
2,441
– –
AMAT icon
86
Applied Materials
AMAT
$417B
$821K 0.13%
4,010
– –
FITB
87
Fifth Third Bancorp
FITB
$52.2B
$811K 0.13%
18,200
– –
ACIW icon
88
ACI Worldwide
ACIW
$5.27B
$796K 0.12%
15,091
-572
-4% -$27K
AWK icon
89
American Water Works
AWK
$27B
$793K 0.12%
5,700
-200
-3% -$28.3K
MTB icon
90
M&T Bank
MTB
$36.4B
$748K 0.12%
3,787
– –
MCD icon
91
McDonald's
MCD
$194B
$736K 0.12%
2,421
+13
+0.5% +$3.96K
CHRW icon
92
C.H. Robinson
CHRW
$17B
$728K 0.11%
5,500
– –
RY icon
93
Royal Bank of Canada
RY
$292B
$700K 0.11%
4,749
– –
TSLA icon
94
Tesla
TSLA
$1.31T
$693K 0.11%
1,558
-90
-5% -$31.2K
PEP icon
95
PepsiCo
PEP
$189B
$665K 0.1%
4,733
-386
-8% -$55.1K
SIGI icon
96
Selective Insurance
SIGI
$5.6B
$645K 0.1%
7,961
-91
-1% -$7.34K
LLY icon
97
Eli Lilly
LLY
$1.08T
$644K 0.1%
844
– –
VOO icon
98
Vanguard S&P 500 ETF
VOO
$1.03T
$631K 0.1%
1,030
– –
MSM icon
99
MSC Industrial Direct
MSM
$6.7B
$572K 0.09%
6,203
– –
MMSI icon
100
Merit Medical Systems
MMSI
$5.44B
$570K 0.09%
6,848
-87,118
-93% -$7.59M
2 3
4
5 6

Similar funds

AP
Affinity Partners Sunny Isles Beach, Florida $635M AUM 43.43% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
ACM
Arini Captial Management London, United Kingdom $634M AUM
FTC
Farmers Trust Company Youngstown, Ohio $637M AUM 23.14% 1-Year Est. Return
KCM
Kultura Capital Management Park City, Utah $638M AUM
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
AMM
American Money Management Rancho Santa Fe, California $632M AUM 14.06% 1-Year Est. Return

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.