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Mountain Pacific Investment Advisers Portfolio holdings

AUM $635M
1-Year Est. Return 26.7%
This Fund
S&P 500
This Quarter Est. Return
+1.9%
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
$617M
AUM Growth
-$21.9M
Cap. Flow
-$19.3M
Cap. Flow %
-3.13%
Top 10 Hldgs %
41.68%
Holding
147
New
3
Increased
16
Reduced
69
Closed
3

Top Buys

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.47M
2
WAY
Waystar Holding Corp
WAY
+$1.2M
3
MMSI icon
Merit Medical Systems
MMSI
+$589K
4
MNPR icon
Monopar Therapeutics
MNPR
+$498K
5
VRSK icon
Verisk Analytics
VRSK
+$487K

Top Sells

Rank Stock Value
1
APH icon
Amphenol
APH
+$8.74M
2
VRT icon
Vertiv
VRT
+$3.6M
3
FIX icon
Comfort Systems
FIX
+$2.04M
4
AME icon
Ametek
AME
+$796K
5
LRN icon
Stride
LRN
+$571K

Sector Composition

Rank Sector Weight
1 Industrials 38.85%
2 Technology 21.46%
3 Healthcare 15.56%
4 Financials 9.44%
5 Consumer Staples 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COF icon
76
Capital One
COF
$134B
$1.13M 0.18%
4,651
– –
BIV icon
77
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$1.1M 0.18%
14,110
– –
IBM icon
78
IBM
IBM
$225B
$1.09M 0.18%
3,696
– –
ETN icon
79
Eaton
ETN
$178B
$1.04M 0.17%
3,259
– –
AMAT icon
80
Applied Materials
AMAT
$417B
$1.03M 0.17%
4,010
– –
ZBRA icon
81
Zebra Technologies
ZBRA
$18.1B
$1.02M 0.17%
4,201
-784
-16% -$210K
HD icon
82
Home Depot
HD
$353B
$987K 0.16%
2,869
– –
VTI icon
83
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$904K 0.15%
2,696
-55
-2% -$18.3K
CHRW icon
84
C.H. Robinson
CHRW
$17B
$884K 0.14%
5,500
– –
V icon
85
Visa
V
$677B
$857K 0.14%
2,444
+3
+0.1% +$1.02K
FITB
86
Fifth Third Bancorp
FITB
$52.2B
$852K 0.14%
18,200
– –
BRK.B icon
87
Berkshire Hathaway Class B
BRK.B
$1.11T
$833K 0.14%
1,658
– –
RY icon
88
Royal Bank of Canada
RY
$292B
$810K 0.13%
4,749
– –
AWK icon
89
American Water Works
AWK
$27B
$744K 0.12%
5,700
– –
MCD icon
90
McDonald's
MCD
$194B
$744K 0.12%
2,433
+12
+0.5% +$3.67K
MTB icon
91
M&T Bank
MTB
$36.4B
$743K 0.12%
3,687
-100
-3% -$19.1K
TSLA icon
92
Tesla
TSLA
$1.31T
$701K 0.11%
1,558
– –
LRN icon
93
Stride
LRN
$3.29B
$683K 0.11%
10,514
-6,288
-37% -$571K
PEP icon
94
PepsiCo
PEP
$189B
$679K 0.11%
4,733
– –
VOO icon
95
Vanguard S&P 500 ETF
VOO
$1.03T
$646K 0.1%
1,030
– –
SIGI icon
96
Selective Insurance
SIGI
$5.6B
$635K 0.1%
7,589
-372
-5% -$29.9K
GOOGL icon
97
Alphabet (Google) Class A
GOOGL
$4.2T
$600K 0.1%
1,917
– –
CNMD icon
98
CONMED
CNMD
$1.48B
$600K 0.1%
14,778
-12,986
-47% -$565K
BDX icon
99
Becton Dickinson
BDX
$49.4B
$589K 0.1%
3,036
– –
ACIW icon
100
ACI Worldwide
ACIW
$5.27B
$587K 0.1%
12,280
-2,811
-19% -$136K
2 3
4
5 6

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AP
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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 Q4 2025 Portfolio in Review

As of Q4 2025, Mountain Pacific Investment Advisers held 147 positions worth $617M, down 3.4% from $639M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Mountain Pacific Investment Advisers withdrew a net $19.3M in Q4 2025, closing 3 positions and reducing 69 holdings. Its most notable exit was Modine Manufacturing, an estimated $443K position sold in full.

By sector, the portfolio is most concentrated in Industrials at 39% of assets, up from 38% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Mountain Pacific Investment Advisers opened a new position in Monopar Therapeutics worth $398K.

  • Mountain Pacific Investment Advisers's largest Q4 2025 buy was Monopar Therapeutics: 6,100 shares worth $398K.
  • Mountain Pacific Investment Advisers added most to Invesco S&P 500 Equal Weight ETF in Q4 2025, an estimated $2.47M increase.
  • Mountain Pacific Investment Advisers's biggest Q4 2025 reduction was Amphenol, cutting an estimated $8.74M.
  • Mountain Pacific Investment Advisers fully exited Modine Manufacturing in Q4 2025, selling an estimated $443K.
  • Mountain Pacific Investment Advisers's ten largest holdings make up 42% of its $617M portfolio in Q4 2025.
  • Mountain Pacific Investment Advisers opened 3 new positions and closed 3 in Q4 2025.
  • Mountain Pacific Investment Advisers's portfolio value fell 3.4% quarter-over-quarter to $617M.

Based on Mountain Pacific Investment Advisers's 13F filing for Q4 2025, filed 29 Jan 2026.