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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
(-54%)
Cap. Flow
-$757M
Cap. Flow
% of AUM
-118.43%
Top 10 Holdings %
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 |
US Bancorp
USB
|
+$433K |
| 3 |
iShares Russell 1000 ETF
IWB
|
+$202K |
| 4 |
Oracle
ORCL
|
+$192K |
| 5 |
Idacorp
IDA
|
+$191K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amphenol
APH
|
+$53M |
| 2 |
Comfort Systems
FIX
|
+$45.4M |
| 3 |
Vertiv
VRT
|
+$37.9M |
| 4 |
Arthur J. Gallagher & Co
AJG
|
+$30.5M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
RAL
126
Ralliant Corp
RAL
$7.96B
| $320K | 0.05% |
7,307
-63,946
| -90% | -$2.84M |
|
127
Merck
MRK
$330B
| $306K | 0.05% |
3,641
| – | – |
|
128
Bank of America
BAC
$452B
| $301K | 0.05% |
5,843
| – | – |
|
129
Republic Services
RSG
$66.1B
| $301K | 0.05% |
1,310
| – | – |
|
130
Henry Schein
HSIC
$10.1B
| $299K | 0.05% |
4,500
| – | – |
|
131
ConocoPhillips
COP
$151B
| $276K | 0.04% |
2,916
| – | – |
|
132
Stryker
SYK
$132B
| $274K | 0.04% |
741
| – | – |
|
133
Prudential Financial
PRU
$42.2B
| $274K | 0.04% |
2,640
| – | – |
|
134
Middleby
MIDD
$5.35B
| $267K | 0.04% |
2,005
| – | – |
|
135
GE Vernova
GEV
$277B
| $256K | 0.04% |
416
| – | – |
|
136
T. Rowe Price
TROW
$23.8B
| $248K | 0.04% |
2,415
| – | – |
|
137
Truist Financial
TFC
$64.3B
| $245K | 0.04% |
5,366
| – | – |
|
138
Intel
INTC
$509B
| $239K | 0.04% |
+7,136
| New | +$173K |
|
139
Otis Worldwide
OTIS
$28B
| $224K | 0.04% |
2,455
| – | – |
|
140
Verizon
VZ
$194B
| $222K | 0.03% |
5,044
| – | – |
|
141
iShares Russell 1000 Value ETF
IWD
$83.9B
| $214K | 0.03% |
1,050
| – | – |
|
|
142
Oracle
ORCL
$435B
| $211K | 0.03% |
+752
| New | +$192K |
|
|
143
iShares Russell 1000 ETF
IWB
$50.1B
| $210K | 0.03% |
+573
| New | +$202K |
|
|
144
Idacorp
IDA
$8.2B
| $204K | 0.03% |
+1,542
| New | +$191K |
|
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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.