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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
FISV
1
Fiserv Inc
FISV
$28.9B
$96.6M 7.18%
437,504
-16,768
-4% -$3.67M
APH icon
2
Amphenol
APH
$210B
$71M 5.28%
1,082,390
-17,417
-2% -$1.19M
AME icon
3
Ametek
AME
$57.6B
$62.6M 4.66%
363,926
-5,596
-2% -$1.02M
AJG icon
4
Arthur J. Gallagher & Co
AJG
$64.5B
$62.6M 4.65%
181,271
-8,902
-5% -$2.81M
ROP icon
5
Roper Technologies
ROP
$39.3B
$51.3M 3.82%
87,045
-175
-0.2% -$98.2K
VRSK icon
6
Verisk Analytics
VRSK
$24.7B
$48.3M 3.59%
162,209
-9,332
-5% -$2.69M
ATR icon
7
AptarGroup
ATR
$8.63B
$45.6M 3.39%
307,245
+8,226
+3% +$1.24M
IEX icon
8
IDEX
IEX
$17.2B
$43.8M 3.26%
242,135
-2,024
-0.8% -$403K
DHR icon
9
Danaher
DHR
$141B
$42.7M 3.17%
208,315
-1,974
-0.9% -$431K
XYL icon
10
Xylem
XYL
$28.2B
$37.4M 2.78%
313,152
+2,060
+0.7% +$255K
GGG icon
11
Graco
GGG
$13.5B
$36.7M 2.73%
439,637
-997
-0.2% -$84.4K
CHD icon
12
Church & Dwight Co
CHD
$24.5B
$32.2M 2.4%
292,744
-16,647
-5% -$1.78M
AIZ icon
13
Assurant
AIZ
$14.7B
$31.5M 2.34%
150,271
-54
-0% -$11.3K
DCI icon
14
Donaldson
DCI
$11.4B
$30.3M 2.25%
451,193
-19,761
-4% -$1.37M
FAST icon
15
Fastenal
FAST
$58.3B
$30.2M 2.24%
777,836
-4,908
-0.6% -$184K
VRT icon
16
Vertiv
VRT
$106B
$29.2M 2.17%
404,886
-21,797
-5% -$2.32M
RBC icon
17
RBC Bearings
RBC
$17.9B
$28.9M 2.15%
89,708
-722
-0.8% -$244K
LSTR icon
18
Landstar System
LSTR
$6.01B
$28.1M 2.09%
186,967
-2,136
-1% -$344K
NDSN icon
19
Nordson
NDSN
$17.2B
$27.8M 2.07%
137,764
+4,195
+3% +$888K
RPM icon
20
RPM International
RPM
$14.8B
$27.8M 2.07%
240,226
-2,565
-1% -$312K
FIS icon
21
Fidelity National Information Services
FIS
$22.1B
$26.7M 1.99%
358,041
-6,173
-2% -$464K
CSW
22
CSW Industrials
CSW
$5.67B
$26.3M 1.96%
90,336
-10,429
-10% -$3.38M
FIX icon
23
Comfort Systems
FIX
$60.3B
$24.9M 1.85%
77,381
-4,402
-5% -$1.78M
CLH icon
24
Clean Harbors
CLH
$16.2B
$21.1M 1.57%
106,983
+7,944
+8% +$1.74M
TMO icon
25
Thermo Fisher Scientific
TMO
$214B
$20.9M 1.55%
41,926
-685
-2% -$371K
1
2 3 4 5

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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.