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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
APH icon
1
Amphenol
APH
$211B
$94.9M 6.88%
960,846
-121,544
-11% -$9.94M
FISV
2
Fiserv Inc
FISV
$29.7B
$73.3M 5.32%
425,413
-12,091
-3% -$2.19M
AME icon
3
Ametek
AME
$58.2B
$64.4M 4.67%
355,710
-8,216
-2% -$1.41M
AJG icon
4
Arthur J. Gallagher & Co
AJG
$63.6B
$56.3M 4.09%
175,977
-5,294
-3% -$1.75M
VRT icon
5
Vertiv
VRT
$104B
$51.1M 3.7%
397,681
-7,205
-2% -$701K
VRSK icon
6
Verisk Analytics
VRSK
$25.1B
$49.5M 3.59%
158,935
-3,274
-2% -$993K
ROP icon
7
Roper Technologies
ROP
$38.8B
$48.9M 3.55%
86,231
-814
-0.9% -$460K
ATR icon
8
AptarGroup
ATR
$8.66B
$47.4M 3.44%
303,044
-4,201
-1% -$634K
IEX icon
9
IDEX
IEX
$17.5B
$42.4M 3.07%
241,343
-792
-0.3% -$140K
FIX icon
10
Comfort Systems
FIX
$62.5B
$41.3M 2.99%
76,960
-421
-0.5% -$183K
DHR icon
11
Danaher
DHR
$137B
$40.3M 2.92%
203,943
-4,372
-2% -$848K
XYL icon
12
Xylem
XYL
$28.5B
$40.2M 2.92%
310,915
-2,237
-0.7% -$271K
GGG icon
13
Graco
GGG
$13.3B
$37.5M 2.72%
436,039
-3,598
-0.8% -$298K
RBC icon
14
RBC Bearings
RBC
$17.9B
$34.5M 2.5%
89,654
-54
-0.1% -$19.1K
FAST icon
15
Fastenal
FAST
$57B
$32.2M 2.33%
765,899
-11,937
-2% -$484K
AIZ icon
16
Assurant
AIZ
$13.9B
$29.9M 2.17%
151,558
+1,287
+0.9% +$253K
DCI icon
17
Donaldson
DCI
$11.4B
$29.6M 2.15%
427,196
-23,997
-5% -$1.61M
NDSN icon
18
Nordson
NDSN
$17.3B
$29.3M 2.13%
136,730
-1,034
-0.8% -$206K
FIS icon
19
Fidelity National Information Services
FIS
$22.9B
$28.5M 2.07%
349,772
-8,269
-2% -$643K
CHD icon
20
Church & Dwight Co
CHD
$24.4B
$27.4M 1.99%
285,510
-7,234
-2% -$713K
RPM icon
21
RPM International
RPM
$14.7B
$26.3M 1.91%
239,197
-1,029
-0.4% -$113K
CSW
22
CSW Industrials
CSW
$5.69B
$25.9M 1.88%
90,336
– –
LSTR icon
23
Landstar System
LSTR
$6.16B
$25M 1.82%
180,014
-6,953
-4% -$964K
CLH icon
24
Clean Harbors
CLH
$16.4B
$24.7M 1.79%
107,011
+28
+0% +$6.13K
UFPT icon
25
UFP Technologies
UFPT
$2.59B
$24.1M 1.75%
98,910
+4,332
+5% +$975K
1
2 3 4 5

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SIC
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WCM
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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.