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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
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
APH icon
1
Amphenol
APH
$210B
$59.2M 9.26%
478,038
-482,808
-50% -$53M
AME icon
2
Ametek
AME
$57.6B
$36M 5.64%
191,686
-164,024
-46% -$30.2M
FISV
3
Fiserv Inc
FISV
$28.9B
$32.4M 5.07%
251,507
-173,906
-41% -$24.9M
DHR icon
4
Danaher
DHR
$141B
$25.8M 4.04%
130,269
-73,674
-36% -$14.7M
AJG icon
5
Arthur J. Gallagher & Co
AJG
$64.5B
$23.2M 3.63%
74,916
-101,061
-57% -$30.5M
ROP icon
6
Roper Technologies
ROP
$39.3B
$20.3M 3.18%
40,792
-45,439
-53% -$24.2M
XYL icon
7
Xylem
XYL
$28.2B
$20M 3.14%
135,919
-174,996
-56% -$24.3M
IEX icon
8
IDEX
IEX
$17.2B
$19.7M 3.09%
121,238
-120,105
-50% -$20.3M
TMO icon
9
Thermo Fisher Scientific
TMO
$214B
$19.4M 3.03%
39,906
-264
-0.7% -$123K
ATR icon
10
AptarGroup
ATR
$8.63B
$18.1M 2.84%
135,696
-167,348
-55% -$24.2M
VRT icon
11
Vertiv
VRT
$106B
$17.1M 2.68%
113,670
-284,011
-71% -$37.9M
DCI icon
12
Donaldson
DCI
$11.4B
$15.3M 2.39%
186,801
-240,395
-56% -$18.1M
VRSK icon
13
Verisk Analytics
VRSK
$24.7B
$15.1M 2.37%
60,224
-98,711
-62% -$27.1M
GGG icon
14
Graco
GGG
$13.5B
$13.5M 2.12%
159,108
-276,931
-64% -$23.7M
BSV icon
15
Vanguard Short-Term Bond ETF
BSV
$44.6B
$12.7M 1.99%
160,859
-13,217
-8% -$1.04M
RPM icon
16
RPM International
RPM
$14.8B
$10.8M 1.69%
91,765
-147,432
-62% -$17.7M
FIS icon
17
Fidelity National Information Services
FIS
$22.1B
$10.5M 1.64%
159,154
-190,618
-54% -$13.9M
FAST icon
18
Fastenal
FAST
$58.3B
$9.94M 1.56%
202,726
-563,173
-74% -$26.6M
NDSN icon
19
Nordson
NDSN
$17.2B
$9.39M 1.47%
41,387
-95,343
-70% -$21M
COST icon
20
Costco
COST
$421B
$9.32M 1.46%
10,068
-5
-0% -$4.79K
ECL icon
21
Ecolab
ECL
$79.8B
$9.19M 1.44%
33,545
-270
-0.8% -$73.3K
NVT icon
22
nVent Electric
NVT
$26.4B
$8.96M 1.4%
90,867
-118,850
-57% -$10.3M
FIX icon
23
Comfort Systems
FIX
$60.3B
$8.21M 1.29%
9,952
-67,008
-87% -$45.4M
RBC icon
24
RBC Bearings
RBC
$17.9B
$7.6M 1.19%
19,470
-70,184
-78% -$27.3M
CHD icon
25
Church & Dwight Co
CHD
$24.5B
$7.4M 1.16%
84,408
-201,102
-70% -$18.9M
1
2 3 4 5

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AP
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WCM
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ACM
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FTC
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KCM
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LCM
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BPC
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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.