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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
+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
APH icon
1
Amphenol
APH
$213B
$55.8M 9.04%
412,730
-65,308
-14% -$8.74M
AME icon
2
Ametek
AME
$57.5B
$38.5M 6.24%
187,596
-4,090
-2% -$796K
DHR icon
3
Danaher
DHR
$140B
$29.5M 4.79%
129,008
-1,261
-1% -$277K
TMO icon
4
Thermo Fisher Scientific
TMO
$213B
$22.8M 3.69%
39,327
-579
-1% -$327K
IEX icon
5
IDEX
IEX
$17.3B
$21.4M 3.47%
120,375
-863
-0.7% -$147K
AJG icon
6
Arthur J. Gallagher & Co
AJG
$64.1B
$19.1M 3.09%
73,731
-1,185
-2% -$314K
ROP icon
7
Roper Technologies
ROP
$38.9B
$18.4M 2.99%
41,399
+607
+1% +$281K
XYL icon
8
Xylem
XYL
$28.3B
$18.4M 2.98%
134,881
-1,038
-0.8% -$149K
FISV
9
Fiserv Inc
FISV
$28.4B
$16.9M 2.74%
251,817
+310
+0.1% +$26K
ATR icon
10
AptarGroup
ATR
$8.64B
$16.4M 2.66%
134,345
-1,351
-1% -$167K
DCI icon
11
Donaldson
DCI
$11.3B
$16.3M 2.65%
184,154
-2,647
-1% -$230K
VRT icon
12
Vertiv
VRT
$109B
$15.1M 2.44%
92,920
-20,750
-18% -$3.6M
VRSK icon
13
Verisk Analytics
VRSK
$24.3B
$14M 2.26%
62,381
+2,157
+4% +$487K
GGG icon
14
Graco
GGG
$13.4B
$12.7M 2.06%
155,031
-4,077
-3% -$335K
BSV icon
15
Vanguard Short-Term Bond ETF
BSV
$44.6B
$12.3M 2%
156,684
-4,175
-3% -$329K
FIS icon
16
Fidelity National Information Services
FIS
$21.9B
$10.2M 1.65%
153,394
-5,760
-4% -$380K
NDSN icon
17
Nordson
NDSN
$17.3B
$9.76M 1.58%
40,608
-779
-2% -$183K
RPM icon
18
RPM International
RPM
$14.8B
$9.36M 1.52%
90,037
-1,728
-2% -$187K
NVT icon
19
nVent Electric
NVT
$26.8B
$8.74M 1.42%
85,688
-5,179
-6% -$538K
ECL icon
20
Ecolab
ECL
$79.3B
$8.7M 1.41%
33,142
-403
-1% -$107K
COST icon
21
Costco
COST
$420B
$8.61M 1.4%
9,990
-78
-0.8% -$70.7K
LSTR icon
22
Landstar System
LSTR
$6B
$8.39M 1.36%
58,364
-840
-1% -$112K
RBC icon
23
RBC Bearings
RBC
$18.1B
$8.27M 1.34%
18,433
-1,037
-5% -$439K
FAST icon
24
Fastenal
FAST
$58.1B
$7.84M 1.27%
195,241
-7,485
-4% -$315K
VCSH icon
25
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$7.27M 1.18%
91,125
-385
-0.4% -$30.7K
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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SJIC
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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.