MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC
13F Reported Value
ⓘ$635.4M
Holdings
146
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC disclosed 146 positions worth $635.4M in its Form 13F-HR for Q2 2026, led by $APH (AMPHENOL CORP /DE/) at 10.0% of the equity portfolio, followed by $AME and $VRT. During the quarter the fund opened 8 new positions and exited 2 — including a new stake in $TYL and a full exit from $CNMD. The portfolio is most concentrated in Technology (41.7% of disclosed assets). All figures are sourced directly from MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC’s Form 13F-HR filing with the SEC under CIK 1067324.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 79.3#41
Quality
$63.3M358,775 sh - 69.7#247
Quality
$41.8M172,755 sh - 81.0#22
Quality
$26.1M77,849 sh - 60.9
Quality
$25.9M114,167 sh - 64.8
Quality
$23.3M122,583 sh - 65.1
Quality
$18.9M37,791 sh - 71.2
Quality
$17.3M75,408 sh - 65.8
Quality
$15.9M134,363 sh - 57.5
Quality
$15.8M126,187 sh - 60.5
Quality
$15.7M175,444 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 AMPHENOL CORP /DE/$APH | 79.3#41 | $63.3M | 358,775 |
 AMETEK INC/$AME | 69.7#247 | $41.8M | 172,755 |
 Vertiv Holdings Co$VRT | 81.0#22 | $26.1M | 77,849 |
 IDEX CORP /DE/$IEX | 60.9 | $25.9M | 114,167 |
 DANAHER CORP /DE/$DHR | 64.8 | $23.3M | 122,583 |
 THERMO FISHER SCIENTIFIC INC.$TMO | 65.1 | $18.9M | 37,791 |
 Arthur J. Gallagher & Co.$AJG | 71.2 | $17.3M | 75,408 |
 Xylem Inc.$XYL | 65.8 | $15.9M | 134,363 |
 APTARGROUP, INC.$ATR | 57.5 | $15.8M | 126,187 |
 DONALDSON Co INC$DCI | 60.5 | $15.7M | 175,444 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC's 146 positions.
Showing top 10 of 146 holdings.
Sector Allocation
Technology
$265.0M
Industrials
$168.6M
Financials
$60.3M
Materials
$39.9M
Consumer Discretionary
$33.3M
Healthcare
$26.2M
Other
$17.7M
Consumer Staples
$10.5M
Full Holdings — MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC (Q2 2026)
All 146 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $APH | AMPHENOL CORP /DE/ | $63.3M | 10.0% | -4% | 79.3 |
| 2 | $AME | AMETEK INC/ | $41.8M | 6.6% | -4% | 69.7 |
| 3 | $VRT | Vertiv Holdings Co | $26.1M | 4.1% | -6% | 81 |
| 4 | $IEX | IDEX CORP /DE/ | $25.9M | 4.1% | -3% | 60.9 |
| 5 | $DHR | DANAHER CORP /DE/ | $23.3M | 3.7% | -3% | 64.8 |
| 6 | $TMO | THERMO FISHER SCIENTIFIC INC. | $18.9M | 3.0% | -2% | 65.1 |
| 7 | $AJG | Arthur J. Gallagher & Co. | $17.3M | 2.7% | -0% | 71.2 |
| 8 | $XYL | Xylem Inc. | $15.9M | 2.5% | -3% | 65.8 |
| 9 | $ATR | APTARGROUP, INC. | $15.8M | 2.5% | -4% | 57.5 |
| 10 | $DCI | DONALDSON Co INC | $15.7M | 2.5% | -3% | 60.5 |
| 11 |  $NVT | nVent Electric plc | $13.5M | 2.1% | -3% | — |
| 12 |  $ROP | ROPER TECHNOLOGIES INC | $13.5M | 2.1% | -5% | 71.9 |
| 13 |  $MU | MICRON TECHNOLOGY INC | $13.2M | 2.1% | -3% | 86.2 |
| 14 |  $FIX | COMFORT SYSTEMS USA INC | $12.3M | 1.9% | -6% | 77.7 |
| 15 |  $META | Meta Platforms, Inc. | $11.4M | 1.8% | -2% | 79.6 |
| 16 |  $FISV | FISERV INC | $11.3M | 1.8% | -7% | 60.7 |
| 17 |  $NDSN | NORDSON CORP | $11.3M | 1.8% | -4% | 69.2 |
| 18 |  $LSTR | LANDSTAR SYSTEM INC | $11.1M | 1.7% | -3% | 47.6 |
| 19 |  $RBC | RBC Bearings INC | $10.7M | 1.7% | -7% | 66.8 |
| 20 |  $GGG | GRACO INC | $10.7M | 1.7% | -4% | 63.4 |
| 21 |  $VRSK | Verisk Analytics, Inc. | $10.5M | 1.6% | -4% | 71.2 |
| 22 |  $FAST | FASTENAL CO | $9.5M | 1.5% | +4% | 66.9 |
| 23 |  $RPM | RPM INTERNATIONAL INC/DE/ | $9.5M | 1.5% | -3% | 59.6 |
| 24 |  $ECL | ECOLAB INC. | $9.4M | 1.5% | +2% | 63.3 |
| 25 |  $COST | COSTCO WHOLESALE CORP /NEW | $9.2M | 1.4% | -1% | 66.2 |
| 26 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $7.4M | 1.2% | -5% | 58.1 |
| 27 |  $AIZ | ASSURANT, INC. | $7.3M | 1.1% | -2% | 67.8 |
| 28 |  $JPM | JPMORGAN CHASE & CO | $7.0M | 1.1% | +1% | 70.7 |
| 29 |  $CLH | CLEAN HARBORS INC | $6.5M | 1.0% | -8% | 55.6 |
| 30 |  $FTV | Fortive Corp | $6.0M | 0.9% | -4% | 57 |
| 31 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $6.0M | 0.9% | -4% | — |
| 32 |  $IVZ | Invesco Ltd. | $5.6M | 0.9% | +9% | — |
| 33 |  $CSW | CSW INDUSTRIALS, INC. | $5.2M | 0.8% | -2% | 61.8 |
| 34 |  $SPGI | S&P Global Inc. | $5.2M | 0.8% | -2% | 76.1 |
| 35 |  $MSA | MSA Safety Inc | $5.1M | 0.8% | -1% | 63.4 |
| 36 |  $XOM.R34088 | EXXON MOBIL CORP | $5.1M | 0.8% | +0% | 57.9 |
| 37 |  $VLTO | Veralto Corp | $4.6M | 0.7% | -4% | 65.5 |
| 38 |  $MSFT | MICROSOFT CORP | $4.4M | 0.7% | +0% | 79.8 |
| 39 |  $FIS | Fidelity National Information Services, Inc. | $4.2M | 0.7% | -25% | 68.9 |
| 40 |  $UFPT | UFP TECHNOLOGIES INC | $4.1M | 0.7% | -7% | 63.1 |
| 41 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $4.1M | 0.6% | -7% | 58.7 |
| 42 |  $USB | US BANCORP \DE\ | $3.9M | 0.6% | -6% | 65.3 |
| 43 |  $ABBV | AbbVie Inc. | $3.9M | 0.6% | -0% | 72.6 |
| 44 |  $AAPL | Apple Inc. | $3.8M | 0.6% | +0% | 76.4 |
| 45 |  $KAI | KADANT INC | $3.6M | 0.6% | -1% | 55.8 |
| 46 |  $GNRC | GENERAC HOLDINGS INC. | $3.6M | 0.6% | -1% | 54.4 |
| 47 |  $JNJ | JOHNSON & JOHNSON | $3.6M | 0.6% | -3% | 69 |
| 48 |  $WAT | WATERS CORP /DE/ | $3.1M | 0.5% | -2% | 60.4 |
| 49 |  $RRX | REGAL REXNORD CORP | $3.0M | 0.5% | +3% | 52 |
| 50 |  $AMAT | APPLIED MATERIALS INC /DE | $2.9M | 0.5% | +0% | 72.3 |
| 51 |  $FCN | FTI CONSULTING, INC | $2.8M | 0.5% | -6% | 56.4 |
| 52 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $2.7M | 0.4% | +9% | — |
| 53 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $2.5M | 0.4% | +0% | — |
| 54 |  $ITW | ILLINOIS TOOL WORKS INC | $2.4M | 0.4% | -3% | 63.6 |
| 55 |  $WINA | WINMARK CORP | $2.4M | 0.4% | +27% | 54.8 |
| 56 |  $ADP | AUTOMATIC DATA PROCESSING INC | $2.4M | 0.4% | -12% | 69.8 |
| 57 |  $PNR | PENTAIR plc | $2.3M | 0.4% | -1% | — |
| 58 |  $WMT | Walmart Inc. | $2.3M | 0.4% | -3% | 60.2 |
| 59 |  $SNA | Snap-on Inc | $2.3M | 0.3% | +0% | 63 |
| 60 |  $AMGN | AMGEN INC | $2.2M | 0.3% | +0% | 79.2 |
| 61 |  $ABT | ABBOTT LABORATORIES | $2.2M | 0.3% | -1% | 65.5 |
| 62 |  $CAT | CATERPILLAR INC | $2.0M | 0.3% | -4% | 66.5 |
| 63 |  $ROST | ROSS STORES, INC. | $2.0M | 0.3% | +0% | 70.4 |
| 64 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $1.9M | 0.3% | -11% | — |
| 65 |  $PG | PROCTER & GAMBLE Co | $1.8M | 0.3% | -3% | 64.6 |
| 66 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $1.8M | 0.3% | +0% | 66.3 |
| 67 |  $CBSH | COMMERCE BANCSHARES INC /MO/ | $1.8M | 0.3% | +0% | 59.1 |
| 68 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.2% | +0% | 73.8 |
| 69 |  $MMSI | MERIT MEDICAL SYSTEMS INC | $1.4M | 0.2% | +34% | 64 |
| 70 |  $ETN | Eaton Corp plc | $1.3M | 0.2% | -3% | — |
| 71 |  $TFX | TELEFLEX INC | $1.3M | 0.2% | -3% | 37.5 |
| 72 |  $RTX | RTX Corp | $1.3M | 0.2% | -2% | 73.2 |
| 73 |  $VNT | Vontier Corp | $1.3M | 0.2% | +4% | 56.8 |
| 74 |  $WAY | Waystar Holding Corp. | $1.2M | 0.2% | -30% | 65.5 |
| 75 |  $INTC | INTEL CORP | $1.1M | 0.2% | -12% | 45.6 |
| 76 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $1.1M | 0.2% | +0% | — |
| 77 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.0M | 0.2% | +0% | 70 |
| 78 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $1.0M | 0.2% | +0% | 52.1 |
| 79 |  $FITB | FIFTH THIRD BANCORP | $1.0M | 0.2% | +0% | 63.2 |
| 80 |  $WFC | WELLS FARGO & COMPANY/MN | $1.0M | 0.2% | -3% | 61.8 |
| 81 |  $RY | ROYAL BANK OF CANADA | $982,901 | 0.1% | +0% | 74.8 |
| 82 |  $COF | CAPITAL ONE FINANCIAL CORP | $933,084 | 0.1% | +0% | 62.4 |
| 83 |  $LRN | Stride, Inc. | $911,126 | 0.1% | +3% | 64.5 |
| 84 |  $MTB | M&T BANK CORP | $877,543 | 0.1% | +0% | 58.6 |
| 85 |  $PRGS | PROGRESS SOFTWARE CORP /MA | $866,364 | 0.1% | -31% | 66.2 |
| 86 |  $HD | HOME DEPOT, INC. | $861,950 | 0.1% | -11% | 60.3 |
| 87 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $844,801 | 0.1% | +0% | — |
| 88 |  $ZBRA | ZEBRA TECHNOLOGIES CORP | $811,104 | 0.1% | -17% | 67.5 |
| 89 |  $SPY | SPDR S&P 500 ETF TRUST | $785,535 | 0.1% | -50% | — |
| 90 |  $V | VISA INC. | $751,710 | 0.1% | -4% | 82.9 |
| 91 |  $MSM | MSC INDUSTRIAL DIRECT CO INC | $725,952 | 0.1% | +0% | 50.2 |
| 92 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $699,859 | 0.1% | +0% | — |
| 93 |  $SIGI | SELECTIVE INSURANCE GROUP INC | $694,204 | 0.1% | -0% | 68.7 |
| 94 |  $PEP | PEPSICO INC | $691,623 | 0.1% | +0% | 63.4 |
| 95 |  $AWK | American Water Works Company, Inc. | $683,821 | 0.1% | -2% | 58.1 |
| 96 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $673,165 | 0.1% | +0% | 73.7 |
| 97 |  $TSLA | Tesla, Inc. | $667,913 | 0.1% | +0% | 53.9 |
| 98 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $641,404 | 0.1% | +0% | — |
| 99 |  $CSCO | CISCO SYSTEMS, INC. | $637,663 | 0.1% | +0% | 70.3 |
| 100 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $626,010 | 0.1% | +0% | — |
| 101 |  $ACIW | ACI WORLDWIDE, INC. | $617,561 | 0.1% | +0% | 66.3 |
| 102 |  $DGX | QUEST DIAGNOSTICS INC | $614,655 | 0.1% | +0% | 69 |
| 103 |  $MCD | MCDONALDS CORP | $603,602 | 0.1% | +0% | 69 |
| 104 |  $KO | COCA COLA CO | $591,121 | 0.1% | +0% | 69.5 |
| 105 |  $TRV | TRAVELERS COMPANIES, INC. | $539,746 | 0.1% | +0% | 75.9 |
| 106 |  $GOOG | Alphabet Inc. | $502,820 | 0.1% | -28% | 78.2 |
| 107 |  $GBCI | GLACIER BANCORP, INC. | $499,965 | 0.1% | +0% | 68.1 |
| 108 |  $TYL | TYLER TECHNOLOGIES INC | $479,049 | 0.1% | NEW | 64.3 |
| 109 |  $EMR | EMERSON ELECTRIC CO | $472,395 | 0.1% | +0% | 65.3 |
| 110 |  $BRK.B | BERKSHIRE HATHAWAY INC | $441,844 | 0.1% | +0% | 73.8 |
| 111 |  $CARR | CARRIER GLOBAL Corp | $438,633 | 0.1% | -2% | 56.6 |
| 112 |  $MUSA | Murphy USA Inc. | $437,024 | 0.1% | -9% | 52.7 |
| 113 |  $MRK | Merck & Co., Inc. | $416,469 | 0.1% | -11% | 59.9 |
| 114 |  $GE | GENERAL ELECTRIC CO | $405,123 | 0.1% | -5% | 73.8 |
| 115 |  $GEV | GE Vernova Inc. | $394,753 | 0.1% | -8% | 81.1 |
| 116 |  $AMZN | AMAZON COM INC | $384,919 | 0.1% | -10% | 68.7 |
| 117 |  $BDX | BECTON DICKINSON & CO | $384,681 | 0.1% | -6% | 59 |
| 118 |  $SNDK | Sandisk Corp | $379,713 | 0.1% | NEW | 87.7 |
| 119 |  $LLY | ELI LILLY & Co | $377,820 | 0.1% | +0% | 87.5 |
| 120 |  $CVX | CHEVRON CORP | $359,699 | 0.1% | +0% | 62.8 |
| 121 |  $AXP | AMERICAN EXPRESS CO | $357,008 | 0.1% | -19% | 69.4 |
| 122 |  $PAYX | PAYCHEX INC | $336,879 | 0.1% | +0% | 74.6 |
| 123 |  $HSIC | HENRY SCHEIN INC | $325,728 | 0.1% | +0% | 58.8 |
| 124 |  $UNP | UNION PACIFIC CORP | $321,776 | 0.1% | +0% | 69.7 |
| 125 |  $WDC | WESTERN DIGITAL CORP | $320,651 | 0.1% | NEW | 80.7 |
| 126 |  $MA | Mastercard Inc | $310,214 | 0.1% | +0% | 85.1 |
| 127 |  $COP | CONOCOPHILLIPS | $303,118 | 0.1% | +0% | 70.2 |
| 128 |  $WRB | BERKLEY W R CORP | $299,894 | 0.1% | +0% | 68.6 |
| 129 |  $RAL | Ralliant Corp | $299,011 | 0.1% | NEW | 37.1 |
| 130 |  $BAC | BANK OF AMERICA CORP /DE/ | $293,048 | 0.1% | +0% | 67.6 |
| 131 |  $HON | HONEYWELL INTERNATIONAL INC | $292,526 | 0.1% | -50% | 65 |
| 132 |  $HONA | Honeywell Aerospace Inc. | $288,730 | 0.1% | NEW | — |
| 133 |  $NFLX | NETFLIX INC | $285,600 | 0.0% | +0% | 78.8 |
| 134 |  $TROW | PRICE T ROWE GROUP INC | $274,561 | 0.0% | +0% | 69 |
| 135 |  $PFH | PRUDENTIAL FINANCIAL INC | $274,142 | 0.0% | -4% | 58.7 |
| 136 |  $RSG | REPUBLIC SERVICES, INC. | $269,546 | 0.0% | +0% | 62.3 |
| 137 |  $TFC | TRUIST FINANCIAL CORP | $267,334 | 0.0% | +0% | 76.4 |
| 138 | — | ISHARES TR - RUS 1000 VAL ETF | $254,552 | 0.0% | +0% | — |
| 139 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $253,000 | 0.0% | +0% | 76.4 |
| 140 |  $MIDD | MIDDLEBY Corp | $241,674 | 0.0% | NEW | 40.6 |
| 141 |  $SYK | STRYKER CORP | $240,223 | 0.0% | +0% | 72.1 |
| 142 |  $PSX | Phillips 66 | $237,853 | 0.0% | +0% | 57.8 |
| 143 | — | ISHARES TR - RUS 1000 ETF | $234,806 | 0.0% | +0% | — |
| 144 |  $IDA | IDACORP INC | $221,957 | 0.0% | +0% | 51.1 |
| 145 |  $TDY | TELEDYNE TECHNOLOGIES INC | $213,408 | 0.0% | NEW | 67.2 |
| 146 | — | VANGUARD INDEX FDS - GROWTH ETF | $200,534 | 0.0% | NEW | — |
New Positions (8)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC including:
Track MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC
13F Pro is an AI hedge fund tracker and stock research platform. For MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC (SEC CIK: 1067324), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.