MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC
Sector Allocation
- Industrials33.0%$209.9M
- Technology27.0%$171.6M
- Financials11.9%$75.9M
- Healthcare11.3%$71.5M
- Materials6.3%$39.9M
- Consumer Staples3.5%$22.0M
- Other2.8%$17.7M
- Consumer Discretionary2.0%$13.0M
- Utilities1.2%$7.6M
- Energy0.9%$6.0M
AUM History
13fpro.ai/research/fund/mountain-pacific-investment-advisers-llc-1067324
Conviction and streaks
Concentrating · top 10 = 41.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
APH
$63.3MAME
$41.8MVRT
$26.1MIEX
$25.9MDHR
$23.3MTMO
$18.9MAJG
$17.3MXYL
$15.9MATR
$15.8MDCI
$15.7MNVT
$13.5MROP
$13.5MMU
$13.2MFIX
$12.3MMETA
$11.4MFISV
$11.3MNDSN
$11.3MLSTR
$11.1MRBC
$10.7MGGG
$10.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/mountain-pacific-investment-advisers-llc-1067324
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 13F holdings — Q2 2026
$635.4M portfolio (+8.8% QoQ) · 146 holdings · Q2 2026 13F · top 10 are 42% of the stock portfolio
$63.3M
10.0% of stocks
-4%This quarter-5.8%Since filed8+ qtrsHeld$41.8M
6.6% of stocks
-4%This quarter+1.2%Since filed8+ qtrsHeldAIQuality68.9#279Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 7 qtrs in a row$26.1M
4.1% of stocks
-6%This quarter-12.2%Since filed8+ qtrsHeld$25.9M
4.1% of stocks
-3%This quarter-1.2%Since filed8+ qtrsHeldAIQuality61.7#756Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$23.3M
3.7% of stocks
-3%This quarter+18.8%Since filed8+ qtrsHeldAIQuality68.2#316Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$18.9M
3.0% of stocks
-2%This quarter+18.8%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$17.3M
2.7% of stocks
-0.1%This quarter+4.0%Since filed8+ qtrsHeld$15.9M
2.5% of stocks
-3%This quarter-7.3%Since filed8+ qtrsHeld$15.8M
2.5% of stocks
-4%This quarter-5.1%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$15.7M
2.5% of stocks
-3%This quarter-7.7%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 7 qtrs in a row
All holdings — MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC (Q2 2026)
146 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | nVent Electric plc | Industrials | $13.5M | 2.1% | 80K | -3% | 8+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ROPER TECHNOLOGIES INC | Technology | $13.5M | 2.1% | 40K | -5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | MICRON TECHNOLOGY INC | Technology | $13.2M | 2.1% | 11K | -3% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | COMFORT SYSTEMS USA INC | Industrials | $12.3M | 1.9% | 6,182 | -6% | 8+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Meta Platforms, Inc.note | Technology | $11.4M | 1.8% | 146K | -2% | 8+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | FISERV INC | Financials | $11.3M | 1.8% | 231K | -7% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | NORDSON CORP | Industrials | $11.3M | 1.8% | 37K | -4% | 8+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | LANDSTAR SYSTEM INC | Industrials | $11.1M | 1.7% | 53K | -3% | 8+ qtrsTrimmed 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | RBC Bearings INC | Industrials | $10.7M | 1.7% | 17K | -7% | 8+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | GRACO INC | Industrials | $10.7M | 1.7% | 142K | -4% | 8+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Verisk Analytics, Inc. | Technology | $10.5M | 1.6% | 58K | -4% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | FASTENAL CO | Industrials | $9.5M | 1.5% | 198K | +4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | RPM INTERNATIONAL INC/DE/ | Materials | $9.5M | 1.5% | 85K | -3% | 8+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ECOLAB INC. | Materials | $9.4M | 1.5% | 34K | +2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $9.2M | 1.4% | 9,821 | -1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $7.4M | 1.2% | 76K | -5% | |||
| 27 | $AIZ | ASSURANT, INC. | Financials | $7.3M | 1.1% | 27K | -2% | |||
| 28 | $JPM | JPMORGAN CHASE & CO | Financials | $7.0M | 1.1% | 21K | +1% | |||
| 29 | $CLH | CLEAN HARBORS INC | Utilities | $6.5M | 1.0% | 22K | -8% | |||
| 30 | $FTV | Fortive Corp | Industrials | $6.0M | 0.9% | 98K | -4% | |||
| 31 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $6.0M | 0.9% | 76K | -4% | |||
| 32 | $IVZ | Invesco Ltd. | Financials | $5.6M | 0.9% | 26K | +9% | |||
| 33 | $CSW | CSW INDUSTRIALS, INC. | Materials | $5.2M | 0.8% | 19K | -2% | |||
| 34 | $SPGI | S&P Global Inc. | Financials | $5.2M | 0.8% | 13K | -2% | |||
| 35 | $MSA | MSA Safety Inc | Healthcare | $5.1M | 0.8% | 29K | -0.9% | |||
| 36 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $5.1M | 0.8% | 37K | — | |||
| 37 | $VLTO | Veralto Corp | Technology | $4.6M | 0.7% | 52K | -4% | |||
| 38 | $MSFT | MICROSOFT CORP | Technology | $4.4M | 0.7% | 12K | — | |||
| 39 | $FIS | Fidelity National Information Services, Inc. | Financials | $4.2M | 0.7% | 109K | -25% | |||
| 40 | $UFPT | UFP TECHNOLOGIES INC | Healthcare | $4.1M | 0.7% | 15K | -7% | |||
| 41 | $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | Consumer Discretionary | $4.1M | 0.6% | 12K | -7% | |||
| 42 | $USB | US BANCORP \DE\ | Financials | $3.9M | 0.6% | 65K | -6% | |||
| 43 | $ABBV | AbbVie Inc. | Healthcare | $3.9M | 0.6% | 15K | -0.1% | |||
| 44 | $AAPL | Apple Inc. | Technology | $3.8M | 0.6% | 13K | +0.3% | |||
| 45 | $KAI | KADANT INC | Industrials | $3.6M | 0.6% | 11K | -1% | |||
| 46 | $GNRC | GENERAC HOLDINGS INC. | Technology | $3.6M | 0.6% | 12K | -1% | |||
| 47 | $JNJ | JOHNSON & JOHNSON | Healthcare | $3.6M | 0.6% | 14K | -3% | |||
| 48 | $WAT | WATERS CORP /DE/ | Healthcare | $3.1M | 0.5% | 8,136 | -2% | |||
| 49 | $RRX | REGAL REXNORD CORP | Industrials | $3.0M | 0.5% | 13K | +3% | |||
| 50 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.9M | 0.5% | 4,010 | — | |||
| 51 | $FCN | FTI CONSULTING, INC | Technology | $2.8M | 0.5% | 19K | -6% | |||
| 52 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $2.7M | 0.4% | 36K | +9% | |||
| 53 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $2.5M | 0.4% | 42K | — | |||
| 54 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $2.4M | 0.4% | 8,906 | -3% | |||
| 55 | $WINA | WINMARK CORP | Consumer Discretionary | $2.4M | 0.4% | 5,668 | +27% | |||
| 56 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $2.4M | 0.4% | 11K | -12% | |||
| 57 | $PNR | PENTAIR plc | Industrials | $2.3M | 0.4% | 31K | -0.6% | |||
| 58 | $WMT | Walmart Inc. | Consumer Staples | $2.3M | 0.4% | 20K | -3% | |||
| 59 | $SNA | Snap-on Inc | Industrials | $2.3M | 0.3% | 5,602 | — | |||
| 60 | $AMGN | AMGEN INC | Healthcare | $2.2M | 0.3% | 6,106 | — | |||
| 61 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.2M | 0.3% | 24K | -0.5% | |||
| 62 | $CAT | CATERPILLAR INC | Industrials | $2.0M | 0.3% | 1,924 | -4% | |||
| 63 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $2.0M | 0.3% | 9,200 | — | |||
| 64 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $1.9M | 0.3% | 37K | -11% | |||
| 65 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.8M | 0.3% | 13K | -3% | |||
| 66 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $1.8M | 0.3% | 6,709 | — | |||
| 67 | $CBSH | COMMERCE BANCSHARES INC /MO/ | Financials | $1.8M | 0.3% | 30K | — | |||
| 68 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.2% | 2 | — | |||
| 69 | $MMSI | MERIT MEDICAL SYSTEMS INC | Healthcare | $1.4M | 0.2% | 20K | +34% | |||
| 70 | $ETN | Eaton Corp plc | Industrials | $1.3M | 0.2% | 3,159 | -3% | |||
| 71 | $TFX | TELEFLEX INC | Healthcare | $1.3M | 0.2% | 11K | -3% | |||
| 72 | $RTX | RTX Corp | Industrials | $1.3M | 0.2% | 6,861 | -2% | |||
| 73 | $VNT | Vontier Corp | Technology | $1.3M | 0.2% | 43K | +4% | |||
| 74 | $WAY | Waystar Holding Corp. | Technology | $1.2M | 0.2% | 57K | -30% | |||
| 75 | $INTC | INTEL CORP | Technology | $1.1M | 0.2% | 8,096 | -12% | |||
| 76 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $1.1M | 0.2% | 14K | — | |||
| 77 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.0M | 0.2% | 3,696 | — | |||
| 78 | $CHRW | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $1.0M | 0.2% | 5,500 | — | |||
| 79 | $FITB | FIFTH THIRD BANCORP | Financials | $1.0M | 0.2% | 18K | — | |||
| 80 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.0M | 0.2% | 12K | -3% | |||
| 81 | $RY | ROYAL BANK OF CANADA | Financials | $983K | 0.1% | 4,749 | — | |||
| 82 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $933K | 0.1% | 4,651 | — | |||
| 83 | $LRN | Stride, Inc. | Consumer Discretionary | $911K | 0.1% | 11K | +3% | |||
| 84 | $MTB | M&T BANK CORP | Financials | $878K | 0.1% | 3,687 | — | |||
| 85 | $PRGS | PROGRESS SOFTWARE CORP /MA | Technology | $866K | 0.1% | 26K | -31% | |||
| 86 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $862K | 0.1% | 2,444 | -11% | |||
| 87 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $845K | 0.1% | 2,283 | — | |||
| 88 | $ZBRA | ZEBRA TECHNOLOGIES CORP | Industrials | $811K | 0.1% | 3,081 | -17% | |||
| 89 | $SPY | SPDR S&P 500 ETF TRUST | — | $786K | 0.1% | 1,052 | -50% | |||
| 90 | $V | VISA INC. | Financials | $752K | 0.1% | 2,191 | -4% | |||
| 91 | $MSM | MSC INDUSTRIAL DIRECT CO INC | Consumer Discretionary | $726K | 0.1% | 6,103 | — | |||
| 92 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $700K | 0.1% | 1,019 | — | |||
| 93 | $SIGI | SELECTIVE INSURANCE GROUP INC | Financials | $694K | 0.1% | 7,156 | -0.5% | |||
| 94 | $PEP | PEPSICO INC | Consumer Staples | $692K | 0.1% | 5,108 | — | |||
| 95 | $AWK | American Water Works Company, Inc. | Utilities | $684K | 0.1% | 5,197 | -2% | |||
| 96 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $673K | 0.1% | 2,734 | — | |||
| 97 | $TSLA | Tesla, Inc. | Consumer Discretionary | $668K | 0.1% | 1,588 | — | |||
| 98 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $641K | 0.1% | 871 | — | |||
| 99 | $CSCO | CISCO SYSTEMS, INC. | Technology | $638K | 0.1% | 5,429 | — | |||
| 100 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $626K | 0.1% | 5,250 | — | |||
| 101 | $ACIW | ACI WORLDWIDE, INC. | Technology | $618K | 0.1% | 12K | — | |||
| 102 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $615K | 0.1% | 2,900 | — | |||
| 103 | $MCD | MCDONALDS CORP | Consumer Discretionary | $604K | 0.1% | 2,233 | — | |||
| 104 | $KO | COCA COLA CO | Consumer Staples | $591K | 0.1% | 7,274 | — | |||
| 105 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $540K | 0.1% | 1,635 | — | |||
| 106 | $GOOGL | Alphabet Inc. | Technology | $503K | 0.1% | 1,407 | -28% | |||
| 107 | $GBCI | GLACIER BANCORP, INC. | Financials | $500K | 0.1% | 9,693 | — | |||
| 108 | $TYL | TYLER TECHNOLOGIES INC | Technology | $479K | 0.1% | 1,638 | New | |||
| 109 | $EMR | EMERSON ELECTRIC CO | Industrials | $472K | 0.1% | 3,300 | — | |||
| 110 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $442K | 0.1% | 883 | — | |||
| 111 | $CARR | CARRIER GLOBAL Corp | Industrials | $439K | 0.1% | 5,980 | -2% | |||
| 112 | $MUSA | Murphy USA Inc. | Consumer Discretionary | $437K | 0.1% | 811 | -9% | |||
| 113 | $MRK | Merck & Co., Inc. | Healthcare | $416K | 0.1% | 3,241 | -11% | |||
| 114 | $GE | GENERAL ELECTRIC CO | Industrials | $405K | 0.1% | 1,084 | -5% | |||
| 115 | $GEV | GE Vernova Inc. | Industrials | $395K | 0.1% | 336 | -8% | |||
| 116 | $AMZN | AMAZON COM INC | Consumer Discretionary | $385K | 0.1% | 1,615 | -10% | |||
| 117 | $BDX | BECTON DICKINSON & CO | Healthcare | $385K | 0.1% | 2,542 | -6% | |||
| 118 | $SNDK | Sandisk Corp | Technology | $380K | 0.1% | 167 | New | |||
| 119 | $LLY | ELI LILLY & Co | Healthcare | $378K | 0.1% | 315 | — | |||
| 120 | $CVX | CHEVRON CORP | Energy | $360K | 0.1% | 2,170 | — | |||
| 121 | $AXP | AMERICAN EXPRESS CO | Financials | $357K | 0.1% | 1,055 | -19% | |||
| 122 | $PAYX | PAYCHEX INC | Technology | $337K | 0.1% | 3,426 | — | |||
| 123 | $HSIC | HENRY SCHEIN INC | Healthcare | $326K | 0.1% | 3,900 | — | |||
| 124 | $UNP | UNION PACIFIC CORP | Industrials | $322K | 0.1% | 1,183 | — | |||
| 125 | $WDC | WESTERN DIGITAL CORP | Technology | $321K | 0.1% | 502 | New | |||
| 126 | $MA | Mastercard Inc | Financials | $310K | 0.1% | 604 | — | |||
| 127 | $COP | CONOCOPHILLIPS | Energy | $303K | 0.1% | 2,916 | — | |||
| 128 | $WRB | BERKLEY W R CORP | Financials | $300K | 0.1% | 4,252 | — | |||
| 129 | $RAL | Ralliant Corp | Technology | $299K | 0.1% | 4,061 | New | |||
| 130 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $293K | 0.1% | 5,143 | — | |||
| 131 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $293K | 0.1% | 1,307 | -50% | |||
| 132 | $HONA | Honeywell Aerospace Inc. | Industrials | $289K | 0.1% | 1,306 | New | |||
| 133 | $NFLX | NETFLIX INC | Communication Services | $286K | 0.0% | 4,000 | — | |||
| 134 | $TROW | PRICE T ROWE GROUP INC | Financials | $275K | 0.0% | 2,415 | — | |||
| 135 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $274K | 0.0% | 2,540 | -4% | |||
| 136 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $270K | 0.0% | 1,265 | — | |||
| 137 | $TFC | TRUIST FINANCIAL CORP | Financials | $267K | 0.0% | 5,366 | — | |||
| 138 | — | ISHARES TR - RUS 1000 VAL ETF | — | $255K | 0.0% | 1,050 | — | |||
| 139 | $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | Financials | $253K | 0.0% | 2,200 | — | |||
| 140 | $MIDD | MIDDLEBY Corp | Industrials | $242K | 0.0% | 1,405 | New | |||
| 141 | $SYK | STRYKER CORP | Healthcare | $240K | 0.0% | 763 | — | |||
| 142 | $PSX | Phillips 66 | Energy | $238K | 0.0% | 1,407 | — | |||
| 143 | — | ISHARES TR - RUS 1000 ETF | — | $235K | 0.0% | 573 | — | |||
| 144 | $IDA | IDACORP INC | Utilities | $222K | 0.0% | 1,467 | — | |||
| 145 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $213K | 0.0% | 320 | New | |||
| 146 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $201K | 0.0% | 2,328 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 8 new, 11 added to, 74 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
$TYLTYLER TECHNOLOGIES INC$479K
first bought this quarter
$SNDKSandisk Corp$380K
first bought this quarter
$WDCWESTERN DIGITAL CORP$321K
first bought this quarter
$RALRalliant Corp$299K
first bought this quarter
$HONAHoneywell Aerospace Inc.$289K
first bought this quarter
$MIDDMIDDLEBY Corp$242K
first bought this quarter
+2 more in the Excel export
Added to (11)
$WINAWINMARK CORP+27%
now $2.4M · held 8+ qtrs, 2 adds in a row
$IVZInvesco Ltd.+9%
now $5.6M · held 8+ qtrs, 4 adds in a row
$MMSIMERIT MEDICAL SYSTEMS INC+34%
now $1.4M · held 6 qtrs, 3 adds in a row
$FASTFASTENAL CO+4%
now $9.5M · held 8+ qtrs
- VANGUARD BD INDEX FDS - TOTAL BND MRKT+9%
now $2.7M
$ECLECOLAB INC.+2%
now $9.4M · held 8+ qtrs
+5 more in the Excel export
Trimmed (74)
now $63.3M · held 8+ qtrs, 7 trims in a row
now $41.8M · held 8+ qtrs, 7 trims in a row
now $26.1M · held 8+ qtrs, 7 trims in a row
$FISFidelity National Information Services, Inc.-25%
now $4.2M · held 8+ qtrs, 6 trims in a row
now $25.9M · held 8+ qtrs, 2 trims in a row
now $11.3M · held 8+ qtrs, 2 trims in a row
+68 more in the Excel export
Holdings by quarter
Every 13F MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow MOUNTAIN PACIFIC INVESTMENT ADVISERS?
Q2 2026 13F filed with the SEC on Jul 30, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MOUNTAIN PACIFIC INVESTMENT ADVISERS's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-0.5%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 3% over the last 4
Top 10 weight
42%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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 Industrials (33.0% 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.
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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 an AI quality ranking built from its SEC filings (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.