MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC

CIK

1067324

Location

BOISE, ID

Portfolio Value

Small $600,675,291

Diversification

Diversified

Filing Date

Global Rank

#2,508 / 8,517 ▲ 178

Top Industry

Specialty Industrial Machinery 24.5%

3Y Alpha vs SPY

-8.7%

Period ended 47 days ago

Filed Jul 30, 2026 · 17d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+40.0%

SPY

+76.6%

Annualised alpha

-9.0%

Max drawdown

−23.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

133 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.5%

+2.9 pts

Top 5

30.0%

+5.4 pts

Top 10

44.0%

+3.6 pts

HHI

318

Diversified+62

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	45.4%	$272,517,438	41
Technology	20.3%	$122,051,130	22
Healthcare	13.9%	$83,348,115	18
Financial Services	8.9%	$53,242,947	25
Consumer Defensive	3.8%	$22,907,084	7
Basic Materials	3.1%	$18,880,846	2
Unclassified	2.1%	$12,735,483	3
Consumer Cyclical	1.2%	$7,311,642	7
Energy	1.0%	$5,986,409	4
Utilities	0.2%	$905,778	2
Communication Services	0.1%	$788,419	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
FAST	Fastenal Co	+7,151	198,002	$9,510,036
MMSI	Merit Medical Systems Inc	+5,168	20,149	$1,397,131
VNT	Vontier Corp	+1,495	43,196	$1,252,684
WINA	Winmark Corp	+1,195	5,668	$2,398,017
ECL	Ecolab Inc.	+688	33,673	$9,381,634
RRX	Regal Rexnord Corp	+391	12,632	$3,008,816
JPM	Jpmorgan Chase & Co	+281	21,421	$7,011,735
LRN	Stride, Inc.	+270	10,565	$911,125
AAPL	Apple Inc.	+40	13,048	$3,775,569
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FIS	Fidelity National Information Services, Inc.	−36,546	109,199	$4,245,657
WAY	Waystar Holding Corp.	−24,815	57,164	$1,173,576
FISV	Fiserv Inc	−17,552	230,550	$11,308,477
APH	Amphenol Corp /De/	−13,115	358,775	$63,259,208
PRGS	Progress Software Corp /Ma	−11,612	25,800	$866,364
AME	Ametek Inc/	−7,549	172,755	$41,796,344
GGG	Graco Inc	−6,498	141,828	$10,723,615
DCI	DONALDSON Co INC	−5,736	175,444	$15,749,607
ATR	Aptargroup, Inc.	−5,095	126,187	$15,798,612
VRT	Vertiv Holdings Co	−4,590	77,849	$26,065,402
CHD	Church & Dwight Co Inc /De/	−4,170	76,358	$7,397,563
FTV	Fortive Corp	−4,100	98,494	$6,016,998
USB	US Bancorp De	−3,937	64,669	$3,906,007
IEX	Idex Corp /De/	−3,832	114,167	$25,910,200
DHR	Danaher Corp /De/	−3,623	122,583	$23,349,609
XYL	Xylem Inc.	−3,565	134,363	$15,883,050
RPM	Rpm International Inc/De/	−2,597	85,463	$9,499,212
VLTO	Veralto Corp	−2,291	51,908	$4,603,201
VRSK	Verisk Analytics, Inc.	−2,194	58,351	$10,475,755
NVT	nVent Electric plc	−2,079	79,717	$13,520,800
ROP	Roper Technologies Inc	−1,990	39,955	$13,520,372
CLH	Clean Harbors Inc	−1,835	21,597	$6,452,103
LSTR	Landstar System Inc	−1,717	53,452	$11,054,408
NDSN	Nordson Corp	−1,694	37,378	$11,276,568
ADP	Automatic Data Processing Inc	−1,500	10,631	$2,380,812
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
TYL	Tyler Technologies Inc	1,638	$479,049
SNDK	Sandisk Corp	167	$379,712
WDC	Western Digital Corp	502	$320,637
MIDD	MIDDLEBY Corp	1,405	$300,400
RAL	Ralliant Corp	4,061	$299,011
HONA	Honeywell Aerospace Inc.	1,306	$288,364
TDY	Teledyne Technologies Inc	320	$213,408
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	14,110	$1,089,009
CNMD	CONMED Corp	13,017	$460,281
VZ	Verizon Communications Inc	4,544	$228,108
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

133 tracked positions · $600,675,291 total · filing declares 146 positions · $635,368,695 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 133 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
APH	Amphenol Corp /De/ Technology	Reduced	358,775	-13,115	$63,259,208	—	10.53%
AME	Ametek Inc/ Industrials	Reduced	172,755	-7,549	$41,796,344	+8.1%	6.96%
VRT	Vertiv Holdings Co Industrials	Reduced	77,849	-4,590	$26,065,402	+26.2%	4.34%
IEX	Idex Corp /De/ Industrials	Reduced	114,167	-3,832	$25,910,200	+15.8%	4.31%
DHR	Danaher Corp /De/ Healthcare	Reduced	122,583	-3,623	$23,349,609	−2.4%	3.89%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	37,791	-718	$18,946,895	+0.1%	3.15%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	75,408	-82	$17,311,414	+5.9%	2.88%
XYL	Xylem Inc. Industrials	Reduced	134,363	-3,565	$15,883,050	−3.6%	2.64%
ATR	Aptargroup, Inc. Healthcare	Reduced	126,187	-5,095	$15,798,612	−4.5%	2.63%
DCI	DONALDSON Co INC Industrials	Reduced	175,444	-5,736	$15,749,607	+2.4%	2.62%
NVT	nVent Electric plc Industrials	Reduced	79,717	-2,079	$13,520,800	+39.8%	2.25%
ROP	Roper Technologies Inc Technology	Reduced	39,955	-1,990	$13,520,372	−8.9%	2.25%
MU	Micron Technology Inc Technology	Reduced	11,450	-344	$13,216,620	+231.7%	2.20%
FIX	Comfort Systems USA Inc Industrials	Reduced	6,182	-374	$12,252,414	+35.5%	2.04%
FISV	Fiserv Inc	Reduced	230,550	-17,552	$11,308,477	−18.3%	1.88%
NDSN	Nordson Corp Industrials	Reduced	37,378	-1,694	$11,276,568	+8.5%	1.88%
LSTR	Landstar System Inc Industrials	Reduced	53,452	-1,717	$11,054,408	+25.0%	1.84%
RBC	RBC Bearings INC Industrials	Reduced	16,672	-1,232	$10,737,768	+10.4%	1.79%
GGG	Graco Inc Industrials	Reduced	141,828	-6,498	$10,723,615	−14.6%	1.79%
VRSK	Verisk Analytics, Inc. Industrials	Reduced	58,351	-2,194	$10,475,755	−8.8%	1.74%
FAST	Fastenal Co Industrials	Added	198,002	+7,151	$9,510,036	+7.4%	1.58%
RPM	Rpm International Inc/De/ Basic Materials	Reduced	85,463	-2,597	$9,499,212	+8.5%	1.58%
ECL	Ecolab Inc. Basic Materials	Added	33,673	+688	$9,381,634	+6.9%	1.56%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	9,821	-143	$9,187,250	−7.5%	1.53%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	76,358	-4,170	$7,397,563	−1.6%	1.23%
AIZ	Assurant, Inc. Financial Services	Reduced	27,173	-644	$7,296,765	+20.4%	1.21%
JPM	Jpmorgan Chase & Co Financial Services	Added	21,421	+281	$7,011,735	+12.8%	1.17%
CLH	Clean Harbors Inc Industrials	Reduced	21,597	-1,835	$6,452,103	−4.0%	1.07%
FTV	Fortive Corp Technology	Reduced	98,494	-4,100	$6,016,998	+6.1%	1.00%
CSW	Csw Industrials, Inc. Industrials	Reduced	18,660	-414	$5,193,078	+4.5%	0.86%
SPGI	S&P Global Inc. Financial Services	Reduced	12,745	-213	$5,190,528	−5.8%	0.86%
MSA	MSA Safety Inc Industrials	Reduced	29,466	-260	$5,144,174	+5.6%	0.86%
XOM	ExxonMobil Holdings Corp Energy	Held	37,198	0	$5,085,710	−19.4%	0.85%
VLTO	Veralto Corp Industrials	Reduced	51,908	-2,291	$4,603,201	−3.9%	0.77%
MSFT	Microsoft Corp Technology	Held	11,669	0	$4,352,770	+0.8%	0.72%
FIS	Fidelity National Information Services, Inc. Technology	Reduced	109,199	-36,546	$4,245,657	−37.9%	0.71%
UFPT	Ufp Technologies Inc Healthcare	Reduced	15,484	-1,120	$4,105,272	+27.7%	0.68%
AIT	Applied Industrial Technologies Inc Industrials	Reduced	12,007	-864	$4,060,167	+18.9%	0.68%
USB	US Bancorp De Financial Services	Reduced	64,669	-3,937	$3,906,007	+9.5%	0.65%
ABBV	AbbVie Inc. Healthcare	Reduced	15,325	-18	$3,856,383	+15.6%	0.64%
AAPL	Apple Inc. Technology	Added	13,048	+40	$3,775,569	+14.4%	0.63%
KAI	Kadant Inc Industrials	Reduced	11,464	-162	$3,602,332	+6.0%	0.60%
GNRC	Generac Holdings Inc. Industrials	Reduced	12,179	-167	$3,566,132	+47.9%	0.59%
JNJ	Johnson & Johnson Healthcare	Reduced	14,020	-446	$3,560,659	+0.7%	0.59%
WAT	Waters Corp /De/ Healthcare	Reduced	8,136	-131	$3,051,325	+23.9%	0.51%
RRX	Regal Rexnord Corp Industrials	Added	12,632	+391	$3,008,816	+31.3%	0.50%
AMAT	Applied Materials Inc /De Technology	Held	4,010	0	$2,899,230	+111.5%	0.48%
FCN	Fti Consulting, Inc Industrials	Reduced	19,101	-1,210	$2,846,240	−20.7%	0.47%
ITW	Illinois Tool Works Inc Industrials	Reduced	8,906	-250	$2,408,805	+1.1%	0.40%
WINA	Winmark Corp Consumer Cyclical	Added	5,668	+1,195	$2,398,017	+25.4%	0.40%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.