MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC

CIK

1067324

Location

BOISE, ID

Portfolio Value

Small $549,592,907

Diversification

Diversified

Filing Date

Global Rank

#2,183 / 8,232 ▲ 68

Top Industry

Specialty Industrial Machinery 25.5%

3Y Alpha vs SPY

-9.2%

Period ended 2 months ago

Filed Apr 16, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+39.2%

SPY

+76.5%

Annualised alpha

-9.2%

Max drawdown

−22.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

128 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.5%

−1.1 pts

Top 5

27.8%

−1.2 pts

Top 10

43.0%

−1.3 pts

HHI

289

Diversified−16

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	45.1%	$247,875,236	39
Technology	17.4%	$95,541,489	17
Healthcare	15.2%	$83,634,571	19
Financial Services	8.9%	$48,739,262	25
Consumer Defensive	4.4%	$24,143,225	7
Basic Materials	3.2%	$17,527,833	2
Unclassified	2.9%	$15,714,479	3
Energy	1.3%	$7,401,224	4
Consumer Cyclical	1.3%	$6,906,646	7
Communication Services	0.2%	$1,178,338	3
Utilities	0.2%	$930,604	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
WAY	Waystar Holding Corp.	+3,876	81,979	$1,976,513
XYL	Xylem Inc.	+3,047	137,928	$16,482,396
AJG	Arthur J. Gallagher & Co.	+1,759	75,490	$16,349,624
MMSI	Merit Medical Systems Inc	+1,207	14,981	$1,032,640
MSA	MSA Safety Inc	+933	29,726	$4,873,577
CSW	Csw Industrials, Inc.	+871	19,074	$4,970,302
PAYX	Paychex Inc	+600	3,426	$315,603
INTC	Intel Corp	+560	9,196	$405,819
ROP	Roper Technologies Inc	+546	41,945	$14,842,657
RRX	Regal Rexnord Corp	+416	12,241	$2,292,249
PEP	Pepsico Inc	+375	5,108	$793,221
KAI	Kadant Inc	+204	11,626	$3,398,861
AIT	Applied Industrial Technologies Inc	+156	12,871	$3,414,933
AMZN	Amazon Com Inc	+75	1,790	$372,803
WINA	Winmark Corp	+54	4,473	$1,912,431
GOOGL	Alphabet Inc.	+50	1,967	$565,630
TSLA	Tesla, Inc.	+30	1,588	$590,339
SYK	Stryker Corp	+22	763	$250,714
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp /De/	−40,840	371,890	$46,988,301
VRT	Vertiv Holdings Co	−10,481	82,439	$20,657,564
FIS	Fidelity National Information Services, Inc.	−7,649	145,745	$6,836,897
AME	Ametek Inc/	−7,292	180,304	$38,649,965
GGG	Graco Inc	−6,705	148,326	$12,555,795
FAST	Fastenal Co	−4,390	190,851	$8,855,486
NVT	nVent Electric plc	−3,892	81,796	$9,674,830
PNR	PENTAIR plc	−3,850	30,793	$2,682,378
FISV	Fiserv Inc	−3,715	248,102	$13,844,091
LSTR	Landstar System Inc	−3,195	55,169	$8,844,142
ATR	Aptargroup, Inc.	−3,063	131,282	$16,544,157
DCI	DONALDSON Co INC	−2,974	181,180	$15,376,746
DHR	Danaher Corp /De/	−2,802	126,206	$23,928,657
WFC	Wells Fargo & Company/Mn	−2,699	12,777	$1,017,176
VNT	Vontier Corp	−2,549	41,701	$1,479,134
IEX	Idex Corp /De/	−2,376	117,999	$22,366,710
AIZ	Assurant, Inc.	−2,335	27,817	$6,058,820
FTV	Fortive Corp	−2,269	102,594	$5,671,396
CHD	Church & Dwight Co Inc /De/	−2,144	80,528	$7,514,872
RPM	Rpm International Inc/De/	−1,977	88,060	$8,753,164
VRSK	Verisk Analytics, Inc.	−1,836	60,545	$11,488,413
CNMD	CONMED Corp	−1,761	13,017	$460,281
NDSN	Nordson Corp	−1,536	39,072	$10,395,496
AAPL	Apple Inc.	−1,525	13,008	$3,301,300
FIX	Comfort Systems USA Inc	−1,184	6,556	$9,040,658
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
PSX	Phillips 66	1,407	$256,327
IDA	Idacorp Inc	1,467	$209,736
CM	Canadian Imperial Bank Of Commerce /Can/	2,200	$208,450
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
NVDA	Nvidia Corp	2,990	$557,635
MNPR	Monopar Therapeutics	6,100	$398,330
MIDD	MIDDLEBY Corp	2,005	$298,083
RAL	Ralliant Corp	5,741	$292,274
OTIS	Otis Worldwide Corp	2,455	$214,444
SARO	StandardAero, Inc.	7,110	$203,914
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

128 positions · $549,592,907 total · as of Mar 31, 2026

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

Showing 1–50 of 128 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	371,890	-40,840	$46,988,301	−15.8%	8.55%
AME	Ametek Inc/ Industrials	Reduced	180,304	-7,292	$38,649,965	+0.3%	7.03%
DHR	Danaher Corp /De/ Healthcare	Reduced	126,206	-2,802	$23,928,657	−19.0%	4.35%
IEX	Idex Corp /De/ Industrials	Reduced	117,999	-2,376	$22,366,710	+4.4%	4.07%
VRT	Vertiv Holdings Co Industrials	Reduced	82,439	-10,481	$20,657,564	+37.2%	3.76%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	38,509	-818	$18,928,328	−16.9%	3.44%
ATR	Aptargroup, Inc. Healthcare	Reduced	131,282	-3,063	$16,544,157	+1.0%	3.01%
XYL	Xylem Inc. Industrials	Added	137,928	+3,047	$16,482,396	−10.3%	3.00%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	75,490	+1,759	$16,349,624	−14.3%	2.97%
DCI	DONALDSON Co INC Industrials	Reduced	181,180	-2,974	$15,376,746	−5.8%	2.80%
ROP	Roper Technologies Inc Technology	Added	41,945	+546	$14,842,657	−19.5%	2.70%
FISV	Fiserv Inc	Reduced	248,102	-3,715	$13,844,091	−18.2%	2.52%
GGG	Graco Inc Industrials	Reduced	148,326	-6,705	$12,555,795	−1.2%	2.28%
VRSK	Verisk Analytics, Inc. Industrials	Reduced	60,545	-1,836	$11,488,413	−17.7%	2.09%
NDSN	Nordson Corp Industrials	Reduced	39,072	-1,536	$10,395,496	+6.5%	1.89%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	9,964	-26	$9,928,428	+15.2%	1.81%
RBC	RBC Bearings INC Industrials	Reduced	17,904	-529	$9,724,020	+17.6%	1.77%
NVT	nVent Electric plc Industrials	Reduced	81,796	-3,892	$9,674,830	+10.7%	1.76%
FIX	Comfort Systems USA Inc Industrials	Reduced	6,556	-1,184	$9,040,658	+25.2%	1.64%
FAST	Fastenal Co Industrials	Reduced	190,851	-4,390	$8,855,486	+13.0%	1.61%
LSTR	Landstar System Inc Industrials	Reduced	55,169	-3,195	$8,844,142	+5.5%	1.61%
ECL	Ecolab Inc. Basic Materials	Reduced	32,985	-157	$8,774,669	+0.9%	1.60%
RPM	Rpm International Inc/De/ Basic Materials	Reduced	88,060	-1,977	$8,753,164	−6.5%	1.59%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	80,528	-2,144	$7,514,872	+8.4%	1.37%
FIS	Fidelity National Information Services, Inc. Technology	Reduced	145,745	-7,649	$6,836,897	−32.9%	1.24%
CLH	Clean Harbors Inc Industrials	Reduced	23,432	-226	$6,718,657	+21.1%	1.22%
XOM	Exxon Mobil Corp Energy	Reduced	37,198	-100	$6,311,012	+40.6%	1.15%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	21,140	-485	$6,218,542	−10.8%	1.13%
AIZ	Assurant, Inc. Financial Services	Reduced	27,817	-2,335	$6,058,820	−16.6%	1.10%
FTV	Fortive Corp Technology	Reduced	102,594	-2,269	$5,671,396	−2.0%	1.03%
SPGI	S&P Global Inc. Financial Services	Reduced	12,958	-476	$5,511,555	−21.5%	1.00%
CSW	Csw Industrials, Inc. Industrials	Added	19,074	+871	$4,970,302	−7.0%	0.90%
MSA	MSA Safety Inc Industrials	Added	29,726	+933	$4,873,577	+5.7%	0.89%
VLTO	Veralto Corp Industrials	Reduced	54,199	-442	$4,792,275	−12.1%	0.87%
MSFT	Microsoft Corp Technology	Reduced	11,669	-390	$4,319,513	−25.9%	0.79%
MU	Micron Technology Inc Technology	Reduced	11,794	-205	$3,984,484	+16.3%	0.72%
FCN	Fti Consulting, Inc Industrials	Reduced	20,311	-685	$3,590,375	+0.1%	0.65%
USB	US Bancorp De Financial Services	Reduced	68,606	-250	$3,568,198	−2.9%	0.65%
JNJ	Johnson & Johnson Healthcare	Reduced	14,466	-325	$3,536,069	+15.5%	0.64%
AIT	Applied Industrial Technologies Inc Industrials	Added	12,871	+156	$3,414,933	+4.6%	0.62%
KAI	Kadant Inc Industrials	Added	11,626	+204	$3,398,861	+4.4%	0.62%
ABBV	AbbVie Inc. Healthcare	Reduced	15,343	-250	$3,336,949	−6.3%	0.61%
AAPL	Apple Inc. Technology	Reduced	13,008	-1,525	$3,301,300	−16.4%	0.60%
UFPT	Ufp Technologies Inc Healthcare	Reduced	16,604	-567	$3,214,534	−15.7%	0.58%
PNR	PENTAIR plc Industrials	Reduced	30,793	-3,850	$2,682,378	−25.6%	0.49%
WMT	Walmart Inc. Consumer Defensive	Reduced	20,680	-640	$2,570,110	+8.2%	0.47%
ABT	Abbott Laboratories Healthcare	Reduced	24,355	-235	$2,500,527	−18.8%	0.45%
ADP	Automatic Data Processing Inc Technology	Reduced	12,131	-450	$2,464,776	−23.8%	0.45%
WAT	Waters Corp /De/ Healthcare	Reduced	8,267	-205	$2,461,912	−23.5%	0.45%
GNRC	Generac Holdings Inc. Industrials	Reduced	12,346	-1,025	$2,411,544	+32.3%	0.44%