MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC

CIK

1067324

Location

BOISE, ID

Portfolio Value

Micro $24,143,225

Diversification

Diversified

Filing Date

Global Rank

#2,478 / 8,586 ▼ 29

Top Industry

Specialty Industrial Machinery 25.5%

3Y Alpha vs SPY

-9.7%

Period ended 3 months ago

Filed Apr 16, 2026 · 2mo

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

+38.6%

SPY

+78.1%

Annualised alpha

-9.7%

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

7 positions · $24,143,225 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
KO	Coca Cola Co Consumer Defensive	Reduced	7,274	-600	$553,187	+0.5%	2.29%
PEP	Pepsico Inc Consumer Defensive	Added	5,108	+375	$793,221	+16.8%	3.29%
LRN	Stride, Inc. Consumer Defensive	Reduced	10,295	-219	$907,710	+33.0%	3.76%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	12,986	-500	$1,875,697	−2.9%	7.77%
WMT	Walmart Inc. Consumer Defensive	Reduced	20,680	-640	$2,570,110	+8.2%	10.65%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	80,528	-2,144	$7,514,872	+8.4%	31.13%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	9,964	-26	$9,928,428	+15.2%	41.12%