MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC — 13F Holdings & Portfolio
CIK 1067324 · latest 13F-HR filed 2026-04-16
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC manages $583.7M in 13F-reported U.S. long-equity assets across 141 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are APH (8.05%), AME (6.62%), DHR (4.10%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 6, added to 34, and trimmed 67.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$583.7M
Long-equity book
141
Distinct positions
2026-03-31
Filed 2026-04-16
+3 / −6 / ↑34 / ↓67
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VERTIV HOLDINGS CO$5.6M +37.2%
- EXXON MOBIL CORP$1.8M +40.6%
- COMFORT SYS USA INC$1.8M +25.2%
- RBC BEARINGS INC$1.5M +17.6%
- COSTCO WHOLESALE CORPORATION$1.3M +15.2%
Top Trims
- AMPHENOL CORP-$8.8M -15.8%
- DANAHER CORP DEL-$5.6M -19.0%
- THERMO FISHER SCIENTIFIC INC-$3.9M -16.9%
- ROPER TECHNOLOGIES INC-$3.6M -19.5%
- FIDELITY NATL INFORMATION SV-$3.4M -32.9%
Exited Positions
- NVIDIA CORPORATION$557.6K
- MONOPAR THERAPEUTICS INC$398.3K
- MIDDLEBY CORP$298.1K
- RALLIANT CORP$292.3K
- OTIS WORLDWIDE CORP$214.4K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMPHENOL CORP | APH | 032095101 | $47.0M | 8.05% | 371,890 | SH |
| 2 | AMETEK INC | AME | 031100100 | $38.6M | 6.62% | 180,304 | SH |
| 3 | DANAHER CORP DEL | DHR | 235851102 | $23.9M | 4.10% | 126,206 | SH |
| 4 | IDEX CORP | IEX | 45167R104 | $22.4M | 3.83% | 117,999 | SH |
| 5 | VERTIV HOLDINGS CO | VRT | 92537N108 | $20.7M | 3.54% | 82,439 | SH |
| 6 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $18.9M | 3.24% | 38,509 | SH |
| 7 | APTARGROUP INC | ATR | 038336103 | $16.5M | 2.83% | 131,282 | SH |
| 8 | XYLEM INC | XYL | 98419M100 | $16.5M | 2.82% | 137,928 | SH |
| 9 | GALLAGHER ARTHUR J & CO | AJG | 363576109 | $16.3M | 2.80% | 75,490 | SH |
| 10 | DONALDSON INC | DCI | 257651109 | $15.4M | 2.63% | 181,180 | SH |
| 11 | ROPER TECHNOLOGIES INC | ROP | 776696106 | $14.8M | 2.54% | 41,945 | SH |
| 12 | FISERV INC | FISV | 337738108 | $13.8M | 2.37% | 248,102 | SH |
| 13 | GRACO INC | GGG | 384109104 | $12.6M | 2.15% | 148,326 | SH |
| 14 | VANGUARD BD INDEX FDS | BSV | 921937827 | $11.7M | 2.01% | 149,538 | SH |
| 15 | VERISK ANALYTICS INC | VRSK | 92345Y106 | $11.5M | 1.97% | 60,545 | SH |
| 16 | NORDSON CORP | NDSN | 655663102 | $10.4M | 1.78% | 39,072 | SH |
| 17 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $9.9M | 1.70% | 9,964 | SH |
| 18 | RBC BEARINGS INC | RBC | 75524B104 | $9.7M | 1.67% | 17,904 | SH |
| 19 | NVENT ELEC PLC | NVT | G6700G107 | $9.7M | 1.66% | 81,796 | SH |
| 20 | COMFORT SYS USA INC | FIX | 199908104 | $9.0M | 1.55% | 6,556 | SH |
| 21 | FASTENAL CO | FAST | 311900104 | $8.9M | 1.52% | 190,851 | SH |
| 22 | LANDSTAR SYS INC | LSTR | 515098101 | $8.8M | 1.52% | 55,169 | SH |
| 23 | ECOLAB INC | ECL | 278865100 | $8.8M | 1.50% | 32,985 | SH |
| 24 | RPM INTL INC | RPM | 749685103 | $8.8M | 1.50% | 88,060 | SH |
| 25 | CHURCH & DWIGHT CO INC | CHD | 171340102 | $7.5M | 1.29% | 80,528 | SH |
| 26 | FIDELITY NATL INFORMATION SV | FIS | 31620M106 | $6.8M | 1.17% | 145,745 | SH |
| 27 | CLEAN HARBORS INC | CLH | 184496107 | $6.7M | 1.15% | 23,432 | SH |
| 28 | EXXON MOBIL CORP | XOM | 30231G102 | $6.3M | 1.08% | 37,198 | SH |
| 29 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $6.3M | 1.07% | 79,078 | SH |
| 30 | JPMORGAN CHASE & CO | JPM | 46625H100 | $6.2M | 1.07% | 21,140 | SH |
| 31 | ASSURANT INC | AIZ | 04621X108 | $6.1M | 1.04% | 27,817 | SH |
| 32 | FORTIVE CORP | FTV | 34959J108 | $5.7M | 0.97% | 102,594 | SH |
| 33 | S&P GLOBAL INC | SPGI | 78409V104 | $5.5M | 0.94% | 12,958 | SH |
| 34 | CSW INDUSTRIALS INC | CSW | 126402106 | $5.0M | 0.85% | 19,074 | SH |
| 35 | MSA SAFETY INC | MSA | 553498106 | $4.9M | 0.83% | 29,726 | SH |
| 36 | VERALTO CORP | VLTO | 92338C103 | $4.8M | 0.82% | 54,199 | SH |
| 37 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $4.6M | 0.79% | 24,043 | SH |
| 38 | MICROSOFT CORP | MSFT | 594918104 | $4.3M | 0.74% | 11,669 | SH |
| 39 | MICRON TECHNOLOGY INC | MU | 595112103 | $4.0M | 0.68% | 11,794 | SH |
| 40 | FTI CONSULTING INC | FCN | 302941109 | $3.6M | 0.62% | 20,311 | SH |
| 41 | US BANCORP | USB | 902973304 | $3.6M | 0.61% | 68,606 | SH |
| 42 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.5M | 0.61% | 14,466 | SH |
| 43 | APPLIED INDL TECHNOLOGIES IN | AIT | 03820C105 | $3.4M | 0.59% | 12,871 | SH |
| 44 | KADANT INC | KAI | 48282T104 | $3.4M | 0.58% | 11,626 | SH |
| 45 | ABBVIE INC | ABBV | 00287Y109 | $3.3M | 0.57% | 15,343 | SH |
| 46 | APPLE INC | AAPL | 037833100 | $3.3M | 0.57% | 13,008 | SH |
| 47 | UFP TECHNOLOGIES INC | UFPT | 902673102 | $3.2M | 0.55% | 16,604 | SH |
| 48 | PENTAIR PLC | PNR | G7S00T104 | $2.7M | 0.46% | 30,793 | SH |
| 49 | WALMART INC | WMT | 931142103 | $2.6M | 0.44% | 20,680 | SH |
| 50 | ABBOTT LABORATORIES | ABT | 002824100 | $2.5M | 0.43% | 24,355 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-16 | $583.7M | 141 | 0001067324-26-000003 |
| 2025-12-31 | 2026-01-29 | $617.1M | 144 | 0001067324-26-000002 |