MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC — 13F Holdings & Portfolio
CIK 1067324 · latest 13F-HR filed 2026-07-30
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC manages $635.4M in 13F-reported U.S. long-equity assets across 146 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are APH (9.96%), AME (6.58%), VRT (4.10%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 4, added to 76, and trimmed 27.
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.
SUITE 704
BOISE, ID 83702
$635.4M
Long-equity book
146
Distinct positions
2026-06-30
Filed 2026-07-30
+9 / −4 / ↑76 / ↓27
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMPHENOL CORP$16.3M +34.6%
- MICRON TECHNOLOGY INC$9.2M +231.7%
- VERTIV HOLDINGS CO$5.4M +26.2%
- NVENT ELEC PLC$3.8M +39.8%
- IDEX CORP$3.5M +15.8%
Top Trims
- FIDELITY NATL INFORMATION SV-$2.6M -37.9%
- FISERV INC-$2.5M -18.3%
- GRACO INC-$1.8M -14.6%
- ROPER TECHNOLOGIES INC-$1.3M -8.9%
- EXXON MOBIL CORP-$1.2M -19.4%
New Positions
- TYLER TECHNOLOGIES INC$479.0K
- SANDISK CORP$379.7K
- WESTERN DIGITAL CORP$320.7K
- RALLIANT CORP$299.0K
- HONEYWELL INTL INC$292.5K
Exited Positions
- HONEYWELL INTL INC$590.8K
- CONMED CORP$460.3K
- VERIZON COMMUNICATIONS INC$228.1K
- ALPHABET INC$200.7K
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 | $63.3M | 9.96% | 358,775 | SH |
| 2 | AMETEK INC | AME | 031100100 | $41.8M | 6.58% | 172,755 | SH |
| 3 | VERTIV HOLDINGS CO | VRT | 92537N108 | $26.1M | 4.10% | 77,849 | SH |
| 4 | IDEX CORP | IEX | 45167R104 | $25.9M | 4.08% | 114,167 | SH |
| 5 | DANAHER CORP DEL | DHR | 235851102 | $23.3M | 3.67% | 122,583 | SH |
| 6 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $18.9M | 2.98% | 37,791 | SH |
| 7 | GALLAGHER ARTHUR J & CO | AJG | 363576109 | $17.3M | 2.72% | 75,408 | SH |
| 8 | XYLEM INC | XYL | 98419M100 | $15.9M | 2.50% | 134,363 | SH |
| 9 | APTARGROUP INC | ATR | 038336103 | $15.8M | 2.49% | 126,187 | SH |
| 10 | DONALDSON INC | DCI | 257651109 | $15.7M | 2.48% | 175,444 | SH |
| 11 | NVENT ELEC PLC | NVT | G6700G107 | $13.5M | 2.13% | 79,717 | SH |
| 12 | ROPER TECHNOLOGIES INC | ROP | 776696106 | $13.5M | 2.13% | 39,955 | SH |
| 13 | MICRON TECHNOLOGY INC | MU | 595112103 | $13.2M | 2.08% | 11,450 | SH |
| 14 | COMFORT SYS USA INC | FIX | 199908104 | $12.3M | 1.93% | 6,182 | SH |
| 15 | VANGUARD BD INDEX FDS | BSV | 921937827 | $11.4M | 1.79% | 146,058 | SH |
| 16 | FISERV INC | FISV | 337738108 | $11.3M | 1.78% | 230,550 | SH |
| 17 | NORDSON CORP | NDSN | 655663102 | $11.3M | 1.77% | 37,378 | SH |
| 18 | LANDSTAR SYS INC | LSTR | 515098101 | $11.1M | 1.74% | 53,452 | SH |
| 19 | RBC BEARINGS INC | RBC | 75524B104 | $10.7M | 1.69% | 16,672 | SH |
| 20 | GRACO INC | GGG | 384109104 | $10.7M | 1.69% | 141,828 | SH |
| 21 | VERISK ANALYTICS INC | VRSK | 92345Y106 | $10.5M | 1.65% | 58,351 | SH |
| 22 | FASTENAL CO | FAST | 311900104 | $9.5M | 1.50% | 198,002 | SH |
| 23 | RPM INTL INC | RPM | 749685103 | $9.5M | 1.50% | 85,463 | SH |
| 24 | ECOLAB INC | ECL | 278865100 | $9.4M | 1.48% | 33,673 | SH |
| 25 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $9.2M | 1.45% | 9,821 | SH |
| 26 | CHURCH & DWIGHT CO INC | CHD | 171340102 | $7.4M | 1.16% | 76,358 | SH |
| 27 | ASSURANT INC | AIZ | 04621X108 | $7.3M | 1.15% | 27,173 | SH |
| 28 | JPMORGAN CHASE & CO | JPM | 46625H100 | $7.0M | 1.10% | 21,421 | SH |
| 29 | CLEAN HARBORS INC | CLH | 184496107 | $6.5M | 1.02% | 21,597 | SH |
| 30 | FORTIVE CORP | FTV | 34959J108 | $6.0M | 0.95% | 98,494 | SH |
| 31 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $6.0M | 0.94% | 75,668 | SH |
| 32 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $5.6M | 0.88% | 26,281 | SH |
| 33 | CSW INDUSTRIALS INC | CSW | 126402106 | $5.2M | 0.82% | 18,660 | SH |
| 34 | S&P GLOBAL INC | SPGI | 78409V104 | $5.2M | 0.82% | 12,745 | SH |
| 35 | MSA SAFETY INC | MSA | 553498106 | $5.1M | 0.81% | 29,466 | SH |
| 36 | EXXON MOBIL CORP | XOM | 30231G102 | $5.1M | 0.80% | 37,198 | SH |
| 37 | VERALTO CORP | VLTO | 92338C103 | $4.6M | 0.72% | 51,908 | SH |
| 38 | MICROSOFT CORP | MSFT | 594918104 | $4.4M | 0.69% | 11,669 | SH |
| 39 | FIDELITY NATL INFORMATION SV | FIS | 31620M106 | $4.2M | 0.67% | 109,199 | SH |
| 40 | UFP TECHNOLOGIES INC | UFPT | 902673102 | $4.1M | 0.65% | 15,484 | SH |
| 41 | APPLIED INDL TECHNOLOGIES IN | AIT | 03820C105 | $4.1M | 0.64% | 12,007 | SH |
| 42 | US BANCORP | USB | 902973304 | $3.9M | 0.61% | 64,669 | SH |
| 43 | ABBVIE INC | ABBV | 00287Y109 | $3.9M | 0.61% | 15,325 | SH |
| 44 | APPLE INC | AAPL | 037833100 | $3.8M | 0.59% | 13,048 | SH |
| 45 | KADANT INC | KAI | 48282T104 | $3.6M | 0.57% | 11,464 | SH |
| 46 | GENERAC HLDGS INC | GNRC | 368736104 | $3.6M | 0.56% | 12,179 | SH |
| 47 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.6M | 0.56% | 14,020 | SH |
| 48 | WATERS CORP | WAT | 941848103 | $3.1M | 0.48% | 8,136 | SH |
| 49 | REGAL REXNORD CORPORATION | RRX | 758750103 | $3.0M | 0.47% | 12,632 | SH |
| 50 | APPLIED MATLS INC | AMAT | 038222105 | $2.9M | 0.46% | 4,010 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-30 | $635.4M | 146 | 0001067324-26-000004 |
| 2026-03-31 | 2026-04-16 | $583.7M | 141 | 0001067324-26-000003 |
| 2025-12-31 | 2026-01-29 | $617.1M | 144 | 0001067324-26-000002 |