Mountain Pacific Investment Advisers
BOISE, IDfiles as MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC
$635m in 146 US stocks at the end of 30 June 2026. The top 10 are 41.6% of the money. It changed about 7.2% of the portfolio this quarter.
Value
$635m
Stocks
146
Top 10 share
41.6%
Turnover
7.2%
What changed this quarter
New
Bought for the first time this quarter.
- Tyler TechnologiesTYL<0.1% of the fund
- SandiskSNDK<0.1% of the fund
- Western DigitalWDC<0.1% of the fund
- RalliantRAL<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- MiddlebyMIDD<0.1% of the fund
- Teledyne TechnologiesTDY<0.1% of the fund
- Vanguard Index FDSVUG<0.1% of the fund
Added
Bought more of a stock they already held.
- FastenalFAST1.5% of the fund+4%
- EcolabECL1.5% of the fund+2%
- Invesco Exchange Traded FD TRSP0.9% of the fund+9%
- Regal RexnordRRX0.5% of the fund+3%
- Vanguard BD Index FDSBND0.4% of the fund+9%
- WinmarkWINA0.4% of the fund+27%
- Merit Medical SystemsMMSI0.2% of the fund+35%
- VontierVNT0.2% of the fund+4%
- StrideLRN0.1% of the fund+3%
Cut
Sold some of their stake.
- AmphenolAPH10.0% of the fund-4%
- AmetekAME6.6% of the fund-4%
- Vertiv HoldingsVRT4.1% of the fund-6%
- IdexIEX4.1% of the fund-3%
- DanaherDHR3.7% of the fund-3%
- XylemXYL2.5% of the fund-3%
- AptargroupATR2.5% of the fund-4%
- DonaldsonDCI2.5% of the fund-3%
- nVent ElectricNVT2.1% of the fund-3%
- Roper TechnologiesROP2.1% of the fund-5%
- Micron TechnologyMU2.1% of the fund-3%
- Comfort Systems USAFIX1.9% of the fund-6%
- Vanguard BD Index FDSBSV1.8% of the fund-2%
- FiservFISV1.8% of the fund-7%
- NordsonNDSN1.8% of the fund-4%
- Landstar SystemLSTR1.7% of the fund-3%
- RBC BearingsRBC1.7% of the fund-7%
- GracoGGG1.7% of the fund-4%
- Verisk AnalyticsVRSK1.6% of the fund-4%
- RPM InternationalRPM1.5% of the fund-3%
- Church & DwightCHD1.2% of the fund-5%
- AssurantAIZ1.1% of the fund-2%
- Clean HarborsCLH1.0% of the fund-8%
- FortiveFTV0.9% of the fund-4%
- Vanguard Scottsdale FDSVCSH0.9% of the fund-4%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- ConmedCNMD-100%
- Verizon CommunicationsVZ-100%
- AlphabetGOOG-100%
Holdings
- Vanguard BD Index FDSBSV
- Share
- 1.8%
- Value
- $11m
- Shares
- 146,058
-2%
- Vanguard Scottsdale FDSVCSH
- Share
- 0.9%
- Value
- $6m
- Shares
- 75,668
-4%
- Invesco Exchange Traded FD TRSP
- Share
- 0.9%
- Value
- $6m
- Shares
- 26,281
+9%
- Vanguard BD Index FDSBND
- Share
- 0.4%
- Value
- $3m
- Shares
- 36,164
+9%
- Vanguard Scottsdale FDSVGSH
- Share
- 0.4%
- Value
- $2m
- Shares
- 42,437
Held
- Vanguard BD Index FDSVUSB
- Share
- 0.3%
- Value
- $2m
- Shares
- 37,382
-11%
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.2%
- Value
- $1m
- Shares
- 2
Held
- Vanguard BD Index FDSBIV
- Share
- 0.2%
- Value
- $1m
- Shares
- 14,110
Held
- Royal Bank of CanadaRY
- Share
- 0.2%
- Value
- $982,901
- Shares
- 4,749
Held
- Vanguard Index FDSVTI
- Share
- 0.1%
- Value
- $844,801
- Shares
- 2,283
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.1%
- Value
- $785,535
- Shares
- 1,052
-50%
- Vanguard Index FDSVOO
- Share
- 0.1%
- Value
- $699,859
- Shares
- 1,019
Held
- Invesco QQQ TRQQQ
- Share
- 0.1%
- Value
- $641,404
- Shares
- 871
Held
- Canadian National RailwayCNI
- Share
- <0.1%
- Value
- $626,010
- Shares
- 5,250
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AmphenolAPH | 10.0% | $63m | 358,775 | -4% |
| AmetekAME | 6.6% | $42m | 172,755 | -4% |
| Vertiv HoldingsVRT | 4.1% | $26m | 77,849 | -6% |
| IdexIEX | 4.1% | $26m | 114,167 | -3% |
| DanaherDHR | 3.7% | $23m | 122,583 | -3% |
| Thermo Fisher ScientificTMO | 3.0% | $19m | 37,791 | Held |
| Arthur J. GallagherAJG | 2.7% | $17m | 75,408 | Held |
| XylemXYL | 2.5% | $16m | 134,363 | -3% |
| AptargroupATR | 2.5% | $16m | 126,187 | -4% |
| DonaldsonDCI | 2.5% | $16m | 175,444 | -3% |
| nVent ElectricNVT | 2.1% | $14m | 79,717 | -3% |
| Roper TechnologiesROP | 2.1% | $14m | 39,955 | -5% |
| Micron TechnologyMU | 2.1% | $13m | 11,450 | -3% |
| Comfort Systems USAFIX | 1.9% | $12m | 6,182 | -6% |
| Vanguard BD Index FDSBSV | 1.8% | $11m | 146,058 | -2% |
| FiservFISV | 1.8% | $11m | 230,550 | -7% |
| NordsonNDSN | 1.8% | $11m | 37,378 | -4% |
| Landstar SystemLSTR | 1.7% | $11m | 53,452 | -3% |
| RBC BearingsRBC | 1.7% | $11m | 16,672 | -7% |
| GracoGGG | 1.7% | $11m | 141,828 | -4% |
| Verisk AnalyticsVRSK | 1.6% | $10m | 58,351 | -4% |
| FastenalFAST | 1.5% | $10m | 198,002 | +4% |
| RPM InternationalRPM | 1.5% | $9m | 85,463 | -3% |
| EcolabECL | 1.5% | $9m | 33,673 | +2% |
| Costco WholesaleCOST | 1.4% | $9m | 9,821 | Held |
| Church & DwightCHD | 1.2% | $7m | 76,358 | -5% |
| AssurantAIZ | 1.1% | $7m | 27,173 | -2% |
| JPMorgan ChaseJPM | 1.1% | $7m | 21,421 | Held |
| Clean HarborsCLH | 1.0% | $6m | 21,597 | -8% |
| FortiveFTV | 0.9% | $6m | 98,494 | -4% |
| Vanguard Scottsdale FDSVCSH | 0.9% | $6m | 75,668 | -4% |
| Invesco Exchange Traded FD TRSP | 0.9% | $6m | 26,281 | +9% |
| CSW IndustrialsCSW | 0.8% | $5m | 18,660 | -2% |
| S&P GlobalSPGI | 0.8% | $5m | 12,745 | Held |
| MSA SafetyMSA | 0.8% | $5m | 29,466 | Held |
| ExxonMobil HoldingsXOM | 0.8% | $5m | 37,198 | Held |
| VeraltoVLTO | 0.7% | $5m | 51,908 | -4% |
| MicrosoftMSFT | 0.7% | $4m | 11,669 | Held |
| Fidelity National Information ServicesFIS | 0.7% | $4m | 109,199 | -25% |
| UFP TechnologiesUFPT | 0.6% | $4m | 15,484 | -7% |
| Applied Industrial TechnologiesAIT | 0.6% | $4m | 12,007 | -7% |
| US BancorpUSB | 0.6% | $4m | 64,669 | -6% |
| AbbVieABBV | 0.6% | $4m | 15,325 | Held |
| AppleAAPL | 0.6% | $4m | 13,048 | Held |
| KadantKAI | 0.6% | $4m | 11,464 | Held |
| Generac HoldingsGNRC | 0.6% | $4m | 12,179 | Held |
| Johnson & JohnsonJNJ | 0.6% | $4m | 14,020 | -3% |
| WatersWAT | 0.5% | $3m | 8,136 | Held |
| Regal RexnordRRX | 0.5% | $3m | 12,632 | +3% |
| Applied MaterialsAMAT | 0.5% | $3m | 4,010 | Held |
| FTI ConsultingFCN | 0.4% | $3m | 19,101 | -6% |
| Vanguard BD Index FDSBND | 0.4% | $3m | 36,164 | +9% |
| Vanguard Scottsdale FDSVGSH | 0.4% | $2m | 42,437 | Held |
| Illinois Tool WorksITW | 0.4% | $2m | 8,906 | -3% |
| WinmarkWINA | 0.4% | $2m | 5,668 | +27% |
| Automatic Data ProcessingADP | 0.4% | $2m | 10,631 | -12% |
| PentairPNR | 0.4% | $2m | 30,593 | Held |
| WalmartWMT | 0.4% | $2m | 20,155 | -3% |
| Snap-onSNA | 0.4% | $2m | 5,602 | Held |
| AmgenAMGN | 0.3% | $2m | 6,106 | Held |
| Abbott LaboratoriesABT | 0.3% | $2m | 24,230 | Held |
| CaterpillarCAT | 0.3% | $2m | 1,924 | -4% |
| Ross StoresROST | 0.3% | $2m | 9,200 | Held |
| Vanguard BD Index FDSVUSB | 0.3% | $2m | 37,382 | -11% |
| Procter & GamblePG | 0.3% | $2m | 12,586 | -3% |
| Westinghouse Air Brake TechnologiesWAB | 0.3% | $2m | 6,709 | Held |
| Commerce BancsharesCBSH | 0.3% | $2m | 30,380 | Held |
| Berkshire Hathaway INC DELBRK-A | 0.2% | $1m | 2 | Held |
| Merit Medical SystemsMMSI | 0.2% | $1m | 20,149 | +35% |
| EatonETN | 0.2% | $1m | 3,159 | -3% |
| TeleflexTFX | 0.2% | $1m | 10,566 | -3% |
| RTXRTX | 0.2% | $1m | 6,861 | Held |
| VontierVNT | 0.2% | $1m | 43,196 | +4% |
| Waystar HoldingWAY | 0.2% | $1m | 57,164 | -30% |
| IntelINTC | 0.2% | $1m | 8,096 | -12% |
| Vanguard BD Index FDSBIV | 0.2% | $1m | 14,110 | Held |
| International Business MachinesIBM | 0.2% | $1m | 3,696 | Held |
| C. H. Robinson WorldwideCHRW | 0.2% | $1m | 5,500 | Held |
| Fifth Third BancorpFITB | 0.2% | $1m | 18,200 | Held |
| Wells Fargo & CompanyWFC | 0.2% | $1m | 12,378 | -3% |
| Royal Bank of CanadaRY | 0.2% | $982,901 | 4,749 | Held |
| Capital One FinancialCOF | 0.1% | $933,084 | 4,651 | Held |
| StrideLRN | 0.1% | $911,126 | 10,565 | +3% |
| M&T BankMTB | 0.1% | $877,543 | 3,687 | Held |
| Progress SoftwarePRGS | 0.1% | $866,364 | 25,800 | -31% |
| Home DepotHD | 0.1% | $861,950 | 2,444 | -11% |
| Vanguard Index FDSVTI | 0.1% | $844,801 | 2,283 | Held |
| Zebra TechnologiesZBRA | 0.1% | $811,104 | 3,081 | -17% |
| State STR Spdr S&P 500 ETF TSPY | 0.1% | $785,535 | 1,052 | -50% |
| VisaV | 0.1% | $751,710 | 2,191 | -4% |
| MSC Industrial DirectMSM | 0.1% | $725,952 | 6,103 | Held |
| Vanguard Index FDSVOO | 0.1% | $699,859 | 1,019 | Held |
| Selective Insurance GroupSIGI | 0.1% | $694,204 | 7,156 | Held |
| PepsiCoPEP | 0.1% | $691,623 | 5,108 | Held |
| American Water Works CompanyAWK | 0.1% | $683,821 | 5,197 | Held |
| PNC Financial Services GroupPNC | 0.1% | $673,165 | 2,734 | Held |
| TeslaTSLA | 0.1% | $667,913 | 1,588 | Held |
| Invesco QQQ TRQQQ | 0.1% | $641,404 | 871 | Held |
| Cisco SystemsCSCO | 0.1% | $637,663 | 5,429 | Held |
| Canadian National RailwayCNI | <0.1% | $626,010 | 5,250 | Held |
Showing the largest 100 of 146.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 53.9% since 30 June 2025.
Where the money is
Industrials43.5%
Technology17.3%
Financial services10.8%
Health care10.4%
Materials6.3%
Everyday goods3.5%
Retail & consumer1.3%
Energy0.9%
Utilities0.1%
Media & telecom0.1%
Other5.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.