MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC
Long book
$583.7M
Q1 2026
Positions
141
Top-10 weight
40%
concentration
Last quarter
+11.7%
SPY +14.8%
Turnover
6%
of book per quarter
Strategy in plain words
auto-generated from filingsMOUNTAIN PACIFIC INVESTMENT ADVISERS LLC is a diversified fundamental manager, running a $583.7M US long book across 141 positions.
The portfolio is moderately concentrated (top 10 ≈ 40% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: AMPHENOL CORP-CL A, AMETEK INC, DANAHER CORP, IDEX CORP, VERTIV HOLDINGS CO-A.
Over the last 9 quarters its long book ran on average 2.5pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-3.0%
Q2 2024
+8.7%
Q3 2024
-1.9%
Q4 2024
-4.3%
Q1 2025
+6.1%
Q2 2025
+2.5%
Q3 2025
-0.1%
Q4 2025
-1.3%
Q1 2026
+11.7%
Sector allocation
Technology 35%
Industrials 26%
Other 12%
Financials 8%
Services media 6%
Consumer discretionary 6%
Healthcare 5%
Utilities 1%
Long book by quarter
What does MOUNTAIN PACIFIC own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| APH AMPHENOL CORP-CL A | Technology | 371.9K | $47.0M | 8.0% | -9.9% |
| AME AMETEK INC | Technology | 180.3K | $38.6M | 6.6% | -3.9% |
| DHR DANAHER CORP | Technology | 126.2K | $23.9M | 4.1% | -2.2% |
| IEX IDEX CORP | Industrials | 118.0K | $22.4M | 3.8% | -2.0% |
| VRT VERTIV HOLDINGS CO-A | Technology | 82.4K | $20.7M | 3.5% | -11.3% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 38.5K | $18.9M | 3.2% | -2.1% |
| ATR APTARGROUP INC | Other | 131.3K | $16.5M | 2.8% | -2.3% |
| XYL XYLEM INC | Industrials | 137.9K | $16.5M | 2.8% | +2.3% |
| AJG ARTHUR J GALLAGHER & CO | Financials | 75.5K | $16.3M | 2.8% | +2.4% |
| DCI DONALDSON CO INC | Industrials | 181.2K | $15.4M | 2.6% | -1.6% |
| ROP ROPER TECHNOLOGIES INC | Technology | 41.9K | $14.8M | 2.5% | +1.3% |
| FISV FISERV INC | Services media | 248.1K | $13.8M | 2.4% | -1.5% |
| GGG GRACO INC | Industrials | 148.3K | $12.6M | 2.2% | -4.3% |
| VRSK VERISK ANALYTICS INC | Technology | 60.5K | $11.5M | 2.0% | -2.9% |
| NDSN NORDSON CORP | Industrials | 39.1K | $10.4M | 1.8% | -3.8% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 10.0K | $9.9M | 1.7% | -0.3% |
| RBC RBC BEARINGS INC | Industrials | 17.9K | $9.7M | 1.7% | -2.9% |
| NVT NVENT ELECTRIC PLC | Industrials | 81.8K | $9.7M | 1.7% | -4.5% |
| FIX COMFORT SYSTEMS USA INC | Industrials | 6.6K | $9.0M | 1.5% | -15.3% |
| FAST FASTENAL CO | Consumer discretionary | 190.9K | $8.9M | 1.5% | -2.2% |
| LSTR LANDSTAR SYSTEM INC | Industrials | 55.2K | $8.8M | 1.5% | -5.5% |
| ECL ECOLAB INC | Other | 33.0K | $8.8M | 1.5% | -0.5% |
| RPM RPM INTERNATIONAL INC | Other | 88.1K | $8.8M | 1.5% | -2.2% |
| CHD CHURCH & DWIGHT CO INC | Other | 80.5K | $7.5M | 1.3% | -2.6% |
| FIS FIDELITY NATIONAL INFO SERV | Services media | 145.7K | $6.8M | 1.2% | -5.0% |
| CLH CLEAN HARBORS INC | Utilities | 23.4K | $6.7M | 1.2% | -1.0% |
| XOM EXXON MOBIL CORP | Energy | 37.2K | $6.3M | 1.1% | -0.3% |
| JPM JPMORGAN CHASE & CO | Financials | 21.1K | $6.2M | 1.1% | -2.2% |
| AIZ ASSURANT INC | Financials | 27.8K | $6.1M | 1.0% | -7.7% |
| FTV FORTIVE CORP | Technology | 102.6K | $5.7M | 1.0% | -2.2% |
| SPGI S&P GLOBAL INC | Services media | 13.0K | $5.5M | 0.9% | -3.5% |
| CSW CSW INDUSTRIALS INC | Other | 19.1K | $5.0M | 0.9% | +4.8% |
| MSA MSA SAFETY INC | Healthcare | 29.7K | $4.9M | 0.8% | +3.2% |
| VLTO VERALTO CORP | Technology | 54.2K | $4.8M | 0.8% | -0.8% |
| MSFT MICROSOFT CORP | Technology | 11.7K | $4.3M | 0.7% | -3.2% |
| MU MICRON TECHNOLOGY INC | Technology | 11.8K | $4.0M | 0.7% | -1.7% |
| FCN FTI CONSULTING INC | Services media | 20.3K | $3.6M | 0.6% | -3.3% |
| USB US BANCORP | Financials | 68.6K | $3.6M | 0.6% | -0.4% |
| JNJ JOHNSON & JOHNSON | Healthcare | 14.5K | $3.5M | 0.6% | -2.2% |
| AIT APPLIED INDUSTRIAL TECH INC | Consumer discretionary | 12.9K | $3.4M | 0.6% | +1.2% |
| KAI KADANT INC | Industrials | 11.6K | $3.4M | 0.6% | +1.8% |
| ABBV ABBVIE INC | Healthcare | 15.3K | $3.3M | 0.6% | -1.6% |
| AAPL APPLE INC | Technology | 13.0K | $3.3M | 0.6% | -10.5% |
| UFPT UFP TECHNOLOGIES INC | Healthcare | 16.6K | $3.2M | 0.6% | -3.3% |
| PNR PENTAIR PLC | Industrials | 30.8K | $2.7M | 0.5% | -11.1% |
| WMT WALMART INC | Consumer discretionary | 20.7K | $2.6M | 0.4% | -3.0% |
| ABT ABBOTT LABORATORIES | Healthcare | 24.4K | $2.5M | 0.4% | -1.0% |
| ADP AUTOMATIC DATA PROCESSING | Technology | 12.1K | $2.5M | 0.4% | -3.6% |
| WAT WATERS CORP | Healthcare | 8.3K | $2.5M | 0.4% | -2.4% |
| GNRC GENERAC HOLDINGS INC | Industrials | 12.3K | $2.4M | 0.4% | -7.7% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 16, 2026 | 141 | $583.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 29, 2026 | 144 | $617.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 30, 2025 | 144 | $639.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 18, 2025 | 139 | $1.38B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 17, 2025 | 140 | $1.35B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 16, 2025 | 136 | $1.42B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 9, 2024 | 142 | $1.46B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 11, 2024 | 138 | $1.34B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 11, 2024 | 139 | $1.79B | canonical | SEC ↗ |
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