2026 Q1 Portfolio Activity
In 2026 Q1, MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC maintained a portfolio of 147 distinct positions. The most significant new addition was PHILLIPS 66, now representing 0.04% of the total fund value. They heavily accumulated shares in PEPSICO INC, increasing the position by 7.9%.
Position History
hover any row below to update
Loading…
Total Positions
147
Quarter
2026 Q1
Top Holding
APH (8.0%)
Top 10 Concentration
40.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 147
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
APH
AMPHENOL CORP
|
Technology | 8.05% | 9.04% |
#1
Prev: #1
|
5.7 |
—
|
-40,840 | -9.9% |
P
S
|
371,890 | $46,988,302 | 2004 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AME
AMETEK INC
|
Industrials | 6.62% | 6.24% |
#2
Prev: #2
|
4.6 |
—
|
-7,292 | -3.9% |
P
S
|
180,304 | $38,649,965 | 2004 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 4.10% | 4.79% |
#3
Prev: #3
|
3.1 |
—
|
-2,802 | -2.2% |
P
S
|
126,206 | $23,928,695 | 1999 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IEX
IDEX CORP
|
Industrials | 3.83% | 3.47% |
#4
1
Prev: #5
|
2.5 |
—
|
-2,376 | -2.0% |
P
S
|
117,999 | $22,366,710 | 1999 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 3.54% | 2.44% |
#5
7
Prev: #12
|
2.4 |
—
|
-10,481 | -11.3% |
P
S
|
82,439 | $20,657,565 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 3.24% | 3.69% |
#6
2
Prev: #4
|
1.8 |
—
|
-818 | -2.1% |
P
S
|
38,509 | $18,928,329 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
ATR
APTARGROUP INC
|
Healthcare | 2.83% | 2.66% |
#7
3
Prev: #10
|
1.6 |
—
|
-3,063 | -2.3% |
P
S
|
131,282 | $16,544,158 | 1999 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
XYL
XYLEM INC
|
Industrials | 2.82% | 2.98% |
#8
Prev: #8
|
1.6 |
—
|
3,047 | 2.3% |
P
S
|
137,928 | $16,482,396 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AJG
GALLAGHER ARTHU...
|
Financial Services | 2.80% | 3.09% |
#9
3
Prev: #6
|
1.6 |
—
|
1,759 | 2.4% |
P
S
|
75,490 | $16,349,624 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
DCI
DONALDSON INC
|
Industrials | 2.63% | 2.65% |
#10
1
Prev: #11
|
1.6 |
—
|
-2,974 | -1.6% |
P
S
|
181,180 | $15,376,747 | 1999 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
ROP
ROPER TECHNOLOG...
|
Technology | 2.54% | 2.99% |
#11
4
Prev: #7
|
1.5 |
—
|
546 | 1.3% |
P
S
|
41,945 | $14,842,658 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
FISV
FISERV INC
|
Unknown | 2.37% | 2.74% |
#12
3
Prev: #9
|
1.4 |
—
|
-3,715 | -1.5% |
P
S
|
248,102 | $13,844,092 | 1999 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
GGG
GRACO INC
|
Industrials | 2.15% | 2.06% |
#13
1
Prev: #14
|
1.4 |
—
|
-6,705 | -4.3% |
P
S
|
148,326 | $12,555,796 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 2.01% | 2.00% |
#14
1
Prev: #15
|
1.3 |
—
|
-7,146 | -4.6% |
P
S
|
149,538 | $11,725,254 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VRSK
VERISK ANALYTIC...
|
Industrials | 1.97% | 2.26% |
#15
2
Prev: #13
|
1.3 |
—
|
-1,836 | -2.9% |
P
S
|
60,545 | $11,488,414 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
NDSN
NORDSON CORP
|
Industrials | 1.78% | 1.58% |
#16
1
Prev: #17
|
1.2 |
—
|
-1,536 | -3.8% |
P
S
|
39,072 | $10,395,496 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.70% | 1.40% |
#17
4
Prev: #21
|
1.2 |
—
|
-26 | -0.3% |
P
S
|
9,964 | $9,928,243 | 1999 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
RBC
RBC BEARINGS IN...
|
Industrials | 1.67% | 1.34% |
#18
5
Prev: #23
|
1.2 |
—
|
-529 | -2.9% |
P
S
|
17,904 | $9,724,020 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
NVT
NVENT ELEC PLC
|
Industrials | 1.66% | 1.42% |
#19
Prev: #19
|
1.2 |
—
|
-3,892 | -4.5% |
P
S
|
81,796 | $9,674,831 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
FIX
COMFORT SYS USA...
|
Industrials | 1.55% | 1.17% |
#20
7
Prev: #27
|
1.1 |
—
|
-1,184 | -15.3% |
P
S
|
6,556 | $9,040,658 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
FAST
FASTENAL CO
|
Industrials | 1.52% | 1.27% |
#21
3
Prev: #24
|
1.1 |
—
|
-4,390 | -2.2% |
P
S
|
190,851 | $8,855,486 | 2002 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
LSTR
LANDSTAR SYS IN...
|
Industrials | 1.52% | 1.36% |
#22
Prev: #22
|
1.1 |
—
|
-3,195 | -5.5% |
P
S
|
55,169 | $8,844,142 | 2004 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 1.50% | 1.41% |
#23
3
Prev: #20
|
1.1 |
—
|
-157 | -0.5% |
P
S
|
32,985 | $8,774,670 | 2009 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
RPM
RPM INTL INC
|
Basic Materials | 1.50% | 1.52% |
#24
6
Prev: #18
|
1.1 |
—
|
-1,977 | -2.2% |
P
S
|
88,060 | $8,753,118 | 1999 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
CHD
CHURCH & DWIGHT...
|
Consumer Defensive | 1.29% | 1.12% |
#25
5
Prev: #30
|
1.0 |
—
|
-2,144 | -2.6% |
P
S
|
80,528 | $7,514,873 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
FIS
FIDELITY NATL I...
|
Technology | 1.17% | 1.65% |
#26
10
Prev: #16
|
1.0 |
—
|
-7,649 | -5.0% |
P
S
|
145,745 | $6,836,913 | 2006 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
CLH
CLEAN HARBORS I...
|
Industrials | 1.15% | 0.90% |
#27
6
Prev: #33
|
1.0 |
—
|
-226 | -1.0% |
P
S
|
23,432 | $6,718,657 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.08% | 0.73% |
#28
9
Prev: #37
|
0.9 |
—
|
-100 | -0.3% |
P
S
|
37,198 | $6,311,013 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 1.07% | 1.18% |
#29
4
Prev: #25
|
0.9 |
—
|
-12,047 | -13.2% |
P
S
|
79,078 | $6,268,474 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.07% | 1.13% |
#30
1
Prev: #29
|
0.9 |
—
|
-485 | -2.2% |
P
S
|
21,140 | $6,218,542 | 2004 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AIZ
ASSURANT INC
|
Financial Services | 1.04% | 1.18% |
#31
5
Prev: #26
|
0.9 |
—
|
-2,335 | -7.7% |
P
S
|
27,817 | $6,058,821 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
FTV
FORTIVE CORP
|
Technology | 0.97% | 0.94% |
#32
Prev: #32
|
0.9 |
—
|
-2,269 | -2.2% |
P
S
|
102,594 | $5,671,396 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.94% | 1.14% |
#33
5
Prev: #28
|
0.9 |
—
|
-476 | -3.5% |
P
S
|
12,958 | $5,511,556 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
CSWI
CSW INDUSTRIALS...
|
Unknown | 0.85% | 0.87% |
#34
1
Prev: #35
|
0.8 |
—
|
871 | 4.8% |
P
S
|
19,074 | $4,970,303 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
MSA
MSA SAFETY INC
|
Industrials | 0.83% | 0.75% |
#35
1
Prev: #36
|
0.8 |
—
|
933 | 3.2% |
P
S
|
29,726 | $4,873,578 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VLTO
VERALTO CORP
|
Industrials | 0.82% | 0.88% |
#36
2
Prev: #34
|
0.8 |
—
|
-442 | -0.8% |
P
S
|
54,199 | $4,792,276 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.79% | 0.71% |
#37
1
Prev: #38
|
0.8 |
—
|
1,032 | 4.5% |
P
S
|
24,043 | $4,614,426 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.74% | 0.95% |
#38
7
Prev: #31
|
0.8 |
—
|
-390 | -3.2% |
P
S
|
11,669 | $4,319,662 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.68% | 0.55% |
#39
6
Prev: #45
|
0.8 |
—
|
-205 | -1.7% |
P
S
|
11,794 | $3,984,514 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
FCN
FTI CONSULTING ...
|
Industrials | 0.62% | 0.58% |
#40
3
Prev: #43
|
0.7 |
—
|
-685 | -3.3% |
P
S
|
20,311 | $3,590,375 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
USB
US BANCORP
|
Financial Services | 0.61% | 0.60% |
#41
Prev: #41
|
0.7 |
—
|
-250 | -0.4% |
P
S
|
68,606 | $3,568,198 | 1999 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.61% | 0.50% |
#42
9
Prev: #51
|
0.7 |
—
|
-325 | -2.2% |
P
S
|
14,466 | $3,536,069 | 2001 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AIT
APPLIED INDL TE...
|
Industrials | 0.59% | 0.53% |
#43
3
Prev: #46
|
0.7 |
—
|
156 | 1.2% |
P
S
|
12,871 | $3,414,934 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
KAI
KADANT INC
|
Industrials | 0.58% | 0.53% |
#44
3
Prev: #47
|
0.7 |
—
|
204 | 1.8% |
P
S
|
11,626 | $3,398,861 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.57% | 0.58% |
#45
1
Prev: #44
|
0.7 |
—
|
-250 | -1.6% |
P
S
|
15,343 | $3,336,949 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AAPL
APPLE INC
|
Technology | 0.57% | 0.64% |
#46
7
Prev: #39
|
0.7 |
—
|
-1,525 | -10.5% |
P
S
|
13,008 | $3,301,256 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
UFPT
UFP TECHNOLOGIE...
|
Healthcare | 0.55% | 0.62% |
#47
7
Prev: #40
|
0.7 |
—
|
-567 | -3.3% |
P
S
|
16,604 | $3,214,534 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
PNR
PENTAIR PLC
|
Industrials | 0.46% | 0.58% |
#48
6
Prev: #42
|
0.7 |
—
|
-3,850 | -11.1% |
P
S
|
30,793 | $2,682,378 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.44% | 0.38% |
#49
6
Prev: #55
|
0.7 |
—
|
-640 | -3.0% |
P
S
|
20,680 | $2,570,130 | 2004 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.43% | 0.50% |
#50
Prev: #50
|
0.7 |
—
|
-235 | -1.0% |
P
S
|
24,355 | $2,500,528 | 1999 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 |
Showing 1-50 of 147 holdings