2026 Q2 Portfolio Activity
In 2026 Q2, MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC maintained a portfolio of 150 distinct positions. The most significant new addition was TYLER TECHNOLOGIES INC, now representing 0.08% of the total fund value. They heavily accumulated shares in INVESCO EXCHANGE TRADED FD T, increasing the position by 9.3%. The fund also reduced its exposure to FIDELITY NATL INFORMATION SV by 25.1%.
Position History
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Total Positions
150
Quarter
2026 Q2
Top Holding
APH (10.0%)
Top 10 Concentration
41.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 150
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC Full Holdings List — 2026 Q2
| 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 | 9.96% | 8.05% |
#1
Prev: #1
|
6.5 |
—
|
-13,115 | -3.5% |
P
S
|
358,775 | $63,259,208 |
$14.67
+429.2%
|
2004 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | ||
|
AME
AMETEK INC
|
Industrials | 6.58% | 6.62% |
#2
Prev: #2
|
4.6 |
—
|
-7,549 | -4.2% |
P
S
|
172,755 | $41,796,345 |
$21.85
+970.4%
|
2004 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | ||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 4.10% | 3.54% |
#3
2
Prev: #5
|
3.1 |
—
|
-4,590 | -5.6% |
P
S
|
77,849 | $26,065,402 |
$20.63
+1037.4%
|
2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | ||
|
IEX
IDEX CORP
|
Industrials | 4.08% | 3.83% |
#4
Prev: #4
|
2.6 |
—
|
-3,832 | -3.2% |
P
S
|
114,167 | $25,910,201 | 1999 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 3.67% | 4.10% |
#5
2
Prev: #3
|
2.5 |
—
|
-3,623 | -2.9% |
P
S
|
122,583 | $23,349,647 | 1999 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 2.98% | 3.24% |
#6
Prev: #6
|
1.7 |
—
|
-718 | -1.9% |
P
S
|
37,791 | $18,946,896 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
AJG
GALLAGHER ARTHU...
|
Financial Services | 2.72% | 2.80% |
#7
2
Prev: #9
|
1.6 |
—
|
-82 | -0.1% |
P
S
|
75,408 | $17,311,415 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
XYL
XYLEM INC
|
Industrials | 2.50% | 2.82% |
#8
Prev: #8
|
1.5 |
—
|
-3,565 | -2.6% |
P
S
|
134,363 | $15,883,050 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
ATR
APTARGROUP INC
|
Healthcare | 2.49% | 2.83% |
#9
2
Prev: #7
|
1.5 |
—
|
-5,095 | -3.9% |
P
S
|
126,187 | $15,798,612 | 1999 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
DCI
DONALDSON INC
|
Industrials | 2.48% | 2.63% |
#10
Prev: #10
|
1.5 |
—
|
-5,736 | -3.2% |
P
S
|
175,444 | $15,749,608 | 1999 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
NVT
NVENT ELEC PLC
|
Industrials | 2.13% | 1.66% |
#11
8
Prev: #19
|
1.4 |
—
|
-2,079 | -2.5% |
P
S
|
79,717 | $13,520,800 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
ROP
ROPER TECHNOLOG...
|
Technology | 2.13% | 2.54% |
#12
1
Prev: #11
|
1.4 |
—
|
-1,990 | -4.7% |
P
S
|
39,955 | $13,520,372 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 2.08% | 0.68% |
#13
26
Prev: #39
|
1.3 |
—
|
-344 | -2.9% |
P
S
|
11,450 | $13,216,718 | 1999 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
FIX
COMFORT SYS USA...
|
Industrials | 1.93% | 1.55% |
#14
6
Prev: #20
|
1.3 |
—
|
-374 | -5.7% |
P
S
|
6,182 | $12,252,415 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 1.79% | 2.01% |
#15
1
Prev: #14
|
1.2 |
—
|
-3,480 | -2.3% |
P
S
|
146,058 | $11,379,370 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
FISV
FISERV INC
|
Unknown | 1.78% | 2.37% |
#16
4
Prev: #12
|
1.2 |
—
|
-17,552 | -7.1% |
P
S
|
230,550 | $11,308,478 | 1999 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
NDSN
NORDSON CORP
|
Industrials | 1.77% | 1.78% |
#17
1
Prev: #16
|
1.2 |
—
|
-1,694 | -4.3% |
P
S
|
37,378 | $11,276,569 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
LSTR
LANDSTAR SYS IN...
|
Industrials | 1.74% | 1.52% |
#18
4
Prev: #22
|
1.2 |
—
|
-1,717 | -3.1% |
P
S
|
53,452 | $11,054,408 | 2004 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
RBC
RBC BEARINGS IN...
|
Industrials | 1.69% | 1.67% |
#19
1
Prev: #18
|
1.2 |
—
|
-1,232 | -6.9% |
P
S
|
16,672 | $10,737,768 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
GGG
GRACO INC
|
Industrials | 1.69% | 2.15% |
#20
7
Prev: #13
|
1.2 |
—
|
-6,498 | -4.4% |
P
S
|
141,828 | $10,723,615 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
VRSK
VERISK ANALYTIC...
|
Industrials | 1.65% | 1.97% |
#21
6
Prev: #15
|
1.2 |
—
|
-2,194 | -3.6% |
P
S
|
58,351 | $10,475,755 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
FAST
FASTENAL CO
|
Industrials | 1.50% | 1.52% |
#22
1
Prev: #21
|
1.1 |
—
|
7,151 | 3.7% |
P
S
|
198,002 | $9,510,036 | 2002 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
RPM
RPM INTL INC
|
Basic Materials | 1.50% | 1.50% |
#23
1
Prev: #24
|
1.1 |
—
|
-2,597 | -2.9% |
P
S
|
85,463 | $9,499,161 | 1999 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 1.48% | 1.50% |
#24
1
Prev: #23
|
1.1 |
—
|
688 | 2.1% |
P
S
|
33,673 | $9,381,635 | 2009 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.45% | 1.70% |
#25
8
Prev: #17
|
1.1 |
—
|
-143 | -1.4% |
P
S
|
9,821 | $9,187,077 | 1999 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
CHD
CHURCH & DWIGHT...
|
Consumer Defensive | 1.16% | 1.29% |
#26
1
Prev: #25
|
1.0 |
—
|
-4,170 | -5.2% |
P
S
|
76,358 | $7,397,563 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
AIZ
ASSURANT INC
|
Financial Services | 1.15% | 1.04% |
#27
4
Prev: #31
|
1.0 |
—
|
-644 | -2.3% |
P
S
|
27,173 | $7,296,766 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.10% | 1.07% |
#28
2
Prev: #30
|
0.9 |
—
|
281 | 1.3% |
P
S
|
21,421 | $7,011,736 | 2004 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
CLH
CLEAN HARBORS I...
|
Industrials | 1.02% | 1.15% |
#29
2
Prev: #27
|
0.9 |
—
|
-1,835 | -7.8% |
P
S
|
21,597 | $6,452,104 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
FTV
FORTIVE CORP
|
Technology | 0.95% | 0.97% |
#30
2
Prev: #32
|
0.9 |
—
|
-4,100 | -4.0% |
P
S
|
98,494 | $6,016,998 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.94% | 1.07% |
#31
2
Prev: #29
|
0.9 |
—
|
-3,410 | -4.3% |
P
S
|
75,668 | $5,980,007 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.88% | 0.79% |
#32
5
Prev: #37
|
2.4 |
—
|
2,238 | 9.3% |
P
S
|
26,281 | $5,591,907 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
CSWI
CSW INDUSTRIALS...
|
Unknown | 0.82% | 0.85% |
#33
1
Prev: #34
|
0.8 |
—
|
-414 | -2.2% |
P
S
|
18,660 | $5,193,078 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.82% | 0.94% |
#34
1
Prev: #33
|
0.8 |
—
|
-213 | -1.6% |
P
S
|
12,745 | $5,190,529 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
MSA
MSA SAFETY INC
|
Industrials | 0.81% | 0.83% |
#35
Prev: #35
|
0.8 |
—
|
-260 | -0.9% |
P
S
|
29,466 | $5,144,174 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.80% | 1.08% |
#36
8
Prev: #28
|
1.3 |
—
|
no change | no change |
P
S
|
37,198 | $5,085,711 | 1999 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
VLTO
VERALTO CORP
|
Industrials | 0.72% | 0.82% |
#37
1
Prev: #36
|
0.8 |
—
|
-2,291 | -4.2% |
P
S
|
51,908 | $4,603,201 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.69% | 0.74% |
#38
Prev: #38
|
1.3 |
—
|
no change | no change |
P
S
|
11,669 | $4,352,920 | 1999 Q4 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
FIS
FIDELITY NATL I...
|
Technology | 0.67% | 1.17% |
#39
13
Prev: #26
|
0.3 |
—
|
-36,546 | -25.1% |
P
S
|
109,199 | $4,245,670 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
UFPT
UFP TECHNOLOGIE...
|
Healthcare | 0.65% | 0.55% |
#40
7
Prev: #47
|
0.8 |
—
|
-1,120 | -6.7% |
P
S
|
15,484 | $4,105,273 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
AIT
APPLIED INDL TE...
|
Industrials | 0.64% | 0.59% |
#41
2
Prev: #43
|
0.8 |
—
|
-864 | -6.7% |
P
S
|
12,007 | $4,060,167 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
USB
US BANCORP
|
Financial Services | 0.61% | 0.61% |
#42
1
Prev: #41
|
0.7 |
—
|
-3,937 | -5.7% |
P
S
|
64,669 | $3,906,008 | 1999 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.61% | 0.57% |
#43
2
Prev: #45
|
0.7 |
—
|
-18 | -0.1% |
P
S
|
15,325 | $3,856,383 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
AAPL
APPLE INC
|
Technology | 0.59% | 0.57% |
#44
2
Prev: #46
|
0.7 |
—
|
40 | 0.3% |
P
S
|
13,048 | $3,775,519 | 2010 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
KAI
KADANT INC
|
Industrials | 0.57% | 0.58% |
#45
1
Prev: #44
|
0.7 |
—
|
-162 | -1.4% |
P
S
|
11,464 | $3,602,333 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
GNRC
GENERAC HLDGS I...
|
Industrials | 0.56% | 0.41% |
#46
9
Prev: #55
|
0.7 |
—
|
-167 | -1.4% |
P
S
|
12,179 | $3,566,133 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.56% | 0.61% |
#47
5
Prev: #42
|
0.7 |
—
|
-446 | -3.1% |
P
S
|
14,020 | $3,560,659 | 2001 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
WAT
WATERS CORP
|
Healthcare | 0.48% | 0.42% |
#48
5
Prev: #53
|
0.7 |
—
|
-131 | -1.6% |
P
S
|
8,136 | $3,051,325 | 2001 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
RRX
REGAL REXNORD C...
|
Industrials | 0.47% | 0.39% |
#49
8
Prev: #57
|
0.7 |
—
|
391 | 3.2% |
P
S
|
12,632 | $3,008,816 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.46% | 0.23% |
#50
20
Prev: #70
|
1.2 |
—
|
no change | no change |
P
S
|
4,010 | $2,899,230 | 2003 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 |
Showing 1-50 of 150 holdings