2026 Q3 Portfolio Activity
In 2026 Q3, MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC maintained a portfolio of 152 distinct positions. The most significant new addition was ISHARES GOLD TRUST MICRO, now representing 0.10% of the total fund value. They heavily accumulated shares in MERIT MED SYS INC, increasing the position by 88.8%. The fund also reduced its exposure to FIDELITY NATL INFORMATION SV by 54.6%.
Position History
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Total Positions
152
Quarter
2026 Q3
Top Holding
APH (9.3%)
Top 10 Concentration
41.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 152
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC Full Holdings List — 2026 Q3
| 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 | 9.29% | 9.96% |
#1
Prev: #1
|
8.7 |
—
|
312,764 | 87.2% |
P
S
|
671,539 | $56,610,738 | 2004 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
AME
AMETEK INC
|
Industrials | 6.87% | 6.58% |
#2
Prev: #2
|
4.7 |
—
|
-3,826 | -2.2% |
P
S
|
168,929 | $41,848,781 | 2004 Q2 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 4.49% | 3.67% |
#3
2
Prev: #5
|
3.3 |
—
|
941 | 0.8% |
P
S
|
123,524 | $27,366,786 | 1999 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IEX
IDEX CORP
|
Industrials | 4.24% | 4.08% |
#4
Prev: #4
|
2.7 |
—
|
-788 | -0.7% |
P
S
|
113,379 | $25,848,144 | 1999 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 4.13% | 2.98% |
#5
1
Prev: #6
|
2.7 |
—
|
-526 | -1.4% |
P
S
|
37,265 | $25,155,738 | 2006 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
AJG
GALLAGHER ARTHU...
|
Financial Services | 2.86% | 2.72% |
#6
1
Prev: #7
|
1.6 |
—
|
1,058 | 1.4% |
P
S
|
76,466 | $17,442,659 | 2016 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 2.74% | 4.10% |
#7
4
Prev: #3
|
1.6 |
—
|
-8,564 | -11.0% |
P
S
|
69,285 | $16,719,163 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
DCI
DONALDSON INC
|
Industrials | 2.48% | 2.48% |
#8
2
Prev: #10
|
1.5 |
—
|
-1,726 | -1.0% |
P
S
|
173,718 | $15,120,415 | 1999 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
ATR
APTARGROUP INC
|
Healthcare | 2.42% | 2.49% |
#9
Prev: #9
|
1.5 |
—
|
-4,574 | -3.6% |
P
S
|
121,613 | $14,734,631 | 1999 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
XYL
XYLEM INC
|
Industrials | 2.36% | 2.50% |
#10
2
Prev: #8
|
2.9 |
—
|
7,403 | 5.5% |
P
S
|
141,766 | $14,356,643 | 2011 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
ROP
ROPER TECHNOLOG...
|
Technology | 2.30% | 2.13% |
#11
1
Prev: #12
|
1.4 |
—
|
221 | 0.6% |
P
S
|
40,176 | $14,037,896 | 2009 Q2 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
NDSN
NORDSON CORP
|
Industrials | 2.02% | 1.77% |
#12
5
Prev: #17
|
1.3 |
—
|
158 | 0.4% |
P
S
|
37,536 | $12,306,178 | 2018 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
NVT
NVENT ELEC PLC
|
Industrials | 1.97% | 2.13% |
#13
2
Prev: #11
|
1.3 |
—
|
-4,889 | -6.1% |
P
S
|
74,828 | $12,000,166 | 2018 Q2 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 1.83% | 1.79% |
#14
1
Prev: #15
|
1.2 |
—
|
-351 | -0.2% |
P
S
|
145,707 | $11,132,029 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
GGG
GRACO INC
|
Industrials | 1.72% | 1.69% |
#15
5
Prev: #20
|
1.2 |
—
|
-5,439 | -3.8% |
P
S
|
136,389 | $10,480,131 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.67% | 2.08% |
#16
3
Prev: #13
|
1.2 |
—
|
-1,874 | -16.4% |
P
S
|
9,576 | $10,199,493 | 1999 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
FISV
FISERV INC
|
Unknown | 1.60% | 1.78% |
#17
1
Prev: #16
|
1.1 |
—
|
-14,987 | -6.5% |
P
S
|
215,563 | $9,739,136 | 1999 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VRSK
VERISK ANALYTIC...
|
Industrials | 1.59% | 1.65% |
#18
3
Prev: #21
|
1.1 |
—
|
-428 | -0.7% |
P
S
|
57,923 | $9,722,376 | 2013 Q2 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
FAST
FASTENAL CO
|
Industrials | 1.59% | 1.50% |
#19
3
Prev: #22
|
1.1 |
—
|
-1,822 | -0.9% |
P
S
|
196,180 | $9,716,795 | 2002 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
FIX
COMFORT SYS USA...
|
Industrials | 1.55% | 1.93% |
#20
6
Prev: #14
|
1.1 |
—
|
-462 | -7.5% |
P
S
|
5,720 | $9,461,395 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 1.52% | 1.48% |
#21
3
Prev: #24
|
1.1 |
—
|
133 | 0.4% |
P
S
|
33,806 | $9,282,451 | 2009 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.46% | 1.45% |
#22
3
Prev: #25
|
1.1 |
—
|
-63 | -0.6% |
P
S
|
9,758 | $8,882,928 | 1999 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
LSTR
LANDSTAR SYS IN...
|
Industrials | 1.45% | 1.74% |
#23
5
Prev: #18
|
1.1 |
—
|
-1,167 | -2.2% |
P
S
|
52,285 | $8,817,604 | 2004 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
RPM
RPM INTL INC
|
Basic Materials | 1.41% | 1.50% |
#24
1
Prev: #23
|
1.1 |
—
|
1,786 | 2.1% |
P
S
|
87,249 | $8,608,813 | 1999 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
RBC
RBC BEARINGS IN...
|
Industrials | 1.35% | 1.69% |
#25
6
Prev: #19
|
1.0 |
—
|
-201 | -1.2% |
P
S
|
16,471 | $8,222,817 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
AIZ
ASSURANT INC
|
Financial Services | 1.32% | 1.15% |
#26
1
Prev: #27
|
2.5 |
—
|
3,376 | 12.4% |
P
S
|
30,549 | $8,049,662 | 2019 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
CHD
CHURCH & DWIGHT...
|
Consumer Defensive | 1.16% | 1.16% |
#27
1
Prev: #26
|
1.0 |
—
|
-1,536 | -2.0% |
P
S
|
74,822 | $7,049,729 | 2010 Q2 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.15% | 1.10% |
#28
Prev: #28
|
1.0 |
—
|
-246 | -1.1% |
P
S
|
21,175 | $7,005,325 | 2004 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
CLH
CLEAN HARBORS I...
|
Industrials | 1.11% | 1.02% |
#29
Prev: #29
|
0.9 |
—
|
197 | 0.9% |
P
S
|
21,794 | $6,761,153 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.04% | 0.88% |
#30
2
Prev: #32
|
2.4 |
—
|
4,269 | 16.2% |
P
S
|
30,550 | $6,355,026 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
XOM
EXXONMOBIL HOLD...
|
Energy | 0.99% | 0.80% |
#31
5
Prev: #36
|
1.4 |
—
|
no change | no change |
P
S
|
37,198 | $6,053,975 | 1999 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
CSWI
CSW INDUSTRIALS...
|
Unknown | 0.96% | 0.82% |
#32
1
Prev: #33
|
2.4 |
—
|
1,626 | 8.7% |
P
S
|
20,286 | $5,843,991 | 2019 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.95% | 0.94% |
#33
2
Prev: #31
|
0.9 |
—
|
-1,039 | -1.4% |
P
S
|
74,629 | $5,765,075 | 2018 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
MSA
MSA SAFETY INC
|
Industrials | 0.93% | 0.81% |
#34
1
Prev: #35
|
2.4 |
—
|
2,384 | 8.1% |
P
S
|
31,850 | $5,665,478 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
FTV
FORTIVE CORP
|
Technology | 0.89% | 0.95% |
#35
5
Prev: #30
|
0.9 |
—
|
1,017 | 1.0% |
P
S
|
99,511 | $5,454,198 | 2016 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.81% | 0.82% |
#36
2
Prev: #34
|
0.8 |
—
|
-197 | -1.5% |
P
S
|
12,548 | $4,949,810 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VLTO
VERALTO CORP
|
Industrials | 0.79% | 0.72% |
#37
Prev: #37
|
0.8 |
—
|
-572 | -1.1% |
P
S
|
51,336 | $4,842,012 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.79% | 0.69% |
#38
Prev: #38
|
0.8 |
—
|
-2,229 | -19.1% |
P
S
|
9,440 | $4,841,981 | 1999 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
UFPT
UFP TECHNOLOGIE...
|
Healthcare | 0.73% | 0.65% |
#39
1
Prev: #40
|
0.8 |
—
|
-493 | -3.2% |
P
S
|
14,991 | $4,449,629 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
AAPL
APPLE INC
|
Technology | 0.72% | 0.59% |
#40
4
Prev: #44
|
0.8 |
—
|
175 | 1.3% |
P
S
|
13,223 | $4,403,466 | 2010 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
AIT
APPLIED INDL TE...
|
Industrials | 0.69% | 0.64% |
#41
Prev: #41
|
2.3 |
—
|
713 | 5.9% |
P
S
|
12,720 | $4,226,729 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.66% | 0.61% |
#42
1
Prev: #43
|
0.8 |
—
|
115 | 0.8% |
P
S
|
15,440 | $4,038,950 | 2013 Q2 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.60% | 0.56% |
#43
4
Prev: #47
|
0.7 |
—
|
-111 | -0.8% |
P
S
|
13,909 | $3,682,269 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
USB
US BANCORP
|
Financial Services | 0.60% | 0.61% |
#44
2
Prev: #42
|
0.7 |
—
|
-1,550 | -2.4% |
P
S
|
63,119 | $3,645,753 | 1999 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
WAT
WATERS CORP
|
Healthcare | 0.60% | 0.48% |
#45
3
Prev: #48
|
0.7 |
—
|
150 | 1.8% |
P
S
|
8,286 | $3,640,786 | 2001 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
KAI
KADANT INC
|
Industrials | 0.58% | 0.57% |
#46
1
Prev: #45
|
2.2 |
—
|
2,069 | 18.0% |
P
S
|
13,533 | $3,539,150 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
MMSI
MERIT MED SYS I...
|
Healthcare | 0.54% | 0.22% |
#47
22
Prev: #69
|
3.2 |
—
|
17,899 | 88.8% |
P
S
|
38,048 | $3,280,879 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.43% | 0.37% |
#48
8
Prev: #56
|
0.7 |
—
|
-500 | -4.7% |
P
S
|
10,131 | $2,614,406 | 2010 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.42% | 0.42% |
#49
3
Prev: #52
|
0.7 |
—
|
754 | 2.1% |
P
S
|
36,918 | $2,589,798 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
GNRC
GENERAC HLDGS I...
|
Industrials | 0.41% | 0.56% |
#50
4
Prev: #46
|
1.2 |
—
|
no change | no change |
P
S
|
12,179 | $2,520,444 | 2019 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 |
Showing 1-50 of 152 holdings