# MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1067324. Source: https://holderbook.com/funds/1067324-mountain-pacific-investment-advisers-llc/

- Reported value: $635.4M
- Positions: 146
- Weight of the ten largest: 41.6%
- Filed: 2026-07-30

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $63.3M | 358,775 | 10.0% | 31 |
| AMETEK INC | [AME](https://holderbook.com/stocks/AME/) | $41.8M | 172,755 | 6.6% | 31 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $26.1M | 77,849 | 4.1% | 23 |
| IDEX CORP | [IEX](https://holderbook.com/stocks/IEX/) | $25.9M | 114,167 | 4.1% | 31 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $23.3M | 122,583 | 3.7% | 31 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $18.9M | 37,791 | 3.0% | 31 |
| GALLAGHER ARTHUR J & CO | [AJG](https://holderbook.com/stocks/AJG/) | $17.3M | 75,408 | 2.7% | 31 |
| XYLEM INC | [XYL](https://holderbook.com/stocks/XYL/) | $15.9M | 134,363 | 2.5% | 31 |
| APTARGROUP INC | [ATR](https://holderbook.com/stocks/ATR/) | $15.8M | 126,187 | 2.5% | 31 |
| DONALDSON INC | [DCI](https://holderbook.com/stocks/DCI/) | $15.7M | 175,444 | 2.5% | 31 |
| NVENT ELEC PLC | [NVT](https://holderbook.com/stocks/NVT/) | $13.5M | 79,717 | 2.1% | 31 |
| ROPER TECHNOLOGIES INC | [ROP](https://holderbook.com/stocks/ROP/) | $13.5M | 39,955 | 2.1% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $13.2M | 11,450 | 2.1% | 31 |
| COMFORT SYS USA INC | [FIX](https://holderbook.com/stocks/FIX/) | $12.3M | 6,182 | 1.9% | 14 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $11.4M | 146,058 | 1.8% | 31 |
| FISERV INC | [FISV](https://holderbook.com/stocks/FISV/) | $11.3M | 230,550 | 1.8% | 31 |
| NORDSON CORP | [NDSN](https://holderbook.com/stocks/NDSN/) | $11.3M | 37,378 | 1.8% | 30 |
| LANDSTAR SYS INC | [LSTR](https://holderbook.com/stocks/LSTR/) | $11.1M | 53,452 | 1.7% | 31 |
| RBC BEARINGS INC | [RBC](https://holderbook.com/stocks/RBC/) | $10.7M | 16,672 | 1.7% | 18 |
| GRACO INC | [GGG](https://holderbook.com/stocks/GGG/) | $10.7M | 141,828 | 1.7% | 30 |
| VERISK ANALYTICS INC | [VRSK](https://holderbook.com/stocks/VRSK/) | $10.5M | 58,351 | 1.6% | 31 |
| FASTENAL CO | [FAST](https://holderbook.com/stocks/FAST/) | $9.5M | 198,002 | 1.5% | 31 |
| RPM INTL INC | [RPM](https://holderbook.com/stocks/RPM/) | $9.5M | 85,463 | 1.5% | 31 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $9.4M | 33,673 | 1.5% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $9.2M | 9,821 | 1.4% | 31 |
| CHURCH & DWIGHT CO INC | [CHD](https://holderbook.com/stocks/CHD/) | $7.4M | 76,358 | 1.2% | 31 |
| ASSURANT INC | [AIZ](https://holderbook.com/stocks/AIZ/) | $7.3M | 27,173 | 1.1% | 28 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $7.0M | 21,421 | 1.1% | 31 |
| CLEAN HARBORS INC | [CLH](https://holderbook.com/stocks/CLH/) | $6.5M | 21,597 | 1.0% | 10 |
| FORTIVE CORP | [FTV](https://holderbook.com/stocks/FTV/) | $6.0M | 98,494 | 0.9% | 31 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $6.0M | 75,668 | 0.9% | 25 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $5.6M | 26,281 | 0.9% | 23 |
| CSW INDUSTRIALS INC | [CSW](https://holderbook.com/stocks/CSW/) | $5.2M | 18,660 | 0.8% | 28 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $5.2M | 12,745 | 0.8% | 18 |
| MSA SAFETY INC | [MSA](https://holderbook.com/stocks/MSA/) | $5.1M | 29,466 | 0.8% | 14 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $5.1M | 37,198 | 0.8% | 31 |
| VERALTO CORP | [VLTO](https://holderbook.com/stocks/VLTO/) | $4.6M | 51,908 | 0.7% | 12 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $4.4M | 11,669 | 0.7% | 31 |
| FIDELITY NATL INFORMATION SV | [FIS](https://holderbook.com/stocks/FIS/) | $4.2M | 109,199 | 0.7% | 31 |
| UFP TECHNOLOGIES INC | [UFPT](https://holderbook.com/stocks/UFPT/) | $4.1M | 15,484 | 0.6% | 12 |
| APPLIED INDL TECHNOLOGIES IN | [AIT](https://holderbook.com/stocks/AIT/) | $4.1M | 12,007 | 0.6% | 8 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $3.9M | 64,669 | 0.6% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $3.9M | 15,325 | 0.6% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.8M | 13,048 | 0.6% | 31 |
| KADANT INC | [KAI](https://holderbook.com/stocks/KAI/) | $3.6M | 11,464 | 0.6% | 22 |
| GENERAC HLDGS INC | [GNRC](https://holderbook.com/stocks/GNRC/) | $3.6M | 12,179 | 0.6% | 28 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $3.6M | 14,020 | 0.6% | 31 |
| WATERS CORP | [WAT](https://holderbook.com/stocks/WAT/) | $3.1M | 8,136 | 0.5% | 31 |
| REGAL REXNORD CORPORATION | [RRX](https://holderbook.com/stocks/RRX/) | $3.0M | 12,632 | 0.5% | 21 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $2.9M | 4,010 | 0.5% | 25 |
| FTI CONSULTING INC | [FCN](https://holderbook.com/stocks/FCN/) | $2.8M | 19,101 | 0.4% | 9 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $2.7M | 36,164 | 0.4% | 31 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $2.5M | 42,437 | 0.4% | 26 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $2.4M | 8,906 | 0.4% | 31 |
| WINMARK CORP | [WINA](https://holderbook.com/stocks/WINA/) | $2.4M | 5,668 | 0.4% | 14 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $2.4M | 10,631 | 0.4% | 31 |
| PENTAIR PLC | [PNR](https://holderbook.com/stocks/PNR/) | $2.3M | 30,593 | 0.4% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $2.3M | 20,155 | 0.4% | 31 |
| SNAP ON INC | [SNA](https://holderbook.com/stocks/SNA/) | $2.3M | 5,602 | 0.4% | 31 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $2.2M | 6,106 | 0.3% | 31 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $2.2M | 24,230 | 0.3% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $2.0M | 1,924 | 0.3% | 25 |
| ROSS STORES INC | [ROST](https://holderbook.com/stocks/ROST/) | $2.0M | 9,200 | 0.3% | 31 |
| VANGUARD BD INDEX FDS | [VUSB](https://holderbook.com/stocks/VUSB/) | $1.9M | 37,382 | 0.3% | 21 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.8M | 12,586 | 0.3% | 31 |
| WABTEC | [WAB](https://holderbook.com/stocks/WAB/) | $1.8M | 6,709 | 0.3% | 31 |
| COMMERCE BANCSHARES INC | [CBSH](https://holderbook.com/stocks/CBSH/) | $1.8M | 30,380 | 0.3% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $1.5M | 2 | 0.2% | 6 |
| MERIT MED SYS INC | [MMSI](https://holderbook.com/stocks/MMSI/) | $1.4M | 20,149 | 0.2% | 6 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $1.3M | 3,159 | 0.2% | 29 |
| TELEFLEX INCORPORATED | [TFX](https://holderbook.com/stocks/TFX/) | $1.3M | 10,566 | 0.2% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.3M | 6,861 | 0.2% | 25 |
| VONTIER CORPORATION | [VNT](https://holderbook.com/stocks/VNT/) | $1.3M | 43,196 | 0.2% | 23 |
| WAYSTAR HLDG CORP | [WAY](https://holderbook.com/stocks/WAY/) | $1.2M | 57,164 | 0.2% | 4 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.1M | 8,096 | 0.2% | 4 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $1.1M | 14,110 | 0.2% | 25 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.0M | 3,696 | 0.2% | 31 |
| C H ROBINSON WORLDWIDE IN | [CHRW](https://holderbook.com/stocks/CHRW/) | $1.0M | 5,500 | 0.2% | 31 |
| FIFTH THIRD BANCORP | [FITB](https://holderbook.com/stocks/FITB/) | $1.0M | 18,200 | 0.2% | 31 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $1.0M | 12,378 | 0.2% | 31 |
| ROYAL BK CDA | [RY](https://holderbook.com/stocks/RY/) | $982.9K | 4,749 | 0.2% | 31 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $933.1K | 4,651 | 0.1% | 31 |
| STRIDE INC | [LRN](https://holderbook.com/stocks/LRN/) | $911.1K | 10,565 | 0.1% | 5 |
| M & T BK CORP | [MTB](https://holderbook.com/stocks/MTB/) | $877.5K | 3,687 | 0.1% | 31 |
| PROGRESS SOFTWARE CORP | [PRGS](https://holderbook.com/stocks/PRGS/) | $866.4K | 25,800 | 0.1% | 6 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $862.0K | 2,444 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $844.8K | 2,283 | 0.1% | 31 |
| ZEBRA TECHNOLOGIES CORPORATI | [ZBRA](https://holderbook.com/stocks/ZBRA/) | $811.1K | 3,081 | 0.1% | 25 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $785.5K | 1,052 | 0.1% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $751.7K | 2,191 | 0.1% | 31 |
| MSC INDL DIRECT INC | [MSM](https://holderbook.com/stocks/MSM/) | $726.0K | 6,103 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $699.9K | 1,019 | 0.1% | 27 |
| SELECTIVE INS GROUP INC | [SIGI](https://holderbook.com/stocks/SIGI/) | $694.2K | 7,156 | 0.1% | 29 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $691.6K | 5,108 | 0.1% | 31 |
| AMERICAN WTR WKS CO INC NEW | [AWK](https://holderbook.com/stocks/AWK/) | $683.8K | 5,197 | 0.1% | 31 |
| PNC FINL SVCS GROUP INC | [PNC](https://holderbook.com/stocks/PNC/) | $673.2K | 2,734 | 0.1% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $667.9K | 1,588 | 0.1% | 11 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $641.4K | 871 | 0.1% | 25 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $637.7K | 5,429 | 0.1% | 26 |
| CANADIAN NATL RY CO | [CNI](https://holderbook.com/stocks/CNI/) | $626.0K | 5,250 | 0.1% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.3% | +14.8% | -2.5% | 100% |
| Q1 2026 | -1.6% | -4.6% | +3.1% | 100% |
| Q4 2025 | -0.4% | +2.4% | -2.8% | 100% |
| Q3 2025 | +2.2% | +7.8% | -5.6% | 100% |
| Q2 2025 | +5.5% | +10.5% | -4.9% | 100% |
| Q1 2025 | -4.6% | -4.6% | -0.0% | 100% |
| Q4 2024 | -2.1% | +2.1% | -4.3% | 100% |
| Q3 2024 | +8.4% | +5.4% | +3.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $635.4M | 146 |
| Q1 2026 | $583.7M | 141 |
| Q4 2025 | $617.1M | 144 |
| Q3 2025 | $639.0M | 144 |
| Q2 2025 | $1.4B | 139 |
| Q1 2025 | $1.3B | 140 |
| Q4 2024 | $1.4B | 136 |
| Q3 2024 | $1.5B | 142 |
| Q2 2024 | $1.3B | 138 |
| Q1 2024 | $1.8B | 139 |
| Q4 2023 | $1.6B | 134 |
| Q3 2023 | $1.4B | 129 |