HolderBook

MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
1067324
Reported value
$635.4M
Positions
146
Top 10 weight
41.6%
Filed
2026-07-30
Days after quarter end
30

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
AMPHENOL CORPAPH$63.3M358,7759.96%+1.91pp31q-3.5%-$2.3M
AMETEK INCAME$41.8M172,7556.58%-0.04pp31q-4.2%-$1.8M
VERTIV HOLDINGS COVRT$26.1M77,8494.10%+0.56pp23q-5.6%-$1.5M
IDEX CORPIEX$25.9M114,1674.08%+0.25pp31q-3.2%-$869.7K
DANAHER CORP DELDHR$23.3M122,5833.67%-0.42pp31q-2.9%-$690.1K
THERMO FISHER SCIENTIFIC INCTMO$18.9M37,7912.98%-0.26pp31q-1.9%-$360.0K
GALLAGHER ARTHUR J & COAJG$17.3M75,4082.72%-0.08pp31qHELD
XYLEM INCXYL$15.9M134,3632.50%-0.32pp31q-2.6%-$421.4K
APTARGROUP INCATR$15.8M126,1872.49%-0.35pp31q-3.9%-$637.9K
DONALDSON INCDCI$15.7M175,4442.48%-0.16pp31q-3.2%-$514.9K
NVENT ELEC PLCNVT$13.5M79,7172.13%+0.47pp31q-2.5%-$352.6K
ROPER TECHNOLOGIES INCROP$13.5M39,9552.13%-0.41pp31q-4.7%-$673.4K
MICRON TECHNOLOGY INCMU$13.2M11,4502.08%+1.40pp31q-2.9%-$397.1K
COMFORT SYS USA INCFIX$12.3M6,1821.93%+0.38pp14q-5.7%-$741.2K
VANGUARD BD INDEX FDSBSV$11.4M146,0581.79%-0.22pp31q-2.3%-$271.1K
FISERV INCFISV$11.3M230,5501.78%-0.59pp31q-7.1%-$860.9K
NORDSON CORPNDSN$11.3M37,3781.77%-0.01pp30q-4.3%-$511.1K
LANDSTAR SYS INCLSTR$11.1M53,4521.74%+0.22pp31q-3.1%-$355.1K
RBC BEARINGS INCRBC$10.7M16,6721.69%+0.02pp18q-6.9%-$793.5K
GRACO INCGGG$10.7M141,8281.69%-0.46pp30q-4.4%-$491.3K
VERISK ANALYTICS INCVRSK$10.5M58,3511.65%-0.32pp31q-3.6%-$393.9K
FASTENAL COFAST$9.5M198,0021.50%-0.02pp31q+3.7%+$343.5K
RPM INTL INCRPM$9.5M85,4631.50%flat31q-2.9%-$288.7K
ECOLAB INCECL$9.4M33,6731.48%-0.03pp31q+2.1%+$191.7K
COSTCO WHOLESALE CORPORATIONCOST$9.2M9,8211.45%-0.25pp31q-1.4%-$133.8K
CHURCH & DWIGHT CO INCCHD$7.4M76,3581.16%-0.12pp31q-5.2%-$404.0K
ASSURANT INCAIZ$7.3M27,1731.15%+0.11pp28q-2.3%-$172.9K
JPMORGAN CHASE & COJPM$7.0M21,4211.10%+0.04pp31q+1.3%+$92.0K
CLEAN HARBORS INCCLH$6.5M21,5971.02%-0.14pp10q-7.8%-$548.2K
FORTIVE CORPFTV$6.0M98,4940.95%-0.02pp31q-4.0%-$250.5K
VANGUARD SCOTTSDALE FDSVCSH$6.0M75,6680.94%-0.13pp25q-4.3%-$269.5K
INVESCO EXCHANGE TRADED FD TRSP$5.6M26,2810.88%+0.09pp23q+9.3%+$476.2K
CSW INDUSTRIALS INCCSW$5.2M18,6600.82%-0.03pp28q-2.2%-$115.2K
S&P GLOBAL INCSPGI$5.2M12,7450.82%-0.13pp18q-1.6%-$86.7K
MSA SAFETY INCMSA$5.1M29,4660.81%-0.03pp14q-0.9%-$45.4K
EXXON MOBIL CORPXOMXXXX$5.1M37,1980.80%-0.28pp31qHELD
VERALTO CORPVLTO$4.6M51,9080.72%-0.10pp12q-4.2%-$203.2K
MICROSOFT CORPMSFT$4.4M11,6690.69%-0.05pp31qHELD
FIDELITY NATL INFORMATION SVFIS$4.2M109,1990.67%-0.50pp31q-25.1%-$1.4M
UFP TECHNOLOGIES INCUFPT$4.1M15,4840.65%+0.10pp12q-6.7%-$296.9K
APPLIED INDL TECHNOLOGIES INAIT$4.1M12,0070.64%+0.05pp8q-6.7%-$292.2K
US BANCORPUSB$3.9M64,6690.61%flat31q-5.7%-$237.8K
ABBVIE INCABBV$3.9M15,3250.61%+0.04pp31qHELD
APPLE INCAAPL$3.8M13,0480.59%+0.03pp31qHELD
KADANT INCKAI$3.6M11,4640.57%-0.02pp22q-1.4%-$50.9K
GENERAC HLDGS INCGNRC$3.6M12,1790.56%+0.15pp28q-1.4%-$48.9K
JOHNSON & JOHNSONJNJ$3.6M14,0200.56%-0.05pp31q-3.1%-$113.3K
WATERS CORPWAT$3.1M8,1360.48%+0.06pp31q-1.6%-$49.1K
REGAL REXNORD CORPORATIONRRX$3.0M12,6320.47%+0.08pp21q+3.2%+$93.1K
APPLIED MATLS INCAMAT$2.9M4,0100.46%+0.22pp25qHELD
FTI CONSULTING INCFCN$2.8M19,1010.45%-0.17pp9q-6.0%-$180.3K
VANGUARD BD INDEX FDSBND$2.7M36,1640.42%flat31q+8.5%+$208.5K
VANGUARD SCOTTSDALE FDSVGSH$2.5M42,4370.39%-0.04pp26qHELD
ILLINOIS TOOL WKS INCITW$2.4M8,9060.38%-0.03pp31q-2.7%-$67.6K
WINMARK CORPWINA$2.4M5,6680.38%+0.05pp14q+26.7%+$505.6K
AUTOMATIC DATA PROCESSING INADP$2.4M10,6310.37%-0.05pp31q-12.4%-$335.9K
PENTAIR PLCPNR$2.3M30,5930.37%-0.09pp31q-0.6%-$15.3K
WALMART INCWMT$2.3M20,1550.36%-0.08pp31q-2.5%-$59.5K
SNAP ON INCSNA$2.3M5,6020.35%+0.01pp31qHELD
AMGEN INCAMGN$2.2M6,1060.35%-0.02pp31qHELD
ABBOTT LABORATORIESABT$2.2M24,2300.35%-0.08pp31q-0.5%-$11.3K
CATERPILLAR INCCAT$2.0M1,9240.32%+0.08pp25q-4.0%-$85.2K
ROSS STORES INCROST$2.0M9,2000.31%-0.03pp31qHELD
VANGUARD BD INDEX FDSVUSB$1.9M37,3820.29%-0.06pp21q-10.7%-$222.2K
PROCTER & GAMBLE COPG$1.8M12,5860.29%-0.03pp31q-3.1%-$58.7K
WABTECWAB$1.8M6,7090.28%flat31qHELD
COMMERCE BANCSHARES INCCBSH$1.8M30,3800.28%+0.02pp31qHELD
BERKSHIRE HATHAWAY INC DELBRKA$1.5M20.24%-0.01pp6qHELD
MERIT MED SYS INCMMSI$1.4M20,1490.22%+0.04pp6q+34.5%+$358.3K
EATON CORP PLCETN$1.3M3,1590.21%+0.01pp29q-3.1%-$42.6K
TELEFLEX INCORPORATEDTFX$1.3M10,5660.21%-0.01pp31q-3.1%-$42.8K
RTX CORPORATIONRTX$1.3M6,8610.20%-0.03pp25q-1.7%-$22.8K
VONTIER CORPORATIONVNT$1.3M43,1960.20%-0.06pp23q+3.6%+$43.4K
WAYSTAR HLDG CORPWAY$1.2M57,1640.18%-0.15pp4q-30.3%-$509.5K
INTEL CORPINTC$1.1M8,0960.18%+0.11pp4q-12.0%-$153.6K
VANGUARD BD INDEX FDSBIV$1.1M14,1100.17%-0.02pp25qHELD
INTERNATIONAL BUSINESS MACHSIBM$1.0M3,6960.16%+0.01pp31qHELD
C H ROBINSON WORLDWIDE INCHRW$1.0M5,5000.16%+0.01pp31qHELD
FIFTH THIRD BANCORPFITB$1.0M18,2000.16%+0.02pp31qHELD
WELLS FARGO & COWFC$1.0M12,3780.16%-0.01pp31q-3.1%-$33.0K
ROYAL BK CDARY$982.9K4,7490.15%+0.02pp31qHELD
CAPITAL ONE FINL CORPCOF$933.1K4,6510.15%flat31qHELD
STRIDE INCLRN$911.1K10,5650.14%-0.01pp5q+2.6%+$23.3K
M & T BK CORPMTB$877.5K3,6870.14%+0.01pp31qHELD
PROGRESS SOFTWARE CORPPRGS$866.4K25,8000.14%-0.03pp6q-31.0%-$389.9K
HOME DEPOT INCHD$862.0K2,4440.14%-0.02pp31q-10.9%-$105.8K
VANGUARD INDEX FDSVTI$844.8K2,2830.13%+0.01pp31qHELD
ZEBRA TECHNOLOGIES CORPORATIZBRA$811.1K3,0810.13%-0.01pp25q-17.5%-$171.9K
STATE STR SPDR S&P 500 ETF TSPY$785.5K1,0520.12%-0.11pp31q-50.0%-$784.8K
VISA INCV$751.7K2,1910.12%flat31q-4.4%-$34.3K
MSC INDL DIRECT INCMSM$726.0K6,1030.11%+0.02pp31qHELD
VANGUARD INDEX FDSVOO$699.9K1,0190.11%+0.01pp27qHELD
SELECTIVE INS GROUP INCSIGI$694.2K7,1560.11%+0.02pp29qHELD
PEPSICO INCPEP$691.6K5,1080.11%-0.03pp31qHELD
AMERICAN WTR WKS CO INC NEWAWK$683.8K5,1970.11%-0.02pp31q-1.9%-$13.2K
PNC FINL SVCS GROUP INCPNC$673.2K2,7340.11%+0.01pp31qHELD
TESLA INCTSLA$667.9K1,5880.11%flat11qHELD
INVESCO QQQ TRQQQ$641.4K8710.10%+0.01pp25qHELD
CISCO SYS INCCSCO$637.7K5,4290.10%+0.03pp26qHELD
CANADIAN NATL RY COCNI$626.0K5,2500.10%+0.01pp31qHELD
ACI WORLDWIDE INCACIW$617.6K12,2800.10%+0.01pp26qHELD
QUEST DIAGNOSTICS INCDGX$614.7K2,9000.10%flat31qHELD
MCDONALDS CORPMCD$603.6K2,2330.10%-0.02pp31qHELD
COCA COLA COKO$591.1K7,2740.09%flat31qHELD
TRAVELERS COMPANIES INCTRV$539.7K1,6350.08%flat25qHELD
ALPHABET INCGOOGL$502.8K1,4070.08%-0.02pp23q-28.5%-$200.1K
GLACIER BANCORP INC NEWGBCI$500.0K9,6930.08%flat5qHELD
TYLER TECHNOLOGIES INCTYL$479.0K1,6380.08%-newNEW
EMERSON ELEC COEMR$472.4K3,3000.07%flat25qHELD
BERKSHIRE HATHAWAY INC DELBRKB$441.8K8830.07%flat31qHELD
CARRIER GLOBAL CORPORATIONCARR$438.6K5,9800.07%+0.01pp25q-2.4%-$11.0K
MURPHY USA INCMUSA$437.0K8110.07%-0.01pp6q-9.3%-$44.7K
MERCK & CO INCMRK$416.5K3,2410.07%-0.01pp31q-11.0%-$51.4K
GE AEROSPACEGE$405.1K1,0840.06%+0.01pp8q-4.8%-$20.6K
GE VERNOVA INCGEV$394.8K3360.06%+0.01pp5q-8.2%-$35.2K
AMAZON COM INCAMZN$384.9K1,6150.06%flat11q-9.8%-$41.7K
BECTON DICKINSON & COBDX$384.7K2,5420.06%-0.01pp31q-6.4%-$26.5K
SANDISK CORPSNDK$379.7K1670.06%-newNEW
ELI LILLY & COLLY$377.8K3150.06%+0.01pp12qHELD
CHEVRON CORPORATIONCVX$359.7K2,1700.06%-0.02pp31qHELD
AMERICAN EXPRESS COAXP$357.0K1,0550.06%-0.01pp31q-19.2%-$84.6K
PAYCHEX INCPAYX$336.9K3,4260.05%flat23qHELD
SCHEIN HENRY INCHSIC$325.7K3,9000.05%flat31qHELD
UNION PAC CORPUNP$321.8K1,1830.05%flat31qHELD
WESTERN DIGITAL CORPWDC$320.7K5020.05%-newNEW
MASTERCARD INCORPORATEDMA$310.2K6040.05%flat25qHELD
CONOCOPHILLIPSCOP$303.1K2,9160.05%-0.02pp8qHELD
BERKLEY W R CORPWRB$299.9K4,2520.05%flat11qHELD
RALLIANT CORPRAL$299.0K4,0610.05%-newNEW
BANK OF AMER CORPBAC$293.0K5,1430.05%flat31qHELD
HONEYWELL INTL INCHON$292.5K1,3070.05%-newNEW
HONEYWELL AEROSPACE INCHONA$288.7K1,3060.05%-newNEW
NETFLIX INCNFLX$285.6K4,0000.04%-0.02pp10qHELD
PRICE T ROWE GROUP INCTROW$274.6K2,4150.04%+0.01pp10qHELD
PRUDENTIAL FINL INCPRU$274.1K2,5400.04%flat10q-3.8%-$10.8K
REPUBLIC SVCS INCRSG$269.5K1,2650.04%-0.01pp11qHELD
TRUIST FINL CORPTFC$267.3K5,3660.04%flat27qHELD
ISHARES TRIWD$254.6K1,0500.04%flat5qHELD
CANADIAN IMPERIAL BANK OF COCM$253.0K2,2000.04%flat2qHELD
MIDDLEBY CORPMIDD$241.7K1,4050.04%-newNEW
STRYKER CORPORATIONSYK$240.2K7630.04%-0.01pp14qHELD
PHILLIPS 66PSX$237.9K1,4070.04%-0.01pp2qHELD
ISHARES TRIWB$234.8K5730.04%flat4qHELD
IDACORP INCIDA$222.0K1,4670.03%flat2qHELD
TELEDYNE TECHNOLOGIES INCTDY$213.4K3200.03%-newNEW
VANGUARD INDEX FDSVUG$200.5K2,3280.03%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Industrials 19.2%Semiconductors & Electronics 17.5%Instruments & Controls 17.3%Chemicals 7.7%Insurance 4.5%Retail & Consumer 4.3%Business Services 4.1%Software & IT Services 3.3%Banks & Lending 3.1%Biotech & Pharma 2.5%Transport & Logistics 2.1%Medical Devices 2.0%Other sectors 6.3%Not classified 6.1%
 
SectorValueShare
Industrials$122.3M19.2%
Semiconductors & Electronics$111.4M17.5%
Instruments & Controls$109.8M17.3%
Chemicals$49.1M7.7%
Insurance$28.4M4.5%
Retail & Consumer$27.6M4.3%
Business Services$25.9M4.1%
Software & IT Services$20.8M3.3%
Banks & Lending$19.9M3.1%
Biotech & Pharma$15.7M2.5%
Transport & Logistics$13.0M2.1%
Medical Devices$12.6M2.0%
Other sectors$39.9M6.3%
Not classified$38.9M6.1%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$635.4M14691070441.6%30
Q1 2026$583.7M14131980640.5%16
Q4 2025$617.1M14431663341.7%29
Q3 2025$639.0M1445978042.9%30
Q2 2025$1.4B13951969641.3%18
Q1 2025$1.3B14051780141.8%17
Q4 2024$1.4B13601564640.6%16
Q3 2024$1.5B14254747139.0%9
Q2 2024$1.3B13811390239.8%11
Q1 2024$1.8B13972155240.5%11
Q4 2023$1.6B13463144139.0%33
Q3 2023$1.4B12932355540.4%20
Q2 2023$1.5B13141661340.0%27
Q1 2023$1.4B13061658540.2%53
Q4 2022$1.4B12921743139.9%20
Q3 2022$1.3B12811741338.4%13
Q2 2022$1.3B13011451937.2%21
Q1 2022$1.5B13843336437.1%19
Q4 2021$1.7B13832960536.4%19
Q3 2021$1.6B14051942135.5%25
Q2 2021$1.6B13631648237.2%47
Q1 2021$1.5B13544040037.4%14
Q4 2020$1.4B13183139239.2%21
Q3 2020$1.2B12552065540.9%13
Q2 2020$1.1B125162937540.4%9
Q1 2020$956.1M114646361641.0%8
Q4 2019$1.2B12434133140.5%21
Q3 2019$1.1B12281636541.6%15
Q2 2019$1.1B11995033440.9%23
Q1 2019$1.0B11472035040.8%37
Q4 2018$896.6M107000039.4%25

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.