Mountain Pacific Investment Advisers LLC

Mountain Pacific Investment Advisers LLC reported 146 holdings worth US$635M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 30, 2026

Mountain Pacific Investment Advisers LLC reported 146 holdings worth US$635M as of Jun 30, 2026. Largest: Amphenol Corporation, Ametek, Inc. and Vertiv Holdings, Llc. Filed Jul 30, 2026 (Form 13F).

Holdings
146
Value as reported
US$635M

The filing in full

CompanySharesValue as reported% of portfolio
Amphenol Corporation359KUS$63.3M10.0%
Ametek, Inc.173KUS$41.8M6.6%
Vertiv Holdings, Llc77,849US$26.1M4.1%
Idex Corporation114KUS$25.9M4.1%
Danaher Corporation123KUS$23.3M3.7%
Thermo Fisher Scientific Inc37,791US$18.9M3.0%
Arthur J. Gallagher & Co.75,408US$17.3M2.7%
Xylem Inc.134KUS$15.9M2.5%
Aptargroup, Inc.126KUS$15.8M2.5%
Donaldson Company, Inc.175KUS$15.7M2.5%
Roper Technologies, Inc.39,955US$13.5M2.1%
Micron Technology, Inc.11,450US$13.2M2.1%
Comfort Systems Usa, Inc.6,182US$12.3M1.9%
Fiserv, Inc.231KUS$11.3M1.8%
Nordson Corporation37,378US$11.3M1.8%
Landstar System, Inc.53,452US$11.1M1.7%
Rbc Bearings Incorporated16,672US$10.7M1.7%
Graco Inc.142KUS$10.7M1.7%
Verisk Analytics, Inc.58,351US$10.5M1.6%
Fastenal Company198KUS$9.51M1.5%
Rpm International Inc.85,463US$9.5M1.5%
Ecolab Inc.33,673US$9.38M1.5%
Costco Wholesale Corporation9,821US$9.19M1.4%
Church & Dwight Company, Inc.76,358US$7.4M1.2%
Assurant, Inc.27,173US$7.3M1.1%
Jp Morgan Chase & Co.21,421US$7.01M1.1%
Clean Harbors, Inc.21,597US$6.45M1.0%
Fortive Corporation98,494US$6.02M0.95%
Csw Industrials, Inc.18,660US$5.19M0.82%
S&p Global Inc.12,745US$5.19M0.82%
Msa Safety Incorporated29,466US$5.14M0.81%
Exxon Mobil Corporation37,198US$5.09M0.80%
Veralto Corp51,908US$4.6M0.72%
Microsoft Corp.11,669US$4.35M0.69%
Fidelity National Information Services, Inc.109KUS$4.25M0.67%
Ufp Technologies, Inc.15,484US$4.11M0.65%
Applied Industrial Technologies, Inc.12,007US$4.06M0.64%
U.s. Bancorp64,669US$3.91M0.61%
Abbvie Inc.15,325US$3.86M0.61%
Apple Inc13,048US$3.78M0.59%
Kadant Inc11,464US$3.6M0.57%
Generac Holdings Inc.12,179US$3.57M0.56%
Johnson & Johnson14,020US$3.56M0.56%
Waters Corporation8,136US$3.05M0.48%
Regal Rexnord Corporation12,632US$3.01M0.47%
Applied Materials, Inc.4,010US$2.9M0.46%
Fti Consulting, Inc.19,101US$2.85M0.45%
Illinois Tool Works Inc.8,906US$2.41M0.38%
Winmark Corporation5,668US$2.4M0.38%
Automatic Data Processing, Inc.10,631US$2.38M0.37%
Walmart Inc.20,155US$2.28M0.36%
Snap-on Incorporated5,602US$2.25M0.35%
Amgen Inc.6,106US$2.21M0.35%
Abbott Laboratories24,230US$2.2M0.35%
Caterpillar, Inc.1,924US$2.05M0.32%
Ross Stores, Inc.9,200US$1.96M0.31%
Berkshire Hathaway Inc.3,876US$1.94M0.31%
Procter & Gamble Company (the)12,586US$1.85M0.29%
Westinghouse Air Brake Technologies Corporation6,709US$1.81M0.28%
Commerce Bancshares, Inc.30,380US$1.75M0.28%
Merit Medical Systems, Inc.20,149US$1.4M0.22%
Teleflex Incorporated10,566US$1.34M0.21%
Rtx Corporation6,861US$1.3M0.20%
Vontier Corporation43,196US$1.25M0.20%
Waystar Holding Corp.57,164US$1.17M0.18%
Intel Corporation8,096US$1.13M0.18%
International Business Machines Corporation3,696US$1.04M0.16%
C.h. Robinson Worldwide, Inc.5,500US$1.04M0.16%
Fifth Third Bancorp18,200US$1.03M0.16%
Wells Fargo & Company12,378US$1.02M0.16%
Royal Bank Of Canada4,749US$983K0.15%
Capital One Financial Corporation4,651US$933K0.15%
Stride, Inc.10,565US$911K0.14%
M&t Bank Corporation3,687US$878K0.14%
Progress Software Corporation25,800US$866K0.14%
Home Depot, Inc. (the)2,444US$862K0.14%
Zebra Technologies Corporation3,081US$811K0.13%
Visa Inc.2,191US$752K0.12%
Msc Industrial Direct Company, Inc.6,103US$726K0.11%
Selective Insurance Group, Inc.7,156US$694K0.11%
Pepsico, Inc.5,108US$692K0.11%
American Water Works Company, Inc.5,197US$684K0.11%
Pnc Financial Services Group, Inc. (the)2,734US$673K0.11%
Tesla, Inc.1,588US$668K0.11%
Cisco Systems, Inc.5,429US$638K0.10%
Canadian National Railway Company5,250US$626K0.10%
Aci Worldwide, Inc.12,280US$618K0.10%
Quest Diagnostics Incorporated2,900US$615K0.10%
Mcdonald's Corporation2,233US$604K0.10%
Coca-cola Company (the)7,274US$591K0.09%
The Travelers Companies, Inc.1,635US$540K0.08%
Alphabet Inc (google) Class C1,407US$503K0.08%
Glacier Bancorp, Inc.9,693US$500K0.08%
Tyler Technologies, Inc.1,638US$479K0.08%
Emerson Electric Company3,300US$472K0.07%
Carrier Global Corporation5,980US$439K0.07%
Murphy Usa Inc.811US$437K0.07%
Merck & Company, Inc.3,241US$416K0.07%
Ge Aerospace1,084US$405K0.06%
Ge Vernova Inc.336US$395K0.06%

Every holding of Mountain Pacific Investment Advisers LLC

Source

View original at SEC

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