SEC 13F Intelligence

Managers / Q4 2018 · view latest →

MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC

CIK 0001067324 · 877 MAIN STREET, SUITE 704, BOISE, ID, 83702 · 2083361422

Reported Value
$897M
Q4 2018
Positions
107
Filings on Record
30
2019–present window
Filed
Jan 25, 2019
original filing

Summary

Mountain Pacific Investment Advisers LLC reported $897M in U.S.-listed holdings across 107 positions for Q4 2018.

Its largest position, FISV, represents 5.3% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+39.4%
share of reported value
Largest Position
+5.3%
Fiserv

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $897MQ4 ’18Q1 ’19: $1.0BQ2 ’19: $1.1BQ3 ’19: $1.1BQ4 ’19: $1.2BQ4 ’19Q1 ’20: $956MQ2 ’20: $1.1BQ3 ’20: $1.2BQ4 ’20: $1.4BQ4 ’20Q1 ’21: $1.5BQ2 ’21: $1.6BQ3 ’21: $1.6BQ4 ’21: $1.7BQ4 ’21Q1 ’22: $1.5BQ2 ’22: $1.3BQ3 ’22: $1.3BQ4 ’22: $1.4BQ4 ’22Q1 ’23: $1.4BQ2 ’23: $1.5BQ3 ’23: $1.4BQ4 ’23: $1.6BQ4 ’23Q1 ’24: $1.8BQ2 ’24: $1.3BQ3 ’24: $1.5BQ4 ’24: $1.4BQ4 ’24Q1 ’25: $1.3BQ2 ’25: $1.4BQ3 ’25: $639MQ4 ’25: $617MQ4 ’25Q1 ’26: $584Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 92.7%Other: 6.3%ETP: 1.0%MLP: 0.0%
  • Common Stock · 92.7% · $831M
  • Other · 6.3% · $56M
  • ETP · 1.0% · $9M
  • MLP · 0.0% · $246,000

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
FISVFISERV INCNEW+645.8K645.8K+$47M$47M
DHRDANAHER CORP DELNEW+366.2K366.2K+$38M$38M
IEXIDEX CORPNEW+292.6K292.6K+$37M$37M
AMEAMETEK INC NEWNEW+530.9K530.9K+$36M$36M
FISFIDELITY NATL INFORMATION SVNEW+344.4K344.4K+$35M$35M
ATRAPTARGROUP INCNEW+371.4K371.4K+$35M$35M
APHAMPHENOL CORP NEWNEW+427.6K427.6K+$35M$35M
XYLXYLEM INCNEW+458.0K458.0K+$31M$31M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2018

49 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1FISVFISERV INChistory →COM5.29%$47M645.8K
2DHRDANAHER CORP DELhistory →COM4.21%$38M366.2K
3IEXIDEX CORPhistory →COM4.12%$37M292.6K
4AMEAMETEK INC NEWhistory →COM4.01%$36M530.9K
5FISFIDELITY NATL INFORMATION SVhistory →COM3.94%$35M344.4K
6ATRAPTARGROUP INChistory →COM3.90%$35M371.4K
7APHAMPHENOL CORP NEWhistory →CL A3.86%$35M427.6K
8XYLXYLEM INChistory →COM3.41%$31M458.0K
9WORLDPAY INCCL A3.40%$30M398.5K
10DCIDONALDSON INChistory →COM3.21%$29M663.6K
11ROPROPER TECHNOLOGIES INChistory →COM3.19%$29M107.3K
12CHDCHURCH & DWIGHT INChistory →COM2.84%$25M387.1K
13VRSKVERISK ANALYTICS INChistory →COM2.69%$24M220.8K
14TFXTELEFLEX INChistory →COM2.60%$23M90.1K
15AJGGALLAGHER ARTHUR J & COhistory →COM2.58%$23M313.9K
16LSTRLANDSTAR SYS INChistory →COM2.53%$23M236.8K
17SNASNAP ON INChistory →COM2.38%$21M147.1K
18RPMRPM INTL INChistory →COM2.30%$21M351.5K
19WATWATERS CORPhistory →COM2.07%$19M98.3K
20CBSHCOMMERCE BANCSHARES INChistory →COM1.99%$18M315.9K
21UGIUGI CORP NEWhistory →COM1.99%$18M333.6K
22FTVFORTIVE CORPhistory →COM1.80%$16M238.4K
23WABWABTEC CORPhistory →COM1.76%$16M224.1K
24IHS MARKIT LTDSHS1.72%$15M322.4K
25ECLECOLAB INChistory →COM1.63%$15M99.4K
26NVENT ELECTRIC PLCSHS1.58%$14M631.7K
27PENTAIR PLCSHS1.56%$14M370.6K
28ARMKARAMARKhistory →COM1.56%$14M481.6K
29HRCHILL ROM HLDGS INChistory →COM1.52%$14M154.2K
30WEAWESTERN ALLIANCE BANCORPhistory →COM1.51%$14M343.6K
31TMOTHERMO FISHER SCIENTIFIC INChistory →COM1.48%$13M59.1K
32GWBGREAT WESTN BANCORP INChistory →COM1.37%$12M393.8K
33FASTFASTENAL COhistory →COM1.35%$12M231.3K
34PINNACLE FINL PARTNERS INCCOM1.24%$11M242.0K
35MSMMSC INDL DIRECT INChistory →CL A1.20%$11M139.3K
36WF2WINTRUST FINL CORPhistory →COM1.17%$11M158.4K
37MTBM & T BK CORPhistory →COM1.05%$9M65.5K
38HOMBHOME BANCSHARES INCCOM1.00%$9M548.6K
39USBUS BANCORP DELCOM NEW0.88%$8M172.8K
40VANGUARD BD INDEX FD INCSHORT TRM BOND · INTERMED TERM0.78%$7M87.4K
41JNJJOHNSON & JOHNSONCOM0.42%$4M29.3K
42UTXZUNITED TECHNOLOGIES CORPCOM0.39%$3M32.6K
43EXMOCEXXON MOBIL CORPCOM0.35%$3M46.3K
44WFCWELLS FARGO CO NEWCOM0.35%$3M68.5K
45JPMJPMORGAN CHASE & COCOM0.33%$3M30.2K
46COSTCOSTCO WHSL CORP NEWCOM0.32%$3M14.2K
47ABTABBOTT LABSCOM0.27%$2M33.8K
48ABBVABBVIE INCCOM0.23%$2M22.7K
49BDXBECTON DICKINSON & COCOM0.20%$2M7.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$584M141Apr 16, 202613F-HRchanges · EDGAR ↗
Q4 2025$617M144Jan 29, 202613F-HRchanges · EDGAR ↗
Q3 2025$639M144Oct 30, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.4B139Jul 18, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.3B140Apr 17, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.4B136Jan 16, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.5B142Oct 9, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.3B138Jul 11, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.8B139Apr 11, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.6B134Feb 2, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.4B129Oct 20, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.5B131Jul 27, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.4B130May 23, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.4B129Jan 20, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.3B128Oct 13, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.3B130Jul 21, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.5B138Apr 19, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.7B138Jan 19, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.6B140Oct 25, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.6B136Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.5B135Apr 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.4B131Jan 21, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.2B125Oct 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.1B125Jul 9, 202013F-HRchanges · EDGAR ↗
Q1 2020$956M114Apr 8, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.2B124Jan 21, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.1B122Oct 15, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.1B119Jul 23, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.0B114May 7, 201913F-HRchanges · EDGAR ↗
Q4 2018$897M107Jan 25, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.