SEC 13F Intelligence

Managers / Q2 2025 · view latest →

MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC

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

Reported Value
$1.4B
Q2 2025
Positions
139
Filings on Record
30
2019–present window
Filed
Jul 18, 2025
original filing

Summary

Mountain Pacific Investment Advisers LLC reported $1.4B in U.S.-listed holdings across 139 positions for Q2 2025.

Its largest position, APH, represents 6.9% of the portfolio.

Compared with Q1 2025, the fund opened 5 new positions and exited 6.

Portfolio Metrics

Turnover
+7.3%
vs prior filed quarter
Top-10 Concentration
+41.3%
share of reported value
Largest Position
+6.9%
Amphenol
New / Exited
5 / 6
positions this quarter

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: 95.9%ETP: 2.7%Other: 1.5%
  • Common Stock · 95.9% · $1.3B
  • ETP · 2.7% · $37M
  • Other · 1.5% · $20M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
LRNSTRIDE INCNEW+37.3K37.3K+$5M$5M
RALRALLIANT CORPNEW+71.3K71.3K+$3M$3M
GBCIGLACIER BANCORP INC NEWNEW+13.1K13.1K+$562,280$562,280
GEVGE VERNOVA INCNEW+416416+$220,126$220,126
ISHARES TRNEW+1.1K1.1K+$203,942$203,942
LLYELI LILLY & COADDED+489844+$364,725$657,923
MUSAMURPHY USA INCADDED+13.4K26.4K+$5M$11M
CHARLES RIV LABS INTL INCSOLD OUT−136.5K0−$21M$0

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

Holdings — Q2 2025

50 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1APHAMPHENOL CORP NEWhistory →CL A6.88%$95M960.8K
2FISVFISERV INChistory →COM5.32%$73M425.4K
3AMEAMETEK INChistory →COM4.67%$64M355.7K
4AJGGALLAGHER ARTHUR J & COhistory →COM4.09%$56M176.0K
5VRTVERTIV HOLDINGS COhistory →COM CL A3.70%$51M397.7K
6VRSKVERISK ANALYTICS INChistory →COM3.59%$50M158.9K
7ROPROPER TECHNOLOGIES INChistory →COM3.55%$49M86.2K
8ATRAPTARGROUP INChistory →COM3.44%$47M303.0K
9IEXIDEX CORPhistory →COM3.07%$42M241.3K
10FIXCOMFORT SYS USA INChistory →COM2.99%$41M77.0K
11DHRDANAHER CORPORATIONhistory →COM2.92%$40M203.9K
12XYLXYLEM INChistory →COM2.92%$40M310.9K
13GGGGRACO INChistory →COM2.72%$37M436.0K
14RBCRBC BEARINGS INChistory →COM2.50%$34M89.7K
15FASTFASTENAL COhistory →COM2.33%$32M765.9K
16AIZASSURANT INChistory →COM2.17%$30M151.6K
17DCIDONALDSON INChistory →COM2.15%$30M427.2K
18NDSNNORDSON CORPhistory →COM2.13%$29M136.7K
19FISFIDELITY NATL INFORMATION SVhistory →COM2.07%$28M349.8K
20CHDCHURCH & DWIGHT CO INChistory →COM1.99%$27M285.5K
21RPMRPM INTL INChistory →COM1.91%$26M239.2K
22CSWCSW INDUSTRIALS INChistory →COM1.88%$26M90.3K
23LSTRLANDSTAR SYS INChistory →COM1.82%$25M180.0K
24CLHCLEAN HARBORS INChistory →COM1.79%$25M107.0K
25UFPTUFP TECHNOLOGIES INChistory →COM1.75%$24M98.9K
26MSAMSA SAFETY INChistory →COM1.67%$23M137.3K
27KAIKADANT INChistory →COM1.30%$18M56.3K
28FCNFTI CONSULTING INChistory →COM1.24%$17M106.3K
29TMOTHERMO FISHER SCIENTIFIC INChistory →COM1.18%$16M40.2K
30NVENT ELECTRIC PLCSHS1.11%$15M209.7K
31PRGSPROGRESS SOFTWARE CORPhistory →COM1.05%$15M227.6K
32AITAPPLIED INDL TECHNOLOGIES INhistory →COM1.03%$14M61.1K
33VANGUARD BD INDEX FDSSHORT TRM BOND0.99%$14M174.1K
34GBZWINMARK CORPhistory →COM0.93%$13M33.8K
35FTVFORTIVE CORPhistory →COM0.81%$11M213.8K
36MUSAMURPHY USA INChistory →COM0.78%$11M26.4K
37COSTCOSTCO WHSL CORP NEWCOM0.72%$10M10.1K
38ECLECOLAB INCCOM0.66%$9M33.8K
39MMSIMERIT MED SYS INCCOM0.64%$9M94.0K
40VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD0.55%$8M95.0K
41SPGIS&P GLOBAL INCCOM0.55%$8M14.3K
42CNMDCONMED CORPCOM0.53%$7M139.8K
43JPMJPMORGAN CHASE & CO.COM0.46%$6M22.1K
44MSFTMICROSOFT CORPCOM0.44%$6M12.3K
45VLTOVERALTO CORPCOM SHS0.41%$6M55.4K
46LRNSTRIDE INCCOM0.39%$5M37.3K
47MODMODINE MFG COCOM0.38%$5M53.4K
48EXMOCEXXON MOBIL CORPCOM0.29%$4M37.5K
49ADPAUTOMATIC DATA PROCESSING INCOM0.29%$4M12.9K
50PENTAIR PLCSHS0.28%$4M37.9K

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 ↗.