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Mountain Pacific Investment Advisers LLC

CIK 1067324 · latest 13F filed 29 October 2026 · Read the filing on EDGAR

Mountain Pacific Investment Advisers LLC reported 147 US-listed holdings worth $609.6 million in its 13F for the quarter ended 30 September 2026, filed 29 October 2026. Its largest: Amphenol Corp. (9.3%), AMETEK Inc. (6.9%) and Danaher Corp. (4.5%). Against the quarter before, it opened 6 positions, added to 46, trimmed 51 and sold out of 5.

Reported holdings$609.6M-4.1% on Q2 2026
Positions147+1 on Q2 2026
The largest ten41.9%of its reported holdings
Latest 13FQ3 2026filed 29 October 2026
Where the money is
Added toTrimmed
APH9.3%AME6.9%DHR4.5%IEX4.2%TMO4.1%AJG2.9%VRT2.7%DCI2.5%ATR2.4%XYL2.4%ROP2.3%NDSN2.0%NVTBSV133 more50.0%

The 14 largest of its 147 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.46 billion in 142 positions$1.46BQ3 24Q4 2024: $1.42 billion in 136 positions$1.42BQ4 24Q1 2025: $1.35 billion in 140 positions$1.35BQ1 25Q2 2025: $1.38 billion in 139 positions$1.38BQ2 25Q3 2025: $639.0 million in 144 positions$639MQ3 25Q4 2025: $617.1 million in 144 positions$617MQ4 25Q1 2026: $583.7 million in 141 positions$584MQ1 26Q2 2026: $635.4 million in 146 positions$635MQ2 26Q3 2026: $609.6 million in 147 positions$610MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +8.4% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
90100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +8.4%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 6Added 46Held 44Trimmed 51Sold out 5
Opened: 6Added: 46Held: 44Trimmed: 51Sold out: 5

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 6

  1. iShares Gold Trust IAUM$621,300
  2. NVIDIA Corp. NVDA$258,069
  3. iShares Trust AGG$256,109
  4. iShares Core S&P 500 ETF IVV$232,053
  5. iShares Trust ACWX$212,492
  6. Verizon Communications Inc. VZ$208,433

Added to 46

  1. Merit Medical Systems Inc. MMSI+17,899 shares · +89%
  2. Tyler Technologies Inc. TYL+3,346 shares · +204%
  3. Assurant, Inc. AIZ+3,376 shares · +12%
  4. Invesco Exchange Traded FD T RSP+4,269 shares · +16%
  5. Xylem Inc. XYL+7,403 shares · +6%
  6. Kadant Inc. KAI+2,069 shares · +18%
  7. CSW Industrials, Inc. CSW+1,626 shares · +9%
  8. MSA Safety Inc. MSA+2,384 shares · +8%

and 38 more in the table below

Trimmed 51

  1. Amphenol Corp. APH-46,011 shares · -6%
  2. Vertiv Holdings Co. VRT-8,564 shares · -11%
  3. Micron Technology Inc. MU-1,874 shares · -16%
  4. Fidelity National Information Services, Inc. FIS-59,647 shares · -55%
  5. Microsoft Corp. MSFT-2,229 shares · -19%
  6. FTI Consulting, Inc. FCN-7,674 shares · -40%
  7. AMETEK Inc. AME-3,826 shares · -2%
  8. nVent Electric plc NVT-4,889 shares · -6%

and 43 more in the table below

Sold out of 5

  1. SPDR S&P 500 SPY$785,535 last quarter
  2. Middleby Corp. MIDD$241,674 last quarter
  3. Idacorp Inc. IDA$221,957 last quarter
  4. Teledyne Technologies Inc. TDY$213,408 last quarter
  5. Vanguard Growth ETF VUG$200,534 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Amphenol Corp. APH671.5K$56.6 million9.29%-46.0K
AMETEK Inc. AME168.9K$41.8 million6.87%-3.8K
Danaher Corp. DHR123.5K$27.4 million4.49%+941
Idex Corp. IEX113.4K$25.8 million4.24%-788
Thermo Fisher Scientific Inc. TMO37.3K$25.2 million4.13%-526
Arthur J. Gallagher & Co. AJG76.5K$17.4 million2.86%+1.1K
Vertiv Holdings Co. VRT69.3K$16.7 million2.74%-8.6K
Donaldson Co. Inc. DCI173.7K$15.1 million2.48%-1.7K
Aptargroup, Inc. ATR121.6K$14.7 million2.42%-4.6K
Xylem Inc. XYL141.8K$14.4 million2.36%+7.4K
Roper Technologies Inc. ROP40.2K$14.0 million2.30%+221
Nordson Corp. NDSN37.5K$12.3 million2.02%+158
nVent Electric plc NVT74.8K$12.0 million1.97%-4.9K
Vanguard BD Index FDS BSV145.7K$11.1 million1.83%-351
Graco Inc. GGG136.4K$10.5 million1.72%-5.4K
Micron Technology Inc. MU9.6K$10.2 million1.67%-1.9K
Fiserv Inc. FISV215.6K$9.7 million1.60%-15.0K
Verisk Analytics, Inc. VRSK57.9K$9.7 million1.59%-428
Fastenal Co. FAST196.2K$9.7 million1.59%-1.8K
Comfort Systems USA Inc. FIX5.7K$9.5 million1.55%-462
Ecolab Inc. ECL33.8K$9.3 million1.52%+133
Costco Wholesale Corp. COST9.8K$8.9 million1.46%-63
Landstar System Inc. LSTR52.3K$8.8 million1.45%-1.2K
RPM International Inc. RPM87.2K$8.6 million1.41%+1.8K
RBC Bearings Inc. RBC16.5K$8.2 million1.35%-201
Assurant, Inc. AIZ30.5K$8.0 million1.32%+3.4K
Church & Dwight Co. Inc. CHD74.8K$7.0 million1.16%-1.5K
JPMorgan Chase & Co. JPM21.2K$7.0 million1.15%-246
Clean Harbors Inc. CLH21.8K$6.8 million1.11%+197
Invesco Exchange Traded FD T RSP30.6K$6.4 million1.04%+4.3K
ExxonMobil Holdings Corp. XOM37.2K$6.1 million0.99%no change
CSW Industrials, Inc. CSW20.3K$5.8 million0.96%+1.6K
Vanguard Short-Term Corp. BD Idx VCSH74.6K$5.8 million0.95%-1.0K
MSA Safety Inc. MSA31.9K$5.7 million0.93%+2.4K
Fortive Corp. FTV99.5K$5.5 million0.89%+1.0K
S&P Global Inc. SPGI12.5K$4.9 million0.81%-197
Veralto Corp. VLTO51.3K$4.8 million0.79%-572
Microsoft Corp. MSFT9.4K$4.8 million0.79%-2.2K
UFP Technologies Inc. UFPT15.0K$4.4 million0.73%-493
Apple Inc. AAPL13.2K$4.4 million0.72%+175
Applied Industrial Technologies Inc. AIT12.7K$4.2 million0.69%+713
AbbVie Inc. ABBV15.4K$4.0 million0.66%+115
Johnson & Johnson JNJ13.9K$3.7 million0.60%-111
U.S. Bancorp USB63.1K$3.6 million0.60%-1.6K
Waters Corp. WAT8.3K$3.6 million0.60%+150
Kadant Inc. KAI13.5K$3.5 million0.58%+2.1K
Merit Medical Systems Inc. MMSI38.0K$3.3 million0.54%+17.9K
Automatic Data Processing Inc. ADP10.1K$2.6 million0.43%-500
Vanguard Total Bond Market ETF BND36.9K$2.6 million0.42%+754
Generac Holdings Inc. GNRC12.2K$2.5 million0.41%no change
Amgen Inc. AMGN5.9K$2.5 million0.41%-199
Vanguard Short Term Government VGSH42.4K$2.4 million0.40%no change
Abbott Laboratories ABT24.2K$2.4 million0.39%no change
Illinois Tool Works Inc. ITW8.7K$2.2 million0.37%-200
ROSS Stores, Inc. ROST9.2K$2.1 million0.35%no change
Walmart Inc. WMT20.5K$2.1 million0.35%+299
Applied Materials Inc. AMAT4.0K$2.1 million0.34%no change
Snap-on Inc. SNA5.6K$2.0 million0.33%no change
Westinghouse Air Brake Technologies Corp. WAB6.7K$1.9 million0.31%-41
Regal Rexnord Corp. RRX12.3K$1.9 million0.31%-300
Winmark Corp. WINA6.2K$1.9 million0.31%+550
Procter & Gamble Co. PG12.7K$1.8 million0.30%+120
Vanguard BD Index FDS VUSB37.2K$1.8 million0.30%-201
Commerce Bancshares Inc. CBSH30.1K$1.6 million0.27%-321
Fidelity National Information Services, Inc. FIS49.6K$1.6 million0.27%-59.6K
Tyler Technologies Inc. TYL5.0K$1.6 million0.26%+3.3K
Caterpillar Inc. CAT1.9K$1.6 million0.26%+20
Waystar Holding Corp. WAY61.5K$1.6 million0.26%+4.3K
FTI Consulting, Inc. FCN11.4K$1.5 million0.25%-7.7K
Pentair plc PNR28.4K$1.5 million0.25%-2.2K
Eaton Corp. plc ETN3.2K$1.4 million0.22%no change
RTX Corp. RTX6.9K$1.3 million0.21%no change
Teleflex Inc. TFX10.1K$1.3 million0.21%-483
Vanguard Intermed Term Bond ETF BIV16.3K$1.2 million0.20%+2.2K
Zebra Technologies Corp. ZBRA2.9K$1.1 million0.18%-214
Vontier Corp. VNT33.9K$1.1 million0.17%-9.3K
Wells Fargo & Company WFC12.6K$1.0 million0.16%+184
Progress Software Corp. PRGS25.0K$998,3310.16%-823
Intel Corp. INTC8.1K$973,3820.16%no change
Royal Bank of Canada RY4.7K$933,6060.15%no change
Fifth Third Bancorp FITB18.2K$920,5560.15%no change
Capital One Financial Corp. COF4.7K$897,9690.15%no change
Visa Inc. V2.3K$841,1920.14%+150
C. H. Robinson Worldwide, Inc. CHRW5.5K$813,7800.13%no change
International Business Machines Corp. IBM3.7K$812,8610.13%no change
M&T Bank Corp. MTB3.7K$802,2910.13%no change
Berkshire Hathaway Inc. Del1$747,0050.12%-1
Stride, Inc. LRN9.5K$744,2410.12%-1.0K
MSC Industrial Direct Co. Inc. MSM6.0K$742,6910.12%-100
Home Depot, Inc. HD2.6K$729,4320.12%+120
Vanguard S&P 500 VOO1.0K$714,1760.12%no change
Quest Diagnostics Inc. DGX2.9K$675,9030.11%no change
PepsiCo Inc. PEP5.2K$665,2800.11%+142
American Water Works Company, Inc. AWK5.0K$646,9620.11%-200
Invesco QQQ Trust QQQ871$644,3400.11%no change
Alphabet Inc. GOOGL1.8K$634,1390.10%+436
Cisco Systems, Inc. CSCO5.9K$632,7320.10%+450
Coca-Cola Co. KO7.3K$626,1070.10%no change
Canadian Natl Ry Co. CNI5.2K$624,2250.10%no change
iShares Gold Trust IAUM15.0K$621,3000.10%new
PNC Financial Services Group, Inc. PNC2.7K$604,3250.10%-15
ACI Worldwide, Inc. ACIW12.3K$600,2460.10%no change
Selective Insurance Group Inc. SIGI7.2K$598,2420.10%no change
Travelers Companies, Inc. TRV1.6K$582,8940.10%no change
VG Totl STK Vprs VTI1.4K$541,5250.09%-836
Tesla, Inc. TSLA1.5K$527,9570.09%-100
McDonald's Corp. MCD2.3K$523,7720.09%+35
Emerson Electric Co. EMR3.3K$517,2590.08%+35
Merck & Co., Inc. MRK3.3K$483,3010.08%+85
Chevron Corp. CVX2.3K$465,5990.08%+110
Amazon.com Inc. AMZN1.8K$450,9620.07%+195
Berkshire Hathaway Inc. Class B BRKB883$439,6900.07%no change
Glacier Bancorp, Inc. GBCI9.7K$418,7380.07%no change
Becton Dickinson & Co. BDX2.3K$403,6450.07%-287
Eli Lilly & Co. LLY340$393,4070.06%+25
Phillips 66 PSX1.4K$365,6040.06%+25
ConocoPhillips COP2.9K$364,9030.06%no change
Murphy USA Inc. MUSA697$351,3090.06%-114
Paychex Inc. PAYX3.6K$349,7740.06%+125
General Electric Co. GE1.1K$338,5220.06%no change
Mastercard Inc. MA604$333,0880.05%no change
Union Pacific Corp. UNP1.2K$331,4540.05%+35
Carrier Global Corp. CARR6.0K$328,0630.05%no change
Henry Schein Inc. HSIC3.9K$327,4830.05%no change
American Express Co. AXP1.1K$320,9640.05%no change
Sandisk Corp. SNDK167$290,5620.05%no change
Prudential Financial Inc. PRU2.5K$288,4930.05%no change
W. R. Berkley Corp. WRB4.3K$287,1800.05%no change
Ralliant Corp. RAL4.1K$280,8990.05%no change
Bank of America Corp. BAC5.1K$279,9330.05%no change
Netflix Inc. NFLX4.0K$278,3200.05%no change
Honeywell International Inc. HON1.3K$276,5420.05%+4
Republic Services, Inc. RSG1.3K$265,4860.04%no change
iShares Russell 1000 Value Inde IWD1.1K$260,3270.04%no change
T. Rowe Price Group, Inc. TROW2.5K$259,0850.04%+75
NVIDIA Corp. NVDA1.1K$258,0690.04%new
iShares Trust AGG2.7K$256,1090.04%new
Truist Financial Corp. TFC5.4K$248,4460.04%no change
Canadian Imperial Bank of Commerce CM2.2K$242,3960.04%no change
iShares Trust IWB573$238,6070.04%no change
iShares Core S&P 500 ETF IVV303$232,0530.04%new
Western Digital Corp. WDC502$228,1490.04%no change
Stryker Corp. SYK778$214,2530.04%+15
iShares Trust ACWX2.8K$212,4920.03%new
Honeywell Aerospace Inc. HONA1.4K$211,6890.03%+60
Verizon Communications Inc. VZ4.5K$208,4330.03%new
GE Vernova Inc. GEV211$200,5530.03%-125
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 5 it sold out of are in the box above.