Mountain Pacific Investment Advisers LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 11, 2024), Mountain Pacific Investment Advisers LLC reported 138 stock positions worth $1.3 billion. Its top holding was Amphenol Class A (APH) at 5.7% of the portfolio, followed by Fiserv (FISV, 5.1%) and Ametek (AME, 4.6%). Compared with Q1 2024, it opened 1 new position, sold out of 2, added to 12 and reduced 96. The biggest buy was Clean Harbors (CLH, shares +27%) and the biggest sale Vertiv Class A (VRT, shares −57%).

Most Recent 13F
Q2 2026
Location
BOISE, ID
CIK
0001067324
Portfolio Value
$1.3B (Q2 2024)
SEC Filing
0001067324-24-000005 ↗ filed Jul 11, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.8B Q1 2024 Q2 2024: $1.3B $1.3B Q2 2024 Q3 2024: $1.5B Q3 2024 Q4 2024: $1.4B Q4 2024 Q1 2025: $1.3B Q1 2025 Q2 2025: $1.4B Q2 2025 Q3 2025: $639.0M Q3 2025 Q4 2025: $617.1M Q4 2025 Q1 2026: $583.7M Q1 2026 Q2 2026: $635.4M Q2 2026

Holdings 138 stocks · $1.3B
APH Amphenol Corp. Class A 5.72% 1,140,035 $76.8M Reduce -29.8%
FISV Fiserv Inc. 5.09% 459,010 $68.4M Reduce -13.2%
AME Ametek Inc. 4.60% 370,642 $61.8M Reduce -23.9%
DHR Danaher Corp. 3.89% 208,914 $52.2M Reduce -20.4%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 3.74% 193,767 $50.2M Reduce -26.5%
IEX Idex Corp. 3.61% 240,845 $48.5M Reduce -15.3%
ROP Roper Technologies Inc. 3.60% 85,735 $48.3M Reduce -19.1%
VRSK Verisk Analytics Inc. 3.42% 170,223 $45.9M Reduce -21.0%
XYL Xylem Inc. 3.08% 305,030 $41.4M Reduce -18.3%
VRT Vertiv Holdings Co. Class A 3.06% 474,062 $41.0M Reduce -57.3%
ATR Aptargroup Inc. 3.03% 289,255 $40.7M Reduce -21.4%
LSTR Landstar System Inc. 2.66% 193,878 $35.8M Reduce -26.0%
GGG Graco Inc. 2.54% 429,600 $34.1M Reduce -23.5%
CSW CSW Industrials Inc. 2.50% 126,674 $33.6M Reduce -0.1%
DCI Donaldson Co. Inc. 2.50% 468,660 $33.5M Reduce -30.4%
CHD Church & Dwight Co. Inc. 2.40% 310,788 $32.2M Reduce -29.2%
NDSN Nordson Corp. 2.28% 132,214 $30.7M Reduce -21.6%
CRL Charles River Laboratories 2.19% 142,082 $29.4M Reduce -1.3%
FIS Fidelity National Info Serv 2.03% 361,751 $27.3M Add +2.3%
RPM RPM International Inc. 1.96% 244,328 $26.3M Reduce -37.8%
AIZ Assurant Inc. 1.86% 150,595 $25.0M Reduce -13.4%
FAST Fastenal Co. 1.85% 395,897 $24.9M Reduce -25.5%
UFPT Ufp Technologies Inc. 1.82% 92,738 $24.5M Add +2.6%
FIX Comfort Systems USA Inc. 1.82% 80,329 $24.4M Add +1.4%
RBC RBC Bearings Inc. 1.80% 89,476 $24.1M Reduce -22.3%
MSA Msa Safety Inc. 1.73% 123,941 $23.3M Add +0.8%
TMO Thermo Fisher Scientific Inc. 1.67% 40,505 $22.4M Reduce -3.8%
FTV Fortive Corp. 1.60% 289,178 $21.4M Reduce -0.8%
CLH Clean Harbors Inc. 1.51% 89,596 $20.3M Add +27.4%
KAI Kadant Inc. 1.33% 61,039 $17.9M Add +1.4%
PRFT Perficient Inc. 1.32% 237,249 $17.7M Reduce -38.3%
TFX Teleflex Inc. 1.21% 77,090 $16.2M Reduce -1.8%
BSV Vanguard Short-Term Bond ETF 0.99% 173,930 $13.3M Reduce -3.5%
RRX Regal Rexnord Corp. 0.87% 86,394 $11.7M Reduce -54.8%
ZD Ziff Davis Inc. 0.84% 205,411 $11.3M Reduce -31.0%
WINA Winmark Corp. 0.81% 31,002 $10.9M Add +12.1%
NVT Nvent Electric PLC 0.81% 141,173 $10.8M Add +21.0%
CNMD Conmed Corp. 0.75% 144,948 $10.0M Reduce -41.6%
ECL Ecolab Inc. 0.71% 40,338 $9.6M Reduce -5.3%
VCSH Vanguard S/T Corp. Bond ETF 0.62% 108,067 $8.4M Reduce -2.8%
SPGI S&P Global Inc. 0.59% 17,870 $8.0M Reduce -8.0%
COST Costco Wholesale Corp. 0.43% 6,830 $5.8M Reduce -22.8%
MSFT Microsoft Corp. 0.42% 12,563 $5.6M Reduce -5.0%
AAPL Apple Inc. 0.39% 25,029 $5.3M Reduce -2.8%
JPM JPMorgan Chase & Co. 0.37% 24,468 $4.9M Reduce -4.7%
VLTO Veralto Corp. 0.33% 46,816 $4.5M Reduce -45.7%
XOM Exxon Mobil Corp. 0.33% 38,756 $4.5M Reduce -0.1%
VUSB Vanguard Ultra Short Bond Et 0.25% 69,029 $3.4M Reduce -9.3%
WAT Waters Corp. 0.24% 11,183 $3.2M Reduce -2.6%
ADP Automatic Data Processing 0.24% 13,306 $3.2M Reduce -5.9%
PNR Pentair PLC 0.23% 41,162 $3.2M Reduce -90.0%
BND Vanguard Total Bond Market 0.23% 42,429 $3.1M Reduce -2.4%
VGSH Vanguard Short-Term Treasury 0.22% 50,702 $2.9M Reduce -3.4%
ABBV Abbvie Inc. 0.21% 16,708 $2.9M Reduce -4.0%
USB US Bancorp 0.21% 71,971 $2.9M Reduce -0.3%
JNJ Johnson & Johnson 0.21% 19,038 $2.8M Reduce -11.0%
PG The Procter & Gamble Co. 0.20% 16,507 $2.7M Reduce -6.9%
ABT Abbott Laboratories 0.20% 25,625 $2.7M Reduce -12.2%
ITW Illinois Tool Works 0.19% 10,770 $2.6M Reduce -1.9%
MOD Modine Manufacturing Co. 0.19% 25,000 $2.5M Add +25.0%
CTLT Catalent Inc. 0.17% 39,547 $2.2M Reduce -8.3%
MU Micron Technology Inc. 0.16% 16,775 $2.2M Reduce -2.9%
FCN Fti Consulting Inc. 0.16% 10,000 $2.2M New
GNRC Generac Holdings Inc. 0.15% 15,610 $2.1M Reduce -86.1%
CBSH Commerce Bancshares Inc. 0.15% 35,782 $2.0M Reduce -73.2%
SNA Snap-on Inc. 0.14% 7,276 $1.9M No change
ZBRA Zebra Technologies Corp. Class A 0.13% 5,726 $1.8M Reduce -10.4%
VNT Vontier Corp. 0.13% 45,301 $1.7M Reduce -3.1%
AMGN Amgen Inc. 0.12% 5,244 $1.6M Reduce -3.0%
WMT Walmart Inc. 0.12% 23,402 $1.6M No change
WAB Wabtec Corp. 0.10% 8,889 $1.4M Add +1.1%
ROST Ross Stores Inc. 0.10% 9,100 $1.3M Reduce -3.2%
RSP Invesco S&P 500 Equal Weight 0.10% 7,853 $1.3M Add +20.7%
V Visa Inc. Class A 0.09% 4,591 $1.2M Reduce -0.5%
WFC Wells Fargo & Co. 0.09% 19,663 $1.2M Reduce -17.9%
BIV Vanguard Intermediate-Term B 0.08% 15,132 $1.1M Reduce -10.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.08% 2,055 $1.1M Reduce -21.2%
PEP Pepsico Inc. 0.08% 6,741 $1.1M Reduce -4.4%
ETN Eaton Corp. PLC 0.08% 3,434 $1.1M Reduce -6.8%
SIGI Selective Insurance Group 0.07% 10,597 $994K Reduce -4.2%
BRK.B Berkshire Hathaway Inc. Class B 0.07% 2,425 $986K Reduce -39.0%
BDX Becton Dickinson and Co. 0.07% 4,218 $986K Reduce -11.4%
AWK American Water Works Co. Inc. 0.07% 7,630 $985K Reduce -11.0%
HD Home Depot Inc. 0.07% 2,767 $953K Reduce -19.9%
AMAT Applied Materials Inc. 0.07% 4,010 $946K No change
RTX RTX Corp. 0.07% 9,181 $922K Reduce -10.0%
MTB M & T Bank Corp. filed as M & T BK CORP 0.07% 5,982 $905K Reduce -19.6%
VTI VG Morningstar TS MKT ETF-US 0.06% 3,240 $867K Reduce -61.1%
HON Honeywell International Inc. 0.06% 3,631 $775K Reduce -11.0%
GOOGL Alphabet Inc. Class A 0.05% 3,940 $718K Reduce -12.8%
MCD McDonald's Corp. 0.05% 2,728 $695K No change
CNI Canadian Natl Railway Co. 0.05% 5,850 $691K No change
FITB Fifth Third Bancorp 0.05% 18,200 $664K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 3,672 $635K No change
KO The Coca-Cola Co. 0.05% 9,914 $631K Reduce -8.6%
ACIW Aci Worldwide Inc. 0.05% 15,812 $626K Reduce -8.6%
IVV iShares Core S&P 500 ETF 0.05% 1,135 $621K No change
CAT Caterpillar Inc. 0.05% 1,859 $619K Add +0.1%
COF Capital One Financial Corp. 0.05% 4,448 $616K No change
CVX Chevron Corp. 0.05% 3,890 $608K Reduce -15.3%
UNP Union Pacific Corp. 0.04% 2,603 $589K No change
MSM MSC Industrial Direct Co. Class A 0.04% 7,175 $569K Reduce -93.5%
MRK Merck & Co. Inc. 0.04% 4,445 $550K No change
INTC Intel Corp. 0.04% 16,903 $523K Reduce -4.7%
RY Royal Bank of Canada 0.04% 4,749 $505K No change
CHRW C.H. Robinson Worldwide Inc. 0.04% 5,500 $485K No change
CARR Carrier Global Corp. 0.03% 7,330 $462K Reduce -21.2%
CSX CSX Corp. 0.03% 13,800 $462K No change
VOO Vanguard S&P 500 ETF 0.03% 905 $453K Reduce -22.5%
MIDD Middleby Corp. 0.03% 3,650 $448K No change
PNC PNC Financial Services Group 0.03% 2,786 $433K Reduce -39.9%
NVDA Nvidia Corp. 0.03% 3,490 $431K Reduce -52.5%
AXP American Express Co. 0.03% 1,825 $423K Reduce -4.0%
DGX Quest Diagnostics Inc. 0.03% 2,900 $397K Reduce -15.9%
TSLA Tesla Inc. 0.03% 1,997 $395K No change
QQQ Invesco QQQ Trust Series 1 0.03% 817 $391K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 9,743 $387K Reduce -3.9%
GOOG Alphabet Inc. Class C 0.03% 2,089 $383K No change
TRV The Travelers Cos Inc. 0.03% 1,820 $370K No change
EMR Emerson Electric Co. 0.03% 3,300 $364K No change
MA Mastercard Inc. Class A 0.03% 795 $351K Reduce -1.4%
LLY Eli Lilly & Co. 0.03% 385 $349K No change
PAYX Paychex Inc. 0.02% 2,826 $335K No change
VZ Verizon Communications Inc. 0.02% 7,423 $306K Reduce -2.2%
HSIC Henry Schein Inc. 0.02% 4,700 $301K No change
AMZN Amazon.com Inc. 0.02% 1,540 $298K Reduce -17.0%
NFLX Netflix Inc. 0.02% 400 $270K No change
OTIS Otis Worldwide Corp. 0.02% 2,790 $269K Reduce -5.4%
PFE Pfizer Inc. 0.02% 9,229 $258K Reduce -4.0%
SYK Stryker Corp. 0.02% 756 $257K No change
RSG Republic Services Inc. 0.02% 1,315 $256K No change
IDA Idacorp Inc. 0.02% 2,665 $248K Reduce -0.5%
VCIT Vanguard Int-Term Corporate 0.02% 2,913 $233K Reduce -32.4%
CSCO Cisco Systems Inc. 0.02% 4,798 $228K Reduce -4.0%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.02% 1,950 $225K No change
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.02% 2,835 $223K No change
PRU Prudential Financial Inc. 0.02% 1,840 $216K No change
TFC Truist Financial Corp. 0.02% 5,366 $208K Reduce -25.2%

Portfolio Sells Q1 2024 → Q2 2024
VRT Vertiv Holdings Co. Class A Reduce -57.3% 3.06% −2.02
PNR Pentair PLC Reduce -90.0% 0.23% −1.73
RRX Regal Rexnord Corp. Reduce -54.8% 0.87% −1.06
RPM RPM International Inc. Reduce -37.8% 1.96% −0.65
GNRC Generac Holdings Inc. Reduce -86.1% 0.15% −0.64
MSM MSC Industrial Direct Co. Class A Reduce -93.5% 0.04% −0.55
FAST Fastenal Co. Reduce -25.5% 1.85% −0.44
GGG Graco Inc. Reduce -23.5% 2.54% −0.40
AME Ametek Inc. Reduce -23.9% 4.60% −0.38
CNMD Conmed Corp. Reduce -41.6% 0.75% −0.36
DCI Donaldson Co. Inc. Reduce -30.4% 2.50% −0.31
NDSN Nordson Corp. Reduce -21.6% 2.28% −0.31
IEX Idex Corp. Reduce -15.3% 3.61% −0.27
CBSH Commerce Bancshares Inc. Reduce -73.2% 0.15% −0.25
ZD Ziff Davis Inc. Reduce -31.0% 0.84% −0.21
LSTR Landstar System Inc. Reduce -26.0% 2.66% −0.16
CHD Church & Dwight Co. Inc. Reduce -29.2% 2.40% −0.16
VLTO Veralto Corp. Reduce -45.7% 0.33% −0.09
VTI VG Morningstar TS MKT ETF-US Reduce -61.1% 0.06% −0.06
BRK.B Berkshire Hathaway Inc. Class B Reduce -39.0% 0.07% −0.02
GE General Electric Sold out 0.00% −0.01
GIS General Mills Inc. Sold out 0.00% −0.01
PNC PNC Financial Services Group Reduce -39.9% 0.03% −0.01
NVDA Nvidia Corp. Reduce -52.5% 0.03% −0.01
INTC Intel Corp. Reduce -4.7% 0.04% −0.00
HD Home Depot Inc. Reduce -19.9% 0.07% −0.00
VCIT Vanguard Int-Term Corporate Reduce -32.4% 0.02% −0.00
TFC Truist Financial Corp. Reduce -25.2% 0.02% −0.00
VOO Vanguard S&P 500 ETF Reduce -22.5% 0.03% +0.00
CSCO Cisco Systems Inc. Reduce -4.0% 0.02% +0.00
AMZN Amazon.com Inc. Reduce -17.0% 0.02% +0.00
OTIS Otis Worldwide Corp. Reduce -5.4% 0.02% +0.00
DGX Quest Diagnostics Inc. Reduce -15.9% 0.03% +0.00
CARR Carrier Global Corp. Reduce -21.2% 0.03% +0.00
PFE Pfizer Inc. Reduce -4.0% 0.02% +0.00
MA Mastercard Inc. Class A Reduce -1.4% 0.03% +0.00
IDA Idacorp Inc. Reduce -0.5% 0.02% +0.00
CRL Charles River Laboratories Reduce -1.3% 2.19% +0.00
CVX Chevron Corp. Reduce -15.3% 0.05% +0.00
VZ Verizon Communications Inc. Reduce -2.2% 0.02% +0.01
SIGI Selective Insurance Group Reduce -4.2% 0.07% +0.01
MTB M & T Bank Corp. Reduce -19.6% 0.07% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -21.2% 0.08% +0.01
AXP American Express Co. Reduce -4.0% 0.03% +0.01
BAC Bank of America Corp. Reduce -3.9% 0.03% +0.01
BDX Becton Dickinson and Co. Reduce -11.4% 0.07% +0.01
WFC Wells Fargo & Co. Reduce -17.9% 0.09% +0.01
KO The Coca-Cola Co. Reduce -8.6% 0.05% +0.01
VNT Vontier Corp. Reduce -3.1% 0.13% +0.01
HON Honeywell International Inc. Reduce -11.0% 0.06% +0.01

Portfolio Buys Q1 2024 → Q2 2024
CLH Clean Harbors Inc. Add +27.4% 1.51% +0.72
FIS Fidelity National Info Serv Add +2.3% 2.03% +0.56
UFPT Ufp Technologies Inc. Add +2.6% 1.82% +0.55
FIX Comfort Systems USA Inc. Add +1.4% 1.82% +0.41
MSA Msa Safety Inc. Add +0.8% 1.73% +0.40
NVT Nvent Electric PLC Add +21.0% 0.81% +0.31
WINA Winmark Corp. Add +12.1% 0.81% +0.25
KAI Kadant Inc. Add +1.4% 1.33% +0.23
FCN Fti Consulting Inc. New 0.16% +0.16
MOD Modine Manufacturing Co. Add +25.0% 0.19% +0.08
RSP Invesco S&P 500 Equal Weight Add +20.7% 0.10% +0.03
WAB Wabtec Corp. Add +1.1% 0.10% +0.03
CAT Caterpillar Inc. Add +0.1% 0.05% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 146$635.4MAPH, AME, VRT, IEX, DHR
Q1 2026 141$583.7MAPH, AME, DHR, IEX, VRT
Q4 2025 144$617.1MAPH, AME, DHR, TMO, IEX
Q3 2025 144$639.0MAPH, AME, FISV, DHR, AJG
Q2 2025 139$1.4BAPH, FISV, AME, AJG, VRT
Q1 2025 140$1.3BFISV, APH, AME, AJG, ROP
Q4 2024 136$1.4BFISV, APH, AME, AJG, IEX
Q3 2024 142$1.5BFISV, APH, AME, DHR, AJG
Q2 2024 138$1.3BAPH, FISV, AME, DHR, AJG
Q1 2024 139$1.8BAPH, VRT, AME, FISV, IEX