Mountain Pacific Investment Advisers LLC

Name: MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 13F holdings, Q4 2024
Creator: MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC
Published: 2025-01-16

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Mountain Pacific Investment Advisers LLC reported 136 stock positions worth $1.4 billion. Its top holding was Fiserv (FISV) at 6.6% of the portfolio, followed by Amphenol Class A (APH, 5.4%) and Ametek (AME, 4.7%). Compared with Q3 2024, it sold out of 6, added to 17 and reduced 75. The biggest buy was Comfort Systems USA (FIX, shares +2%) and the biggest sale Danaher (DHR, shares −0%).

Most Recent 13F: Q2 2026
Location: BOISE, ID
CIK: 0001067324
Portfolio Value: $1.4B (Q4 2024)
SEC Filing: 0001067324-25-000001 ↗ filed Jan 16, 2025

Holdings Value

Holdings 136 stocks · $1.4B


FISV Fiserv Inc.	6.56%	454,272	$93.3M	Reduce -1.6%
APH Amphenol Corp. Class A	5.37%	1,099,807	$76.4M	Reduce -1.6%
AME Ametek Inc.	4.69%	369,522	$66.6M	Reduce -1.1%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO	3.80%	190,173	$54.0M	Reduce -1.2%
IEX Idex Corp.	3.59%	244,159	$51.1M	Reduce -0.1%
VRT Vertiv Holdings Co. Class A	3.41%	426,683	$48.5M	Reduce -2.1%
DHR Danaher Corp.	3.40%	210,289	$48.3M	Reduce -0.1%
VRSK Verisk Analytics Inc.	3.32%	171,541	$47.2M	Reduce -0.9%
ATR Aptargroup Inc.	3.30%	299,019	$47.0M	Reduce -0.5%
ROP Roper Technologies Inc.	3.19%	87,220	$45.3M	Add +0.5%
GGG Graco Inc.	2.61%	440,634	$37.1M	Reduce -0.1%
XYL Xylem Inc.	2.54%	311,092	$36.1M	Add +0.5%
CSW CSW Industrials Inc.	2.50%	100,765	$35.5M	Reduce -9.3%
FIX Comfort Systems USA Inc.	2.44%	81,783	$34.7M	Add +1.8%
LSTR Landstar System Inc.	2.29%	189,103	$32.5M	Reduce -1.4%
CHD Church & Dwight Co. Inc.	2.28%	309,391	$32.4M	Reduce -0.9%
AIZ Assurant Inc.	2.25%	150,325	$32.1M	Reduce -0.1%
DCI Donaldson Co. Inc.	2.23%	470,954	$31.7M	Reduce -1.6%
RPM RPM International Inc.	2.10%	242,791	$29.9M	Reduce -0.3%
FIS Fidelity National Info Serv	2.07%	364,214	$29.4M	Reduce -0.7%
FAST Fastenal Co.	1.98%	391,372	$28.1M	Reduce -0.3%
NDSN Nordson Corp.	1.97%	133,569	$27.9M	Reduce -0.3%
RBC RBC Bearings Inc.	1.90%	90,430	$27.1M	Reduce -1.0%
CRL Charles River Laboratories	1.80%	138,610	$25.6M	Reduce -0.5%
UFPT Ufp Technologies Inc.	1.60%	93,316	$22.8M	Add +0.4%
CLH Clean Harbors Inc.	1.60%	99,039	$22.8M	Add +4.5%
MSA Msa Safety Inc.	1.59%	136,767	$22.7M	Add +3.1%
TMO Thermo Fisher Scientific Inc.	1.56%	42,611	$22.2M	Add +2.0%
FTV Fortive Corp.	1.43%	271,981	$20.4M	Reduce -4.7%
KAI Kadant Inc.	1.38%	56,859	$19.6M	Reduce -7.8%
FCN Fti Consulting Inc.	1.26%	93,868	$17.9M	Add +41.4%
BSV Vanguard Short-Term Bond ETF	0.96%	176,874	$13.7M	Reduce -0.8%
TFX Teleflex Inc.	0.95%	75,892	$13.5M	Reduce -1.3%
NVT Nvent Electric PLC	0.92%	192,050	$13.1M	Add +14.9%
WINA Winmark Corp.	0.86%	31,049	$12.2M	No change
RRX Regal Rexnord Corp.	0.79%	72,217	$11.2M	Reduce -13.4%
AIT Applied Industrial Tech Inc.	0.78%	46,155	$11.1M	Add +36.6%
COST Costco Wholesale Corp.	0.67%	10,430	$9.6M	Reduce -1.0%
CNMD Conmed Corp.	0.66%	137,814	$9.4M	Reduce -1.8%
ZD Ziff Davis Inc.	0.61%	160,182	$8.7M	Reduce -9.7%
ECL Ecolab Inc.	0.61%	37,035	$8.7M	Reduce -4.0%
SPGI S&P Global Inc.	0.59%	16,819	$8.4M	Reduce -3.5%
VCSH Vanguard S/T Corp. Bond ETF	0.55%	100,234	$7.8M	Reduce -2.9%
VLTO Veralto Corp.	0.41%	57,558	$5.9M	Add +6.4%
AAPL Apple Inc.	0.41%	23,154	$5.8M	Reduce -6.5%
JPM JPMorgan Chase & Co.	0.39%	23,172	$5.6M	Reduce -0.8%
MSFT Microsoft Corp.	0.37%	12,470	$5.3M	Reduce -1.2%
MOD Modine Manufacturing Co.	0.37%	45,116	$5.2M	Add +80.5%
ADP Automatic Data Processing	0.29%	13,881	$4.1M	Reduce -0.2%
XOM Exxon Mobil Corp.	0.29%	37,698	$4.1M	Reduce -0.8%
WAT Waters Corp.	0.28%	10,656	$4.0M	Reduce -3.6%
PNR Pentair PLC	0.28%	39,085	$3.9M	Reduce -3.3%
USB US Bancorp	0.26%	76,079	$3.6M	No change
BND Vanguard Total Bond Market	0.24%	46,798	$3.4M	Add +0.8%
ABBV Abbvie Inc.	0.22%	17,608	$3.1M	No change
ABT Abbott Laboratories	0.21%	26,625	$3.0M	No change
VUSB Vanguard Ultra Short Bond Et	0.19%	55,648	$2.8M	Reduce -9.6%
JNJ Johnson & Johnson	0.19%	18,444	$2.7M	Reduce -2.6%
ITW Illinois Tool Works	0.19%	10,420	$2.6M	Reduce -0.5%
PG The Procter & Gamble Co.	0.18%	14,941	$2.5M	Reduce -5.9%
VGSH Vanguard Short-Term Treasury	0.18%	43,011	$2.5M	Reduce -0.8%
SNA Snap-on Inc.	0.17%	7,176	$2.4M	Reduce -1.4%
GNRC Generac Holdings Inc.	0.16%	14,863	$2.3M	Reduce -3.6%
ZBRA Zebra Technologies Corp. Class A	0.15%	5,490	$2.1M	Reduce -2.5%
CBSH Commerce Bancshares Inc.	0.15%	33,531	$2.1M	Add +3.1%
WMT Walmart Inc.	0.14%	22,174	$2.0M	Reduce -4.2%
RSP Invesco S&P 500 Equal Weight	0.12%	9,499	$1.7M	Reduce -1.1%
AMGN Amgen Inc.	0.12%	6,324	$1.6M	No change
WAB Wabtec Corp.	0.11%	8,459	$1.6M	Reduce -1.2%
VNT Vontier Corp.	0.11%	42,717	$1.6M	Add +6.7%
MU Micron Technology Inc.	0.10%	16,628	$1.4M	No change
ROST Ross Stores Inc.	0.10%	9,100	$1.4M	No change
WFC Wells Fargo & Co.	0.09%	17,698	$1.2M	Reduce -2.4%
SPY SS SPDR S&P 500 ETF Trust-US	0.09%	2,121	$1.2M	Reduce -0.5%
BIV Vanguard Intermediate-Term B	0.09%	16,236	$1.2M	Reduce -6.4%
V Visa Inc. Class A	0.08%	3,741	$1.2M	Reduce -9.7%
ETN Eaton Corp. PLC	0.08%	3,434	$1.1M	No change
HD Home Depot Inc.	0.08%	2,869	$1.1M	No change
RTX RTX Corp.	0.08%	9,531	$1.1M	No change
MTB M & T Bank Corp. filed as M & T BK CORP	0.08%	5,695	$1.1M	Reduce -3.4%
SIGI Selective Insurance Group	0.07%	10,077	$942K	Reduce -4.9%
BDX Becton Dickinson and Co.	0.06%	4,018	$912K	No change
PEP Pepsico Inc.	0.06%	5,981	$909K	Reduce -10.9%
BRK.B Berkshire Hathaway Inc. Class B	0.06%	1,925	$873K	Reduce -20.6%
VTI VG Morningstar TS MKT ETF-US	0.06%	2,843	$824K	Reduce -1.4%
ACIW Aci Worldwide Inc.	0.06%	15,812	$821K	No change
AWK American Water Works Co. Inc.	0.06%	6,500	$809K	Reduce -12.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.06%	3,672	$807K	No change
COF Capital One Financial Corp.	0.06%	4,448	$793K	No change
CAT Caterpillar Inc.	0.06%	2,158	$783K	No change
FITB Fifth Third Bancorp	0.05%	18,200	$769K	No change
MCD McDonald's Corp.	0.05%	2,608	$756K	Reduce -4.4%
TSLA Tesla Inc.	0.05%	1,847	$746K	No change
GOOGL Alphabet Inc. Class A	0.05%	3,940	$746K	No change
CHRW C.H. Robinson Worldwide Inc.	0.05%	7,000	$723K	No change
RY Royal Bank of Canada	0.05%	5,694	$686K	No change
AMAT Applied Materials Inc.	0.05%	4,010	$652K	No change
UNP Union Pacific Corp.	0.04%	2,671	$609K	No change
VOO Vanguard S&P 500 ETF	0.04%	1,125	$606K	No change
CNI Canadian Natl Railway Co.	0.04%	5,850	$594K	No change

Show all 136 holdings

Portfolio Sells Q3 2024 → Q4 2024


DHR Danaher Corp.	Reduce -0.1%	3.40%	−0.60
NDSN Nordson Corp.	Reduce -0.3%	1.97%	−0.44
TFX Teleflex Inc.	Reduce -1.3%	0.95%	−0.35
CSW CSW Industrials Inc.	Reduce -9.3%	2.50%	−0.28
PRFT Perficient Inc.	Sold out	0.00%	−0.20
LSTR Landstar System Inc.	Reduce -1.4%	2.29%	−0.19
DCI Donaldson Co. Inc.	Reduce -1.6%	2.23%	−0.18
CTLT Catalent Inc.	Sold out	0.00%	−0.16
RRX Regal Rexnord Corp.	Reduce -13.4%	0.79%	−0.16
FTV Fortive Corp.	Reduce -4.7%	1.43%	−0.10
CRL Charles River Laboratories	Reduce -0.5%	1.80%	−0.07
ECL Ecolab Inc.	Reduce -4.0%	0.61%	−0.06
IVV iShares Core S&P 500 ETF	Sold out	0.00%	−0.04
KAI Kadant Inc.	Reduce -7.8%	1.38%	−0.04
FIS Fidelity National Info Serv	Reduce -0.7%	2.07%	−0.03
SPGI S&P Global Inc.	Reduce -3.5%	0.59%	−0.03
CNMD Conmed Corp.	Reduce -1.8%	0.66%	−0.03
JNJ Johnson & Johnson	Reduce -2.6%	0.19%	−0.02
GGG Graco Inc.	Reduce -0.1%	2.61%	−0.02
XOM Exxon Mobil Corp.	Reduce -0.8%	0.29%	−0.02
AWK American Water Works Co. Inc.	Reduce -12.2%	0.06%	−0.02
UNH Unitedhealth Group Inc.	Sold out	0.00%	−0.02
VUSB Vanguard Ultra Short Bond Et	Reduce -9.6%	0.19%	−0.02
IDA Idacorp Inc.	Sold out	0.00%	−0.02
BRK.B Berkshire Hathaway Inc. Class B	Reduce -20.6%	0.06%	−0.01
GIS General Mills Inc.	Sold out	0.00%	−0.01
PEP Pepsico Inc.	Reduce -10.9%	0.06%	−0.01
PG The Procter & Gamble Co.	Reduce -5.9%	0.18%	−0.01
KO The Coca-Cola Co.	Reduce -14.1%	0.04%	−0.01
VCSH Vanguard S/T Corp. Bond ETF	Reduce -2.9%	0.55%	−0.01
BIV Vanguard Intermediate-Term B	Reduce -6.4%	0.09%	−0.01
CVX Chevron Corp.	Reduce -20.4%	0.03%	−0.01
INTC Intel Corp.	Reduce -15.1%	0.02%	−0.01
GNRC Generac Holdings Inc.	Reduce -3.6%	0.16%	−0.01
MSM MSC Industrial Direct Co. Class A	Reduce -1.1%	0.03%	−0.00
LLY Eli Lilly & Co.	Reduce -7.8%	0.02%	−0.00
MIDD Middleby Corp.	Reduce -11.0%	0.03%	−0.00
MCD McDonald's Corp.	Reduce -4.4%	0.05%	−0.00
PFE Pfizer Inc.	Reduce -4.0%	0.02%	−0.00
ITW Illinois Tool Works	Reduce -0.5%	0.19%	−0.00
SIGI Selective Insurance Group	Reduce -4.9%	0.07%	−0.00
MSFT Microsoft Corp.	Reduce -1.2%	0.37%	−0.00
MA Mastercard Inc. Class A	Reduce -11.9%	0.02%	−0.00
RSP Invesco S&P 500 Equal Weight	Reduce -1.1%	0.12%	−0.00
SYK Stryker Corp.	Reduce -2.0%	0.02%	+0.00
RSG Republic Services Inc.	Reduce -0.4%	0.02%	+0.00
VGSH Vanguard Short-Term Treasury	Reduce -0.8%	0.18%	+0.00
VTI VG Morningstar TS MKT ETF-US	Reduce -1.4%	0.06%	+0.00
HON Honeywell International Inc.	Reduce -5.6%	0.04%	+0.00
AMZN Amazon.com Inc.	Reduce -7.0%	0.03%	+0.00

Portfolio Buys Q3 2024 → Q4 2024


FIX Comfort Systems USA Inc.	Add +1.8%	2.44%	+0.30
AIT Applied Industrial Tech Inc.	Add +36.6%	0.78%	+0.26
FCN Fti Consulting Inc.	Add +41.4%	1.26%	+0.23
MOD Modine Manufacturing Co.	Add +80.5%	0.37%	+0.14
NVT Nvent Electric PLC	Add +14.9%	0.92%	+0.12
CLH Clean Harbors Inc.	Add +4.5%	1.60%	+0.04
VNT Vontier Corp.	Add +6.7%	0.11%	+0.02
CBSH Commerce Bancshares Inc.	Add +3.1%	0.15%	+0.02
GOOG Alphabet Inc. Class C	Add +11.8%	0.03%	+0.01
BAC Bank of America Corp.	Add +10.7%	0.03%	+0.01
VLTO Veralto Corp.	Add +6.4%	0.41%	−0.00
BND Vanguard Total Bond Market	Add +0.8%	0.24%	−0.00
MSA Msa Safety Inc.	Add +3.1%	1.59%	−0.01
ROP Roper Technologies Inc.	Add +0.5%	3.19%	−0.11
TMO Thermo Fisher Scientific Inc.	Add +2.0%	1.56%	−0.20
XYL Xylem Inc.	Add +0.5%	2.54%	−0.31
UFPT Ufp Technologies Inc.	Add +0.4%	1.60%	−0.41

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	146	$635.4M	APH, AME, VRT, IEX, DHR
Q1 2026	141	$583.7M	APH, AME, DHR, IEX, VRT
Q4 2025	144	$617.1M	APH, AME, DHR, TMO, IEX
Q3 2025	144	$639.0M	APH, AME, FISV, DHR, AJG
Q2 2025	139	$1.4B	APH, FISV, AME, AJG, VRT
Q1 2025	140	$1.3B	FISV, APH, AME, AJG, ROP
Q4 2024	136	$1.4B	FISV, APH, AME, AJG, IEX
Q3 2024	142	$1.5B	FISV, APH, AME, DHR, AJG
Q2 2024	138	$1.3B	APH, FISV, AME, DHR, AJG
Q1 2024	139	$1.8B	APH, VRT, AME, FISV, IEX