Mountain Pacific Investment Advisers LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Mountain Pacific Investment Advisers LLC reported 141 stock positions worth $583.7 million. Its top holding was Amphenol Class A (APH) at 8.0% of the portfolio, followed by Ametek (AME, 6.6%) and Danaher (DHR, 4.1%). Compared with Q4 2025, it opened 3 new positions, sold out of 6, added to 19 and reduced 84. The biggest buy was Regal Rexnord (RRX, shares +4%) and the biggest sale Amphenol Class A (APH, shares −10%).

Most Recent 13F
Q2 2026
Location
BOISE, ID
CIK
0001067324
Portfolio Value
$583.7M (Q1 2026)
SEC Filing
0001067324-26-000003 ↗ filed Apr 16, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.8B Q1 2024 Q2 2024: $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 $583.7M Q1 2026 Q2 2026: $635.4M Q2 2026

Holdings 141 stocks · $583.7M

APH Amphenol Corp. Class A 8.05% 371,890 $47.0M Reduce -9.9%
AME Ametek Inc. 6.62% 180,304 $38.6M Reduce -3.9%
DHR Danaher Corp. 4.10% 126,206 $23.9M Reduce -2.2%
IEX Idex Corp. 3.83% 117,999 $22.4M Reduce -2.0%
VRT Vertiv Holdings Co. Class A 3.54% 82,439 $20.7M Reduce -11.3%
TMO Thermo Fisher Scientific Inc. 3.24% 38,509 $18.9M Reduce -2.1%
ATR Aptargroup Inc. 2.83% 131,282 $16.5M Reduce -2.3%
XYL Xylem Inc. 2.82% 137,928 $16.5M Add +2.3%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 2.80% 75,490 $16.3M Add +2.4%
DCI Donaldson Co. Inc. 2.63% 181,180 $15.4M Reduce -1.6%
ROP Roper Technologies Inc. 2.54% 41,945 $14.8M Add +1.3%
FISV Fiserv Inc. 2.37% 248,102 $13.8M Reduce -1.5%
GGG Graco Inc. 2.15% 148,326 $12.6M Reduce -4.3%
BSV Vanguard Short-Term Bond ETF 2.01% 149,538 $11.7M Reduce -4.6%
VRSK Verisk Analytics Inc. 1.97% 60,545 $11.5M Reduce -2.9%
NDSN Nordson Corp. 1.78% 39,072 $10.4M Reduce -3.8%
COST Costco Wholesale Corp. 1.70% 9,964 $9.9M Reduce -0.3%
RBC RBC Bearings Inc. 1.67% 17,904 $9.7M Reduce -2.9%
NVT Nvent Electric PLC 1.66% 81,796 $9.7M Reduce -4.5%
FIX Comfort Systems USA Inc. 1.55% 6,556 $9.0M Reduce -15.3%
FAST Fastenal Co. 1.52% 190,851 $8.9M Reduce -2.3%
LSTR Landstar System Inc. 1.52% 55,169 $8.8M Reduce -5.5%
ECL Ecolab Inc. 1.50% 32,985 $8.8M Reduce -0.5%
RPM RPM International Inc. 1.50% 88,060 $8.8M Reduce -2.2%
CHD Church & Dwight Co. Inc. 1.29% 80,528 $7.5M Reduce -2.6%
FIS Fidelity National Info Serv 1.17% 145,745 $6.8M Reduce -5.0%
CLH Clean Harbors Inc. 1.15% 23,432 $6.7M Reduce -1.0%
XOM Exxon Mobil Corp. 1.08% 37,198 $6.3M Reduce -0.3%
VCSH Vanguard S/T Corp. Bond ETF 1.07% 79,078 $6.3M Reduce -13.2%
JPM JPMorgan Chase & Co. 1.07% 21,140 $6.2M Reduce -2.2%
AIZ Assurant Inc. 1.04% 27,817 $6.1M Reduce -7.7%
FTV Fortive Corp. 0.97% 102,594 $5.7M Reduce -2.2%
SPGI S&P Global Inc. 0.94% 12,958 $5.5M Reduce -3.5%
CSW CSW Industrials Inc. 0.85% 19,074 $5.0M Add +4.8%
MSA Msa Safety Inc. 0.83% 29,726 $4.9M Add +3.2%
VLTO Veralto Corp. 0.82% 54,199 $4.8M Reduce -0.8%
RSP Invesco S&P 500 Equal Weight 0.79% 24,043 $4.6M Add +4.5%
MSFT Microsoft Corp. 0.74% 11,669 $4.3M Reduce -3.2%
MU Micron Technology Inc. 0.68% 11,794 $4.0M Reduce -1.7%
FCN Fti Consulting Inc. 0.62% 20,311 $3.6M Reduce -3.3%
USB US Bancorp 0.61% 68,606 $3.6M Reduce -0.4%
JNJ Johnson & Johnson 0.61% 14,466 $3.5M Reduce -2.2%
AIT Applied Industrial Tech Inc. 0.58% 12,871 $3.4M Add +1.2%
KAI Kadant Inc. 0.58% 11,626 $3.4M Add +1.8%
ABBV Abbvie Inc. 0.57% 15,343 $3.3M Reduce -1.6%
AAPL Apple Inc. 0.57% 13,008 $3.3M Reduce -10.5%
UFPT Ufp Technologies Inc. 0.55% 16,604 $3.2M Reduce -3.3%
PNR Pentair PLC 0.46% 30,793 $2.7M Reduce -11.1%
WMT Walmart Inc. 0.44% 20,680 $2.6M Reduce -3.0%
ABT Abbott Laboratories 0.43% 24,355 $2.5M Reduce -1.0%
VGSH Vanguard Short-Term Treasury 0.43% 42,437 $2.5M No change
ADP Automatic Data Processing 0.42% 12,131 $2.5M Reduce -3.6%
WAT Waters Corp. 0.42% 8,267 $2.5M Reduce -2.4%
BND Vanguard Total Bond Market 0.42% 33,324 $2.5M Reduce -18.9%
GNRC Generac Holdings Inc. 0.41% 12,346 $2.4M Reduce -7.7%
ITW Illinois Tool Works 0.41% 9,156 $2.4M Reduce -3.4%
RRX Regal Rexnord Corp. 0.39% 12,241 $2.3M Add +3.5%
AMGN Amgen Inc. 0.37% 6,106 $2.1M Reduce -1.9%
VUSB Vanguard Ultra Short Bond Et 0.36% 41,845 $2.1M No change
SNA Snap-on Inc. 0.35% 5,602 $2.0M Reduce -12.5%
ROST Ross Stores Inc. 0.34% 9,200 $2.0M No change
WAY Waystar Holding Corp. 0.34% 81,979 $2.0M Add +5.0%
WINA Winmark Corp. 0.33% 4,473 $1.9M Add +1.2%
PG The Procter & Gamble Co. 0.32% 12,986 $1.9M Reduce -3.7%
WAB Wabtec Corp. 0.29% 6,709 $1.7M Reduce -14.1%
CBSH Commerce Bancshares Inc. 0.26% 30,380 $1.5M Reduce -3.1%
VNT Vontier Corp. 0.25% 41,701 $1.5M Reduce -5.8%
BRK.A Berkshire Hathaway Inc. Class A 0.25% 2 $1.4M No change
CAT Caterpillar Inc. 0.24% 2,004 $1.4M Reduce -4.3%
AMAT Applied Materials Inc. 0.23% 4,010 $1.4M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.23% 2,103 $1.4M Reduce -0.9%
RTX RTX Corp. 0.23% 6,981 $1.3M Reduce -2.8%
TFX Teleflex Inc. 0.22% 10,904 $1.3M Reduce -3.1%
ETN Eaton Corp. PLC 0.20% 3,259 $1.2M No change
BIV Vanguard Intermediate-Term B 0.19% 14,110 $1.1M No change
MMSI Merit Medical Systems Inc. 0.18% 14,981 $1.0M Add +8.8%
WFC Wells Fargo & Co. 0.17% 12,777 $1.0M Reduce -17.4%
PRGS Progress Software Corp. 0.16% 37,412 $960K Reduce -1.1%
CHRW C.H. Robinson Worldwide Inc. 0.16% 5,500 $913K No change
LRN Stride Inc. 0.16% 10,295 $908K Reduce -2.1%
HD Home Depot Inc. 0.15% 2,744 $902K Reduce -4.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.15% 3,696 $896K No change
COF Capital One Financial Corp. 0.15% 4,651 $848K No change
FITB Fifth Third Bancorp 0.14% 18,200 $846K No change
PEP Pepsico Inc. 0.14% 5,108 $793K Add +7.9%
ZBRA Zebra Technologies Corp. Class A 0.13% 3,734 $781K Reduce -11.1%
RY Royal Bank of Canada 0.13% 4,749 $768K No change
MTB M & T Bank Corp. filed as M & T BK CORP 0.13% 3,687 $762K No change
VTI VG Morningstar TS MKT ETF-US 0.13% 2,283 $732K Reduce -15.3%
AWK American Water Works Co. Inc. 0.12% 5,297 $721K Reduce -7.1%
MCD McDonald's Corp. 0.12% 2,233 $694K Reduce -8.2%
V Visa Inc. Class A 0.12% 2,291 $692K Reduce -6.3%
VOO Vanguard S&P 500 ETF 0.10% 1,019 $609K Reduce -1.1%
HON Honeywell International Inc. 0.10% 2,614 $591K No change
TSLA Tesla Inc. 0.10% 1,588 $590K Add +1.9%
PNC PNC Financial Services Group 0.10% 2,734 $569K No change
DGX Quest Diagnostics Inc. 0.10% 2,900 $568K No change
GOOGL Alphabet Inc. Class A 0.10% 1,967 $566K Add +2.6%
MSM MSC Industrial Direct Co. Class A 0.10% 6,103 $563K Reduce -1.6%
KO The Coca-Cola Co. 0.09% 7,274 $553K Reduce -7.6%

Show all 141 holdings

Portfolio Sells Q4 2025 → Q1 2026

APH Amphenol Corp. Class A Reduce -9.9% 8.05% −0.99
DHR Danaher Corp. Reduce -2.2% 4.10% −0.69
FIS Fidelity National Info Serv Reduce -5.0% 1.17% −0.48
TMO Thermo Fisher Scientific Inc. Reduce -2.1% 3.24% −0.45
FISV Fiserv Inc. Reduce -1.5% 2.37% −0.37
VRSK Verisk Analytics Inc. Reduce -2.9% 1.97% −0.29
MSFT Microsoft Corp. Reduce -3.2% 0.74% −0.21
SPGI S&P Global Inc. Reduce -3.5% 0.94% −0.19
AIZ Assurant Inc. Reduce -7.7% 1.04% −0.14
PNR Pentair PLC Reduce -11.1% 0.46% −0.13
VCSH Vanguard S/T Corp. Bond ETF Reduce -13.2% 1.07% −0.10
ADP Automatic Data Processing Reduce -3.6% 0.42% −0.10
WAT Waters Corp. Reduce -2.4% 0.42% −0.10
PRGS Progress Software Corp. Reduce -1.1% 0.16% −0.10
NVDA Nvidia Corp. Sold out 0.00% −0.09
AAPL Apple Inc. Reduce -10.5% 0.57% −0.07
BND Vanguard Total Bond Market Reduce -18.9% 0.42% −0.07
ABT Abbott Laboratories Reduce -1.0% 0.43% −0.07
UFPT Ufp Technologies Inc. Reduce -3.3% 0.55% −0.07
MNPR Monopar Therapeutics Inc. Sold out 0.00% −0.06
JPM JPMorgan Chase & Co. Reduce -2.2% 1.07% −0.06
BRK.B Berkshire Hathaway Inc. Class B Reduce -46.7% 0.07% −0.06
VLTO Veralto Corp. Reduce -0.8% 0.82% −0.06
WFC Wells Fargo & Co. Reduce -17.4% 0.17% −0.06
MIDD Middleby Corp. Sold out 0.00% −0.05
RAL Ralliant Corp. Sold out 0.00% −0.05
OTIS Otis Worldwide Corp. Sold out 0.00% −0.03
SARO Standardaero Inc. Sold out 0.00% −0.03
ZBRA Zebra Technologies Corp. Class A Reduce -11.1% 0.13% −0.03
UNP Union Pacific Corp. Reduce -42.9% 0.05% −0.03
AXP American Express Co. Reduce -13.3% 0.07% −0.02
BDX Becton Dickinson and Co. Reduce -10.5% 0.07% −0.02
VTI VG Morningstar TS MKT ETF-US Reduce -15.3% 0.13% −0.02
V Visa Inc. Class A Reduce -6.3% 0.12% −0.02
CNMD Conmed Corp. Reduce -11.9% 0.08% −0.02
RPM RPM International Inc. Reduce -2.2% 1.50% −0.02
VNT Vontier Corp. Reduce -5.8% 0.25% −0.01
DCI Donaldson Co. Inc. Reduce -1.6% 2.63% −0.01
CBSH Commerce Bancshares Inc. Reduce -3.1% 0.26% −0.01
SIGI Selective Insurance Group Reduce -5.3% 0.09% −0.01
BAC Bank of America Corp. Reduce -12.0% 0.04% −0.01
SNA Snap-on Inc. Reduce -12.5% 0.35% −0.01
GOOG Alphabet Inc. Class C Reduce -12.5% 0.03% −0.01
HSIC Henry Schein Inc. Reduce -13.3% 0.05% −0.01
ABBV Abbvie Inc. Reduce -1.6% 0.57% −0.01
HD Home Depot Inc. Reduce -4.4% 0.15% −0.01
MUSA Murphy USA Inc. Reduce -27.6% 0.08% −0.01
MCD McDonald's Corp. Reduce -8.2% 0.12% −0.00
VOO Vanguard S&P 500 ETF Reduce -1.1% 0.10% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.9% 0.23% −0.00

Portfolio Buys Q4 2025 → Q1 2026

RRX Regal Rexnord Corp. Add +3.5% 0.39% +0.12
MSA Msa Safety Inc. Add +3.2% 0.83% +0.09
RSP Invesco S&P 500 Equal Weight Add +4.5% 0.79% +0.08
AIT Applied Industrial Tech Inc. Add +1.2% 0.58% +0.06
KAI Kadant Inc. Add +1.8% 0.58% +0.05
PSX Phillips 66 New 0.04% +0.04
WINA Winmark Corp. Add +1.2% 0.33% +0.04
IDA Idacorp Inc. New 0.04% +0.04
CM Can Imperial BK of Commerce New 0.04% +0.04
PEP Pepsico Inc. Add +7.9% 0.14% +0.03
INTC Intel Corp. Add +6.5% 0.07% +0.02
PAYX Paychex Inc. Add +21.2% 0.05% +0.00
SYK Stryker Corp. Add +3.0% 0.04% +0.00
GOOGL Alphabet Inc. Class A Add +2.6% 0.10% −0.00
AMZN Amazon.com Inc. Add +4.4% 0.06% −0.00
TSLA Tesla Inc. Add +1.9% 0.10% −0.01
CSW CSW Industrials Inc. Add +4.8% 0.85% −0.01
MMSI Merit Medical Systems Inc. Add +8.8% 0.18% −0.02
WAY Waystar Holding Corp. Add +5.0% 0.34% −0.08
XYL Xylem Inc. Add +2.3% 2.82% −0.15
AJG Arthur J Gallagher & Co. Add +2.4% 2.80% −0.29
ROP Roper Technologies Inc. Add +1.3% 2.54% −0.44

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