Mountain Pacific Investment Advisers LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Mountain Pacific Investment Advisers LLC reported 146 stock positions worth $635.4 million. Its top holding was Amphenol Class A (APH) at 10.0% of the portfolio, followed by Ametek (AME, 6.6%) and Vertiv Class A (VRT, 4.1%). Compared with Q1 2026, it opened 7 new positions, sold out of 3, added to 11 and reduced 73. The biggest buy was Invesco S&P 500 Equal Weight (RSP, shares +9%) and the biggest sale Fiserv (FISV, shares −7%).

Most Recent 13F
Q2 2026
Location
BOISE, ID
CIK
0001067324
Portfolio Value
$635.4M (Q2 2026)
SEC Filing
0001067324-26-000004 ↗ filed Jul 30, 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 Q1 2026 Q2 2026: $635.4M $635.4M Q2 2026

Holdings 146 stocks · $635.4M
APH Amphenol Corp. Class A 9.96% 358,775 $63.3M Reduce -3.5%
AME Ametek Inc. 6.58% 172,755 $41.8M Reduce -4.2%
VRT Vertiv Holdings Co. Class A 4.10% 77,849 $26.1M Reduce -5.6%
IEX Idex Corp. 4.08% 114,167 $25.9M Reduce -3.3%
DHR Danaher Corp. 3.67% 122,583 $23.3M Reduce -2.9%
TMO Thermo Fisher Scientific Inc. 2.98% 37,791 $18.9M Reduce -1.9%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 2.72% 75,408 $17.3M Reduce -0.1%
XYL Xylem Inc. 2.50% 134,363 $15.9M Reduce -2.6%
ATR Aptargroup Inc. 2.49% 126,187 $15.8M Reduce -3.9%
DCI Donaldson Co. Inc. 2.48% 175,444 $15.7M Reduce -3.2%
NVT Nvent Electric PLC 2.13% 79,717 $13.5M Reduce -2.5%
ROP Roper Technologies Inc. 2.13% 39,955 $13.5M Reduce -4.7%
MU Micron Technology Inc. 2.08% 11,450 $13.2M Reduce -2.9%
FIX Comfort Systems USA Inc. 1.93% 6,182 $12.3M Reduce -5.7%
BSV Vanguard Short-Term Bond ETF 1.79% 146,058 $11.4M Reduce -2.3%
FISV Fiserv Inc. 1.78% 230,550 $11.3M Reduce -7.1%
NDSN Nordson Corp. 1.77% 37,378 $11.3M Reduce -4.3%
LSTR Landstar System Inc. 1.74% 53,452 $11.1M Reduce -3.1%
RBC RBC Bearings Inc. 1.69% 16,672 $10.7M Reduce -6.9%
GGG Graco Inc. 1.69% 141,828 $10.7M Reduce -4.4%
VRSK Verisk Analytics Inc. 1.65% 58,351 $10.5M Reduce -3.6%
FAST Fastenal Co. 1.50% 198,002 $9.5M Add +3.8%
RPM RPM International Inc. 1.50% 85,463 $9.5M Reduce -3.0%
ECL Ecolab Inc. 1.48% 33,673 $9.4M Add +2.1%
COST Costco Wholesale Corp. 1.45% 9,821 $9.2M Reduce -1.4%
CHD Church & Dwight Co. Inc. 1.16% 76,358 $7.4M Reduce -5.2%
AIZ Assurant Inc. 1.15% 27,173 $7.3M Reduce -2.3%
JPM JPMorgan Chase & Co. 1.10% 21,421 $7.0M Add +1.3%
CLH Clean Harbors Inc. 1.02% 21,597 $6.5M Reduce -7.8%
FTV Fortive Corp. 0.95% 98,494 $6.0M Reduce -4.0%
VCSH Vanguard S/T Corp. Bond ETF 0.94% 75,668 $6.0M Reduce -4.3%
RSP Invesco S&P 500 Equal Weight 0.88% 26,281 $5.6M Add +9.3%
CSW CSW Industrials Inc. 0.82% 18,660 $5.2M Reduce -2.2%
SPGI S&P Global Inc. 0.82% 12,745 $5.2M Reduce -1.6%
MSA Msa Safety Inc. 0.81% 29,466 $5.1M Reduce -0.9%
XOM Exxon Mobil Corp. 0.80% 37,198 $5.1M No change
VLTO Veralto Corp. 0.72% 51,908 $4.6M Reduce -4.2%
MSFT Microsoft Corp. 0.69% 11,669 $4.4M No change
FIS Fidelity National Info Serv 0.67% 109,199 $4.2M Reduce -25.1%
UFPT Ufp Technologies Inc. 0.65% 15,484 $4.1M Reduce -6.8%
AIT Applied Industrial Tech Inc. 0.64% 12,007 $4.1M Reduce -6.7%
USB US Bancorp 0.61% 64,669 $3.9M Reduce -5.7%
ABBV Abbvie Inc. 0.61% 15,325 $3.9M Reduce -0.1%
AAPL Apple Inc. 0.59% 13,048 $3.8M Add +0.3%
KAI Kadant Inc. 0.57% 11,464 $3.6M Reduce -1.4%
GNRC Generac Holdings Inc. 0.56% 12,179 $3.6M Reduce -1.4%
JNJ Johnson & Johnson 0.56% 14,020 $3.6M Reduce -3.1%
WAT Waters Corp. 0.48% 8,136 $3.1M Reduce -1.6%
RRX Regal Rexnord Corp. 0.47% 12,632 $3.0M Add +3.2%
AMAT Applied Materials Inc. 0.46% 4,010 $2.9M No change
FCN Fti Consulting Inc. 0.45% 19,101 $2.8M Reduce -6.0%
BND Vanguard Total Bond Market 0.42% 36,164 $2.7M Add +8.5%
VGSH Vanguard Short-Term Treasury 0.39% 42,437 $2.5M No change
ITW Illinois Tool Works 0.38% 8,906 $2.4M Reduce -2.7%
WINA Winmark Corp. 0.38% 5,668 $2.4M Add +26.7%
ADP Automatic Data Processing 0.37% 10,631 $2.4M Reduce -12.4%
PNR Pentair PLC 0.37% 30,593 $2.3M Reduce -0.7%
WMT Walmart Inc. 0.36% 20,155 $2.3M Reduce -2.5%
SNA Snap-on Inc. 0.35% 5,602 $2.3M No change
AMGN Amgen Inc. 0.35% 6,106 $2.2M No change
ABT Abbott Laboratories 0.35% 24,230 $2.2M Reduce -0.5%
CAT Caterpillar Inc. 0.32% 1,924 $2.0M Reduce -4.0%
ROST Ross Stores Inc. 0.31% 9,200 $2.0M No change
VUSB Vanguard Ultra Short Bond Et 0.29% 37,382 $1.9M Reduce -10.7%
PG The Procter & Gamble Co. 0.29% 12,586 $1.8M Reduce -3.1%
WAB Wabtec Corp. 0.28% 6,709 $1.8M No change
CBSH Commerce Bancshares Inc. 0.28% 30,380 $1.8M No change
BRK.A Berkshire Hathaway Inc. Class A 0.24% 2 $1.5M No change
MMSI Merit Medical Systems Inc. 0.22% 20,149 $1.4M Add +34.5%
ETN Eaton Corp. PLC 0.21% 3,159 $1.3M Reduce -3.1%
TFX Teleflex Inc. 0.21% 10,566 $1.3M Reduce -3.1%
RTX RTX Corp. 0.20% 6,861 $1.3M Reduce -1.7%
VNT Vontier Corp. 0.20% 43,196 $1.3M Add +3.6%
WAY Waystar Holding Corp. 0.18% 57,164 $1.2M Reduce -30.3%
INTC Intel Corp. 0.18% 8,096 $1.1M Reduce -12.0%
BIV Vanguard Intermediate-Term B 0.17% 14,110 $1.1M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.16% 3,696 $1.0M No change
CHRW C.H. Robinson Worldwide Inc. 0.16% 5,500 $1.0M No change
FITB Fifth Third Bancorp 0.16% 18,200 $1.0M No change
WFC Wells Fargo & Co. 0.16% 12,378 $1.0M Reduce -3.1%
RY Royal Bank of Canada 0.15% 4,749 $983K No change
COF Capital One Financial Corp. 0.15% 4,651 $933K No change
LRN Stride Inc. 0.14% 10,565 $911K Add +2.6%
MTB M & T Bank Corp. filed as M & T BK CORP 0.14% 3,687 $878K No change
PRGS Progress Software Corp. 0.14% 25,800 $866K Reduce -31.0%
HD Home Depot Inc. 0.14% 2,444 $862K Reduce -10.9%
VTI VG Morningstar TS MKT ETF-US 0.13% 2,283 $845K No change
ZBRA Zebra Technologies Corp. Class A 0.13% 3,081 $811K Reduce -17.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.12% 1,052 $786K Reduce -50.0%
V Visa Inc. Class A 0.12% 2,191 $752K Reduce -4.4%
MSM MSC Industrial Direct Co. Class A 0.11% 6,103 $726K No change
VOO Vanguard S&P 500 ETF 0.11% 1,019 $700K No change
SIGI Selective Insurance Group 0.11% 7,156 $694K Reduce -0.5%
PEP Pepsico Inc. 0.11% 5,108 $692K No change
AWK American Water Works Co. Inc. 0.11% 5,197 $684K Reduce -1.9%
PNC PNC Financial Services Group 0.11% 2,734 $673K No change
TSLA Tesla Inc. 0.11% 1,588 $668K No change
QQQ Invesco QQQ Trust Series 1 0.10% 871 $641K No change
CSCO Cisco Systems Inc. 0.10% 5,429 $638K No change
CNI Canadian Natl Railway Co. 0.10% 5,250 $626K No change
ACIW Aci Worldwide Inc. 0.10% 12,280 $618K No change
DGX Quest Diagnostics Inc. 0.10% 2,900 $615K No change
MCD McDonald's Corp. 0.10% 2,233 $604K No change
KO The Coca-Cola Co. 0.09% 7,274 $591K No change
TRV The Travelers Cos Inc. 0.09% 1,635 $540K No change
GOOGL Alphabet Inc. Class A 0.08% 1,407 $503K Reduce -28.5%
GBCI Glacier Bancorp Inc. 0.08% 9,693 $500K No change
TYL Tyler Technologies Inc. 0.08% 1,638 $479K New
EMR Emerson Electric Co. 0.07% 3,300 $472K No change
BRK.B Berkshire Hathaway Inc. Class B 0.07% 883 $442K No change
CARR Carrier Global Corp. 0.07% 5,980 $439K Reduce -2.5%
MUSA Murphy USA Inc. 0.07% 811 $437K Reduce -9.3%
MRK Merck & Co. Inc. 0.07% 3,241 $416K Reduce -11.0%
GE General Electric filed as GE AEROSPACE 0.06% 1,084 $405K Reduce -4.8%
GEV GE Vernova Inc. 0.06% 336 $395K Reduce -8.2%
AMZN Amazon.com Inc. 0.06% 1,615 $385K Reduce -9.8%
BDX Becton Dickinson and Co. 0.06% 2,542 $385K Reduce -6.4%
SNDK Sandisk Corp. 0.06% 167 $380K New
LLY Eli Lilly & Co. 0.06% 315 $378K No change
CVX Chevron Corp. 0.06% 2,170 $360K No change
AXP American Express Co. 0.06% 1,055 $357K Reduce -19.2%
PAYX Paychex Inc. 0.05% 3,426 $337K No change
HSIC Henry Schein Inc. filed as SCHEIN HENRY INC 0.05% 3,900 $326K No change
UNP Union Pacific Corp. 0.05% 1,183 $322K No change
WDC Western Digital Corp. 0.05% 502 $321K New
MA Mastercard Inc. Class A 0.05% 604 $310K No change
COP Conocophillips 0.05% 2,916 $303K No change
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.05% 4,252 $300K No change
RAL Ralliant Corp. 0.05% 4,061 $299K New
BAC Bank of America Corp. 0.05% 5,143 $293K No change
HON Honeywell International Inc. 0.05% 1,307 $293K No change
HONA Honeywell Aerospace Inc. 0.05% 1,306 $289K No change
NFLX Netflix Inc. 0.04% 4,000 $286K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.04% 2,415 $275K No change
PRU Prudential Financial Inc. 0.04% 2,540 $274K Reduce -3.8%
RSG Republic Services Inc. 0.04% 1,265 $270K No change
TFC Truist Financial Corp. 0.04% 5,366 $267K No change
IWD iShares Russell 1000 Value E 0.04% 1,050 $255K No change
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO 0.04% 2,200 $253K No change
MIDD Middleby Corp. 0.04% 1,405 $242K New
SYK Stryker Corp. 0.04% 763 $240K No change
PSX Phillips 66 0.04% 1,407 $238K No change
IWB iShares Russell 1000 ETF 0.04% 573 $235K No change
IDA Idacorp Inc. 0.03% 1,467 $222K No change
TDY Teledyne Technologies Inc. 0.03% 320 $213K New
VUG Vanguard Mrngstar GR ETF-Sui 0.03% 2,328 $201K New

Portfolio Sells Q1 2026 → Q2 2026
FISV Fiserv Inc. Reduce -7.1% 1.78% −0.59
FIS Fidelity National Info Serv Reduce -25.1% 0.67% −0.50
GGG Graco Inc. Reduce -4.4% 1.69% −0.46
DHR Danaher Corp. Reduce -2.9% 3.67% −0.42
ROP Roper Technologies Inc. Reduce -4.7% 2.13% −0.41
ATR Aptargroup Inc. Reduce -3.9% 2.49% −0.35
XYL Xylem Inc. Reduce -2.6% 2.50% −0.32
VRSK Verisk Analytics Inc. Reduce -3.6% 1.65% −0.32
TMO Thermo Fisher Scientific Inc. Reduce -1.9% 2.98% −0.26
COST Costco Wholesale Corp. Reduce -1.4% 1.45% −0.25
BSV Vanguard Short-Term Bond ETF Reduce -2.3% 1.79% −0.22
FCN Fti Consulting Inc. Reduce -6.0% 0.45% −0.17
DCI Donaldson Co. Inc. Reduce -3.2% 2.48% −0.16
WAY Waystar Holding Corp. Reduce -30.3% 0.18% −0.15
CLH Clean Harbors Inc. Reduce -7.8% 1.02% −0.14
VCSH Vanguard S/T Corp. Bond ETF Reduce -4.3% 0.94% −0.13
SPGI S&P Global Inc. Reduce -1.6% 0.82% −0.13
CHD Church & Dwight Co. Inc. Reduce -5.2% 1.16% −0.12
SPY SS SPDR S&P 500 ETF Trust-US Reduce -50.0% 0.12% −0.11
VLTO Veralto Corp. Reduce -4.2% 0.72% −0.10
PNR Pentair PLC Reduce -0.7% 0.37% −0.09
ABT Abbott Laboratories Reduce -0.5% 0.35% −0.08
WMT Walmart Inc. Reduce -2.5% 0.36% −0.08
CNMD Conmed Corp. Sold out 0.00% −0.08
AJG Arthur J Gallagher & Co. Reduce -0.1% 2.72% −0.08
VUSB Vanguard Ultra Short Bond Et Reduce -10.7% 0.29% −0.06
ADP Automatic Data Processing Reduce -12.4% 0.37% −0.05
JNJ Johnson & Johnson Reduce -3.1% 0.56% −0.05
AME Ametek Inc. Reduce -4.2% 6.58% −0.04
VZ Verizon Communications Inc. Sold out 0.00% −0.04
GOOG Alphabet Inc. Class C Sold out 0.00% −0.03
CSW CSW Industrials Inc. Reduce -2.2% 0.82% −0.03
PG The Procter & Gamble Co. Reduce -3.1% 0.29% −0.03
ITW Illinois Tool Works Reduce -2.7% 0.38% −0.03
PRGS Progress Software Corp. Reduce -31.0% 0.14% −0.03
RTX RTX Corp. Reduce -1.7% 0.20% −0.03
MSA Msa Safety Inc. Reduce -0.9% 0.81% −0.03
FTV Fortive Corp. Reduce -4.0% 0.95% −0.02
HD Home Depot Inc. Reduce -10.9% 0.14% −0.02
GOOGL Alphabet Inc. Class A Reduce -28.5% 0.08% −0.02
AWK American Water Works Co. Inc. Reduce -1.9% 0.11% −0.02
KAI Kadant Inc. Reduce -1.4% 0.57% −0.02
WFC Wells Fargo & Co. Reduce -3.1% 0.16% −0.01
BDX Becton Dickinson and Co. Reduce -6.4% 0.06% −0.01
TFX Teleflex Inc. Reduce -3.1% 0.21% −0.01
AXP American Express Co. Reduce -19.2% 0.06% −0.01
MRK Merck & Co. Inc. Reduce -11.0% 0.07% −0.01
MUSA Murphy USA Inc. Reduce -9.3% 0.07% −0.01
NDSN Nordson Corp. Reduce -4.3% 1.77% −0.01
ZBRA Zebra Technologies Corp. Class A Reduce -17.5% 0.13% −0.01

Portfolio Buys Q1 2026 → Q2 2026
RSP Invesco S&P 500 Equal Weight Add +9.3% 0.88% +0.09
RRX Regal Rexnord Corp. Add +3.2% 0.47% +0.08
TYL Tyler Technologies Inc. New 0.08% +0.08
SNDK Sandisk Corp. New 0.06% +0.06
WDC Western Digital Corp. New 0.05% +0.05
WINA Winmark Corp. Add +26.7% 0.38% +0.05
RAL Ralliant Corp. New 0.05% +0.05
MMSI Merit Medical Systems Inc. Add +34.5% 0.22% +0.04
JPM JPMorgan Chase & Co. Add +1.3% 1.10% +0.04
MIDD Middleby Corp. New 0.04% +0.04
TDY Teledyne Technologies Inc. New 0.03% +0.03
VUG Vanguard Mrngstar GR ETF-Sui New 0.03% +0.03
AAPL Apple Inc. Add +0.3% 0.59% +0.03
BND Vanguard Total Bond Market Add +8.5% 0.42% −0.00
LRN Stride Inc. Add +2.6% 0.14% −0.01
FAST Fastenal Co. Add +3.8% 1.50% −0.02
ECL Ecolab Inc. Add +2.1% 1.48% −0.03
VNT Vontier Corp. Add +3.6% 0.20% −0.06

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