Q2 2026 13F · SEC CIK 1067324

Mountain Pacific Investment Advisers LLC

Wealth managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $635.4M
Reported positions: 146
Top holdings a year, 3 yrs: +10.6%
Assets under management: $933.7M

Mountain Pacific Investment Advisers LLC is a wealth manager that reported 146 positions worth $635.4M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Amphenol Corp (APH, 10.0%), Ametek Inc (AME, 6.6%), Vertiv Holdings Co (VRT, 4.1%). A portfolio copying its top holdings returned 10.6% a year over the last 3 years, against 20.4% for the S&P 500.

Mountain Pacific Investment Advisers LLC holdings largest 50 of 146 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Mountain Pacific Investment Advisers LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
APHAmphenol Corp	10.0%	8.1%	358,775	-3.5%	$63.3M
AMEAmetek Inc	6.6%	6.6%	172,755	-4.2%	$41.8M
VRTVertiv Holdings Co	4.1%	3.5%	77,849	-5.6%	$26.1M
IEXIdex Corp	4.1%	3.8%	114,167	-3.2%	$25.9M
DHRDanaher Corporation	3.7%	4.1%	122,583	-2.9%	$23.3M
TMOThermo Fisher Scientific Inc	3.0%	3.2%	37,791	-1.9%	$18.9M
AJGGallagher Arthur J & Co	2.7%	2.8%	75,408	-0.1%	$17.3M
XYLXylem Inc Ny	2.5%	2.8%	134,363	-2.6%	$15.9M
ATRAptargroup Inc	2.5%	2.8%	126,187	-3.9%	$15.8M
DCIDonaldson Inc	2.5%	2.6%	175,444	-3.2%	$15.7M
NVTNvent Elec PLC	2.1%	1.7%	79,717	-2.5%	$13.5M
ROPRoper Technologies Inc Com	2.1%	2.5%	39,955	-4.7%	$13.5M
MUMicron Technology Inc	2.1%	0.7%	11,450	-2.9%	$13.2M
FIXComfort Sys USA Inc	1.9%	1.5%	6,182	-5.7%	$12.3M
BSVVanguard Bd Index Fds Vanguard Short Ter	1.8%	2.0%	146,058	-2.3%	$11.4M
FISVFiserv Inc	1.8%	2.4%	230,550	-7.1%	$11.3M
NDSNNordson Corp.	1.8%	1.8%	37,378	-4.3%	$11.3M
LSTRLandstar Sys Inc	1.7%	1.5%	53,452	-3.1%	$11.1M
ROLLRbc Bearings Inc	1.7%	1.7%	16,672	-6.9%	$10.7M
GGGGraco Inc	1.7%	2.2%	141,828	-4.4%	$10.7M
VRSKVerisk Analytics Inc	1.6%	2.0%	58,351	-3.6%	$10.5M
FASTFastenal Co	1.5%	1.5%	198,002	+3.7%	$9.5M
RPMRpm Intl Inc	1.5%	1.5%	85,463	-2.9%	$9.5M
ECLEcolab Inc	1.5%	1.5%	33,673	+2.1%	$9.4M
COSTCostco Whsl Corp New	1.4%	1.7%	9,821	-1.4%	$9.2M
CHDChurch & Dwight Co Inc	1.2%	1.3%	76,358	-5.2%	$7.4M
AIZAssurant Inc	1.1%	1.0%	27,173	-2.3%	$7.3M
JPMJpmorgan Chase & Co	1.1%	1.1%	21,421	+1.3%	$7.0M
CLHClean Harbors Inc	1.0%	1.2%	21,597	-7.8%	$6.5M
FTVFortive Corp	0.9%	1.0%	98,494	-4.0%	$6.0M
VCSHVanguard Scottsdale Fds	0.9%	1.1%	75,668	-4.3%	$6.0M
RSPInvesco S&p 500 Equal Weight ETF	0.9%	0.8%	26,281	+9.3%	$5.6M
CSWCsw Industrials Inc	0.8%	0.9%	18,660	-2.2%	$5.2M
SPGIS&P Global Inc.	0.8%	0.9%	12,745	-1.6%	$5.2M
MSAMsa Safety Inc	0.8%	0.8%	29,466	-0.9%	$5.1M
XOMExxon Mobil Corp	0.8%	1.1%	37,198	+0.0%	$5.1M
VLTOVeralto Corp	0.7%	0.8%	51,908	-4.2%	$4.6M
MSFTMicrosoft Corp	0.7%	0.7%	11,669	+0.0%	$4.4M
FISFidelity National Information	0.7%	1.2%	109,199	-25.1%	$4.2M
UFPTUfp Technologies Inc	0.6%	0.6%	15,484	-6.7%	$4.1M
AITApplied Indl Technologies Inc Com	0.6%	0.6%	12,007	-6.7%	$4.1M
USBUS Bancorp Del	0.6%	0.6%	64,669	-5.7%	$3.9M
ABBVAbbvie Inc	0.6%	0.6%	15,325	-0.1%	$3.9M
AAPLApple Inc	0.6%	0.6%	13,048	+0.3%	$3.8M
KAIKadant Inc Com	0.6%	0.6%	11,464	-1.4%	$3.6M
GNRCGenerac Hldgs Inc	0.6%	—	12,179	—	$3.6M
JNJJohnson & Johnson	0.6%	0.6%	14,020	-3.1%	$3.6M
WATWaters Corp.	0.5%	—	8,136	—	$3.1M
RRXRegal Rexnord Corp.	0.5%	—	12,632	—	$3.0M
AMATApplied Matls Inc	0.5%	—	4,010	—	$2.9M

What Mountain Pacific Investment Advisers LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

RSP Invesco S&p 500 Equal Weight ETF+9.3% shares

Reduced

FIS Fidelity National Information-25.1% shares
CLH Clean Harbors Inc-7.8% shares
FISV Fiserv Inc-7.1% shares
ROLL Rbc Bearings Inc-6.9% shares
UFPT Ufp Technologies Inc-6.7% shares
AIT Applied Indl Technologies Inc Com-6.7% shares
USB US Bancorp Del-5.7% shares
FIX Comfort Sys USA Inc-5.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.0% /yr; S&P 500 +20.1%
3 years: +10.6% /yr; S&P 500 +20.4%
5 years: +4.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$635.4M	146
Q1 2026	$583.7M	141
Q4 2025	$617.1M	144
Q3 2025	$639.0M	144
Q2 2025	$1.4B	139
Q1 2025	$1.3B	140
Q4 2024	$1.4B	136
Q3 2024	$1.5B	142
Q2 2024	$1.3B	138
Q1 2024	$1.8B	139
Q4 2023	$1.6B	134
Q3 2023	$1.4B	129

Questions about Mountain Pacific Investment Advisers LLC's portfolio

What stocks does Mountain Pacific Investment Advisers LLC own?

Mountain Pacific Investment Advisers LLC's latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 146 positions worth $635.4M. The largest are Amphenol Corp (APH) at 10.0%, Ametek Inc (AME) at 6.6%, Vertiv Holdings Co (VRT) at 4.1%, Idex Corp (IEX) at 4.1% and Danaher Corporation (DHR) at 3.7%.

What did Mountain Pacific Investment Advisers LLC buy last quarter?

In Q2 2026, Mountain Pacific Investment Advisers LLC added Invesco S&p 500 Equal Weight ETF (RSP) (+9.3% shares), compared with its Q1 2026 filing.

What did Mountain Pacific Investment Advisers LLC sell last quarter?

In Q2 2026, Mountain Pacific Investment Advisers LLC cut from its top 50 Fti Consulting Inc. (FCN), cut from its top 50 Pentair PLC (PNR), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Abbott Laboratories (ABT), Fidelity National Information (FIS) (-25.1% shares), Clean Harbors Inc (CLH) (-7.8% shares) and Fiserv Inc (FISV) (-7.1% shares), compared with its Q1 2026 filing.

How has Mountain Pacific Investment Advisers LLC's portfolio performed?

A portfolio copying Mountain Pacific Investment Advisers LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +9.0% against +20.1%. Over 5 years: +4.6% a year against +11.6%.

When is Mountain Pacific Investment Advisers LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Mountain Pacific Investment Advisers LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Mountain Pacific Investment Advisers LLC manage?

Mountain Pacific Investment Advisers LLC reported $933.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $635.4M.