13F Insight
DOSSIER · 13F-HR · Q1 2026

MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC

$584M in tracked AUM across 141 positions as of Q1 2026.

MP
CIK 0001067324 · last filed Mar 31, 2026
Total AUM
$584M
as of Q1 2026
Holdings
141
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026
Comprehensive Analysis of SEC 13F Filing: MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC
1. Portfolio Overview

Mountain Pacific Investment Advisers LLC has executed a substantial transformation of its portfolio during the quarter ending December 31, 2025. The most striking feature of this filing is the massive growth in assets under management (AUM), which surged by 229.6%, rising from $187.23M to $617.10M. This indicates a significant influx of new capital, likely driven by strong ...

The portfolio consists of 144 holdings, reflecting a diversified approach. However, the concentration is relatively high among the top names, with the top 10 positions accounting for approximately 44% of the total portfolio value. The manager appears to have transitioned from a strategy that previously utilized broad market ETFs (as evidenced by the exits) to a more concentrated, active stock-picking strategy focused on high-quality industrials and technology.

2. Key Holdings

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
APH
AMPHENOL CORP
$47M372K8.0%02
AME
AMETEK INC
$39M180K6.6%03
DHR
DANAHER CORP DEL
$24M126K4.1%04
IEX
IDEX CORP
$22M118K3.8%05
VRT
VERTIV HOLDINGS CO
$21M82K3.5%06
TMO
THERMO FISHER SCIENTIFIC INC
$19M39K3.2%07
ATR
APTARGROUP INC
$17M131K2.8%08
XYL
XYLEM INC
$16M138K2.8%09
AJG
GALLAGHER ARTHUR J & CO
$16M75K2.8%10
DCI
DONALDSON INC
$15M181K2.6%

Filing history

2026Q1Mar 31
$584M▼ 5.4%
141 positionsView →2025Q4Dec 31
$617M▼ 3.4%
144 positionsView →2025Q3Sep 30
$639M▼ 53.6%
144 positionsView →2025Q2Jun 30
$1.4B▲ 2.5%
139 positionsLocked2025Q1Mar 31
$1.3B▼ 5.4%
140 positionsLocked2024Q4Dec 31
$1.4B▼ 2.9%
136 positionsLocked2024Q3Sep 30
$1.5B▲ 9.1%
142 positionsLocked2024Q2Jun 30
$1.3B▼ 24.9%
138 positionsLocked2024Q1Mar 31
$1.8B▲ 10.8%
139 positionsLocked2023Q4Dec 31
$1.6B▲ 11.9%
134 positionsLocked2023Q3Sep 30
$1.4B▼ 3.7%
129 positionsLocked2023Q2Jun 30
$1.5B▲ 6.1%
131 positionsLocked
Showing 12 of 100