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Latest MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID Stock Portfolio

$635Million | No. of Holdings #146

MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID Performance

2026 Q2+12.06%
YTD+10.26%
2025+1.65%

About MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID and 13F Hedge Fund Stock Holdings

MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC is a hedge fund based in Boise, ID. On 2026-07-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC reported an equity portfolio of $635.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC are APH, AME, VRT. The fund has invested 10% of it's portfolio in AMPHENOL CORP and 6.6% of portfolio in AMETEK INC. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), CONMED CORP (CNMD) and VERIZON COMMUNICATIONS INC (VZ) stocks. They significantly reduced their stock positions in STATE STR SPDR S&P 500 ETF T (SPY), PROGRESS SOFTWARE CORP (PRGS) and WAYSTAR HLDG CORP. MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC opened new stock positions in TYLER TECHNOLOGIES INC (TYL), SANDISK CORP and WESTERN DIGITAL CORP (WDC). The fund showed a lot of confidence in some stocks as they added substantially to MERIT MED SYS INC (MMSI), WINMARK CORP (WINA) and INVESCO EXCHANGE TRADED FD T (CSD).
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID Equity Portfolio Value
Last Reported on: 30 Jul, 2026
$635Million
  as of Jul 30, 2026

MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID Annual Return Estimates Vs S&P 500

Our best estimate is that MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC made a return of 12.06% in the last quarter. In trailing 12 months, it's portfolio return was 11.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
tyler technologies inc479,049
sandisk corp379,713
western digital corp320,651
ralliant corp299,011
honeywell intl inc292,526
honeywell aerospace inc288,730
middleby corp241,674
teledyne technologies inc213,408
New stocks bought by MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID

Additions

Ticker% Inc.
merit med sys inc34.5
winmark corp26.72
invesco exchange traded fd t9.31
vanguard bd index fds8.52
fastenal co3.75
vontier corporation3.59
regal rexnord corporation3.19
stride inc2.62
Additions to existing portfolio by MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID

Reductions

Ticker% Reduced
state str spdr s&p 500 etf t-49.98
progress software corp-31.04
waystar hldg corp-30.27
alphabet inc-28.47
fidelity natl information sv-25.08
american express co-19.16
zebra technologies corporati-17.49
automatic data processing in-12.37
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID reduced stake in above stock

Sold off

Ticker$ Sold
conmed corp-460,281
verizon communications inc-228,109
honeywell intl inc-590,842
alphabet inc-200,721
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID got rid off the above stocks

Sector Distribution

MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC has about 40.7% of it's holdings in Industrials sector.

  • Industrials
  • Technology
  • Healthcare
  • Others
  • Financial Services
  • Consumer Defensive
  • Basic Materials
  • Consumer Cyclical
Sector%
Industrials40.7
Technology18.7
Healthcare12.9
Others8.8
Financial Services8.3
Consumer Defensive3.6
Basic Materials3
1.7
Consumer Cyclical1.2

Market Cap. Distribution

MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC has about 81.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
  • SMALL-CAP
Category%
LARGE-CAP67
MEGA-CAP14.5
UNALLOCATED9
MID-CAP8.4
SMALL-CAP1.2

Stocks belong to which Index?

About 69.8% of the stocks held by MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50064
Others30.2
RUSSELL 20005.8
Top 5 Winners (%)%
MU
micron technology inc
238.1 %
INTC
intel corp
203.5 %
AMAT
applied matls inc
111.5 %
CSCO
cisco sys inc
51.4 %
GNRC
generac hldgs inc
49.6 %
Top 5 Winners ($)$
APH
amphenol corp
18.3 M
MU
micron technology inc
9.5 M
VRT
vertiv holdings co
6.8 M
AME
ametek inc
4.9 M
IEX
idex corp
4.3 M
Top 5 Losers (%)%
NFLX
netflix inc.
-25.7 %
COP
conocophillips
-21.2 %
CVX
chevron corporation
-19.9 %
XOM
exxon mobil corp
-19.4 %
VNT
vontier corporation
-18.0 %
Top 5 Losers ($)$
fiserv inc
-1.6 M
GGG
graco inc
-1.3 M
XOM
exxon mobil corp
-1.2 M
FIS
fidelity natl information sv
-1.0 M
ROP
roper technologies inc
-0.6 M

MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID

MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC has 146 stocks in it's portfolio. About 41.6% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. APH was the most profitable stock for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC last quarter.

$635.37MTotal Value
150Positions
30 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID, last reported on 30 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID's holding in Vanguard Bd Index Fds over time
1.79%146,058
$11.38M
1.79%
decreased 2.33 percentreduced
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID's holding in Vanguard Bd Index Fds over time
0.42%36,164
$2.65M
0.42%
increased 8.52 percentadded