| Ticker | $ Bought |
|---|---|
| phillips 66 | 256,327 |
| idacorp inc | 209,737 |
| canadian imperial bank of co | 208,450 |
| Ticker | % Inc. |
|---|---|
| paychex inc | 21.23 |
| merit med sys inc | 8.76 |
| pepsico inc | 7.92 |
| intel corp | 6.48 |
| waystar hldg corp | 4.96 |
| csw industrials inc | 4.78 |
| invesco exchange traded fd t | 4.48 |
| amazon com inc | 4.37 |
| Ticker | % Reduced |
|---|---|
| berkshire hathaway inc del | -46.74 |
| union pac corp | -42.88 |
| murphy usa inc | -27.55 |
| vanguard bd index fds | -18.88 |
| wells fargo & co | -17.44 |
| vanguard index fds | -15.32 |
| comfort sys usa inc | -15.3 |
| wabtec | -14.09 |
| Ticker | $ Sold |
|---|---|
| standardaero inc | -203,915 |
| monopar therapeutics inc | -398,330 |
| ralliant corp | -292,274 |
| nvidia corporation | -557,635 |
| otis worldwide corp | -214,444 |
| middleby corp | -298,083 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC has about 40.3% of it's holdings in Industrials sector.
| Sector | % |
|---|---|
| Industrials | 40.3 |
| Technology | 15.9 |
| Healthcare | 14 |
| Others | 10.1 |
| Financial Services | 8.1 |
| Consumer Defensive | 4.1 |
| Basic Materials | 3 |
| 1.7 | |
| Energy | 1.3 |
| Consumer Cyclical | 1.2 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC has about 80% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 69.6 |
| MEGA-CAP | 10.4 |
| UNALLOCATED | 10.1 |
| MID-CAP | 8.8 |
| SMALL-CAP | 1.1 |
About 68.8% of the stocks held by MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 63.5 |
| Others | 31.3 |
| RUSSELL 2000 | 5.3 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC has 141 stocks in it's portfolio. About 40.5% of the portfolio is in top 10 stocks. DHR proved to be the most loss making stock for the portfolio. VRT was the most profitable stock for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC last quarter.
Last Reported on: 16 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.57 | 13,008 | 3,301,260 | reduced | -10.49 | ||
| ABBV | abbvie inc | 0.57 | 15,343 | 3,336,950 | reduced | -1.6 | ||
| ABT | abbott laboratories | 0.43 | 24,355 | 2,500,530 | reduced | -0.96 | ||
| ACIW | aci worldwide inc | 0.09 | 12,280 | 503,603 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.42 | 12,131 | 2,464,780 | reduced | -3.58 | ||
| AIT | applied indl technologies in | 0.58 | 12,871 | 3,414,930 | added | 1.23 | ||
| AIZ | assurant inc | 1.04 | 27,817 | 6,058,820 | reduced | -7.74 | ||
| AJG | gallagher arthur j & co | 2.80 | 75,490 | 16,349,600 | added | 2.39 | ||
| AMAT | applied matls inc | 0.23 | 4,010 | 1,370,580 | unchanged | 0.00 | ||
| AME | ametek inc | 6.62 | 180,304 | 38,650,000 | reduced | -3.89 | ||
| AMGN | amgen inc | 0.37 | 6,106 | 2,148,360 | reduced | -1.9 | ||
| AMZN | amazon com inc | 0.06 | 1,790 | 372,803 | added | 4.37 | ||
| APH | amphenol corp | 8.05 | 371,890 | 46,988,300 | reduced | -9.9 | ||
| ATR | aptargroup inc | 2.83 | 131,282 | 16,544,200 | reduced | -2.28 | ||
| AWK | american wtr wks co inc new | 0.12 | 5,297 | 720,869 | reduced | -7.07 | ||
| AXP | american express co | 0.07 | 1,305 | 394,875 | reduced | -13.29 | ||
| BAC | bank america corp | 0.04 | 5,143 | 250,721 | reduced | -11.98 | ||
| BDX | becton dickinson & co | 0.07 | 2,717 | 427,194 | reduced | -10.51 | ||
| BIV | vanguard bd index fds | 2.01 | 149,538 | 11,725,300 | reduced | -4.56 | ||
| BIV | vanguard bd index fds | 0.42 | 33,324 | 2,453,980 | reduced | -18.88 | ||