StockDriftsStockDriftsTop 50 Mountain Pacific Investment Advisers LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP | 9.96% | 358.8K | $63.3M | -3.53%(-13.12K) | $7.82(+2051.96%) | 2026-06-30 | |
| AME | AMETEK INC | 6.58% | 172.8K | $41.8M | -4.19%(-7.55K) | $36.41(+599.87%) | 2026-06-30 | |
| VRT | VERTIV HOLDINGS CO | 4.1% | 77.8K | $26.1M | -5.57%(-4.59K) | $20.30(+1357.28%) | 2026-06-30 | |
| IEX | IDEX CORP | 4.08% | 114.2K | $25.9M | -3.25%(-3.83K) | $49.68(+380.91%) | 2026-06-30 | |
| DHR | DANAHER CORP DEL | 3.67% | 122.6K | $23.3M | -2.87%(-3.62K) | $37.90(+434.22%) | 2026-06-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 2.98% | 37.8K | $18.9M | -1.86%(-718) | $99.23(+494.79%) | 2026-06-30 | |
| AJG | GALLAGHER ARTHUR J & CO | 2.72% | 75.4K | $17.3M | -0.11%(-82) | $63.76(+288.87%) | 2026-06-30 | |
| XYL | XYLEM INC | 2.5% | 134.4K | $15.9M | -2.58%(-3.56K) | $49.24(+143.06%) | 2026-06-30 | |
| ATR | APTARGROUP INC | 2.49% | 126.2K | $15.8M | -3.88%(-5.09K) | $63.40(+109.10%) | 2026-06-30 | |
| DCI | DONALDSON INC | 2.48% | 175.4K | $15.7M | -3.17%(-5.74K) | $38.34(+149.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.31% | +23.59% | +3.60% | +19.35% |
| Top 20 Holdings Unweighted | +6.00% | +19.11% | +2.16% | +11.28% |
Mountain Pacific Investment Advisers LLC reports $635.37M in US-listed equity holdings across 146 positions in its most recent 13F filing. Its largest disclosed positions are APH (10.0%), AME (6.6%) and VRT (4.1%). The top 20 holdings account for 60.29% of reported assets. Its disclosed equity book has returned +23.59% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mountain Pacific Investment Advisers LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1067324). View Mountain Pacific Investment Advisers LLC’s 13F filings on SEC