Mountain Pacific Investment Advisers LLC reported 131 positions worth $574.53M for the quarter ended Sep 30, 2026, down 4.3% on the prior quarter. It opened 3 new positions, added to 43, trimmed 47 and exited 3. Its largest holding is Amphenol Corp at 9.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MMSI Merit Medical Systems Inc | +17.9K | +88.8% | $1.54M | 0.571% |
| TYL Tyler Technologies Inc | +3,346 | +204.3% | $1.07M | 0.276% |
| AIZ Assurant, Inc. | +3,376 | +12.4% | $889.58K | 1.4% |
| XYL Xylem Inc. | +7,403 | +5.5% | $749.70K | 2.5% |
| IAUM iShares Gold Trust Micro | +15.0K | – | $621.30K | 0.108% |
| KAI Kadant Inc | +2,069 | +18.0% | $541.08K | 0.616% |
| CSW Csw Industrials, Inc. | +1,626 | +8.7% | $468.42K | 1.02% |
| MSA MSA Safety Inc | +2,384 | +8.1% | $424.07K | 0.986% |
| NVDA Nvidia Corp | +1,130 | – | $258.07K | 0.045% |
| AJG Arthur J. Gallagher & Co. | +1,058 | +1.4% | $241.34K | 3.04% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| APH Amphenol Corp | -46.0K | -6.4% | $3.88M | 9.85% |
| VRT Vertiv Holdings Co | -8,564 | -11.0% | $2.07M | 2.91% |
| MU Micron Technology Inc | -1,874 | -16.4% | $2.00M | 1.78% |
| FIS Fidelity National Information Services, Inc. | -59.6K | -54.6% | $1.96M | 0.284% |
| MSFT Microsoft Corp | -2,229 | -19.1% | $1.14M | 0.843% |
| FCN Fti Consulting, Inc | -7,674 | -40.2% | $1.03M | 0.268% |
| AME Ametek Inc/ | -3,826 | -2.2% | $947.81K | 7.28% |
| NVT nVent Electric plc | -4,889 | -6.1% | $784.05K | 2.09% |
| FIX Comfort Systems Usa Inc | -462 | -7.5% | $764.19K | 1.65% |
| BRK-A Berkshire Hathaway Inc | -1 | -50.0% | $747.01K | 0.13% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | APH Amphenol Corp | Industrials | 671.5K | $56.61M | 9.85% | -46.0K | -6.4% | Reduced | 0.03% |
| 2 | AME Ametek Inc/ | Industrials | 168.9K | $41.85M | 7.28% | -3,826 | -2.2% | Reduced | 0.07% |
| 3 | DHR Danaher Corp | Healthcare | 123.5K | $27.37M | 4.76% | +941 | +0.8% | Added | 0.02% |
| 4 | IEX Idex Corp | Industrials | 113.4K | $25.85M | 4.5% | -788 | -0.7% | Reduced | 0.15% |
| 5 | TMO Thermo Fisher Scientific Inc. | Healthcare | 37.3K | $25.16M | 4.38% | -526 | -1.4% | Reduced | 0.01% |
| 6 | AJG Arthur J. Gallagher & Co. | Financial Services | 76.5K | $17.44M | 3.04% | +1,058 | +1.4% | Added | 0.03% |
| 7 | VRT Vertiv Holdings Co | Industrials | 69.3K | $16.72M | 2.91% | -8,564 | -11.0% | Reduced | 0.02% |
| 8 | DCI DONALDSON Co INC | Industrials | 173.7K | $15.12M | 2.63% | -1,726 | -1.0% | Reduced | 0.15% |
| 9 | ATR Aptargroup, Inc. | Industrials | 121.6K | $14.73M | 2.56% | -4,574 | -3.6% | Reduced | 0.19% |
| 10 | XYL Xylem Inc. | Industrials | 141.8K | $14.36M | 2.5% | +7,403 | +5.5% | Added | 0.06% |
| 11 | ROP Roper Technologies Inc | Technology | 40.2K | $14.04M | 2.44% | +221 | +0.6% | Added | 0.04% |
| 12 | NDSN Nordson Corp | Industrials | 37.5K | $12.31M | 2.14% | +158 | +0.4% | Added | 0.07% |
| 13 | NVT nVent Electric plc | Industrials | 74.8K | $12.00M | 2.09% | -4,889 | -6.1% | Reduced | 0.05% |
| 14 | GGG Graco Inc | Industrials | 136.4K | $10.48M | 1.82% | -5,439 | -3.8% | Reduced | 0.08% |
| 15 | MU Micron Technology Inc | Technology | 9,576 | $10.20M | 1.78% | -1,874 | -16.4% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Mountain Pacific Investment Advisers.
As of its Q3 2026 13F filing, Mountain Pacific Investment Advisers LLC’s five largest positions were Amphenol Corp (APH) at 9.9%, Ametek Inc/ (AME) at 7.3%, Danaher Corp (DHR) at 4.8%, Idex Corp (IEX) at 4.5%, Thermo Fisher Scientific Inc. (TMO) at 4.4% of the reported portfolio.
Mountain Pacific Investment Advisers LLC reported a 13F portfolio worth $574.53M across 131 positions for Q3 2026. That is down 4.3% from the previous quarter.
Its largest purchases by value were Merit Medical Systems Inc ($1.54M), Tyler Technologies Inc ($1.07M), Assurant, Inc. ($889.58K). It opened 3 new positions.
Its largest sales by value were Amphenol Corp ($3.88M), Vertiv Holdings Co ($2.07M), Micron Technology Inc ($2.00M). It exited 3 positions entirely.
From the Form 13F-HR reports Mountain Pacific Investment Advisers LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.