MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC
CIK: 1067324SEC EDGAR →
Portfolio Value
$133.6B
Holdings
141
As of
Q1 2026
New Positions
140
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DONALDSON INC | 181,180 | $15.4B | 11.51% |
| 2 | FISERV INC | 248,102 | $13.8B | 10.36% |
| 3 | GRACO INC | 148,326 | $12.6B | 9.40% |
| 4 | VANGUARD BD INDEX FDS | 149,538 | $11.7B | 8.77% |
| 5 | FASTENAL CO | 190,851 | $8.9B | 6.63% |
| 6 | RPM INTL INC | 88,060 | $8.8B | 6.55% |
| 7 | CHURCH & DWIGHT CO INC | 80,528 | $7.5B | 5.62% |
| 8 | FIDELITY NATL INFORMATION SV | 145,745 | $6.8B | 5.12% |
| 9 | VANGUARD SCOTTSDALE FDS | 79,078 | $6.3B | 4.69% |
| 10 | FORTIVE CORP | 102,594 | $5.7B | 4.24% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 40 | $45.7B | 34.2% |
| Financial Services | 37 | $35.7B | 26.7% |
| Technology | 15 | $31.7B | 23.7% |
| Consumer Defensive | 7 | $9.0B | 6.7% |
| Basic Materials | 2 | $8.8B | 6.6% |
| Healthcare | 18 | $1.9B | 1.4% |
| Unknown | 5 | $506.7M | 0.4% |
| Communication Services | 3 | $385.4M | 0.3% |
| Energy | 5 | $7.9M | 0.0% |
| Consumer Cyclical | 7 | $6.9M | 0.0% |
| Utilities | 2 | $529K | 0.0% |