MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC
โขCIK: 1067324โขFiling: Q4 2025
**MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC** manages $617M across a diversified portfolio of 144 positions. The firm maintains significant exposure to healthcare and technology sectors, highlighted by top holdings including APH at $55.8M and AME at $38.5M. Further concentration is evident in DHR ($29.5M) and TMO ($22.8M), suggesting a strategic focus on defensive and growth-oriented industries. This allocation profile indicates a conviction-driven approach within established market leaders.
Total AUM
$617.1M
QoQ Performance
-3.4%
Positions
136
Top 10 Concentration
41.7%
Latest Filing
Q4 2025
Top Holdings Allocation
APH
AME
APH9.0%
AME6.2%
DHR4.8%
TMO3.7%
IEX3.5%
AJG3.1%
ROP3.0%
XYL3.0%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other79.3%
Healthcare10.5%
Financial2.5%
Consumer2.2%
Technology2.1%
Materials1.4%
Energy0.8%
Industrial0.6%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
โ19 increased
โ67 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023