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
Other79.6%
Healthcare10.5%
Consumer2.2%
Technology2.1%
Financial2.1%
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 2023Q3 2023Q2 2023Q1 2023Q4 2022