Fund Universe

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☆MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC

CIK 0001067324 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.493
AUM ($M)
635
Positions
146
Turnover
0.07
Top-10 wt
42%
Herfindahl
0.029
History (qtrs)
6
Excess Return
-2.6%

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Quarter
Activity this period
Security type

Holdings · 150 positions · portfolio value $635M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆APH funds › AMPHENOL CORP TRIM — 10.0% +1.9% 63.3 358,775 -13,115 5 —
☆AME funds › AMETEK INC TRIM — 6.6% -0.0% 41.8 172,755 -7,549 5 —
☆VRT funds › VERTIV HOLDINGS CO TRIM — 4.1% +0.6% 26.1 77,849 -4,590 5 —
☆IEX funds › IDEX CORP TRIM — 4.1% +0.2% 25.9 114,167 -3,832 5 —
☆DHR funds › DANAHER CORP DEL TRIM — 3.7% -0.4% 23.3 122,583 -3,623 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 3.0% -0.3% 18.9 37,791 -718 5 —
☆AJG funds › GALLAGHER ARTHUR J & CO TRIM — 2.7% -0.1% 17.3 75,408 -82 5 —
☆XYL funds › XYLEM INC TRIM — 2.5% -0.3% 15.9 134,363 -3,565 5 —
☆ATR funds › APTARGROUP INC TRIM — 2.5% -0.3% 15.8 126,187 -5,095 5 —
☆DCI funds › DONALDSON INC TRIM — 2.5% -0.2% 15.7 175,444 -5,736 5 —
☆NVT funds › NVENT ELEC PLC TRIM — 2.1% +0.5% 13.5 79,717 -2,079 5 —
☆ROP funds › ROPER TECHNOLOGIES INC TRIM — 2.1% -0.4% 13.5 39,955 -1,990 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 2.1% +1.4% 13.2 11,450 -344 5 —
☆FIX funds › COMFORT SYS USA INC TRIM — 1.9% +0.4% 12.3 6,182 -374 5 —
☆BSV funds › VANGUARD BD INDEX FDS TRIM — 1.8% -0.2% 11.4 146,058 -3,480 5 —
☆FISV funds › FISERV INC TRIM — 1.8% -0.6% 11.3 230,550 -17,552 5 —
☆NDSN funds › NORDSON CORP TRIM — 1.8% -0.0% 11.3 37,378 -1,694 5 —
☆LSTR funds › LANDSTAR SYS INC TRIM — 1.7% +0.2% 11.1 53,452 -1,717 5 —
☆CUSIP:75524B104 funds › RBC BEARINGS INC TRIM — 1.7% +0.0% 10.7 16,672 -1,232 5 —
☆GGG funds › GRACO INC TRIM — 1.7% -0.5% 10.7 141,828 -6,498 5 —
☆VRSK funds › VERISK ANALYTICS INC TRIM — 1.6% -0.3% 10.5 58,351 -2,194 5 —
☆FAST funds › FASTENAL CO ADD — 1.5% -0.0% 9.5 198,002 +7,151 5 —
☆RPM funds › RPM INTL INC TRIM — 1.5% -0.0% 9.5 85,463 -2,597 5 —
☆ECL funds › ECOLAB INC ADD — 1.5% -0.0% 9.4 33,673 +688 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 1.4% -0.3% 9.2 9,821 -143 5 —
☆CHD funds › CHURCH & DWIGHT CO INC TRIM — 1.2% -0.1% 7.4 76,358 -4,170 5 —
☆AIZ funds › ASSURANT INC TRIM — 1.1% +0.1% 7.3 27,173 -644 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 1.1% +0.0% 7.0 21,421 +281 5 —
☆CLH funds › CLEAN HARBORS INC TRIM — 1.0% -0.1% 6.5 21,597 -1,835 5 —
☆FTV funds › FORTIVE CORP TRIM — 0.9% -0.0% 6.0 98,494 -4,100 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.9% -0.1% 6.0 75,668 -3,410 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.9% +0.1% 5.6 26,281 +2,238 5 —
☆CSW funds › CSW INDUSTRIALS INC TRIM — 0.8% -0.0% 5.2 18,660 -414 5 —
☆SPGI funds › S&P GLOBAL INC TRIM — 0.8% -0.1% 5.2 12,745 -213 5 —
☆MSA funds › MSA SAFETY INC TRIM — 0.8% -0.0% 5.1 29,466 -260 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD — 0.8% -0.3% 5.1 37,198 +0 5 —
☆VLTO funds › VERALTO CORP TRIM — 0.7% -0.1% 4.6 51,908 -2,291 5 —
☆MSFT funds › MICROSOFT CORP HOLD — 0.7% -0.1% 4.4 11,669 +0 5 —
☆FIS funds › FIDELITY NATL INFORMATION SV TRIM — 0.7% -0.5% 4.2 109,199 -36,546 5 —
☆UFPT funds › UFP TECHNOLOGIES INC TRIM — 0.6% +0.1% 4.1 15,484 -1,120 5 —
☆AIT funds › APPLIED INDL TECHNOLOGIES IN TRIM — 0.6% +0.1% 4.1 12,007 -864 5 —
☆USB funds › US BANCORP TRIM — 0.6% +0.0% 3.9 64,669 -3,937 5 —
☆ABBV funds › ABBVIE INC TRIM — 0.6% +0.0% 3.9 15,325 -18 5 —
☆AAPL funds › APPLE INC ADD — 0.6% +0.0% 3.8 13,048 +40 5 —
☆KAI funds › KADANT INC TRIM — 0.6% -0.0% 3.6 11,464 -162 5 —
☆GNRC funds › GENERAC HLDGS INC TRIM — 0.6% +0.1% 3.6 12,179 -167 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.6% -0.0% 3.6 14,020 -446 5 —
☆WAT funds › WATERS CORP TRIM — 0.5% +0.1% 3.1 8,136 -131 5 —
☆RRX funds › REGAL REXNORD CORPORATION ADD — 0.5% +0.1% 3.0 12,632 +391 5 —
☆AMAT funds › APPLIED MATLS INC HOLD — 0.5% +0.2% 2.9 4,010 +0 5 —
☆FCN funds › FTI CONSULTING INC TRIM — 0.4% -0.2% 2.8 19,101 -1,210 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.4% -0.0% 2.7 36,164 +2,840 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS HOLD — 0.4% -0.0% 2.5 42,437 +0 5 —
☆ITW funds › ILLINOIS TOOL WKS INC TRIM — 0.4% -0.0% 2.4 8,906 -250 5 —
☆WINA funds › WINMARK CORP ADD — 0.4% +0.0% 2.4 5,668 +1,195 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.4% -0.0% 2.4 10,631 -1,500 5 —
☆PNR funds › PENTAIR PLC TRIM — 0.4% -0.1% 2.3 30,593 -200 5 —
☆WMT funds › WALMART INC TRIM — 0.4% -0.1% 2.3 20,155 -525 5 —
☆SNA funds › SNAP ON INC HOLD — 0.4% +0.0% 2.3 5,602 +0 5 —
☆AMGN funds › AMGEN INC HOLD — 0.3% -0.0% 2.2 6,106 +0 5 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.3% -0.1% 2.2 24,230 -125 5 —
☆CAT funds › CATERPILLAR INC TRIM — 0.3% +0.1% 2.0 1,924 -80 5 —
☆ROST funds › ROSS STORES INC HOLD — 0.3% -0.0% 2.0 9,200 +0 5 —
☆VUSB funds › VANGUARD BD INDEX FDS TRIM — 0.3% -0.1% 1.9 37,382 -4,463 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.3% -0.0% 1.8 12,586 -400 5 —
☆WAB funds › WABTEC HOLD — 0.3% -0.0% 1.8 6,709 +0 5 —
☆CBSH funds › COMMERCE BANCSHARES INC HOLD — 0.3% +0.0% 1.8 30,380 +0 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.2% -0.0% 1.5 2 +0 5 —
☆MMSI funds › MERIT MED SYS INC ADD — 0.2% +0.0% 1.4 20,149 +5,168 5 —
☆ETN funds › EATON CORP PLC TRIM — 0.2% +0.0% 1.3 3,159 -100 5 —
☆TFX funds › TELEFLEX INCORPORATED TRIM — 0.2% -0.0% 1.3 10,566 -338 5 —
☆RTX funds › RTX CORPORATION TRIM — 0.2% -0.0% 1.3 6,861 -120 5 —
☆VNT funds › VONTIER CORPORATION ADD — 0.2% -0.1% 1.3 43,196 +1,495 5 —
☆WAY funds › WAYSTAR HLDG CORP TRIM — 0.2% -0.2% 1.2 57,164 -24,815 4 -53.5%
☆INTC funds › INTEL CORP TRIM — 0.2% +0.1% 1.1 8,096 -1,100 4 +297.3%
☆BIV funds › VANGUARD BD INDEX FDS HOLD — 0.2% -0.0% 1.1 14,110 +0 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS HOLD — 0.2% +0.0% 1.0 3,696 +0 5 —
☆CHRW funds › C H ROBINSON WORLDWIDE IN HOLD — 0.2% +0.0% 1.0 5,500 +0 5 —
☆FITB funds › FIFTH THIRD BANCORP HOLD — 0.2% +0.0% 1.0 18,200 +0 5 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.2% -0.0% 1.0 12,378 -399 5 —
☆RY funds › ROYAL BK CDA HOLD — 0.2% +0.0% 1.0 4,749 +0 5 —
☆COF funds › CAPITAL ONE FINL CORP HOLD — 0.1% +0.0% 0.9 4,651 +0 5 —
☆LRN funds › STRIDE INC ADD — 0.1% -0.0% 0.9 10,565 +270 5 -64.4%
☆MTB funds › M & T BK CORP HOLD — 0.1% +0.0% 0.9 3,687 +0 5 —
☆PRGS funds › PROGRESS SOFTWARE CORP TRIM — 0.1% -0.0% 0.9 25,800 -11,612 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.1% -0.0% 0.9 2,444 -300 5 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.8 2,283 +0 5 —
☆ZBRA funds › ZEBRA TECHNOLOGIES CORPORATI TRIM — 0.1% -0.0% 0.8 3,081 -653 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.1% -0.1% 0.8 1,052 -1,051 5 —
☆V funds › VISA INC TRIM — 0.1% -0.0% 0.8 2,191 -100 5 —
☆MSM funds › MSC INDL DIRECT INC HOLD — 0.1% +0.0% 0.7 6,103 +0 5 —
☆VOO funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.7 1,019 +0 5 —
☆SIGI funds › SELECTIVE INS GROUP INC TRIM — 0.1% +0.0% 0.7 7,156 -33 5 —
☆PEP funds › PEPSICO INC HOLD — 0.1% -0.0% 0.7 5,108 +0 5 —
☆AWK funds › AMERICAN WTR WKS CO INC NEW TRIM — 0.1% -0.0% 0.7 5,197 -100 5 —
☆PNC funds › PNC FINL SVCS GROUP INC HOLD — 0.1% +0.0% 0.7 2,734 +0 5 —
☆TSLA funds › TESLA INC HOLD — 0.1% +0.0% 0.7 1,588 +0 5 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.1% +0.0% 0.6 871 +0 5 —
☆CSCO funds › CISCO SYS INC HOLD — 0.1% +0.0% 0.6 5,429 +0 5 —
☆CNI funds › CANADIAN NATL RY CO HOLD — 0.1% +0.0% 0.6 5,250 +0 5 —
☆ACIW funds › ACI WORLDWIDE INC HOLD — 0.1% +0.0% 0.6 12,280 +0 5 —
☆DGX funds › QUEST DIAGNOSTICS INC HOLD — 0.1% -0.0% 0.6 2,900 +0 5 —
☆MCD funds › MCDONALDS CORP HOLD — 0.1% -0.0% 0.6 2,233 +0 5 —
☆KO funds › COCA COLA CO HOLD — 0.1% -0.0% 0.6 7,274 +0 5 —
☆TRV funds › TRAVELERS COMPANIES INC HOLD — 0.1% +0.0% 0.5 1,635 +0 5 —
☆GOOGL funds › ALPHABET INC TRIM — 0.1% -0.0% 0.5 1,407 -560 5 —
☆GBCI funds › GLACIER BANCORP INC NEW HOLD — 0.1% +0.0% 0.5 9,693 +0 5 -8.8%
☆TYL funds › TYLER TECHNOLOGIES INC NEW — 0.1% +0.1% 0.5 1,638 +1,638 1 -13.7%
☆EMR funds › EMERSON ELEC CO HOLD — 0.1% +0.0% 0.5 3,300 +0 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.1% -0.0% 0.4 883 +0 5 —
☆CARR funds › CARRIER GLOBAL CORPORATION TRIM — 0.1% +0.0% 0.4 5,980 -150 5 —
☆MUSA funds › MURPHY USA INC TRIM — 0.1% -0.0% 0.4 811 -83 5 —
☆MRK funds › MERCK & CO INC TRIM — 0.1% -0.0% 0.4 3,241 -400 5 —
☆GE funds › GE AEROSPACE TRIM — 0.1% +0.0% 0.4 1,084 -55 5 —
☆GEV funds › GE VERNOVA INC TRIM — 0.1% +0.0% 0.4 336 -30 5 +82.7%
☆AMZN funds › AMAZON COM INC TRIM — 0.1% -0.0% 0.4 1,615 -175 5 —
☆BDX funds › BECTON DICKINSON & CO TRIM — 0.1% -0.0% 0.4 2,542 -175 5 —
☆SNDK funds › SANDISK CORP NEW — 0.1% +0.1% 0.4 167 +167 1 +112.8%
☆LLY funds › ELI LILLY & CO HOLD — 0.1% +0.0% 0.4 315 +0 5 —
☆CVX funds › CHEVRON CORPORATION HOLD — 0.1% -0.0% 0.4 2,170 +0 5 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.1% -0.0% 0.4 1,055 -250 5 —
☆PAYX funds › PAYCHEX INC HOLD — 0.1% -0.0% 0.3 3,426 +0 5 —
☆HSIC funds › SCHEIN HENRY INC HOLD — 0.1% +0.0% 0.3 3,900 +0 5 —
☆UNP funds › UNION PAC CORP HOLD — 0.1% +0.0% 0.3 1,183 +0 5 —
☆WDC funds › WESTERN DIGITAL CORP NEW — 0.1% +0.1% 0.3 502 +502 1 +29.7%
☆MA funds › MASTERCARD INCORPORATED HOLD — 0.0% -0.0% 0.3 604 +0 5 —
☆COP funds › CONOCOPHILLIPS HOLD — 0.0% -0.0% 0.3 2,916 +0 5 —
☆WRB funds › BERKLEY W R CORP HOLD — 0.0% -0.0% 0.3 4,252 +0 5 —
☆RAL funds › RALLIANT CORP NEW — 0.0% +0.0% 0.3 4,061 +4,061 1 +111.6% re-entry
☆BAC funds › BANK OF AMER CORP HOLD — 0.0% +0.0% 0.3 5,143 +0 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 0.3 1,307 +1,307 1 -11.2%
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.3 1,306 +1,306 1 -104.9%
☆NFLX funds › NETFLIX INC. HOLD — 0.0% -0.0% 0.3 4,000 +0 5 —
☆TROW funds › PRICE T ROWE GROUP INC HOLD — 0.0% +0.0% 0.3 2,415 +0 5 —
☆PRU funds › PRUDENTIAL FINL INC TRIM — 0.0% -0.0% 0.3 2,540 -100 5 —
☆RSG funds › REPUBLIC SVCS INC HOLD — 0.0% -0.0% 0.3 1,265 +0 5 —
☆TFC funds › TRUIST FINL CORP HOLD — 0.0% -0.0% 0.3 5,366 +0 5 —
☆IWD funds › ISHARES TR HOLD — 0.0% +0.0% 0.3 1,050 +0 5 +4.3%
☆CM funds › CANADIAN IMPERIAL BANK OF CO HOLD — 0.0% +0.0% 0.3 2,200 +0 2 +40.0%
☆MIDD funds › MIDDLEBY CORP NEW — 0.0% +0.0% 0.2 1,405 +1,405 1 -17.9% re-entry
☆SYK funds › STRYKER CORPORATION HOLD — 0.0% -0.0% 0.2 763 +0 5 —
☆PSX funds › PHILLIPS 66 HOLD — 0.0% -0.0% 0.2 1,407 +0 2 +98.2%
☆IWB funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 573 +0 4 -0.3%
☆IDA funds › IDACORP INC HOLD — 0.0% -0.0% 0.2 1,467 +0 2 -29.8% re-entry
☆TDY funds › TELEDYNE TECHNOLOGIES INC NEW — 0.0% +0.0% 0.2 320 +320 1 +24.5%
☆VUG funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.2 2,328 +2,328 1 -12.6%
☆CUSIP:438516106 funds › HONEYWELL INTL INC EXIT — 0.0% -0.1% 0.0 0 -2,614 0 —
☆CNMD funds › CONMED CORP EXIT — 0.0% -0.1% 0.0 0 -13,017 0 —
☆VZ funds › VERIZON COMMUNICATIONS INC EXIT — 0.0% -0.0% 0.0 0 -4,544 0 —
☆GOOG funds › ALPHABET INC EXIT — 0.0% -0.0% 0.0 0 -700 0 +65.8%

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 635 146 0.07 42% 0.029 0.490 — in
2026Q1 584 141 0.07 40% 0.026 0.492 — in
2025Q4 617 144 0.06 42% 0.028 0.472 — in
2025Q3 639 144 0.22 43% 0.028 0.206 — in
2025Q2 1,378 139 0.08 41% 0.028 0.603 — entered
2025Q1 1,345 140 0.00 42% 0.028 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status