MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC
SEC Form 13F institutional filer · CIK 0001067324
13F-HR · 102 reported holdings · 2026-03-31
Reported long-US-equity value
$0.44B
Top-10 concentration
53.5%
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC — $435M AUM allocation strategy
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC files SEC Form 13F and reports $435M of long US equity value across 102 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 31.7%, followed by Information Technology 14.2% and Health Care 9.8%.
The top 10 holdings account for 54% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$435M
total across 102 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
54% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$XYL +3.05K sh · −$1.89M+$AJG +1.76K sh · −$2.73M+$IVZ +1.03K sh · +$206K
Biggest trims (shares)
−$APH −40.8K sh · −$8.79M−$VOO −12.1K sh · −$1.03M−$VRT −10.5K sh · +$5.6M
Exited to nil (held last quarter, gone now)
$NVDA ($558K last qtr)$O ($292K last qtr)$OTIS ($214K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Electrical Components & Equipment13.6%—
- Industrial Machinery & Supplies & Components11.3%—
- Electronic Components10.8%—
- Life Sciences Tools & Services9.8%—
- Transaction & Payment Processing Services4.8%—
- Insurance Brokers3.7%—
- Electronic Equipment & Instruments3.4%—
- Research & Consulting Services2.6%—
- Other holdings39.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $APH | Amphenol Corporation | 372K | $47M | -40.8K | 10.8% |
| $AME | AMETEK Inc | 180K | $38.6M | -7.29K | 8.9% |
| $DHR | Danaher Corporation | 126K | $23.9M | -2.8K | 5.5% |
| $IEX | IDEX Corporation | 118K | $22.4M | -2.38K | 5.1% |
| $VRT | Vertiv Holdings LLC | 82.4K | $20.7M | -10.5K | 4.7% |
| $TMO | Thermo Fisher Scientific Inc | 38.5K | $18.9M | -818 | 4.3% |
| $XYL | Xylem Inc. Common Stock New | 138K | $16.5M | +3.05K | 3.8% |
| $AJG | Arthur J. Gallagher & Co | 75.5K | $16.3M | +1.76K | 3.8% |
| $ROP | Roper Technologies Inc | 41.9K | $14.8M | +546 | 3.4% |
| $FISV | Fiserv Inc | 248K | $13.8M | -3.71K | 3.2% |
…and 92 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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