MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC

CIK 0001067324 · Q2 2026

13F Equity AUM

$635.4M

+8.8% QoQ

Positions

146

+5 QoQ

AUM Rank

#3,193

Top 36%

Skill Alpha (FF)

+0.2%/yr^ns

No Clear Edge

Rank #2,593 · Top 31%

vs S&P -1.1%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 28.4%Top 10: 41.6%Top 20: 60.3%

APH10.0%

AME6.6%

VRT4.1%

IEX4.1%

DHR3.7%

TMO3.0%

AJG2.7%

XYL2.5%

ATR2.5%

DCI2.5%

Others (136)58.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Industrials45.2%

Technology18.5%

Financial Services13.8%

Healthcare12.9%

Consumer Defensive3.6%

Basic Materials3.0%

Other2.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 146Median: 0.19%Avg: 0.68%

0–0.5%

99(14.8%)

0.5–1%

18(12.9%)

1–3%

24(43.9%)

3–5%

3(11.9%)

5%+

2(16.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 146vs 20 funds

0%Low

146

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New9Increased11Decreased73Exited4

New Positions

TYL0.1%

+2K

SNDK0.1%

+167

HONEYWELL INTL INC0.1%

+1K

WDC0.1%

+502

HONEYWELL AEROSPACE …0.1%

+1K

RAL0.1%

+4K

MIDD0.0%

+1K

VUG0.0%

+2K

TDY0.0%

+320

Increased

FAST1.5%

+7K(+4%)

MMSI0.2%

+5K(+35%)

BND0.4%

+3K(+9%)

RSP0.9%

+2K(+9%)

VNT0.2%

+1K(+4%)

WINA0.4%

+1K(+27%)

ECL1.5%

+688(+2%)

RRX0.5%

+391(+3%)

JPM1.1%

+281(+1%)

LRN0.1%

+270(+3%)

Decreased

FIS0.7%

-36,546(-25%)

WAY0.2%

-24,815(-30%)

FISV1.8%

-17,552(-7%)

APH10.0%

-13,115(-4%)

PRGS0.1%

-11,612(-31%)

AME6.6%

-7,549(-4%)

GGG1.7%

-6,498(-4%)

DCI2.5%

-5,736(-3%)

ATR2.5%

-5,095(-4%)

VRT4.1%

-4,590(-6%)

Exited

-2,614

-13,017

-4,544

-700

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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