MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID

RIA/Wealth

MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID is a RIA/Wealth based in Bellevue, WA led by William John Palumbo, reporting $1.7B in AUM as of Q3 2025 with 41% Industrials concentration.

CEOWilliam John Palumbo

Portfolio Value: $639.0M
Positions: 144
Top Holding: APH at 9.26%
Last Reported: Q3 2025

Address400 112th Avenue Ne, Suite 130, Bellevue, WA, 98004-5542, United States

Top Holdings

Largest long holdings in MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID's portfolio (42.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Amphenol APH	Hardware, Equipment & Parts Technology	$59.2M	9.26%	-$59.7M Sold	0.04% 478.0K shares	≤ Q2 2013 Held for 12y 5m+
2 Ametek AME	Industrial - Machinery Industrials	$36.0M	5.64%	-$30.8M Sold	0.08% 191.7K shares	≤ Q2 2013 Held for 12y 5m+
3 Fiserv FI	Information Technology Services Technology	$32.4M	5.07%	-$22.4M Sold	0.05% 251.5K shares	Q4 2022 Held for 2y 11m
4 Danaher DHR	Medical - Diagnostics & Research Healthcare	$25.8M	4.04%	-$14.6M Sold	0.02% 130.3K shares	≤ Q2 2013 Held for 12y 5m+
5 Arthur J. Gallagher AJG	Insurance - Brokers Financial Services	$23.2M	3.63%	-$31.3M Sold	0.03% 74.9K shares	Q3 2016 Held for 9y 2m
6 Roper Technologies, Inc. ROP	Industrial - Machinery Industrials	$20.3M	3.18%	-$22.7M Sold	0.04% 40.8K shares	≤ Q2 2013 Held for 12y 5m+
7 Xylem XYL	Industrial - Machinery Industrials	$20.0M	3.14%	-$25.8M Sold	0.06% 135.9K shares	≤ Q2 2013 Held for 12y 5m+
8 IDEX IEX	Industrial - Machinery Industrials	$19.7M	3.09%	-$19.5M Sold	0.16% 121.2K shares	≤ Q2 2013 Held for 12y 5m+
9 Thermo Fisher Scientific TMO	Medical - Diagnostics & Research Healthcare	$19.4M	3.03%	-$128.0K Sold	0.01% 39.9K shares	≤ Q2 2013 Held for 12y 5m+
10 AptarGroup ATR	Medical - Instruments & Supplies Healthcare	$18.1M	2.84%	-$22.4M Sold	0.21% 135.7K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID's latest filing

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Market Value

$639.0M

Prior: $1.4B

Q/Q Change

-53.53%

-$736.0M

Net Flows % of MV

-120.15%

Turnover Ratio

58.8%

New Purchases

2 stocks

$2.0M

Added To

10 stocks

+$696.1K

Sold Out Of

0 stocks

Reduced Holdings

80 stocks

-$770.5M

Increased Positions

Position	Shares Δ	Change
1 Waystar Holding Corp. WAY	New	0 → 44.6K +$1.7M
2 Ralliant Corporation RAL	New	0 → 7.3K +$319.5K
3 U.S. Bancorp USB	+15.34%	59.7K → 68.9K +$442.7K
4 Wells Fargo & Company WFC	+7.94%	14.3K → 15.5K +$95.4K
5 Invesco S&P 500 Equal Weight ETF RSP	+6.06%	9.4K → 10.0K +$108.1K

Decreased Positions

Position	Shares Δ	Change
1 Murphy USA MUSA	-94.62%	26.4K → 1.4K −$9.7M
2 Modine Manufacturing MOD	-94.15%	53.4K → 3.1K −$7.1M
3 Merit Medical Systems MMSI	-92.71%	94.0K → 6.8K −$7.3M
4 Comfort Systems USA FIX	-87.07%	77.0K → 10.0K −$55.3M
5 Winmark WINA	-86.59%	33.8K → 4.5K −$14.6M