MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| THERMO FISHER SCIENTIFIC INC(TMO) | 40,170 | 39,906 | -264 | 16,287,328 | 19,355,208 | 3.03% | +3,067,880 |
| WAYSTAR HLDG CORP(WAY) | 0 | 44,554 | +44,554 | 0 | 1,689,488 | 0.26% | +1,689,488 |
| US BANCORP DEL(USB) | 59,696 | 68,856 | +9,160 | 2,701,244 | 3,327,810 | 0.52% | +626,566 |
| ABBVIE INC(ABBV) | 16,307 | 15,643 | -664 | 3,026,905 | 3,621,980 | 0.57% | +595,075 |
| MICRON TECHNOLOGY INC(MU) | 12,622 | 12,622 | 0 | 1,555,662 | 2,111,913 | 0.33% | +556,251 |
| JPMORGAN CHASE & CO.(JPM) | 22,057 | 21,857 | -200 | 6,394,545 | 6,894,354 | 1.08% | +499,809 |
| JOHNSON & JOHNSON(JNJ) | 16,203 | 15,275 | -928 | 2,475,008 | 2,832,291 | 0.44% | +357,283 |
| GENERAC HLDGS INC(GNRC) | 14,533 | 14,498 | -35 | 2,081,271 | 2,426,965 | 0.38% | +345,694 |
| INTEL CORP(INTC) | 0 | 7,136 | +7,136 | 0 | 239,413 | 0.04% | +239,413 |
| ROSS STORES INC(ROST) | 9,200 | 9,200 | 0 | 1,173,736 | 1,401,988 | 0.22% | +228,252 |
| MICROSOFT CORP(MSFT) | 12,298 | 12,224 | -74 | 6,117,347 | 6,331,628 | 0.99% | +214,281 |
| ORACLE CORP(ORCL) | 0 | 752 | +752 | 0 | 211,492 | 0.03% | +211,492 |
| ISHARES TR | 0 | 573 | +573 | 0 | 209,565 | 0.03% | +209,565 |
| IDACORP INC(IDA) | 0 | 1,542 | +1,542 | 0 | 203,775 | 0.03% | +203,775 |
| APPLE INC(AAPL) | 18,353 | 15,584 | -2,769 | 3,765,526 | 3,968,110 | 0.62% | +202,584 |
| C H ROBINSON WORLDWIDE INC(CHRW) | 5,500 | 5,500 | 0 | 527,725 | 728,200 | 0.11% | +200,475 |
| VERALTO CORP(VLTO) | 55,370 | 54,274 | -1,096 | 5,589,602 | 5,786,151 | 0.91% | +196,549 |
| CATERPILLAR INC(CAT) | 2,153 | 2,153 | 0 | 835,997 | 1,027,526 | 0.16% | +191,529 |
| EXXON MOBIL CORP | 37,498 | 37,498 | 0 | 4,042,284 | 4,227,900 | 0.66% | +185,616 |
| INVESCO EXCHANGE TRADED FD T | 9,407 | 9,977 | +570 | 1,709,636 | 1,892,620 | 0.30% | +182,984 |
| VONTIER CORPORATION(VNT) | 40,343 | 39,715 | -628 | 1,488,657 | 1,666,839 | 0.26% | +178,182 |
| TESLA INC(TSLA) | 1,648 | 1,558 | -90 | 523,504 | 692,874 | 0.11% | +169,370 |
| WELLS FARGO CO NEW(WFC) | 14,338 | 15,476 | +1,138 | 1,148,761 | 1,297,198 | 0.20% | +148,437 |
| ALPHABET INC(GOOG) | 1,900 | 1,917 | +17 | 334,837 | 466,023 | 0.07% | +131,186 |
| WALMART INC(WMT) | 21,690 | 21,690 | 0 | 2,120,863 | 2,235,387 | 0.35% | +114,524 |
| ILLINOIS TOOL WKS INC(ITW) | 9,561 | 9,501 | -60 | 2,363,957 | 2,477,481 | 0.39% | +113,524 |
| HOME DEPOT INC(HD) | 2,869 | 2,869 | 0 | 1,051,890 | 1,162,490 | 0.18% | +110,600 |
| SPDR S&P 500 ETF TR(SPY) | 2,122 | 2,123 | +1 | 1,311,303 | 1,414,222 | 0.22% | +102,919 |
| PENTAIR PLC(PNR) | 37,915 | 35,938 | -1,977 | 3,892,354 | 3,980,493 | 0.62% | +88,139 |
| APPLIED MATLS INC | 4,010 | 4,010 | 0 | 734,111 | 821,007 | 0.13% | +86,896 |
| ACI WORLDWIDE INC | 15,663 | 15,091 | -572 | 719,088 | 796,352 | 0.12% | +77,264 |
| ECOLAB INC(ECL) | 33,815 | 33,545 | -270 | 9,111,114 | 9,186,634 | 1.44% | +75,520 |
| ROYAL BK CDA(RY) | 4,749 | 4,749 | 0 | 624,731 | 699,623 | 0.11% | +74,892 |
| SNAP ON INC(SNA) | 7,176 | 6,652 | -524 | 2,233,028 | 2,305,118 | 0.36% | +72,090 |
| NVIDIA CORPORATION(NVDA) | 3,090 | 2,990 | -100 | 488,189 | 557,874 | 0.09% | +69,685 |
| VANGUARD INDEX FDS | 2,751 | 2,751 | 0 | 836,111 | 902,796 | 0.14% | +66,685 |
| FIFTH THIRD BANCORP(FITB) | 18,200 | 18,200 | 0 | 748,566 | 810,810 | 0.13% | +62,244 |
| GE AEROSPACE(GE) | 1,342 | 1,342 | 0 | 345,417 | 403,700 | 0.06% | +58,283 |
| BERKSHIRE HATHAWAY INC DEL | 2 | 2 | 0 | 1,457,600 | 1,508,400 | 0.24% | +50,800 |
| VANGUARD INDEX FDS | 1,030 | 1,030 | 0 | 585,071 | 630,751 | 0.10% | +45,680 |
| BECTON DICKINSON & CO(BDX) | 3,036 | 3,036 | 0 | 522,951 | 568,248 | 0.09% | +45,297 |
| MSC INDL DIRECT INC(MSM) | 6,203 | 6,203 | 0 | 527,379 | 571,544 | 0.09% | +44,165 |
| INVESCO QQQ TR | 871 | 871 | 0 | 480,478 | 522,922 | 0.08% | +42,444 |
| RTX CORPORATION(RTX) | 8,214 | 7,414 | -800 | 1,199,408 | 1,240,585 | 0.19% | +41,177 |
| PNC FINL SVCS GROUP INC(PNC) | 2,734 | 2,734 | 0 | 509,672 | 549,343 | 0.09% | +39,671 |
| VANGUARD BD INDEX FDS | 13,758 | 14,110 | +352 | 1,064,044 | 1,101,850 | 0.17% | +37,806 |
| GE VERNOVA INC(GEV) | 416 | 416 | 0 | 220,126 | 255,798 | 0.04% | +35,672 |
| TELEFLEX INCORPORATED(TFX) | 11,448 | 11,354 | -94 | 1,354,985 | 1,389,275 | 0.22% | +34,290 |
| MCDONALDS CORP(MCD) | 2,408 | 2,421 | +13 | 703,545 | 735,718 | 0.12% | +32,173 |
| QUEST DIAGNOSTICS INC(DGX) | 2,900 | 2,900 | 0 | 520,927 | 552,682 | 0.09% | +31,755 |
| BERKSHIRE HATHAWAY INC DEL | 1,658 | 1,658 | 0 | 805,407 | 833,543 | 0.13% | +28,136 |
| CHEVRON CORP NEW(CVX) | 2,291 | 2,291 | 0 | 328,048 | 355,769 | 0.06% | +27,721 |
| BANK AMERICA CORP | 5,843 | 5,843 | 0 | 276,491 | 301,440 | 0.05% | +24,949 |
| MERCK & CO INC(MRK) | 3,641 | 3,641 | 0 | 288,222 | 305,589 | 0.05% | +17,367 |
| PRICE T ROWE GROUP INC(TROW) | 2,415 | 2,415 | 0 | 233,048 | 247,876 | 0.04% | +14,828 |
| TRUIST FINL CORP(TFC) | 5,366 | 5,366 | 0 | 230,684 | 245,334 | 0.04% | +14,650 |
| CONOCOPHILLIPS(COP) | 2,916 | 2,916 | 0 | 261,657 | 275,798 | 0.04% | +14,141 |
| M & T BK CORP(MTB) | 3,787 | 3,787 | 0 | 734,640 | 748,387 | 0.12% | +13,747 |
| BERKLEY W R CORP | 4,252 | 4,252 | 0 | 312,394 | 325,788 | 0.05% | +13,394 |
| UNION PAC CORP(UNP) | 2,071 | 2,071 | 0 | 476,496 | 489,522 | 0.08% | +13,026 |
| ISHARES TR | 1,050 | 1,050 | 0 | 203,942 | 213,770 | 0.03% | +9,828 |
| VERIZON COMMUNICATIONS INC(VZ) | 5,044 | 5,044 | 0 | 218,254 | 221,684 | 0.03% | +3,430 |
| AMAZON COM INC(AMZN) | 1,715 | 1,715 | 0 | 376,254 | 376,563 | 0.06% | +309 |
| CAPITAL ONE FINL CORP(COF) | 4,651 | 4,651 | 0 | 989,547 | 988,710 | 0.15% | -837 |
| CISCO SYS INC(CSCO) | 5,372 | 5,429 | +57 | 372,693 | 371,436 | 0.06% | -1,257 |
| EATON CORP PLC(ETN) | 3,434 | 3,259 | -175 | 1,225,904 | 1,219,681 | 0.19% | -6,223 |
| MASTERCARD INCORPORATED(MA) | 630 | 611 | -19 | 354,022 | 347,543 | 0.05% | -6,479 |
| EMERSON ELEC CO(EMR) | 3,300 | 3,300 | 0 | 439,989 | 432,894 | 0.07% | -7,095 |
| PRUDENTIAL FINL INC(PFH) | 2,640 | 2,640 | 0 | 283,642 | 273,874 | 0.04% | -9,768 |
| PEPSICO INC(PEP) | 5,119 | 4,733 | -386 | 675,913 | 664,703 | 0.10% | -11,210 |
| ELI LILLY & CO(LLY) | 844 | 844 | 0 | 657,923 | 643,972 | 0.10% | -13,951 |
| OTIS WORLDWIDE CORP(OTIS) | 2,455 | 2,455 | 0 | 243,094 | 224,461 | 0.04% | -18,633 |
| STRYKER CORPORATION(SYK) | 741 | 741 | 0 | 293,162 | 273,925 | 0.04% | -19,237 |
| TRAVELERS COMPANIES INC(TRV) | 1,870 | 1,720 | -150 | 500,300 | 480,258 | 0.08% | -20,042 |
| MIDDLEBY CORP(MIDD) | 2,005 | 2,005 | 0 | 288,720 | 266,525 | 0.04% | -22,195 |
| REPUBLIC SVCS INC(RSG) | 1,310 | 1,310 | 0 | 323,059 | 300,619 | 0.05% | -22,440 |
| AMGEN INC(AMGN) | 6,374 | 6,224 | -150 | 1,779,652 | 1,756,380 | 0.27% | -23,272 |
| AMERICAN EXPRESS CO(AXP) | 1,645 | 1,505 | -140 | 524,868 | 500,053 | 0.08% | -24,815 |
| AMERICAN WTR WKS CO INC NEW | 5,900 | 5,700 | -200 | 820,749 | 793,383 | 0.12% | -27,366 |
| HENRY SCHEIN INC(HSIC) | 4,500 | 4,500 | 0 | 328,725 | 298,665 | 0.05% | -30,060 |
| VISA INC(V) | 2,441 | 2,441 | 0 | 866,677 | 833,309 | 0.13% | -33,368 |
| COCA COLA CO(KO) | 7,874 | 7,874 | 0 | 557,054 | 522,174 | 0.08% | -34,880 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 3,672 | 3,696 | +24 | 1,082,432 | 1,042,863 | 0.16% | -39,569 |
| CANADIAN NATL RY CO(CNI) | 5,250 | 5,250 | 0 | 546,210 | 495,075 | 0.08% | -51,135 |
| SELECTIVE INS GROUP INC(SIGI) | 8,052 | 7,961 | -91 | 697,706 | 645,398 | 0.10% | -52,308 |
| PAYCHEX INC(PAYX) | 2,826 | 2,826 | 0 | 411,070 | 358,224 | 0.06% | -52,846 |
| HONEYWELL INTL INC(HON) | 2,576 | 2,590 | +14 | 599,899 | 545,195 | 0.09% | -54,704 |
| NETFLIX INC(NFLX) | 400 | 400 | 0 | 535,652 | 479,568 | 0.08% | -56,084 |
| ZEBRA TECHNOLOGIES CORPORATI(ZBRA) | 5,012 | 4,985 | -27 | 1,545,500 | 1,481,343 | 0.23% | -64,157 |
| REGAL REXNORD CORPORATION(RRX) | 13,710 | 13,393 | -317 | 1,987,402 | 1,921,092 | 0.30% | -66,310 |
| WABTEC(WAB) | 8,060 | 8,060 | 0 | 1,687,361 | 1,615,788 | 0.25% | -71,573 |
| COMMERCE BANCSHARES INC(CBSH) | 30,168 | 30,024 | -144 | 1,875,545 | 1,794,234 | 0.28% | -81,311 |
| GLACIER BANCORP INC NEW(GBCI) | 13,052 | 9,693 | -3,359 | 562,280 | 471,758 | 0.07% | -90,522 |
| VANGUARD SCOTTSDALE FDS | 52,505 | 50,707 | -1,798 | 3,086,244 | 2,984,107 | 0.47% | -102,137 |
| PROCTER AND GAMBLE CO(PG) | 13,681 | 13,486 | -195 | 2,179,705 | 2,072,170 | 0.32% | -107,535 |
| CARRIER GLOBAL CORPORATION(CARR) | 7,130 | 6,330 | -800 | 521,845 | 377,901 | 0.06% | -143,944 |
| ABBOTT LABS | 25,390 | 24,590 | -800 | 3,453,294 | 3,293,585 | 0.52% | -159,709 |
| VANGUARD BD INDEX FDS | 46,200 | 42,729 | -3,471 | 3,401,706 | 3,177,756 | 0.50% | -223,950 |
| VANGUARD SCOTTSDALE FDS | 95,048 | 91,510 | -3,538 | 7,556,340 | 7,314,394 | 1.14% | -241,946 |
| AUTOMATIC DATA PROCESSING IN | 12,931 | 12,631 | -300 | 3,987,920 | 3,707,199 | 0.58% | -280,721 |