Portfolio (Quarterly)
Guide ↗
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC
· CIK 0001067324| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | OTIS | OTIS WORLDWIDE CORP | Industrials | 2,455.0 | $214K | 0.04% | NEW | — | $87.35 | -16.4% |
| 142 | IWB | ISHARES TR | — | 573.0 | $214K | 0.04% | NEW | — | $373.70 | +7.7% |
| 143 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 5,044.0 | $205K | 0.03% | NEW | — | $40.73 | +15.5% |
| 144 | — | STANDARDAERO INC | — | 7,110.0 | $204K | 0.03% | NEW | — | $28.68 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Industrials
44.6%
Technology
19.6%
Healthcare
16.2%
Financial Services
10.1%
Consumer Defensive
3.8%
Basic Materials
3.1%
Consumer Cyclical
1.2%
Energy
0.9%
Communication Services
0.2%
Utilities
0.2%