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Portfolio (Quarterly) Guide ↗

MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC

· CIK 0001067324
13F Portfolio $583.7B AUM 141 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 19 Added 80 Reduced 6 Exited
Page 8 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GOOG ALPHABET INC Communication Services 700.0 $201K 0.03% -100.0 -12.5% $286.74 +38.5%
Page 8 of 8  ·  141 positions

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 47.8%
Technology 17.2%
Healthcare 15.0%
Financial Services 9.2%
Consumer Defensive 4.4%
Basic Materials 3.2%
Energy 1.4%
Consumer Cyclical 1.3%
Communication Services 0.3%
Utilities 0.2%