Mountain-Pacific-Investment-Advisers

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMSI",
  "RRX",
  "KAI",
  "TROW",
  "RBC",
  "PRGS",
  "ATR",
  "MU",
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  "CAT",
  "AIT",
  "WRB",
  "COF",
  "ZD",
  "SIGI",
  "PNR",
  "FITB",
  "HON",
  "HD",
  "MCD",
  "RPM",
  "UNP",
  "ITW",
  "AMAT",
  "EMR",
  "MA",
  "MSFT",
  "FIS",
  "FTV",
  "GE",
  "FAST",
  "PAYX",
  "PEP",
  "PNC",
  "VGSH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "INTC",
  "PRU",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "DGX",
  "SPGI",
  "RY",
  "ROP",
  "ROST",
  "SNA",
  "RTX",
  "RSG",
  "IBM",
  "SYK",
  "TMO",
  "TFC",
  "TRV",
  "BIV",
  "UFPT",
  "MOD",
  "GGG",
  "VRSK",
  "VRT",
  "MUSA",
  "MSM",
  "MSA",
  "VNT",
  "APH",
  "FI",
  "WAB",
  "GNRC",
  "AJG",
  "HSIC",
  "AIZ",
  "MIDD",
  "LSTR",
  "IEX",
  "AMZN",
  "ACIW",
  "USB",
  null,
  "BND",
  "BSV",
  "VOO",
  "VUSB",
  "VLTO",
  "V",
  "WMT",
  "WAT",
  "WFC",
  "WINA",
  "XYL",
  "ZBRA",
  "FNF",
  "FCN",
  "MTB",
  "NDSN",
  "OTIS",
  "TFX",
  "NVT",
  "AME",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BDX",
  "CHRW",
  "CNI",
  "CARR",
  "CRL",
  "CVX",
  "CHD",
  "CSCO",
  "CLH",
  "KO",
  "CBSH",
  "FIX",
  "COP",
  "CNMD",
  "COST",
  "CSX",
  "CSWI",
  "DHR",
  "DCI",
  "RSP",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "AWK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 140
Total Value: 1345139531
Accession Number: 0001067324-25-000002
Form Type: 13F-HR
CIK: mountain-pacific-investment-advisers
Manager Name: Mountain-Pacific-Investment-Advisers

Data Enrichment

99% identified

139 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

140 positions • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908363

VOO|922908363

Shares:1.1K

Value:$578.1K

% of Portfolio:0.0% ($578.1K/$1.3B)

COCA COLA CO

KO|191216100

Shares:7.9K

Value:$563.9K

% of Portfolio:0.0% ($563.9K/$1.3B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.6K

Value:$556.1K

% of Portfolio:0.0% ($556.1K/$1.3B)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:5.3K

Value:$511.7K

% of Portfolio:0.0% ($511.7K/$1.3B)

Alphabet Inc.

GOOGL|02079K305

Shares:3.2K

Value:$494.8K

% of Portfolio:0.0% ($494.8K/$1.3B)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:2.9K

Value:$490.7K

% of Portfolio:0.0% ($490.7K/$1.3B)

MIDDLEBY Corp

MIDD|596278101

Shares:3.2K

Value:$487.1K

% of Portfolio:0.0% ($487.1K/$1.3B)

MSC INDUSTRIAL DIRECT CO INC

MSM|553530106

Shares:6.2K

Value:$481.8K

% of Portfolio:0.0% ($481.8K/$1.3B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:1.8K

Value:$481.3K

% of Portfolio:0.0% ($481.3K/$1.3B)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:2.7K

Value:$480.6K

% of Portfolio:0.0% ($480.6K/$1.3B)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:7.1K

Value:$452.0K

% of Portfolio:0.0% ($452.0K/$1.3B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.6K

Value:$442.7K

% of Portfolio:0.0% ($442.7K/$1.3B)

PAYCHEX INC

PAYX|704326107

Shares:2.8K

Value:$436.0K

% of Portfolio:0.0% ($436.0K/$1.3B)

CHEVRON CORP

CVX|166764100

Shares:2.6K

Value:$433.6K

% of Portfolio:0.0% ($433.6K/$1.3B)

Tesla, Inc.

TSLA|88160R101

Shares:1.6K

Value:$427.1K

% of Portfolio:0.0% ($427.1K/$1.3B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:871

Value:$408.4K

% of Portfolio:0.0% ($408.4K/$1.3B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:9.7K

Value:$406.6K

% of Portfolio:0.0% ($406.6K/$1.3B)

CSX CORP

CSX|126408103

Shares:13.8K

Value:$406.1K

% of Portfolio:0.0% ($406.1K/$1.3B)

NETFLIX INC

NFLX|64110L106

Shares:400

Value:$373.0K

% of Portfolio:0.0% ($373.0K/$1.3B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:3.3K

Value:$361.8K

% of Portfolio:0.0% ($361.8K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	1.1K	QoQ 0.00% (-0) YoY -3.68% (-43)	All Managers (Combined)	$578.1K	0.0% ($578.1K/$1.3B)	QoQ -4.62% (-$28.0K) YoY +2.97% (-$16.7K)
COCA COLA CO(KOcusip191216100)	7.9K	QoQ -4.83% (-400) YoY -27.38% (-3.0K)	All Managers (Combined)	$563.9K	0.0% ($563.9K/$1.3B)	QoQ +9.47% (-$48.8K) YoY -15.00% (-$99.5K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.6K	QoQ 0.00% (-0) YoY -35.65% (-1.5K)	All Managers (Combined)	$556.1K	0.0% ($556.1K/$1.3B)	QoQ -6.25% (-$37.1K) YoY -33.61% (-$281.6K)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	5.3K	QoQ -10.25% (-600) YoY -10.25% (-600)	All Managers (Combined)	$511.7K	0.0% ($511.7K/$1.3B)	QoQ -13.83% (-$82.2K) YoY -33.59% (-$258.8K)
Alphabet Inc.(GOOGLcusip02079K305)	3.2K	QoQ -18.78% (-740) YoY -29.21% (-1.3K)	All Managers (Combined)	$494.8K	0.0% ($494.8K/$1.3B)	QoQ -33.65% (-$251.0K) YoY -27.47% (-$187.5K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	2.9K	QoQ 0.00% (+0) YoY -15.94% (-550)	All Managers (Combined)	$490.7K	0.0% ($490.7K/$1.3B)	QoQ +12.15% (+$53.2K) YoY +6.84% (-$31.4K)
MIDDLEBY Corp(MIDDcusip596278101)	3.2K	QoQ -1.38% (-45) YoY -12.19% (-445)	All Managers (Combined)	$487.1K	0.0% ($487.1K/$1.3B)	QoQ +10.65% (-$46.9K) YoY -17.00% (-$99.8K)
MSC INDUSTRIAL DIRECT CO INC(MSMcusip553530106)	6.2K	QoQ -4.61% (-300) YoY -94.34% (-103.4K)	All Managers (Combined)	$481.8K	0.0% ($481.8K/$1.3B)	QoQ -0.80% (-$3.9K) YoY -95.47% (-$10.2M)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	1.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$481.3K	0.0% ($481.3K/$1.3B)	QoQ +9.78% (+$42.9K) YoY +14.91% (+$62.5K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	2.7K	QoQ -1.86% (-52) YoY -41.02% (-1.9K)	All Managers (Combined)	$480.6K	0.0% ($480.6K/$1.3B)	QoQ -10.55% (-$56.7K) YoY -35.85% (-$268.6K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	7.1K	QoQ -2.72% (-200) YoY -23.39% (-2.2K)	All Managers (Combined)	$452.0K	0.0% ($452.0K/$1.3B)	QoQ -9.65% (-$48.3K) YoY -16.44% (-$89.0K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.6K	QoQ -10.84% (-200) YoY -13.42% (-255)	All Managers (Combined)	$442.7K	0.0% ($442.7K/$1.3B)	QoQ -19.17% (-$105.0K) YoY +2.33% (-$10.1K)
PAYCHEX INC(PAYXcusip704326107)	2.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$436.0K	0.0% ($436.0K/$1.3B)	QoQ +10.02% (+$39.7K) YoY +25.63% (+$89.0K)
CHEVRON CORP(CVXcusip166764100)	2.6K	QoQ -9.59% (-275) YoY -43.59% (-2.0K)	All Managers (Combined)	$433.6K	0.0% ($433.6K/$1.3B)	QoQ +4.42% (-$18.4K) YoY -40.17% (-$291.2K)
Tesla, Inc.(TSLAcusip88160R101)	1.6K	QoQ -10.77% (-199) YoY -17.47% (-349)	All Managers (Combined)	$427.1K	0.0% ($427.1K/$1.3B)	QoQ -42.74% (-$318.8K) YoY +21.66% (-$76.0K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	871	QoQ 0.00% (-0) YoY +6.60% (+54)	All Managers (Combined)	$408.4K	0.0% ($408.4K/$1.3B)	QoQ -8.27% (-$36.9K) YoY +12.59% (+$45.7K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	9.7K	QoQ -9.66% (-1.0K) YoY -3.84% (-390)	All Managers (Combined)	$406.6K	0.0% ($406.6K/$1.3B)	QoQ -14.23% (-$67.5K) YoY +5.81% (-$22.3K)
CSX CORP(CSXcusip126408103)	13.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$406.1K	0.0% ($406.1K/$1.3B)	QoQ -8.80% (-$39.2K) YoY -20.60% (-$105.4K)
NETFLIX INC(NFLXcusip64110L106)	400	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$373.0K	0.0% ($373.0K/$1.3B)	QoQ +4.62% (+$16.5K) YoY +53.54% (+$130.1K)
EMERSON ELECTRIC CO(EMRcusip291011104)	3.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$361.8K	0.0% ($361.8K/$1.3B)	QoQ -11.53% (-$47.2K) YoY -3.33% (-$12.5K)