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MOUNTAIN PACIFIC INVESTMENT ADVISERS INC

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BOISE ID Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Mountain Pacific Investment Advisers is based out of Boise. Mountain Pacific Investment Advisers is a large advisory firm with 337 clients and discretionary assets under management (AUM) of $1,678,868,561 (Form ADV from 2024-01-31). Their last reported 13F filing for Q4 2023 included $1,614,321,161 in managed 13F securities and a top 10 holdings concentration of 39.04%. Mountain Pacific Investment Advisers's largest holding is Amphenol Corp. (1987) with shares held of 815,102. Whalewisdom has at least 95 13F filings

2023-12-31

Top Buys (13F)

Name % Change
VLTO Veralto Corp 0.38%
CNMD Conmed Corp 0.3%
XYL Xylem Inc 0.29%
CRL Charles River Labora 0.28%
APH Amphenol Corp. (1987 0.28%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
APH Amphenol Corp. (1987 5.01%
AME Ametek Inc. 4.99%
FI Fiserv, Inc. 4.34%
IEX IDEX Corp. 3.83%
DHR Danaher Corp. 3.78%

2023-12-31

13F Activity

Market Value $1.61b, Prior: $1.44b
New Purchases 6 stocks
Added To 42 stocks
Sold out of 1 stocks
Reduced holdings in 57 stocks
Top 10 Holdings % 39.04%
Turnover %[1] 5.22%
Turnover Alt %[2] 1.21%
Time Held Top 20 36.95 quarters
Time Held Top 10 41.6 quarters
Time Held All 41.44 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance