Mountain Pacific Investment Advisers LLC 13F 持仓 · 2026年Q2
Mountain Pacific Investment Advisers 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 146 只证券，申报市值合计 6.35 亿美元。前几大持仓：APH（9.96%）、AME（6.58%）、VRT（4.10%）。本季前 25 大持仓中：增持 2 只、减持 23 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP | $63.3M | 9.96% | 358,775 | 减持 |
| 2 | AME | AMETEK INC | $41.8M | 6.58% | 172,755 | 减持 |
| 3 | VRT | VERTIV HOLDINGS CO | $26.1M | 4.10% | 77,849 | 减持 |
| 4 | IEX | IDEX CORP | $25.9M | 4.08% | 114,167 | 减持 |
| 5 | DHR | DANAHER CORP DEL | $23.3M | 3.67% | 122,583 | 减持 |
| 6 | TMO | THERMO FISHER SCIENTIFIC INC | $18.9M | 2.98% | 37,791 | 减持 |
| 7 | AJG | GALLAGHER ARTHUR J & CO | $17.3M | 2.72% | 75,408 | 减持 |
| 8 | XYL | XYLEM INC | $15.9M | 2.50% | 134,363 | 减持 |
| 9 | ATR | APTARGROUP INC | $15.8M | 2.49% | 126,187 | 减持 |
| 10 | DCI | DONALDSON INC | $15.7M | 2.48% | 175,444 | 减持 |
| 11 | NVT | NVENT ELEC PLC | $13.5M | 2.13% | 79,717 | 减持 |
| 12 | ROP | ROPER TECHNOLOGIES INC | $13.5M | 2.13% | 39,955 | 减持 |
| 13 | MU | MICRON TECHNOLOGY INC | $13.2M | 2.08% | 11,450 | 减持 |
| 14 | FIX | COMFORT SYS USA INC | $12.3M | 1.93% | 6,182 | 减持 |
| 15 | BSV | VANGUARD BD INDEX FDS | $11.4M | 1.79% | 146,058 | 减持 |
| 16 | FISV | FISERV INC | $11.3M | 1.78% | 230,550 | 减持 |
| 17 | NDSN | NORDSON CORP | $11.3M | 1.77% | 37,378 | 减持 |
| 18 | LSTR | LANDSTAR SYS INC | $11.1M | 1.74% | 53,452 | 减持 |
| 19 | GGG | GRACO INC | $10.7M | 1.69% | 141,828 | 减持 |
| 20 | RBC | RBC BEARINGS INC | $10.7M | 1.69% | 16,672 | 减持 |
| 21 | VRSK | VERISK ANALYTICS INC | $10.5M | 1.65% | 58,351 | 减持 |
| 22 | FAST | FASTENAL CO | $9.5M | 1.50% | 198,002 | 增持 |
| 23 | RPM | RPM INTL INC | $9.5M | 1.50% | 85,463 | 减持 |
| 24 | ECL | ECOLAB INC | $9.4M | 1.48% | 33,673 | 增持 |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $9.2M | 1.45% | 9,821 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR