test

Matthew Lindstrom

@Mountain Pacific Investment Advisers Llc

Latest period2024 - Q4ReportedManaged Assets$1.422BTotal holdings136
Assets growth rate-2.93%Assets growth rate (2-Q avg)3.06%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mountain Pacific Investment Advisers Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 136 positions.

Assets under management

The assets under management (AUM) of Mountain Pacific Investment Advisers Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.422B in assets, with a quarterly growth rate of -2.93% and a 2-quarter average growth rate of 3.06%. The portfolio is managed by Matthew Lindstrom, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPGIS&p Global Inc
Recent Activity
Decreased -3.52%
0.59%
$8.376M
16,819 shares@ $498.04 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -2.86%
0.55%
$7.819M
100,234 shares@ $78.02 avg price
AAPLApple Inc
Recent Activity
Decreased -6.47%
0.41%
$5.798M
23,154 shares@ $250.42 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.79%
0.4%
$5.555M
23,172 shares@ $239.71 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.18%
0.37%
$5.256M
12,470 shares@ $421.5 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -0.17%
0.29%
$4.063M
13,881 shares@ $292.73 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.78%
0.29%
$4.055M
37,698 shares@ $107.58 avg price
WATWaters Corp
Recent Activity
Decreased -3.63%
0.28%
$3.953M
10,656 shares@ $370.99 avg price
PNRPentair Plc
Recent Activity
Decreased -3.33%
0.28%
$3.934M
39,085 shares@ $100.64 avg price
VUSBVanguard Bd Index Fds
Recent Activity
Decreased -9.58%
0.2%
$2.761M
55,648 shares@ $49.63 avg price