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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
WFCWells Fargo Co New
Recent Activity
Decreased -2.39%
0.09%
$1.243M
17,698 shares@ $70.25 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.51%
0.09%
$1.243M
2,121 shares@ $586.05 avg price
BIVVanguard Bd Index Fds
Recent Activity
Decreased -6.39%
0.09%
$1.213M
16,236 shares@ $74.73 avg price
VVisa Inc
Recent Activity
Decreased -9.65%
0.09%
$1.182M
3,741 shares@ $316.05 avg price
MTBM & T Bk Corp
Recent Activity
Decreased -3.39%
0.08%
$1.071M
5,695 shares@ $188.02 avg price
SIGISelective Ins Group Inc
Recent Activity
Decreased -4.9%
0.07%
$942,401
10,077 shares@ $93.52 avg price
PEPPepsico Inc
Recent Activity
Decreased -10.87%
0.07%
$909,471
5,981 shares@ $152.07 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -20.65%
0.07%
$872,564
1,925 shares@ $453.28 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -1.38%
0.06%
$823,930
2,843 shares@ $289.82 avg price
AWKAmerican Wtr Wks Co Inc New
Recent Activity
Decreased -12.16%
0.06%
$809,185
6,500 shares@ $124.49 avg price