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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
MCDMcdonalds Corp
Recent Activity
Decreased -4.39%
0.06%
$756,033
2,608 shares@ $289.89 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -5.57%
0.05%
$593,187
2,626 shares@ $225.89 avg price
AXPAmerican Express Co
Recent Activity
Decreased -1.33%
0.04%
$547,713
1,845 shares@ $296.87 avg price
KOCoca Cola Co
Recent Activity
Decreased -14.07%
0.04%
$515,111
8,274 shares@ $62.26 avg price
MSMMsc Indl Direct Inc
Recent Activity
Decreased -1.06%
0.04%
$485,709
6,503 shares@ $74.69 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.85%
0.04%
$468,672
3,490 shares@ $134.29 avg price
MIDDMiddleby Corp
Recent Activity
Decreased -10.95%
0.04%
$440,213
3,250 shares@ $135.46 avg price
CVXChevron Corp New
Recent Activity
Decreased -20.38%
0.03%
$415,256
2,867 shares@ $144.84 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -7%
0.03%
$399,290
1,820 shares@ $219.4 avg price
MAMastercard Incorporated
Recent Activity
Decreased -11.88%
0.03%
$331,739
630 shares@ $526.57 avg price