Alpine Peaks Capital as of June 30, 2022
Portfolio Holdings for Alpine Peaks Capital
Alpine Peaks Capital holds 24 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Inter Parfums (IPAR) | 7.1 | $6.1M | 84k | 73.06 | |
| Resources Connection (RGP) | 5.8 | $5.0M | 246k | 20.37 | |
| Bright Horizons Fam Sol In D (BFAM) | 5.6 | $4.8M | 57k | 84.53 | |
| Barrett Business Services (BBSI) | 5.3 | $4.5M | 62k | 72.87 | |
| U.S. Physical Therapy (USPH) | 5.3 | $4.5M | 42k | 109.20 | |
| Trimble Navigation (TRMB) | 5.2 | $4.5M | 77k | 58.24 | |
| West Pharmaceutical Services (WST) | 5.0 | $4.3M | 14k | 302.39 | |
| Cognex Corporation (CGNX) | 4.8 | $4.1M | 97k | 42.52 | |
| Amphenol Corp Cl A (APH) | 4.6 | $4.0M | 62k | 64.37 | |
| Wabtec Corporation (WAB) | 4.6 | $4.0M | 48k | 82.08 | |
| Syneos Health Cl A | 4.6 | $3.9M | 55k | 71.68 | |
| Medpace Hldgs (MEDP) | 4.5 | $3.9M | 26k | 149.66 | |
| Service Corporation International (SCI) | 4.4 | $3.7M | 54k | 69.12 | |
| Lindsay Corporation (LNN) | 4.2 | $3.6M | 27k | 132.81 | |
| HEICO Corporation (HEI) | 3.8 | $3.2M | 25k | 131.11 | |
| Iaa | 3.6 | $3.1M | 95k | 32.77 | |
| Rollins (ROL) | 3.5 | $3.0M | 87k | 34.92 | |
| Qualys (QLYS) | 3.2 | $2.7M | 22k | 126.16 | |
| Evertec (EVTC) | 2.9 | $2.5M | 67k | 36.89 | |
| National Resh Corp Com New (NRC) | 2.9 | $2.5M | 64k | 38.29 | |
| Robert Half International (RHI) | 2.7 | $2.3M | 31k | 74.88 | |
| Heico Corp Cl A (HEI.A) | 2.4 | $2.0M | 19k | 105.38 | |
| Insperity (NSP) | 2.0 | $1.7M | 17k | 99.83 | |
| Terminix Global Holdings | 1.9 | $1.6M | 39k | 40.66 |
