Alpine Peaks Capital as of Sept. 30, 2022
Portfolio Holdings for Alpine Peaks Capital
Alpine Peaks Capital holds 23 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Inter Parfums (IPAR) | 7.1 | $8.0M | 106k | 75.46 | |
| West Pharmaceutical Services (WST) | 5.9 | $6.5M | 27k | 246.09 | |
| Trimble Navigation (TRMB) | 5.4 | $6.1M | 112k | 54.27 | |
| Medpace Hldgs (MEDP) | 5.4 | $6.1M | 39k | 157.18 | |
| Cognex Corporation (CGNX) | 5.4 | $6.0M | 146k | 41.45 | |
| Wabtec Corporation (WAB) | 5.2 | $5.8M | 71k | 81.35 | |
| U.S. Physical Therapy (USPH) | 5.0 | $5.6M | 73k | 76.02 | |
| Service Corporation International (SCI) | 4.9 | $5.5M | 95k | 57.74 | |
| Bright Horizons Fam Sol In D (BFAM) | 4.8 | $5.4M | 93k | 57.66 | |
| Qualys (QLYS) | 4.8 | $5.3M | 38k | 139.40 | |
| Rollins (ROL) | 4.4 | $4.9M | 140k | 34.68 | |
| Lindsay Corporation (LNN) | 4.4 | $4.9M | 34k | 143.29 | |
| Iaa | 4.2 | $4.6M | 146k | 31.85 | |
| Syneos Health Cl A | 4.1 | $4.6M | 98k | 47.15 | |
| Evertec (EVTC) | 3.8 | $4.3M | 137k | 31.35 | |
| Amphenol Corp Cl A (APH) | 3.8 | $4.3M | 64k | 66.96 | |
| Robert Half International (RHI) | 3.8 | $4.2M | 55k | 76.50 | |
| Resources Connection (RGP) | 3.7 | $4.1M | 229k | 18.07 | |
| Barrett Business Services (BBSI) | 3.6 | $4.0M | 52k | 77.99 | |
| HEICO Corporation (HEI) | 3.1 | $3.4M | 24k | 143.97 | |
| Insperity (NSP) | 3.0 | $3.3M | 33k | 102.09 | |
| Heico Corp Cl A (HEI.A) | 2.1 | $2.3M | 20k | 114.64 | |
| National Resh Corp Com New (NRC) | 1.9 | $2.1M | 54k | 39.80 |
