Alpine Peaks Capital as of March 31, 2023
Portfolio Holdings for Alpine Peaks Capital
Alpine Peaks Capital holds 23 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Inter Parfums (IPAR) | 7.9 | $10M | 73k | 142.24 | |
| West Pharmaceutical Services (WST) | 6.7 | $8.8M | 26k | 346.47 | |
| Rollins (ROL) | 6.2 | $8.2M | 219k | 37.53 | |
| Cognex Corporation (CGNX) | 5.9 | $7.8M | 158k | 49.55 | |
| Robert Half International (RHI) | 5.5 | $7.3M | 91k | 80.57 | |
| U.S. Physical Therapy (USPH) | 5.4 | $7.1M | 73k | 97.91 | |
| Medpace Hldgs (MEDP) | 5.2 | $6.9M | 37k | 188.05 | |
| Wabtec Corporation (WAB) | 5.0 | $6.7M | 66k | 101.06 | |
| Qualys (QLYS) | 4.8 | $6.3M | 48k | 130.02 | |
| Evertec (EVTC) | 4.7 | $6.2M | 184k | 33.75 | |
| Bright Horizons Fam Sol In D (BFAM) | 4.6 | $6.2M | 80k | 76.99 | |
| Trimble Navigation (TRMB) | 4.4 | $5.9M | 112k | 52.42 | |
| Service Corporation International (SCI) | 4.4 | $5.8M | 85k | 68.78 | |
| Amphenol Corp Cl A (APH) | 4.2 | $5.6M | 69k | 81.72 | |
| HEICO Corporation (HEI) | 3.2 | $4.2M | 25k | 171.04 | |
| Insperity (NSP) | 3.2 | $4.2M | 35k | 121.55 | |
| Syneos Health Cl A | 3.1 | $4.1M | 115k | 35.62 | |
| Barrett Business Services (BBSI) | 2.9 | $3.9M | 44k | 88.64 | |
| Jack Henry & Associates (JKHY) | 2.8 | $3.7M | 25k | 150.72 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 2.5 | $3.4M | 241k | 14.01 | |
| Trex Company (TREX) | 2.4 | $3.2M | 66k | 48.67 | |
| Resources Connection (RGP) | 2.4 | $3.2M | 188k | 17.06 | |
| Heico Corp Cl A (HEI.A) | 2.3 | $3.1M | 23k | 135.90 |
