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) | 7.9 | $6.4M | 85k | 75.46 | |
| West Pharmaceutical Services (WST) | 5.5 | $4.5M | 18k | 246.09 | |
| Amphenol Corp Cl A (APH) | 5.3 | $4.3M | 64k | 66.96 | |
| Trimble Navigation (TRMB) | 5.2 | $4.3M | 79k | 54.27 | |
| Cognex Corporation (CGNX) | 5.2 | $4.2M | 102k | 41.45 | |
| Resources Connection (RGP) | 5.1 | $4.1M | 229k | 18.07 | |
| Medpace Hldgs (MEDP) | 5.0 | $4.1M | 26k | 157.18 | |
| Barrett Business Services (BBSI) | 5.0 | $4.0M | 52k | 77.99 | |
| U.S. Physical Therapy (USPH) | 4.9 | $4.0M | 53k | 76.02 | |
| Wabtec Corporation (WAB) | 4.8 | $3.9M | 48k | 81.36 | |
| Bright Horizons Fam Sol In D (BFAM) | 4.4 | $3.5M | 62k | 57.65 | |
| Qualys (QLYS) | 4.2 | $3.4M | 25k | 139.39 | |
| HEICO Corporation (HEI) | 4.2 | $3.4M | 24k | 143.97 | |
| Service Corporation International (SCI) | 4.2 | $3.4M | 59k | 57.74 | |
| Lindsay Corporation (LNN) | 4.1 | $3.3M | 23k | 143.29 | |
| Iaa | 3.7 | $3.0M | 95k | 31.85 | |
| Syneos Health Cl A | 3.7 | $3.0M | 64k | 47.14 | |
| Rollins (ROL) | 3.7 | $3.0M | 87k | 34.68 | |
| Evertec (EVTC) | 3.1 | $2.5M | 81k | 31.34 | |
| Robert Half International (RHI) | 3.1 | $2.5M | 32k | 76.51 | |
| Heico Corp Cl A (HEI.A) | 2.8 | $2.3M | 20k | 114.64 | |
| National Resh Corp Com New (NRC) | 2.6 | $2.1M | 54k | 39.80 | |
| Insperity (NSP) | 2.2 | $1.8M | 17k | 102.09 |
