Alpine Peaks Capital as of June 30, 2023
Portfolio Holdings for Alpine Peaks Capital
Alpine Peaks Capital holds 23 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rollins (ROL) | 6.6 | $9.4M | 220k | 42.83 | |
| Inter Parfums (IPAR) | 6.5 | $9.3M | 69k | 135.23 | |
| Medpace Hldgs (MEDP) | 6.2 | $8.8M | 37k | 240.17 | |
| West Pharmaceutical Services (WST) | 5.9 | $8.5M | 22k | 382.47 | |
| Cognex Corporation (CGNX) | 5.9 | $8.4M | 150k | 56.02 | |
| U.S. Physical Therapy (USPH) | 5.8 | $8.3M | 68k | 121.39 | |
| Evertec (EVTC) | 5.3 | $7.5M | 203k | 36.83 | |
| Wabtec Corporation (WAB) | 5.1 | $7.2M | 66k | 109.67 | |
| Robert Half International (RHI) | 4.9 | $7.1M | 94k | 75.22 | |
| Bright Horizons Fam Sol In D (BFAM) | 4.7 | $6.6M | 72k | 92.45 | |
| Qualys (QLYS) | 4.4 | $6.3M | 48k | 129.17 | |
| Trimble Navigation (TRMB) | 4.1 | $5.8M | 110k | 52.94 | |
| Amphenol Corp Cl A (APH) | 3.9 | $5.6M | 66k | 84.95 | |
| Service Corporation International (SCI) | 3.8 | $5.5M | 85k | 64.59 | |
| Jack Henry & Associates (JKHY) | 3.8 | $5.4M | 32k | 167.33 | |
| Syneos Health Cl A | 3.3 | $4.7M | 111k | 42.14 | |
| Trex Company (TREX) | 3.2 | $4.6M | 71k | 65.56 | |
| Insperity (NSP) | 2.9 | $4.2M | 35k | 118.96 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 2.9 | $4.1M | 329k | 12.43 | |
| HEICO Corporation (HEI) | 2.8 | $4.0M | 23k | 176.94 | |
| Barrett Business Services (BBSI) | 2.8 | $4.0M | 46k | 87.20 | |
| Resources Connection (RGP) | 2.6 | $3.7M | 235k | 15.71 | |
| Heico Corp Cl A (HEI.A) | 2.5 | $3.6M | 26k | 140.60 |
