Alpine Peaks Capital as of Sept. 30, 2023
Portfolio Holdings for Alpine Peaks Capital
Alpine Peaks Capital holds 22 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Inter Parfums (IPAR) | 8.2 | $12M | 87k | 134.34 | |
| Rollins (ROL) | 6.7 | $9.6M | 257k | 37.33 | |
| Medpace Hldgs (MEDP) | 6.4 | $9.2M | 38k | 242.13 | |
| Evertec (EVTC) | 5.8 | $8.3M | 223k | 37.18 | |
| Cognex Corporation (CGNX) | 5.5 | $7.8M | 185k | 42.44 | |
| Wabtec Corporation (WAB) | 5.5 | $7.8M | 74k | 106.27 | |
| West Pharmaceutical Services (WST) | 5.4 | $7.8M | 21k | 375.21 | |
| Qualys (QLYS) | 5.3 | $7.6M | 50k | 152.55 | |
| U.S. Physical Therapy (USPH) | 5.3 | $7.6M | 83k | 91.73 | |
| Robert Half International (RHI) | 5.2 | $7.5M | 103k | 73.28 | |
| Trimble Navigation (TRMB) | 4.5 | $6.5M | 120k | 53.86 | |
| Service Corporation International (SCI) | 4.5 | $6.4M | 112k | 57.14 | |
| Bright Horizons Fam Sol In D (BFAM) | 4.1 | $5.9M | 72k | 81.46 | |
| Jack Henry & Associates (JKHY) | 3.8 | $5.4M | 36k | 151.14 | |
| Trex Company (TREX) | 3.7 | $5.3M | 86k | 61.63 | |
| Amphenol Corp Cl A (APH) | 3.6 | $5.2M | 62k | 83.99 | |
| Barrett Business Services (BBSI) | 3.2 | $4.5M | 50k | 90.24 | |
| Insperity (NSP) | 3.0 | $4.3M | 44k | 97.60 | |
| Resources Connection (RGP) | 2.9 | $4.1M | 277k | 14.91 | |
| HEICO Corporation (HEI) | 2.5 | $3.6M | 22k | 161.93 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 2.5 | $3.6M | 359k | 10.00 | |
| Heico Corp Cl A (HEI.A) | 2.4 | $3.5M | 27k | 129.22 |
