Alpine Peaks Capital as of June 30, 2024
Portfolio Holdings for Alpine Peaks Capital
Alpine Peaks Capital holds 25 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rollins (ROL) | 8.5 | $14M | 284k | 48.79 | |
| Inter Parfums (IPAR) | 7.2 | $12M | 102k | 116.00 | |
| Cognex Corporation (CGNX) | 6.9 | $11M | 240k | 46.76 | |
| Medpace Hldgs (MEDP) | 6.9 | $11M | 27k | 411.82 | |
| Wabtec Corporation (WAB) | 5.6 | $9.1M | 58k | 158.00 | |
| Service Corporation International (SCI) | 4.9 | $7.9M | 112k | 71.13 | |
| Bright Horizons Fam Sol In D (BFAM) | 4.9 | $7.9M | 72k | 110.08 | |
| U.S. Physical Therapy (USPH) | 4.9 | $7.9M | 86k | 92.40 | |
| Evertec (EVTC) | 4.7 | $7.7M | 232k | 33.25 | |
| Robert Half International (RHI) | 4.5 | $7.3M | 114k | 63.99 | |
| Trex Company (TREX) | 4.3 | $6.9M | 94k | 74.12 | |
| Heico Corp Cl A (HEI.A) | 4.2 | $6.9M | 39k | 177.52 | |
| West Pharmaceutical Services (WST) | 4.2 | $6.9M | 21k | 329.35 | |
| Trimble Navigation (TRMB) | 4.1 | $6.7M | 120k | 55.92 | |
| Qualys (QLYS) | 3.8 | $6.2M | 43k | 142.60 | |
| Jack Henry & Associates (JKHY) | 3.7 | $6.0M | 36k | 166.03 | |
| Barrett Business Services (BBSI) | 3.2 | $5.2M | 158k | 32.77 | |
| HEICO Corporation (HEI) | 2.8 | $4.6M | 20k | 223.61 | |
| Resources Connection (RGP) | 2.3 | $3.8M | 345k | 11.04 | |
| Advanced Drain Sys Inc Del (WMS) | 2.0 | $3.3M | 21k | 160.36 | |
| Trinet (TNET) | 1.6 | $2.6M | 26k | 100.01 | |
| Insperity (NSP) | 1.5 | $2.5M | 28k | 91.14 | |
| Amphenol Corp Cl A (APH) | 1.3 | $2.1M | 32k | 67.37 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 1.3 | $2.1M | 297k | 7.16 | |
| Littelfuse (LFUS) | 0.7 | $1.2M | 4.6k | 255.58 |
