Alpine Peaks Capital as of Sept. 30, 2024
Portfolio Holdings for Alpine Peaks Capital
Alpine Peaks Capital holds 23 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rollins (ROL) | 7.7 | $13M | 256k | 50.58 | |
| Inter Parfums (IPAR) | 7.2 | $12M | 93k | 129.48 | |
| Cognex Corporation (CGNX) | 6.0 | $10M | 248k | 40.50 | |
| Trimble Navigation (TRMB) | 6.0 | $10M | 161k | 62.09 | |
| Medpace Hldgs (MEDP) | 5.7 | $9.5M | 29k | 333.80 | |
| Bright Horizons Fam Sol In D (BFAM) | 5.7 | $9.5M | 68k | 140.13 | |
| Wabtec Corporation (WAB) | 5.6 | $9.3M | 51k | 181.77 | |
| U.S. Physical Therapy (USPH) | 5.4 | $9.0M | 106k | 84.63 | |
| Evertec (EVTC) | 5.3 | $8.8M | 260k | 33.89 | |
| Heico Corp Cl A (HEI.A) | 5.0 | $8.3M | 41k | 203.76 | |
| Robert Half International (RHI) | 4.7 | $7.8M | 116k | 67.41 | |
| Service Corporation International (SCI) | 4.4 | $7.4M | 94k | 78.93 | |
| Jack Henry & Associates (JKHY) | 4.4 | $7.4M | 42k | 176.54 | |
| West Pharmaceutical Services (WST) | 4.2 | $7.1M | 24k | 300.16 | |
| Advanced Drain Sys Inc Del (WMS) | 4.0 | $6.8M | 43k | 157.16 | |
| Trex Company (TREX) | 3.8 | $6.4M | 96k | 66.58 | |
| Qualys (QLYS) | 3.3 | $5.5M | 43k | 128.46 | |
| Barrett Business Services (BBSI) | 3.2 | $5.4M | 143k | 37.51 | |
| Trinet (TNET) | 2.5 | $4.2M | 43k | 96.97 | |
| Resources Connection (RGP) | 2.1 | $3.5M | 357k | 9.70 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 1.4 | $2.3M | 279k | 8.31 | |
| Littelfuse (LFUS) | 1.3 | $2.2M | 8.4k | 265.25 | |
| HEICO Corporation (HEI) | 1.3 | $2.2M | 8.3k | 261.48 |
