Alpine Peaks Capital as of June 30, 2025
Portfolio Holdings for Alpine Peaks Capital
Alpine Peaks Capital holds 23 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Heico Corp Cl A (HEI.A) | 9.4 | $11M | 41k | 258.75 | |
| Bright Horizons Fam Sol In D (BFAM) | 7.6 | $8.7M | 70k | 123.59 | |
| Cognex Corporation (CGNX) | 6.1 | $6.9M | 217k | 31.72 | |
| U.S. Physical Therapy (USPH) | 6.0 | $6.8M | 87k | 78.20 | |
| Trimble Navigation (TRMB) | 5.9 | $6.7M | 88k | 75.98 | |
| Medpace Hldgs (MEDP) | 5.6 | $6.4M | 20k | 313.86 | |
| Evertec (EVTC) | 5.3 | $6.0M | 167k | 36.05 | |
| Rollins (ROL) | 5.3 | $6.0M | 106k | 56.42 | |
| Inter Parfums (IPAR) | 5.2 | $5.9M | 45k | 131.31 | |
| Advanced Drain Sys Inc Del (WMS) | 4.9 | $5.6M | 48k | 114.86 | |
| Jack Henry & Associates (JKHY) | 4.8 | $5.4M | 30k | 180.17 | |
| Service Corporation International (SCI) | 4.5 | $5.1M | 62k | 81.40 | |
| West Pharmaceutical Services (WST) | 4.2 | $4.8M | 22k | 218.80 | |
| Trex Company (TREX) | 4.2 | $4.8M | 88k | 54.38 | |
| Wabtec Corporation (WAB) | 4.0 | $4.6M | 22k | 209.35 | |
| Littelfuse (LFUS) | 3.8 | $4.3M | 19k | 226.73 | |
| Barrett Business Services (BBSI) | 3.7 | $4.2M | 100k | 41.69 | |
| Qualys (QLYS) | 2.7 | $3.1M | 22k | 142.87 | |
| Robert Half International (RHI) | 2.3 | $2.6M | 63k | 41.05 | |
| Trinet (TNET) | 1.5 | $1.7M | 23k | 73.14 | |
| Descartes Sys Grp (DSGX) | 1.1 | $1.2M | 12k | 101.64 | |
| Bio-techne Corporation (TECH) | 1.0 | $1.1M | 22k | 51.45 | |
| Resources Connection (RGP) | 1.0 | $1.1M | 201k | 5.37 |
