Alpine Peaks Capital as of Sept. 30, 2025
Portfolio Holdings for Alpine Peaks Capital
Alpine Peaks Capital holds 24 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Heico Corp Cl A (HEI.A) | 7.5 | $8.6M | 34k | 254.09 | |
| Bright Horizons Fam Sol In D (BFAM) | 7.2 | $8.3M | 76k | 108.57 | |
| U.S. Physical Therapy (USPH) | 7.0 | $8.1M | 95k | 84.95 | |
| West Pharmaceutical Services (WST) | 6.1 | $7.0M | 27k | 262.33 | |
| Cognex Corporation (CGNX) | 5.8 | $6.6M | 146k | 45.30 | |
| Medpace Hldgs (MEDP) | 5.7 | $6.5M | 13k | 514.16 | |
| Trimble Navigation (TRMB) | 5.6 | $6.5M | 79k | 81.65 | |
| Evertec (EVTC) | 5.6 | $6.4M | 191k | 33.78 | |
| Trex Company (TREX) | 5.6 | $6.4M | 124k | 51.67 | |
| Rollins (ROL) | 5.3 | $6.1M | 104k | 58.74 | |
| Inter Parfums (IPAR) | 5.2 | $6.0M | 61k | 98.38 | |
| Littelfuse (LFUS) | 4.5 | $5.2M | 20k | 259.01 | |
| Jack Henry & Associates (JKHY) | 4.3 | $5.0M | 33k | 148.93 | |
| Advanced Drain Sys Inc Del (WMS) | 3.9 | $4.5M | 33k | 138.70 | |
| Wabtec Corporation (WAB) | 3.7 | $4.2M | 21k | 200.47 | |
| Qualys (QLYS) | 3.4 | $4.0M | 30k | 132.33 | |
| Barrett Business Services (BBSI) | 3.4 | $3.9M | 88k | 44.32 | |
| Trinet (TNET) | 2.6 | $3.0M | 44k | 66.89 | |
| Descartes Sys Grp (DSGX) | 2.0 | $2.4M | 25k | 94.23 | |
| Robert Half International (RHI) | 1.8 | $2.1M | 63k | 33.98 | |
| Bio-techne Corporation (TECH) | 1.7 | $2.0M | 36k | 55.63 | |
| Service Corporation International (SCI) | 1.2 | $1.4M | 16k | 83.22 | |
| Resources Connection (RGP) | 0.5 | $590k | 117k | 5.05 | |
| Maravai Lifesciences Hldgs I Com Cl A Call Option (MRVI) | 0.4 | $415k | 145k | 2.87 |
