Alpine Peaks Capital, Lp Top Holdings and 13F Report (2025) About Alpine Peaks Capital, LpInvestment ActivityAlpine Peaks Capital, Lp has $113.34 million in total holdings as of June 30, 2025.Alpine Peaks Capital, Lp owns shares of 23 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 3.35% of the portfolio was purchased this quarter.About 5.34% of the portfolio was sold this quarter.This quarter, Alpine Peaks Capital, Lp has purchased 25 new stocks and bought additional shares in 11 stocks.Alpine Peaks Capital, Lp sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Heico $10,678,354Bright Horizons Family Solutions $8,669,962Cognex $6,890,187U.S. Physical Therapy $6,798,239Trimble $6,707,742 Largest Purchases this Quarter Trex 16,000 shares (about $870.08K)The Descartes Systems Group 6,700 shares (about $681.02K)Bio-Techne 12,000 shares (about $617.40K)Littelfuse 1,500 shares (about $340.09K)Cognex 10,000 shares (about $317.20K) Largest Sales this Quarter Rollins 36,500 shares (about $2.06M)Barrett Business Services 15,000 shares (about $625.35K)Medpace 1,600 shares (about $502.18K)Resources Connection 90,984 shares (about $488.58K)Wabtec 1,300 shares (about $272.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlpine Peaks Capital, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHEI.AHeico$10,678,354$181,125 ▲1.7%41,2699.4%AerospaceBFAMBright Horizons Family Solutions$8,669,962$37,077 ▼-0.4%70,1517.6%Business ServicesCGNXCognex$6,890,187$317,200 ▲4.8%217,2196.1%Computer and TechnologyUSPHU.S. Physical Therapy$6,798,239$234,600 ▲3.6%86,9346.0%MedicalTRMBTrimble$6,707,7420.0%88,2835.9%IndustrialsMEDPMedpace$6,373,241$502,176 ▼-7.3%20,3065.6%MedicalEVTCEvertec$6,013,0680.0%166,7985.3%Business ServicesROLRollins$6,001,283$2,059,330 ▼-25.5%106,3685.3%ConstructionIPARInterparfums$5,851,042$170,703 ▲3.0%44,5595.2%Consumer DiscretionaryWMSAdvanced Drainage Systems$5,550,0350.0%48,3204.9%ConstructionJKHYJack Henry & Associates$5,386,542$18,017 ▲0.3%29,8974.8%Computer and TechnologySCIService Corporation International$5,073,8250.0%62,3324.5%Consumer StaplesWSTWest Pharmaceutical Services$4,777,060$131,280 ▲2.8%21,8334.2%MedicalTREXTrex$4,762,328$870,080 ▲22.4%87,5754.2%ConstructionWABWabtec$4,559,643$272,155 ▼-5.6%21,7804.0%TransportationLFUSLittelfuse$4,273,860$340,095 ▲8.6%18,8503.8%Computer and TechnologyBBSIBarrett Business Services$4,183,675$625,350 ▼-13.0%100,3523.7%Business ServicesQLYSQualys$3,073,705$229,878 ▲8.1%21,5142.7%Computer and TechnologyRHIRobert Half$2,566,692$238,500 ▼-8.5%62,5262.3%Business ServicesTNETTriNet Group$1,693,1910.0%23,1501.5%Business ServicesDSGXThe Descartes Systems Group$1,240,069$681,022 ▲121.8%12,2001.1%Computer and TechnologyTECHBio-Techne$1,131,900$617,400 ▲120.0%22,0001.0%MedicalRGPResources Connection$1,080,535$488,584 ▼-31.1%201,2171.0%Business ServicesHEIHeico$0$1,296,406 ▼-100.0%00.0%AerospaceMRVIMaravai LifeSciences$0$534,820 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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