Alpine Peaks Capital, LP Portfolio Holdings by Sector
Alpine Peaks Capital, LP
- $103 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Personal Services | Consumer Cyclical
BFAM ROL SCI 3 stocks |
$19,743
19.23% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
CGNX TRMB 2 stocks |
$13,597
13.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
WMS TREX 2 stocks |
$10,312
10.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
EVTC QLYS 2 stocks |
$9,086
8.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
BBSI RHI TNET 3 stocks |
$8,442
8.22% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
USPH 1 stocks |
$6,798
6.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MEDP 1 stocks |
$6,373
6.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
IPAR 1 stocks |
$5,851
5.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
JKHY 1 stocks |
$5,386
5.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST 1 stocks |
$4,777
4.65% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB 1 stocks |
$4,559
4.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
LFUS 1 stocks |
$4,273
4.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
DSGX 1 stocks |
$1,240
1.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
TECH 1 stocks |
$1,131
1.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
RGP 1 stocks |
$1,080
1.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|