Alpine Peaks Capital, LP Portfolio Holdings by Sector
Alpine Peaks Capital, LP
- $107 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Personal Services | Consumer Cyclical
BFAM ROL SCI 3 stocks |
$15,778
14.81% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
CGNX TRMB 2 stocks |
$13,104
12.3% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TREX WMS 2 stocks |
$10,920
10.25% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
EVTC QLYS 2 stocks |
$10,402
9.76% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
BBSI TNET RHI 3 stocks |
$8,992
8.44% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
USPH 1 stocks |
$8,081
7.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST 1 stocks |
$7,039
6.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MEDP 1 stocks |
$6,532
6.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
IPAR 1 stocks |
$5,977
5.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
LFUS 1 stocks |
$5,154
4.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
JKHY 1 stocks |
$4,973
4.67% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB 1 stocks |
$4,245
3.98% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
TECH MRVI 2 stocks |
$2,416
2.27% of portfolio
|
2
|
- |
1
|
- |
1
Calls
0
Puts
|
|
Software—Application | Technology
DSGX 1 stocks |
$2,355
2.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
RGP 1 stocks |
$589
0.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|