0001843303-23-000007.txt : 20230502 0001843303-23-000007.hdr.sgml : 20230502 20230502121116 ACCESSION NUMBER: 0001843303-23-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230502 DATE AS OF CHANGE: 20230502 EFFECTIVENESS DATE: 20230502 FILER: COMPANY DATA: COMPANY CONFORMED NAME: R.P. Boggs & Co. CENTRAL INDEX KEY: 0001843303 IRS NUMBER: 562204517 STATE OF INCORPORATION: SC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20520 FILM NUMBER: 23877485 BUSINESS ADDRESS: STREET 1: 4100 CHARLOTTE HIGHWAY CITY: LAKE WYLIE STATE: SC ZIP: 29710 BUSINESS PHONE: 803-831-0911 MAIL ADDRESS: STREET 1: 4100 CHARLOTTE HIGHWAY CITY: LAKE WYLIE STATE: SC ZIP: 29710 FORMER COMPANY: FORMER CONFORMED NAME: R.P. Boggs & Co. Wealth Mangement DATE OF NAME CHANGE: 20210129 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001843303 XXXXXXXX 03-31-2023 03-31-2023 R.P. Boggs & Co.
4100 CHARLOTTE HIGHWAY LAKE WYLIE SC 29710
13F HOLDINGS REPORT 028-20520 000134217 801-113237 N
Derek Lewis Chief Compliance Officer 803-831-0911 Derek Lewis Lake Wylie SC 05-02-2023 0 21 110036376 false
INFORMATION TABLE 2 rpb13fq12023.xml CADRE HLDGS INC COM 12763L105 5804255 269464 SH SOLE 269464 0 0 CASELLA WASTE SYS INC CL A 147448104 6220578 75255 SH SOLE 75255 0 0 CONSTRUCTION PARTNERS INC COM CL A 21044C107 5983616 222109 SH SOLE 222109 0 0 CUSTOM TRUCK ONE SOURCE INC COM CL A 23204X103 5816966 856696 SH SOLE 856696 0 0 DANAHER CORPORATION COM 235851102 5524180 21918 SH SOLE 21917 0 0 DOUBLELINE OPPORTUNISTIC CR COM 258623107 2087424 147209 SH SOLE 147209 0 0 EXPONENT INC COM 30214U102 2134164 21408 SH SOLE 21408 0 0 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 7474448 162488 SH SOLE 162488 0 0 FIRSTSERVICE CORP NEW COM 33767E202 5526214 39196 SH SOLE 39195 0 0 HEICO CORP NEW CL A 422806208 7190269 52909 SH SOLE 52908 0 0 LITMAN GREGORY FDS TR IMGP DBI MANAGED 53700T827 6760704 257061 SH SOLE 257061 0 0 ISHARES GOLD TR ISHARES NEW 464285204 403372 10794 SH SOLE 10794 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 5918756 30161 SH SOLE 30160 0 0 NOVANTA INC COM 67000B104 202999 1276 SH SOLE 1276 0 0 POOL CORP COM 73278L105 4933876 14408 SH SOLE 14408 0 0 REGENERON PHARMACEUTICALS COM 75886F107 7602091 9252 SH SOLE 9252 0 0 ROPER TECHNOLOGIES INC COM 776696106 5053638 11468 SH SOLE 11467 0 0 SERVICE CORP INTL COM 817565104 6882918 100072 SH SOLE 100071 0 0 SPDR GOLD TR GOLD SHS 78463V107 9852839 53776 SH SOLE 53776 0 0 TYLER TECHNOLOGIES INC COM 902252105 2507305 7070 SH SOLE 7070 0 0 WASTE CONNECTIONS INC COM 94106B101 6155764 44264 SH SOLE 44263 0 0