David Lemons - Alapocas Investment Partners Portfolio Allocation (Sep 30, 2025)
As of Sep 30, 2025, the Alapocas Investment Partners portfolio managed by David Lemons was diversified across 9 sectors, according to the most recent SEC 13F filing dated Nov 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Technology sector represents the largest share at 22.9% of total portfolio value, followed by Technology and Consumer Cyclical and Financial Services. Together, the top three sectors account for 57.6% of the portfolio, reflecting David Lemons's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Technology | 22.89% | |
| Consumer Cyclical | 19.46% | |
| Financial Services | 15.29% | |
| Communication Services | 13.78% | |
| Industrials | 9.24% | |
| ETF | 9.20% | |
| Healthcare | 5.05% | |
| Consumer Defensive | 4.53% | |
| Real Estate | 0.56% | |