David Lemons - Alapocas Investment Partners Portfolio Balances (Sep 30, 2025)

As of Sep 30, 2025, the Alapocas Investment Partners portfolio balances reported a total equity value of $145.82M across 19 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Nov 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight ALPHABET INC (GOOG) as the single largest position, accounting for 13.1% of total equity value, followed by AMAZON COM INC (AMZN), APPLE INC (AAPL), VISA INC (V), and others. Collectively, the top five holdings represent 51.4% of the portfolio, showing how capital is distributed among core positions and long-term investments.