David Lemons – Alapocas Investment Partners Portfolio Activity & Recent Trades (Jun 30, 2025)


As of Jun 30, 2025, the Alapocas Investment Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jul 30, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.


During Q2 2025, the filing reported:


New Buys – None reported
Increases – None reported
Reductions – Adobe Inc. (ADBE), Mastercard Incorporated (MA), UnitedHealth Group Incorporated (UNH), American Tower Corporation (REI (AMT), Automatic Data Processing, Inc. (ADP), and 15 more
Complete Exits – NVR, Inc. (NVR), Progressive Corporation (The) (PGR)

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Balances
Holdings
Activity
Options
Allocation
Strategy

Alapocas Investment Partners Activity

DateSymbolTypeQuantity
Q4 2021Dec 31, 2021
ADP
Automatic Data Processing, Inc.
Buy - Position Entry
+5,500
Q4 2021Dec 31, 2021
MA
Mastercard Incorporated
Buy - Position Entry
+4,730
Q4 2021Dec 31, 2021
GOOG
Alphabet Inc.
Buy - Position Entry
+3,649
Q4 2021Dec 31, 2021
AMZN
Amazon.com, Inc.
Buy - Position Entry
+2,907
Q4 2021Dec 31, 2021
GOOGL
Alphabet Inc.
Buy - Position Entry
+209
Page 10 of 10 • 275 total trades
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