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
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Alapocas Investment Partners Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2022Mar 31, 2022 | CPRT Copart, Inc. | Buy | +14,632+50.2% |
Q1 2022Mar 31, 2022 | ADBE Adobe Inc. | Buy - Position Entry | +10,598 |
Q1 2022Mar 31, 2022 | ADP Automatic Data Processing, Inc. | Buy | +1,972+35.9% |
Q1 2022Mar 31, 2022 | MCO Moody's Corporation | Buy | +1,295+6.3% |
Q1 2022Mar 31, 2022 | DHR Danaher Corporation | Buy | +1,140+5.3% |
Q1 2022Mar 31, 2022 | AMZN Amazon.com, Inc. | Buy | +52+1.8% |
Q1 2022Mar 31, 2022 | GOOGL Alphabet Inc. | Sell | -32-15.3% |
Q1 2022Mar 31, 2022 | GOOG Alphabet Inc. | Sell | -109-3.0% |
Q1 2022Mar 31, 2022 | AMT American Tower Corporation (REI | Sell | -181-0.6% |
Q1 2022Mar 31, 2022 | MA Mastercard Incorporated | Sell | -539-11.4% |
Q1 2022Mar 31, 2022 | UNH UnitedHealth Group Incorporated | Sell | -1,757-10.4% |
Q1 2022Mar 31, 2022 | V Visa Inc. | Sell | -1,809-4.4% |
Q1 2022Mar 31, 2022 | AAPL Apple Inc. | Sell | -2,150-3.0% |
Q1 2022Mar 31, 2022 | RACE Ferrari | Sell | -3,568-13.3% |
Q1 2022Mar 31, 2022 | COST Costco Wholesale Corporation | Sell | -3,882-21.3% |
Q1 2022Mar 31, 2022 | TJX TJX Companies, Inc. (The) | Sell | -9,149-10.0% |
Q1 2022Mar 31, 2022 | ROP Roper Technologies, Inc. | Sell - Position Exit | -10,992-100.0% |
Q4 2021Dec 31, 2021 | STLA Stellantis | Buy - Position Entry | +421,575 |
Q4 2021Dec 31, 2021 | TJX TJX Companies, Inc. (The) | Buy - Position Entry | +91,570 |
Q4 2021Dec 31, 2021 | TREX Trex Company, Inc. | Buy - Position Entry | +81,505 |
Q4 2021Dec 31, 2021 | AAPL Apple Inc. | Buy - Position Entry | +71,765 |
Q4 2021Dec 31, 2021 | V Visa Inc. | Buy - Position Entry | +40,746 |
Q4 2021Dec 31, 2021 | CPRT Copart, Inc. | Buy - Position Entry | +29,160 |
Q4 2021Dec 31, 2021 | AMT American Tower Corporation (REI | Buy - Position Entry | +28,370 |
Q4 2021Dec 31, 2021 | RACE Ferrari | Buy - Position Entry | +26,821 |
Q4 2021Dec 31, 2021 | DHR Danaher Corporation | Buy - Position Entry | +21,483 |
Q4 2021Dec 31, 2021 | MCO Moody's Corporation | Buy - Position Entry | +20,477 |
Q4 2021Dec 31, 2021 | COST Costco Wholesale Corporation | Buy - Position Entry | +18,212 |
Q4 2021Dec 31, 2021 | UNH UnitedHealth Group Incorporated | Buy - Position Entry | +16,973 |
Q4 2021Dec 31, 2021 | ROP Roper Technologies, Inc. | Buy - Position Entry | +10,992 |