David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q2 2026)

As of Jun 30, 2026, the Alapocas Investment Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 07, 2026. 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 2026, the filing reported:

New Buys - Avantis U.S. Small Cap Value ET, iShares Core MSCI Total Interna, Invesco National AMT-Free Munic, Invesco QQQ Trust, Series 1, Vanguard Value ETF

Increases - Alphabet Inc., Mastercard Incorporated

Reductions - Apple Inc., Adobe Inc., Automatic Data Processing, Inc., Align Technology, Inc., American Tower Corporation (REI, and 12 more

Complete Exits - None reported

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

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2026	AAPL Apple Inc.	Apple Inc.	Sell	-14,361	-27.0%	$11.26M	38,910
Q2 2026	ADBE Adobe Inc.	Adobe Inc.	Sell	-21,504	-78.1%	$1.24M	6,034
Q2 2026	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-45	-0.9%	$1.17M	5,207
Q2 2026	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-11,909	-35.7%	$3.61M	21,424
Q2 2026	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-476	-12.3%	$556.14K	3,400
Q2 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-20,482	-27.4%	$12.96M	54,372
Q2 2026	AVUV Avantis U.S. Small Cap Value ET	Avantis U.S. Small Cap Value ET	Buy - Position Entry	+1,697	-	$211.72K	1,697
Q2 2026	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-1,870	-27.2%	$4.68M	5,000
Q2 2026	CPRT Copart, Inc.	Copart, Inc.	Sell	-51,401	-29.8%	$3.41M	120,925
Q2 2026	DHR Danaher Corporation	Danaher Corporation	Sell	-6,299	-36.2%	$2.11M	11,089
Q2 2026	DPZ Domino's Pizza Inc	Domino's Pizza Inc	Sell	-3,143	-25.3%	$2.75M	9,297
Q2 2026	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-26,639	-36.0%	$16.71M	47,279
Q2 2026	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+5	+0.1%	$1.40M	3,905
Q2 2026	IXUS iShares Core MSCI Total Interna	iShares Core MSCI Total Interna	Buy - Position Entry	+3,465	-	$330.66K	3,465
Q2 2026	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+1,192	+28.0%	$2.80M	5,444
Q2 2026	MCO Moody's Corporation	Moody's Corporation	Sell	-3,571	-25.6%	$4.71M	10,404
Q2 2026	PZA Invesco National AMT-Free Munic	Invesco National AMT-Free Munic	Buy - Position Entry	+11,159	-	$262.46K	11,159
Q2 2026	QLYS Qualys, Inc.	Qualys, Inc.	Sell	-14,908	-25.6%	$5.94M	43,215
Q2 2026	QQQ Invesco QQQ Trust, Series 1	Invesco QQQ Trust, Series 1	Buy - Position Entry	+274	-	$201.85K	274
Q2 2026	RACE Ferrari	Ferrari	Sell	-4,659	-25.8%	$5.00M	13,426
Q2 2026	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-30,005	-40.0%	$6.82M	45,040
Q2 2026	TREX Trex Company, Inc.	Trex Company, Inc.	Sell	-25,687	-26.8%	$3.50M	70,001
Q2 2026	V Visa Inc.	Visa Inc.	Sell	-6,734	-18.4%	$10.26M	29,902
Q2 2026	VTV Vanguard Value ETF	Vanguard Value ETF	Buy - Position Entry	+1,393	-	$303.58K	1,393
Q1 2026	AAPL Apple Inc.	Apple Inc.	Sell	-870	-1.6%	$13.52M	53,271
Q1 2026	ADBE Adobe Inc.	Adobe Inc.	Buy	+1,235	+4.7%	$6.69M	27,538
Q1 2026	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-80	-1.5%	$1.07M	5,252
Q1 2026	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+6,024	+22.1%	$5.71M	33,333
Q1 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-654	-0.9%	$15.59M	74,854
Q1 2026	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-105	-1.5%	$6.85M	6,870

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