David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q1 2026)

As of Mar 31, 2026, the Alapocas Investment Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 19, 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 Q1 2026, the filing reported:

New Buys - Domino's Pizza Inc, SPDR S&P 500

Increases - Align Technology, Inc., Mastercard Incorporated, Qualys, Inc.

Reductions - Apple Inc., Adobe Inc., Automatic Data Processing, Inc., American Tower Corporation (REI, Amazon.com, Inc., and 9 more

Complete Exits - Stellantis

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
Q1 2026	AAPL Apple Inc.	Apple Inc.	Sell	-2,996	-5.3%	$13.52M	53,271
Q1 2026	ADBE Adobe Inc.	Adobe Inc.	Sell	-2,910	-9.6%	$6.69M	27,538
Q1 2026	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-430	-7.6%	$1.07M	5,252
Q1 2026	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+4,199	+14.4%	$5.71M	33,333
Q1 2026	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-340	-8.1%	$668.92K	3,876
Q1 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-2,680	-3.5%	$15.59M	74,854
Q1 2026	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-270	-3.8%	$6.85M	6,870
Q1 2026	CPRT Copart, Inc.	Copart, Inc.	Sell	-5,533	-3.1%	$5.72M	172,326
Q1 2026	DHR Danaher Corporation	Danaher Corporation	Sell	-1,345	-7.2%	$3.30M	17,388
Q1 2026	DPZ Domino's Pizza Inc	Domino's Pizza Inc	Buy - Position Entry	+12,440	-	$4.46M	12,440
Q1 2026	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-4,705	-6.0%	$21.20M	73,918
Q1 2026	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+108	+2.6%	$2.12M	4,252
Q1 2026	MCO Moody's Corporation	Moody's Corporation	Sell	-427	-3.0%	$6.10M	13,975
Q1 2026	QLYS Qualys, Inc.	Qualys, Inc.	Buy	+8,007	+16.0%	$5.11M	58,123
Q1 2026	RACE Ferrari	Ferrari	Sell	-671	-3.6%	$6.12M	18,085
Q1 2026	SPY SPDR S&P 500	SPDR S&P 500	Buy - Position Entry	+348	-	$226.32K	348
Q1 2026	STLA Stellantis	Stellantis	Sell - Position Exit	-462,421	-100.0%	$0.00	-
Q1 2026	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-3,570	-4.5%	$11.98M	75,045
Q1 2026	TREX Trex Company, Inc.	Trex Company, Inc.	Sell	-10,425	-9.8%	$3.48M	95,688
Q1 2026	V Visa Inc.	Visa Inc.	Sell	-1,647	-4.3%	$11.07M	36,636
Q3 2025	AAPL Apple Inc.	Apple Inc.	Sell	-1,459	-2.5%	$14.33M	56,267
Q3 2025	ADBE Adobe Inc.	Adobe Inc.	Sell	-667	-2.1%	$10.74M	30,448
Q3 2025	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-267	-4.5%	$1.67M	5,682
Q3 2025	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-4,640	-13.7%	$3.65M	29,134
Q3 2025	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-575	-12.0%	$810.82K	4,216
Q3 2025	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-1,810	-2.3%	$17.02M	77,534
Q3 2025	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-2,108	-22.8%	$6.61M	7,140
Q3 2025	CPRT Copart, Inc.	Copart, Inc.	Sell	-3,852	-2.1%	$8.00M	177,859
Q3 2025	DHR Danaher Corporation	Danaher Corporation	Sell	-163	-0.9%	$3.71M	18,733
Q3 2025	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-2,286	-2.8%	$19.15M	78,623

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