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

According to the SEC 13F filed on Aug 07, 2026, the Alapocas Investment Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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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