David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q1 2026)
According to the SEC 13F filed on May 19, 2026, the Alapocas Investment Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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 - SPDR S&P 500
Increases - Adobe Inc., Align Technology, Inc., Domino's Pizza Inc, Mastercard Incorporated, Qualys, Inc.
Reductions - Apple Inc., Automatic Data Processing, Inc., Amazon.com, Inc., Costco Wholesale Corporation, Copart, Inc., and 7 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 | Type | Change Qty |
|---|---|---|---|
|
Q1 2026
|
AAPL
Apple Inc.
|
Sell |
-870
|
|
Q1 2026
|
ADBE
Adobe Inc.
|
Buy |
+1,235
|
|
Q1 2026
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-80
|
|
Q1 2026
|
ALGN
Align Technology, Inc.
|
Buy |
+6,024
|
|
Q1 2026
|
AMZN
Amazon.com, Inc.
|
Sell |
-654
|
|
Q1 2026
|
COST
Costco Wholesale Corporation
|
Sell |
-105
|
|
Q1 2026
|
CPRT
Copart, Inc.
|
Sell |
-1,783
|
|
Q1 2026
|
DHR
Danaher Corporation
|
Sell |
-405
|
|
Q1 2026
|
DPZ
Domino's Pizza Inc
|
Buy |
+1,910
|
|
Q1 2026
|
GOOG
Alphabet Inc.
|
Sell |
-1,025
|
|
Q1 2026
|
MA
Mastercard Incorporated
|
Buy |
+108
|
|
Q1 2026
|
MCO
Moody's Corporation
|
Sell |
-102
|
|
Q1 2026
|
QLYS
Qualys, Inc.
|
Buy |
+9,212
|
|
Q1 2026
|
RACE
Ferrari
|
Sell |
-181
|
|
Q1 2026
|
SPY
SPDR S&P 500
|
Buy - Position Entry |
+348
|
|
Q1 2026
|
STLA
Stellantis
|
Sell - Position Exit |
-407,321
|
|
Q1 2026
|
TJX
TJX Companies, Inc. (The)
|
Sell |
-1,395
|
|
Q1 2026
|
TREX
Trex Company, Inc.
|
Sell |
-1,210
|
|
Q1 2026
|
V
Visa Inc.
|
Sell |
-542
|