David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q2 2022)
According to the SEC 13F filed on Aug 08, 2022, the Alapocas Investment Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2022. 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 2022, the filing reported:
New Buys - None reported
Increases - Apple Inc., Adobe Inc., Automatic Data Processing, Inc., American Tower Corporation (REI, Amazon.com, Inc., and 12 more
Reductions - None reported
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 | Type | Change Qty |
|---|---|---|---|
|
Q2 2022
|
AAPL
Apple Inc.
|
Buy |
+900
|
|
Q2 2022
|
ADBE
Adobe Inc.
|
Buy |
+903
|
|
Q2 2022
|
ADP
Automatic Data Processing, Inc.
|
Buy |
+21
|
|
Q2 2022
|
AMT
American Tower Corporation (REI
|
Buy |
+315
|
|
Q2 2022
|
AMZN
Amazon.com, Inc.
|
Buy |
+60,181
|
|
Q2 2022
|
COST
Costco Wholesale Corporation
|
Buy |
+260
|
|
Q2 2022
|
CPRT
Copart, Inc.
|
Buy |
+1,800
|
|
Q2 2022
|
DHR
Danaher Corporation
|
Buy |
+965
|
|
Q2 2022
|
GOOG
Alphabet Inc.
|
Buy |
+160
|
|
Q2 2022
|
MA
Mastercard Incorporated
|
Buy |
+50
|
|
Q2 2022
|
MCO
Moody's Corporation
|
Buy |
+785
|
|
Q2 2022
|
RACE
Ferrari
|
Buy |
+653
|
|
Q2 2022
|
STLA
Stellantis
|
Buy |
+18,930
|
|
Q2 2022
|
TJX
TJX Companies, Inc. (The)
|
Buy |
+2,590
|
|
Q2 2022
|
TREX
Trex Company, Inc.
|
Buy |
+4,555
|
|
Q2 2022
|
UNH
UnitedHealth Group Incorporated
|
Buy |
+123
|
|
Q2 2022
|
V
Visa Inc.
|
Buy |
+1,695
|