David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q2 2024)
According to the SEC 13F filed on Aug 09, 2024, the Alapocas Investment Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2024. 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 2024, the filing reported:
New Buys - None reported
Increases - Adobe Inc., Danaher Corporation, Stellantis, TJX Companies, Inc. (The), UnitedHealth Group Incorporated, and 1 more
Reductions - Apple Inc., Automatic Data Processing, Inc., American Tower Corporation (REI, Amazon.com, Inc., Costco Wholesale Corporation, and 5 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 | Type | Change Qty |
|---|---|---|---|
|
Q2 2024
|
AAPL
Apple Inc.
|
Sell |
-1,072
|
|
Q2 2024
|
ADBE
Adobe Inc.
|
Buy |
+139
|
|
Q2 2024
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-12
|
|
Q2 2024
|
AMT
American Tower Corporation (REI
|
Sell |
-12
|
|
Q2 2024
|
AMZN
Amazon.com, Inc.
|
Sell |
-2,344
|
|
Q2 2024
|
COST
Costco Wholesale Corporation
|
Sell |
-544
|
|
Q2 2024
|
CPRT
Copart, Inc.
|
Sell |
-2,076
|
|
Q2 2024
|
DHR
Danaher Corporation
|
Buy |
+376
|
|
Q2 2024
|
GOOG
Alphabet Inc.
|
Sell |
-3,834
|
|
Q2 2024
|
MCO
Moody's Corporation
|
Sell |
-95
|
|
Q2 2024
|
RACE
Ferrari
|
Sell |
-230
|
|
Q2 2024
|
STLA
Stellantis
|
Buy |
+2,150
|
|
Q2 2024
|
TJX
TJX Companies, Inc. (The)
|
Buy |
+210
|
|
Q2 2024
|
TREX
Trex Company, Inc.
|
Sell |
-112
|
|
Q2 2024
|
UNH
UnitedHealth Group Incorporated
|
Buy |
+671
|
|
Q2 2024
|
V
Visa Inc.
|
Buy |
+537
|