David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q3 2022)
According to the SEC 13F filed on Nov 10, 2022, the Alapocas Investment Partners portfolio showed several notable changes in holdings as of quarter-end Sep 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 Q3 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 13 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 |
|---|---|---|---|
|
Q3 2022
|
AAPL
Apple Inc.
|
Buy |
+970
|
|
Q3 2022
|
ADBE
Adobe Inc.
|
Buy |
+5,492
|
|
Q3 2022
|
ADP
Automatic Data Processing, Inc.
|
Buy |
+15
|
|
Q3 2022
|
AMT
American Tower Corporation (REI
|
Buy |
+573
|
|
Q3 2022
|
AMZN
Amazon.com, Inc.
|
Buy |
+665
|
|
Q3 2022
|
COST
Costco Wholesale Corporation
|
Buy |
+114
|
|
Q3 2022
|
CPRT
Copart, Inc.
|
Buy |
+10,740
|
|
Q3 2022
|
DHR
Danaher Corporation
|
Buy |
+390
|
|
Q3 2022
|
GOOG
Alphabet Inc.
|
Buy |
+71,940
|
|
Q3 2022
|
GOOGL
Alphabet Inc.
|
Buy |
+3,263
|
|
Q3 2022
|
MA
Mastercard Incorporated
|
Buy |
+150
|
|
Q3 2022
|
MCO
Moody's Corporation
|
Buy |
+255
|
|
Q3 2022
|
RACE
Ferrari
|
Buy |
+1,025
|
|
Q3 2022
|
STLA
Stellantis
|
Buy |
+13,055
|
|
Q3 2022
|
TJX
TJX Companies, Inc. (The)
|
Buy |
+2,870
|
|
Q3 2022
|
TREX
Trex Company, Inc.
|
Buy |
+3,495
|
|
Q3 2022
|
UNH
UnitedHealth Group Incorporated
|
Buy |
+32
|
|
Q3 2022
|
V
Visa Inc.
|
Buy |
+788
|