David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q3 2025)
As of Sep 30, 2025, the Alapocas Investment Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 2025. 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 2025, the filing reported:
New Buys - None reported
Increases - None reported
Reductions - Apple Inc., Adobe Inc., Automatic Data Processing, Inc., Align Technology, Inc., American Tower Corporation (REI, and 13 more
Complete Exits - UnitedHealth Group Incorporated
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 2025
|
AAPL
Apple Inc.
|
Sell |
-1,459
|
|
Q3 2025
|
ADBE
Adobe Inc.
|
Sell |
-667
|
|
Q3 2025
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-267
|
|
Q3 2025
|
ALGN
Align Technology, Inc.
|
Sell |
-4,640
|
|
Q3 2025
|
AMT
American Tower Corporation (REI
|
Sell |
-575
|
|
Q3 2025
|
AMZN
Amazon.com, Inc.
|
Sell |
-1,810
|
|
Q3 2025
|
COST
Costco Wholesale Corporation
|
Sell |
-2,108
|
|
Q3 2025
|
CPRT
Copart, Inc.
|
Sell |
-3,852
|
|
Q3 2025
|
DHR
Danaher Corporation
|
Sell |
-163
|
|
Q3 2025
|
GOOG
Alphabet Inc.
|
Sell |
-2,286
|
|
Q3 2025
|
MA
Mastercard Incorporated
|
Sell |
-8
|
|
Q3 2025
|
MCO
Moody's Corporation
|
Sell |
-5,904
|
|
Q3 2025
|
QLYS
Qualys, Inc.
|
Sell |
-1,040
|
|
Q3 2025
|
RACE
Ferrari
|
Sell |
-442
|
|
Q3 2025
|
STLA
Stellantis
|
Sell |
-12,163
|
|
Q3 2025
|
TJX
TJX Companies, Inc. (The)
|
Sell |
-1,933
|
|
Q3 2025
|
TREX
Trex Company, Inc.
|
Sell |
-2,588
|
|
Q3 2025
|
UNH
UnitedHealth Group Incorporated
|
Sell - Position Exit |
-14,737
|
|
Q3 2025
|
V
Visa Inc.
|
Sell |
-1,078
|