David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q3 2025)
According to the SEC 13F filed on Nov 14, 2025, the Alapocas Investment Partners portfolio showed several notable changes in holdings as of quarter-end Sep 30, 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
|