David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q4 2022)
According to the SEC 13F filed on Feb 10, 2023, the Alapocas Investment Partners portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 Q4 2022, the filing reported:
New Buys - None reported
Increases - Apple Inc., Adobe Inc., American Tower Corporation (REI, Amazon.com, Inc., Costco Wholesale Corporation, and 5 more
Reductions - Automatic Data Processing, Inc., Mastercard Incorporated, Ferrari, Stellantis, TJX Companies, Inc. (The), and 2 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 |
|---|---|---|---|
|
Q4 2022
|
AAPL
Apple Inc.
|
Buy |
+1,692
|
|
Q4 2022
|
ADBE
Adobe Inc.
|
Buy |
+767
|
|
Q4 2022
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-8
|
|
Q4 2022
|
AMT
American Tower Corporation (REI
|
Buy |
+1,496
|
|
Q4 2022
|
AMZN
Amazon.com, Inc.
|
Buy |
+15,518
|
|
Q4 2022
|
COST
Costco Wholesale Corporation
|
Buy |
+30
|
|
Q4 2022
|
CPRT
Copart, Inc.
|
Buy |
+51,002
|
|
Q4 2022
|
DHR
Danaher Corporation
|
Buy |
+421
|
|
Q4 2022
|
GOOG
Alphabet Inc.
|
Buy |
+8,101
|
|
Q4 2022
|
MA
Mastercard Incorporated
|
Sell |
-16
|
|
Q4 2022
|
MCO
Moody's Corporation
|
Buy |
+67
|
|
Q4 2022
|
RACE
Ferrari
|
Sell |
-10
|
|
Q4 2022
|
STLA
Stellantis
|
Sell |
-38,560
|
|
Q4 2022
|
TJX
TJX Companies, Inc. (The)
|
Sell |
-1,422
|
|
Q4 2022
|
TREX
Trex Company, Inc.
|
Buy |
+11,810
|
|
Q4 2022
|
UNH
UnitedHealth Group Incorporated
|
Sell |
-699
|
|
Q4 2022
|
V
Visa Inc.
|
Sell |
-676
|