David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q4 2024)

According to the SEC 13F filed on Feb 13, 2025, the Alapocas Investment Partners portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 Q4 2024, the filing reported:

New Buys - Align Technology, Inc., Progressive Corporation (The)

Increases - Adobe Inc., Alphabet Inc., Moody's Corporation, TJX Companies, Inc. (The), UnitedHealth Group Incorporated

Reductions - Apple Inc., Automatic Data Processing, Inc., American Tower Corporation (REI, Amazon.com, Inc., Costco Wholesale Corporation, and 7 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	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2024	AAPL Apple Inc.	Apple Inc.	Sell	-71	-0.1%	$17.67M	70,547
Q4 2024	ADBE Adobe Inc.	Adobe Inc.	Buy	+349	+1.3%	$11.76M	26,457
Q4 2024	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-118	-1.6%	$2.10M	7,168
Q4 2024	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy - Position Entry	+25,798	-	$5.38M	25,798
Q4 2024	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-395	-1.1%	$6.43M	35,055
Q4 2024	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-200	-0.2%	$18.98M	86,499
Q4 2024	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-132	-1.1%	$11.04M	12,053
Q4 2024	CPRT Copart, Inc.	Copart, Inc.	Sell	-960	-0.5%	$11.42M	198,987
Q4 2024	DHR Danaher Corporation	Danaher Corporation	Sell	-549	-2.1%	$5.92M	25,797
Q4 2024	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+236	+0.3%	$16.38M	85,996
Q4 2024	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-5	-0.1%	$2.30M	4,377
Q4 2024	MCO Moody's Corporation	Moody's Corporation	Buy	+53	+0.2%	$10.49M	22,166
Q4 2024	PGR Progressive Corporation (The)	Progressive Corporation (The)	Buy - Position Entry	+901	-	$215.84K	901
Q4 2024	RACE Ferrari	Ferrari	Sell	-31	-0.1%	$9.01M	21,215
Q4 2024	STLA Stellantis	Stellantis	Sell	-11,625	-2.3%	$6.57M	503,098
Q4 2024	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+335	+0.4%	$10.77M	89,148
Q4 2024	TREX Trex Company, Inc.	Trex Company, Inc.	Sell	-1,440	-1.2%	$8.16M	118,247
Q4 2024	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+22	+0.1%	$8.12M	16,059
Q4 2024	V Visa Inc.	Visa Inc.	Sell	-99	-0.2%	$13.86M	43,865