David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q4 2025)
As of Dec 31, 2025, the Alapocas Investment Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 17, 2026. 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 2025, the filing reported:
New Buys - Domino's Pizza Inc
Increases - None reported
Reductions - Apple Inc., Adobe Inc., Automatic Data Processing, Inc., Align Technology, Inc., American Tower Corporation (REI, and 12 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 2025
|
AAPL
Apple Inc.
|
Sell |
-2,126
|
|
Q4 2025
|
ADBE
Adobe Inc.
|
Sell |
-4,145
|
|
Q4 2025
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-350
|
|
Q4 2025
|
ALGN
Align Technology, Inc.
|
Sell |
-1,825
|
|
Q4 2025
|
AMT
American Tower Corporation (REI
|
Sell |
-340
|
|
Q4 2025
|
AMZN
Amazon.com, Inc.
|
Sell |
-2,026
|
|
Q4 2025
|
COST
Costco Wholesale Corporation
|
Sell |
-165
|
|
Q4 2025
|
CPRT
Copart, Inc.
|
Sell |
-3,750
|
|
Q4 2025
|
DHR
Danaher Corporation
|
Sell |
-940
|
|
Q4 2025
|
DPZ
Domino's Pizza Inc
|
Buy - Position Entry |
+10,530
|
|
Q4 2025
|
GOOG
Alphabet Inc.
|
Sell |
-3,680
|
|
Q4 2025
|
MCO
Moody's Corporation
|
Sell |
-325
|
|
Q4 2025
|
QLYS
Qualys, Inc.
|
Sell |
-1,205
|
|
Q4 2025
|
RACE
Ferrari
|
Sell |
-490
|
|
Q4 2025
|
STLA
Stellantis
|
Sell |
-55,100
|
|
Q4 2025
|
TJX
TJX Companies, Inc. (The)
|
Sell |
-2,175
|
|
Q4 2025
|
TREX
Trex Company, Inc.
|
Sell |
-9,215
|
|
Q4 2025
|
V
Visa Inc.
|
Sell |
-1,105
|