David Lemons - Alapocas Investment Partners 13F Activity & Position Changes (Q4 2025)
According to the SEC 13F filed on Feb 17, 2026, the Alapocas Investment Partners portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 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
|