David Lemons Portfolio Analysis: Top Holdings and Concentration as of March 31, 2026
Analysis of David Lemons' portfolio concentration as of March 31, 2026, highlighting top holdings and their allocations.
As of March 31, 2026, David Lemons' portfolio at Alapocas Investment Partners shows significant concentration in specific sectors and individual stocks. The total portfolio value stands at approximately $132.1 million, with holdings spanning various industries but dominated by large-cap technology and consumer-focused companies.
The largest position is Alphabet Inc. (GOOG), holding 16.05% of the portfolio. This allocation represents a decrease in shares from the prior period, with a -5.98% change in percentage allocation. Lemons' stake in this tech giant has seen a reduction in share count by 4,705 shares.
Amazon.com Inc. (AMZN) follows as the second-largest holding at 11.8% allocation. Similar to GOOG, this position also saw a reduction in shares (-3.46% change) during the period. The third-largest position is Apple Inc. (AAPL) at 10.23% allocation, also showing a decline in shares (-5.32% change).
TJX Cos. Inc. (TJX), owner of T.J. Maxx and Marshalls, holds a 9.07% allocation, representing another significant position. This consumer cyclical stock also experienced a decrease in shares (-4.54% change). Visa Inc. (V) is the fifth-largest holding at 8.38% allocation, with shares down by 4.3%.
Costco Wholesale Corporation (COST) holds a 5.18% allocation, while Adobe Inc. (ADBE) holds 5.07%. Both technology stocks showed declines, with ADBE experiencing a substantial -9.56% share reduction. Ferrari N.V. (RACE) and Moody's Corporation (MCO) each hold a 4.6% allocation, while Copart Inc. (CPRT) holds 4.33%.
For more information on David Lemons' investment approach, visit his profile at https://www.insiderset.com/investor/david-lemons-alapocas-investment-partners. Detailed analysis of each stock, including Alphabet Inc. https://www.insiderset.com/investors/stocks/GOOG, Amazon.com Inc. https://www.insiderset.com/investors/stocks/AMZN, Apple Inc. https://www.insiderset.com/investors/stocks/AAPL, TJX Cos. Inc. https://www.insiderset.com/investors/stocks/TJX, Visa Inc. https://www.insiderset.com/investors/stocks/V, Costco Wholesale Corporation https://www.insiderset.com/investors/stocks/COST, Adobe Inc. https://www.insiderset.com/investors/stocks/ADBE, Ferrari N.V. https://www.insiderset.com/investors/stocks/RACE, Moody's Corporation https://www.insiderset.com/investors/stocks/MCO, and Copart Inc. https://www.insiderset.com/investors/stocks/CPRT, can be explored further.
In summary, David Lemons' portfolio as of March 31, 2026, demonstrates a concentrated approach favoring large-cap technology and consumer-focused companies, with several positions showing reductions in share count during the reporting period.