David Lemons Portfolio Breakdown: Top Holdings Analysis
Analysis of David Lemons' portfolio concentration as of March 31, 2026, highlighting major holdings and share changes.
As of March 31, 2026, David Lemons' portfolio managed by Alapocas Investment Partners totals approximately $132.1 million. The portfolio demonstrates significant concentration in specific sectors, with technology and consumer-focused stocks forming the core of the holdings.
The largest position is Alphabet Inc. (GOOG), representing 16.05% of the total portfolio. This position has seen a slight reduction in shares (-5.98%) compared to the previous period. The second-largest holding is Amazon.com Inc. (AMZN) at 11.8% allocation, with shares also decreasing (-3.46%).
Apple Inc. (AAPL) follows at 10.23% allocation, also showing a decline in shares (-5.32%). The portfolio includes several other significant positions:
TJX Cos. Inc. (TJX), the operator of T.J. Maxx and Marshalls, holds a 9.07% allocation. Visa Inc. (V) at 8.38% and Costco Wholesale Corporation (COST) at 5.18% are also substantial holdings. Other notable positions include Adobe Inc. (ADBE) at 5.07%, Ferrari N.V. (RACE) at 4.63%, Moody's Corporation (MCO) at 4.61%, and Copart Inc. (CPRT) at 4.33%.
For more detailed information about David Lemons' investment strategy and holdings, please visit Alapocas Investment Partners' profile. You can explore each stock's performance and details by visiting their respective pages on Alphabet Inc., Amazon.com Inc., Apple Inc., and other company profiles.