David Lemons' Portfolio Dominated by Tech and Consumer Cyclical Stocks with Slight Decreases in Key Positions
Investor David Lemons from Alapocas Investment Partners owns a portfolio valued at $1,458,225,920 as of 2025-09-30. The portfolio is heavily concentrated in tech and consumer cyclical sectors.
Portfolio Overview
As of September 30, 2025, David Lemons' portfolio is valued at $1,458,225,920. The majority of the investment is allocated to tech and consumer cyclical sectors.
- Technology Sector (26.7%): Apple Inc. (AAPL) holds a significant position with a total stock value of $14,327,249.
- Consumer Cyclical Sector (20.8%): Amazon.com Inc. (AMZN) is the largest holding with a total stock value exceeding $17 million.
- Communication Services Sector (13.1%): Alphabet Inc. (GOOG) contributes to the portfolio's diversity with a substantial allocation.
- Financial Services Sector (8.96%): Visa Inc. (V) is present but holds a smaller portion.
- Industrials Sector (5.48%): This sector includes a smaller allocation from one of the holdings.
The portfolio shows slight decreases in key positions, with notable changes observed in:
Technology Sector: Apple Inc. (AAPL) and Adobe Inc. (ADBE) have experienced decreases in total stock value by 2.53% and 2.14%, respectively.
Consumer Cyclical Sector: Amazon.com Inc. (AMZN), TJX Companies Inc. (TJX), and Visa Inc. (V) all saw decreases of 2.28%, 2.4%, and 2.74%, respectively.
Communication Services Sector: Alphabet Inc. (GOOG) has seen a slight decrease of 2.83% in total stock value.
Notable Increase: The holding in RACE, which is not part of the sectors listed above, saw an increase of 2.3%, though it does not significantly impact the overall portfolio balance.
This portfolio strategy reflects a strong emphasis on tech and consumer cyclical companies, with allocations spread across various sectors to manage risk effectively.