David Lemons - Alapocas Investment Partners Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Jul 30, 2025 | |
| Total Stocks | 20 | |
| Portfolio Value | $155.86M |
Alapocas Investment Partners Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | ADBE Adobe Inc. | Sell | -7-0.0% |
Q2 2025Jun 30, 2025 | NVR NVR, Inc. | Sell - Position Exit | -31-100.0% |
Q2 2025Jun 30, 2025 | MA Mastercard Incorporated | Sell | -50-1.2% |
Q2 2025Jun 30, 2025 | UNH UnitedHealth Group Incorporated | Sell | -830-5.3% |
Q2 2025Jun 30, 2025 | PGR Progressive Corporation (The) | Sell - Position Exit | -901-100.0% |
Q2 2025Jun 30, 2025 | AMT American Tower Corporation (REI | Sell | -960-16.7% |
Q2 2025Jun 30, 2025 | ADP Automatic Data Processing, Inc. | Sell | -1,030-14.8% |
Q2 2025Jun 30, 2025 | COST Costco Wholesale Corporation | Sell | -1,125-10.8% |
Q2 2025Jun 30, 2025 | MCO Moody's Corporation | Sell | -1,313-6.1% |
Q2 2025Jun 30, 2025 | GOOGL Alphabet Inc. | Sell | -1,500-27.8% |
Q2 2025Jun 30, 2025 | DHR Danaher Corporation | Sell | -1,553-7.6% |
Q2 2025Jun 30, 2025 | ALGN Align Technology, Inc. | Sell | -2,035-5.7% |
Q2 2025Jun 30, 2025 | QLYS Qualys, Inc. | Sell | -2,089-3.9% |
Q2 2025Jun 30, 2025 | GOOG Alphabet Inc. | Sell | -2,748-3.3% |
Q2 2025Jun 30, 2025 | V Visa Inc. | Sell | -3,009-7.1% |
Q2 2025Jun 30, 2025 | AAPL Apple Inc. | Sell | -3,634-5.9% |
Q2 2025Jun 30, 2025 | AMZN Amazon.com, Inc. | Sell | -4,633-5.5% |
Q2 2025Jun 30, 2025 | TJX TJX Companies, Inc. (The) | Sell | -6,005-6.9% |
Q2 2025Jun 30, 2025 | TREX Trex Company, Inc. | Sell | -6,176-5.4% |
Q2 2025Jun 30, 2025 | CPRT Copart, Inc. | Sell | -11,931-6.2% |
Q1 2025Mar 31, 2025 | QLYS Qualys, Inc. | Buy - Position Entry | +53,245 |
Q1 2025Mar 31, 2025 | ALGN Align Technology, Inc. | Buy | +10,011+38.8% |
Q1 2025Mar 31, 2025 | ADBE Adobe Inc. | Buy | +4,665+17.6% |
Q1 2025Mar 31, 2025 | MA Mastercard Incorporated | Sell | -175-4.0% |
Q1 2025Mar 31, 2025 | ADP Automatic Data Processing, Inc. | Sell | -189-2.6% |
Q1 2025Mar 31, 2025 | UNH UnitedHealth Group Incorporated | Sell | -492-3.1% |
Q1 2025Mar 31, 2025 | MCO Moody's Corporation | Sell | -547-2.5% |
Q1 2025Mar 31, 2025 | V Visa Inc. | Sell | -1,495-3.4% |
Q1 2025Mar 31, 2025 | COST Costco Wholesale Corporation | Sell | -1,680-13.9% |
Q1 2025Mar 31, 2025 | GOOG Alphabet Inc. | Sell | -2,339-2.7% |