David Lemons - Alapocas Investment Partners Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Jun 30, 2025
Filing Date		Jul 30, 2025
Total Stocks		20
Portfolio Value		$155.86M

Alapocas Investment Partners Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q3 2024Sep 30, 2024	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+30+0.7%	$2.16M	4,382
Q3 2024Sep 30, 2024	DHR Danaher Corporation	Danaher Corporation	Sell	-12-0.0%	$7.32M	26,346
Q3 2024Sep 30, 2024	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-23-0.3%	$2.02M	7,286
Q3 2024Sep 30, 2024	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-40-0.7%	$895.59K	5,400
Q3 2024Sep 30, 2024	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-132-1.1%	$10.80M	12,185
Q3 2024Sep 30, 2024	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-216-0.2%	$10.44M	88,813
Q3 2024Sep 30, 2024	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-220-0.3%	$16.15M	86,699
Q3 2024Sep 30, 2024	ADBE Adobe Inc.	Adobe Inc.	Sell	-320-1.2%	$13.52M	26,108
Q3 2024Sep 30, 2024	MCO Moody's Corporation	Moody's Corporation	Sell	-530-2.3%	$10.49M	22,113
Q3 2024Sep 30, 2024	AAPL Apple Inc.	Apple Inc.	Sell	-996-1.4%	$16.45M	70,618
Q2 2024Jun 30, 2024	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+671+4.4%	$8.14M	15,980
Q2 2024Jun 30, 2024	V Visa Inc.	Visa Inc.	Buy	+537+1.3%	$11.36M	43,285
Q2 2024Jun 30, 2024	DHR Danaher Corporation	Danaher Corporation	Buy	+376+1.4%	$6.59M	26,358
Q2 2024Jun 30, 2024	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+210+0.2%	$9.80M	89,029
Q2 2024Jun 30, 2024	ADBE Adobe Inc.	Adobe Inc.	Buy	+139+0.5%	$14.68M	26,428
Q2 2024Jun 30, 2024	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-12-0.0%	$6.84M	35,170
Q2 2024Jun 30, 2024	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-12-0.2%	$1.74M	7,309
Q2 2024Jun 30, 2024	MCO Moody's Corporation	Moody's Corporation	Sell	-95-0.4%	$9.53M	22,643
Q2 2024Jun 30, 2024	TREX Trex Company, Inc.	Trex Company, Inc.	Sell	-112-0.1%	$8.80M	118,762
Q2 2024Jun 30, 2024	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-544-4.2%	$10.47M	12,317
Q2 2024Jun 30, 2024	AAPL Apple Inc.	Apple Inc.	Sell	-1,072-1.5%	$15.08M	71,614
Q2 2024Jun 30, 2024	CPRT Copart, Inc.	Copart, Inc.	Sell	-2,076-1.0%	$10.82M	199,787
Q2 2024Jun 30, 2024	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-2,344-2.6%	$16.80M	86,919
Q2 2024Jun 30, 2024	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-3,834-4.3%	$15.72M	85,707
Q1 2024Mar 31, 2024	ADBE Adobe Inc.	Adobe Inc.	Buy	+4,787+22.3%	$13.27M	26,289
Q1 2024Mar 31, 2024	AMT American Tower Corporation (REI	American Tower Corporation (REI	Buy	+1,610+4.8%	$6.95M	35,182
Q1 2024Mar 31, 2024	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+733+0.8%	$9.01M	88,819
Q1 2024Mar 31, 2024	V Visa Inc.	Visa Inc.	Buy	+452+1.1%	$11.93M	42,748
Q1 2024Mar 31, 2024	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+418+0.5%	$13.63M	89,541
Q1 2024Mar 31, 2024	DHR Danaher Corporation	Danaher Corporation	Buy	+362+1.4%	$6.49M	25,982

Page 3 of 9 • 245 total trades

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