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
Q1 2024Mar 31, 2024	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+327+2.2%	$7.57M	15,309
Q1 2024Mar 31, 2024	AAPL Apple Inc.	Apple Inc.	Buy	+169+0.2%	$12.46M	72,686
Q1 2024Mar 31, 2024	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+2+0.0%	$2.10M	4,352
Q1 2024Mar 31, 2024	MCO Moody's Corporation	Moody's Corporation	Sell	-68-0.3%	$8.94M	22,738
Q1 2024Mar 31, 2024	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-275-0.3%	$16.10M	89,263
Q1 2024Mar 31, 2024	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-370-4.8%	$1.83M	7,321
Q1 2024Mar 31, 2024	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-1,879-12.7%	$9.42M	12,861
Q1 2024Mar 31, 2024	TREX Trex Company, Inc.	Trex Company, Inc.	Sell	-20,739-14.9%	$11.86M	118,874
Q1 2024Mar 31, 2024	CPRT Copart, Inc.	Copart, Inc.	Sell	-23,525-10.4%	$11.69M	201,863
Q4 2023Dec 31, 2023	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+358+0.4%	$8.26M	88,086
Q4 2023Dec 31, 2023	V Visa Inc.	Visa Inc.	Buy	+327+0.8%	$11.01M	42,296
Q4 2023Dec 31, 2023	AMT American Tower Corporation (REI	American Tower Corporation (REI	Buy	+321+1.0%	$7.25M	33,572
Q4 2023Dec 31, 2023	TREX Trex Company, Inc.	Trex Company, Inc.	Buy	+260+0.2%	$11.56M	139,613
Q4 2023Dec 31, 2023	DHR Danaher Corporation	Danaher Corporation	Buy	+243+1.0%	$5.93M	25,620
Q4 2023Dec 31, 2023	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+189+0.2%	$13.60M	89,538
Q4 2023Dec 31, 2023	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+152+0.2%	$12.56M	89,123
Q4 2023Dec 31, 2023	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+99+0.7%	$7.89M	14,982
Q4 2023Dec 31, 2023	MCO Moody's Corporation	Moody's Corporation	Buy	+87+0.4%	$8.91M	22,806
Q4 2023Dec 31, 2023	ADBE Adobe Inc.	Adobe Inc.	Buy	+50+0.2%	$12.83M	21,502
Q4 2023Dec 31, 2023	NVR NVR, Inc.	NVR, Inc.	Buy - Position Entry	+31	$216.04K	31
Q4 2023Dec 31, 2023	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Buy	+28+0.2%	$9.73M	14,740
Q4 2023Dec 31, 2023	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-3-0.1%	$1.86M	4,350
Q4 2023Dec 31, 2023	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-25-0.3%	$1.79M	7,691
Q4 2023Dec 31, 2023	AAPL Apple Inc.	Apple Inc.	Sell	-91-0.1%	$13.96M	72,517
Q4 2023Dec 31, 2023	CPRT Copart, Inc.	Copart, Inc.	Sell	-335-0.1%	$11.04M	225,388
Q3 2023Sep 30, 2023	CPRT Copart, Inc.	Copart, Inc.	Buy	+113,843+101.8%	$9.73M	225,723
Q3 2023Sep 30, 2023	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+1,870+2.2%	$7.80M	87,728
Q3 2023Sep 30, 2023	TREX Trex Company, Inc.	Trex Company, Inc.	Buy	+1,753+1.3%	$8.59M	139,353
Q3 2023Sep 30, 2023	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+1,500+38.1%	$711.88K	5,440
Q3 2023Sep 30, 2023	AMT American Tower Corporation (REI	American Tower Corporation (REI	Buy	+1,420+4.5%	$5.47M	33,251

Page 4 of 9 • 245 total trades

«‹

2 3 4 5 6

›»