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
Q4 2022Dec 31, 2022	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-1,422-1.6%	$6.88M	86,459
Q3 2022Sep 30, 2022	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+71,940+1944.3%	$7.27K	75,640
Q3 2022Sep 30, 2022	CPRT Copart, Inc.	Copart, Inc.	Buy	+10,740+23.6%	$5.99K	56,332
Q3 2022Sep 30, 2022	ADBE Adobe Inc.	Adobe Inc.	Buy	+5,492+47.8%	$4.68K	16,993
Q3 2022Sep 30, 2022	TREX Trex Company, Inc.	Trex Company, Inc.	Buy	+3,495+3.1%	$5.03K	114,497
Q3 2022Sep 30, 2022	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+3,263+1843.5%	$329.00	3,440
Q3 2022Sep 30, 2022	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+2,870+3.4%	$5.46K	87,881
Q3 2022Sep 30, 2022	AAPL Apple Inc.	Apple Inc.	Buy	+970+1.4%	$9.88K	71,485
Q3 2022Sep 30, 2022	V Visa Inc.	Visa Inc.	Buy	+788+1.9%	$7.36K	41,420
Q3 2022Sep 30, 2022	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+665+1.1%	$7.21K	63,805
Q3 2022Sep 30, 2022	AMT American Tower Corporation (REI	American Tower Corporation (REI	Buy	+573+2.0%	$6.24K	29,077
Q3 2022Sep 30, 2022	DHR Danaher Corporation	Danaher Corporation	Buy	+390+1.7%	$6.19K	23,978
Q3 2022Sep 30, 2022	MCO Moody's Corporation	Moody's Corporation	Buy	+255+1.1%	$5.55K	22,812
Q3 2022Sep 30, 2022	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+150+3.5%	$1.25K	4,391
Q3 2022Sep 30, 2022	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Buy	+114+0.8%	$6.94K	14,704
Q3 2022Sep 30, 2022	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+32+0.2%	$7.76K	15,371
Q3 2022Sep 30, 2022	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+15+0.2%	$1.70K	7,508
Q2 2022Jun 30, 2022	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+60,181+2033.8%	$6.71K	63,140
Q2 2022Jun 30, 2022	TREX Trex Company, Inc.	Trex Company, Inc.	Buy	+4,555+4.3%	$6.04K	111,002
Q2 2022Jun 30, 2022	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+2,590+3.1%	$4.75K	85,011
Q2 2022Jun 30, 2022	CPRT Copart, Inc.	Copart, Inc.	Buy	+1,800+4.1%	$4.95K	45,592
Q2 2022Jun 30, 2022	V Visa Inc.	Visa Inc.	Buy	+1,695+4.4%	$8.00K	40,632
Q2 2022Jun 30, 2022	DHR Danaher Corporation	Danaher Corporation	Buy	+965+4.3%	$5.98K	23,588
Q2 2022Jun 30, 2022	ADBE Adobe Inc.	Adobe Inc.	Buy	+903+8.5%	$4.21K	11,501
Q2 2022Jun 30, 2022	AAPL Apple Inc.	Apple Inc.	Buy	+900+1.3%	$9.64K	70,515
Q2 2022Jun 30, 2022	MCO Moody's Corporation	Moody's Corporation	Buy	+785+3.6%	$6.13K	22,557
Q2 2022Jun 30, 2022	AMT American Tower Corporation (REI	American Tower Corporation (REI	Buy	+315+1.1%	$7.29K	28,504
Q2 2022Jun 30, 2022	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Buy	+260+1.8%	$6.99K	14,590
Q2 2022Jun 30, 2022	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+160+4.5%	$8.09K	3,700
Q2 2022Jun 30, 2022	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+123+0.8%	$7.88K	15,339

Page 7 of 9 • 245 total trades

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