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
Q2 2022Jun 30, 2022	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+50+1.2%	$1.34K	4,241
Q2 2022Jun 30, 2022	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+21+0.3%	$1.57K	7,493
Q1 2022Mar 31, 2022	TREX Trex Company, Inc.	Trex Company, Inc.	Buy	+24,942+30.6%	$6.95K	106,447
Q1 2022Mar 31, 2022	CPRT Copart, Inc.	Copart, Inc.	Buy	+14,632+50.2%	$5.50K	43,792
Q1 2022Mar 31, 2022	ADBE Adobe Inc.	Adobe Inc.	Buy - Position Entry	+10,598	$4.83K	10,598
Q1 2022Mar 31, 2022	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+1,972+35.9%	$1.70K	7,472
Q1 2022Mar 31, 2022	MCO Moody's Corporation	Moody's Corporation	Buy	+1,295+6.3%	$7.35K	21,772
Q1 2022Mar 31, 2022	DHR Danaher Corporation	Danaher Corporation	Buy	+1,140+5.3%	$6.64K	22,623
Q1 2022Mar 31, 2022	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+52+1.8%	$9.65K	2,959
Q1 2022Mar 31, 2022	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-32-15.3%	$492.00	177
Q1 2022Mar 31, 2022	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-109-3.0%	$9.89K	3,540
Q1 2022Mar 31, 2022	AMT American Tower Corporation (REI	American Tower Corporation (REI	Sell	-181-0.6%	$7.08K	28,189
Q1 2022Mar 31, 2022	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-539-11.4%	$1.50K	4,191
Q1 2022Mar 31, 2022	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-1,757-10.4%	$7.76K	15,216
Q1 2022Mar 31, 2022	V Visa Inc.	Visa Inc.	Sell	-1,809-4.4%	$8.63K	38,937
Q1 2022Mar 31, 2022	AAPL Apple Inc.	Apple Inc.	Sell	-2,150-3.0%	$12.15K	69,615
Q1 2022Mar 31, 2022	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-3,882-21.3%	$8.25K	14,330
Q1 2022Mar 31, 2022	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-9,149-10.0%	$4.99K	82,421
Q1 2022Mar 31, 2022	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Sell - Position Exit	-10,992-100.0%	$0.00	-
Q4 2021Dec 31, 2021	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy - Position Entry	+91,570	$6.95K	91,570
Q4 2021Dec 31, 2021	TREX Trex Company, Inc.	Trex Company, Inc.	Buy - Position Entry	+81,505	$11.01K	81,505
Q4 2021Dec 31, 2021	AAPL Apple Inc.	Apple Inc.	Buy - Position Entry	+71,765	$12.74K	71,765
Q4 2021Dec 31, 2021	V Visa Inc.	Visa Inc.	Buy - Position Entry	+40,746	$8.83K	40,746
Q4 2021Dec 31, 2021	CPRT Copart, Inc.	Copart, Inc.	Buy - Position Entry	+29,160	$4.42K	29,160
Q4 2021Dec 31, 2021	AMT American Tower Corporation (REI	American Tower Corporation (REI	Buy - Position Entry	+28,370	$8.30K	28,370
Q4 2021Dec 31, 2021	DHR Danaher Corporation	Danaher Corporation	Buy - Position Entry	+21,483	$7.07K	21,483
Q4 2021Dec 31, 2021	MCO Moody's Corporation	Moody's Corporation	Buy - Position Entry	+20,477	$8.00K	20,477
Q4 2021Dec 31, 2021	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Buy - Position Entry	+18,212	$10.34K	18,212
Q4 2021Dec 31, 2021	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy - Position Entry	+16,973	$8.52K	16,973
Q4 2021Dec 31, 2021	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Buy - Position Entry	+10,992	$5.41K	10,992

Page 8 of 9 • 245 total trades

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