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 Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Technology | 21.19% | |
| Consumer Cyclical | 17.55% | |
| Financial Services | 17.00% | |
| Communication Services | 9.65% | |
| Industrials | 9.51% | |
| Healthcare | 9.44% | |
| Consumer Defensive | 5.87% | |
| Real Estate | 0.68% | |