Alapocas Investment Partners, Inc. Portfolio Holdings

Alapocas Investment Partners, Inc.

  • $178 Million
  • Q4 2024

Alapocas Investment Partners, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $178 Million distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $19M, Apple Inc. with a value of $17.7M, Alphabet Inc. with a value of $16.4M, Visa Inc. with a value of $13.9M, and Adobe Inc. with a value of $11.8M.

Examining the 13F form we can see an increase of $7.6M in the current position value, from $170M to 178M.

Alapocas Investment Partners, Inc. is based out at Beverly, MA

Below you can find more details about Alapocas Investment Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $178 Million
Consumer Cyclical: $57 Million
Technology: $29.4 Million
Financial Services: $26.9 Million
Healthcare: $19.4 Million
Communication Services: $17.4 Million
Consumer Defensive: $11 Million
Industrials: $10.3 Million
Real Estate: $6.43 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.1B
$11.4 Million 6.42% of portfolio
198,987
Q4 2024 Reduced 0.48%
$144B
$10.8 Million 6.06% of portfolio
89,148
Q4 2024 Added 0.38%
$95.8B
$10.5 Million 5.9% of portfolio
22,166
Q4 2024 Added 0.24%
$92.1B
$9.01 Million 5.07% of portfolio
21,215
Q4 2024 Reduced 0.15%
$45.1B
$6.57 Million 3.69% of portfolio
503,098
Q4 2024 Reduced 2.26%
$88.2B
$6.43 Million 3.61% of portfolio
35,055
Q4 2024 Reduced 1.11%
$150B
$5.92 Million 3.33% of portfolio
25,797
Q4 2024 Reduced 2.08%
$16.2B
$5.38 Million 3.02% of portfolio
25,798
Q4 2024 New
$128B
$2.1 Million 1.18% of portfolio
7,168
Q4 2024 Reduced 1.62%
$23.7B
$253,000 0.14% of portfolio
31
Q4 2023 New
$154B
$215,000 0.12% of portfolio
901
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $178 Million
  • Prior Value $170 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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