Alapocas Investment Partners, Inc. Portfolio Holdings

Alapocas Investment Partners, Inc.

  • $170 Million
  • Q3 2024

Alapocas Investment Partners, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $170 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.4M, Amazon Com Inc with a value of $16.2M, Alphabet Inc. with a value of $14.3M, Adobe Inc. with a value of $13.5M, and Visa Inc. with a value of $12.1M.

Examining the 13F form we can see an increase of $2M in the current position value, from $168M to 170M.

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 $170 Million
Consumer Cyclical: $54.6 Million
Technology: $30 Million
Financial Services: $24.7 Million
Healthcare: $16.7 Million
Communication Services: $15.2 Million
Consumer Defensive: $10.8 Million
Industrials: $9.98 Million
Real Estate: $8.24 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.84B
$7.97 Million 4.68% of portfolio
119,687
Q3 2024 Added 0.78%

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $170 Million
  • Prior Value $168 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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