Alapocas Investment Partners, Inc. Portfolio Holdings by Sector
Alapocas Investment Partners, Inc.
- $164 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Infrastructure | Technology
ADBE QLYS 2 stocks |
$18,641
11.4% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V MA 2 stocks |
$17,151
10.49% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$15,977
9.77% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
RACE STLA 2 stocks |
$14,281
8.73% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$13,904
8.5% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$13,629
8.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$10,958
6.7% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$10,542
6.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$10,067
6.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$9,810
6.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$8,153
4.99% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
TREX 1 stocks |
$6,674
4.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ALGN 1 stocks |
$5,688
3.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$4,192
2.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$2,132
1.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$1,251
0.77% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$254
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
NVR 1 stocks |
$224
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|