Alapocas Investment Partners, Inc. Portfolio Holdings by Sector
Alapocas Investment Partners, Inc.
- $156 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Infrastructure | Technology
ADBE QLYS 2 stocks |
$19,345
12.41% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$17,407
11.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V MA 2 stocks |
$16,308
10.46% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$15,039
9.65% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
RACE STLA 2 stocks |
$14,181
9.1% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$11,843
7.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$10,185
6.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$9,946
6.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$9,154
5.87% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$8,916
5.72% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ALGN 1 stocks |
$6,394
4.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
TREX 1 stocks |
$5,911
3.79% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$4,597
2.95% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$3,732
2.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$1,834
1.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$1,058
0.68% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|