Alapocas Investment Partners as of March 31, 2023
Portfolio Holdings for Alapocas Investment Partners
Alapocas Investment Partners holds 20 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.8 | $12M | 72k | 164.90 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.7 | $9.3M | 89k | 104.00 | |
| Visa Com Cl A (V) | 7.5 | $9.1M | 40k | 225.46 | |
| Amazon (AMZN) | 7.5 | $9.1M | 88k | 103.29 | |
| Stellantis SHS (STLA) | 7.3 | $8.8M | 484k | 18.19 | |
| Copart (CPRT) | 7.0 | $8.4M | 112k | 75.21 | |
| Adobe Systems Incorporated (ADBE) | 6.7 | $8.1M | 21k | 385.37 | |
| Costco Wholesale Corporation (COST) | 5.9 | $7.1M | 14k | 496.87 | |
| Moody's Corporation (MCO) | 5.6 | $6.8M | 22k | 306.02 | |
| UnitedHealth (UNH) | 5.6 | $6.7M | 14k | 472.57 | |
| TJX Companies (TJX) | 5.5 | $6.7M | 85k | 78.36 | |
| Trex Company (TREX) | 5.5 | $6.6M | 136k | 48.67 | |
| American Tower Reit (AMT) | 5.3 | $6.5M | 32k | 204.34 | |
| Danaher Corporation (DHR) | 5.1 | $6.2M | 25k | 252.04 | |
| Ferrari Nv Ord (RACE) | 4.8 | $5.8M | 22k | 270.94 | |
| Automatic Data Processing (ADP) | 1.4 | $1.7M | 7.7k | 222.63 | |
| Mastercard Incorporated Cl A (MA) | 1.3 | $1.6M | 4.4k | 363.41 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $409k | 3.9k | 103.73 | |
| Microsoft Corporation (MSFT) | 0.1 | $97k | 335.00 | 288.30 | |
| Applied Materials (AMAT) | 0.0 | $19k | 155.00 | 122.83 |
