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Alapocas Investment Partners, Inc.
Alapocas Investment Partners, Inc. is an SEC-registered investment adviser headquartered in Beverly, Massachusetts. Founded in 2011, the firm employs 4 professionals, of whom 2 are investment-focused. Alapocas serves a mix of high net worth individuals, pension plans, charitable organizations, and corporate clients, providing tailored investment management primarily for United States persons. The firm operates under compliance with state and federal regulations and focuses on serving clients in states where it is registered or exempted from registration requirements.
Investment Strategy
Alapocas Investment Partners utilizes a discretionary investment management approach, constructing diversified portfolios with an emphasis on large-cap U.S. equities. Their top holdings typically include technology, consumer goods, and financial services blue-chip names such as Amazon, Alphabet, Visa, Adobe, and Apple. The firm aims to balance capital appreciation with risk control, primarily serving high net worth individuals and select institutional accounts. Their investment process involves regular portfolio rebalancing, security selection based on fundamental analysis, and adapting to market conditions as reflected in their ongoing 13F filings.
Latest 13F Filing Activity
Alapocas Investment Partners, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 20 equity positions with a total 13F market value of $156M. The fund increased holdings in Amazon Com Inc., Alphabet Inc., Align Technology Inc. among other positions. Alapocas Investment Partners, Inc. reduced exposure to Unitedhealth Group Inc., Copart Inc., Apple Inc. among others.
Top Holdings
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 11.17% | $17.4M | 79,344 | $142.59 | $219.39 | +$1.4M |
G GOOG | ALPHABET INC | 9.21% | $14.4M | 80,909 | $135.18 | $177.39 | +$1.3M |
V V | VISA INC | 8.97% | $14.0M | 39,361 | $218.33 | $355.05 | -$873.9K |
A ADBE | ADOBE INC | 7.72% | $12.0M | 31,115 | $408.71 | $386.88 | +$101.6K |
A AAPL | APPLE INC | 7.60% | $11.8M | 57,726 | $175.40 | $205.17 | -$1.8M |
Industry Allocation
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