Alapocas Investment Partners, Inc.

RIA/Wealth

Alapocas Investment Partners, Inc. is a RIA/Wealth based in Beverly, MA led by Nancy C Littlehale, reporting $206.6M in AUM as of Q3 2025 with 34% Consumer Cyclical concentration and 80% concentrated in top 10 holdings.

PresidentNancy C Littlehale

Portfolio Value: $145.8M
Positions: 19
Top Holding: GOOG at 13.13%
Last Reported: Q3 2025

Address50 Dunham Ridge, Suite 3100, Beverly, MA, 01915, United States

Top Holdings

Largest long holdings in Alapocas Investment Partners, Inc.'s portfolio (79.7% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$19.1M	13.13%	-$556.8K Sold	0.00% 78.6K shares	Q4 2021 Held for 3y 11m
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$17.0M	11.67%	-$397.4K Sold	0.00% 77.5K shares	Q4 2021 Held for 3y 11m
3 Apple AAPL	Consumer Electronics Technology	$14.3M	9.83%	-$371.5K Sold	0.00% 56.3K shares	Q4 2021 Held for 3y 11m
4 Visa V	Financial - Credit Services Financial Services	$13.1M	8.96%	-$368.0K Sold	0.00% 38.3K shares	Q4 2021 Held for 3y 11m
5 TJX Companies TJX	Apparel - Retail Consumer Cyclical	$11.4M	7.79%	-$279.4K Sold	0.01% 78.6K shares	Q4 2021 Held for 3y 11m
6 Adobe ADBE	Software - Infrastructure Technology	$10.7M	7.37%	-$235.3K Sold	0.01% 30.4K shares	Q1 2022 Held for 3y 8m
7 Ferrari RACE	Auto - Manufacturers Consumer Cyclical	$9.1M	6.24%	-$214.5K Sold	0.01% 18.8K shares	Q4 2021 Held for 3y 11m
8 Copart CPRT	Auto - Dealerships Consumer Cyclical	$8.0M	5.48%	-$173.2K Sold	0.02% 177.9K shares	Q4 2021 Held for 3y 11m
9 Moody's MCO	Financial - Data & Stock Exchanges Financial Services	$6.9M	4.71%	-$2.8M Sold	0.01% 14.4K shares	Q4 2021 Held for 3y 11m
10 Qualys, Inc. QLYS	Software - Infrastructure Technology	$6.6M	4.55%	-$137.6K Sold	0.14% 50.1K shares	Q1 2025 Held for 8 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Alapocas Investment Partners, Inc.'s latest filing

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Market Value

$145.8M

Prior: $155.9M

Q/Q Change

-6.44%

-$10.0M

Net Flows % of MV

-9.02%

Turnover Ratio

4.51%

New Purchases

0 stocks

Added To

0 stocks

Sold Out Of

1 stocks

$4.6M

Reduced Holdings

18 stocks

-$8.6M

Increased Positions

Position	Shares Δ	Change
No increased positions

Decreased Positions

Position	Shares Δ	Change
1 UnitedHealth Group UNH	Sold	14.7K → 0 −$4.6M
2 Moody's MCO	-29.08%	20.3K → 14.4K −$2.8M
3 Costco Wholesale COST	-22.79%	9.2K → 7.1K −$2.0M
4 Align Technology ALGN	-13.74%	33.8K → 29.1K −$581.0K
5 American Tower AMT	-12.0%	4.8K → 4.2K −$110.6K