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Limestone Investment Advisors Portfolio holdings
AUM
$1.25B
1-Year Est. Return
25.43%
This Fund
S&P 500
This Quarter
Est. Return
+11.18%
1 Year Est. Return
+25.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.15B
AUM Growth
–
Cap. Flow
+$1.04B
Cap. Flow
% of AUM
90.19%
Top 10 Holdings %
Top 10 Hldgs %
30%
Holding
480
New
457
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$96.4M |
| 2 |
Nextpower Inc
NXT
|
+$8.3M |
| 3 |
Visa
V
|
+$5.03M |
| 4 |
Alibaba
BABA
|
+$4.56M |
| 5 |
AerCap
AER
|
+$4.46M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 2.74% |
| 2 | Technology | 2.3% |
| 3 | Consumer Discretionary | 1.45% |
| 4 | Healthcare | 1.12% |
| 5 | Industrials | 0.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Celanese
CE
$4.82B
| – | – |
0
| – | – |
|
252
PUT
GE HealthCare
GEHC
$32.4B
| $504K | 0.04% |
+6,800
| New | +$473K |
|
253
CALL
e.l.f. Beauty
ELF
$5.81B
| $498K | 0.04% |
+4,000
| New | +$341K |
|
254
Acuity Brands
AYI
$10.8B
| $487K | 0.04% |
+1,634
| New | +$423K |
|
255
PUT
Home Depot
HD
$355B
| $477K | 0.04% |
+1,300
| New | +$470K |
|
256
CALL
Nu Holdings
NU
$66.9B
| $475K | 0.04% |
+34,600
| New | +$414K |
|
257
PUT
Shopify
SHOP
$195B
| $473K | 0.04% |
+4,100
| New | +$410K |
|
258
CALL
Boston Scientific
BSX
$71.5B
| $473K | 0.04% |
+4,400
| New | +$445K |
|
259
CALL
Automatic Data Processing
ADP
$108B
| $463K | 0.04% |
+1,500
| New | +$461K |
|
260
CALL
Zoom
ZM
$30.6B
| $460K | 0.04% |
+5,900
| New | +$456K |
|
261
PUT
Cisco
CSCO
$479B
| $458K | 0.04% |
+6,600
| New | +$406K |
|
262
John Wiley & Sons Class A
WLY
$2.66B
| $456K | 0.04% |
+10,224
| New | +$431K |
|
263
CALL
Global Payments
GPN
$22.8B
| $456K | 0.04% |
+5,700
| New | +$451K |
|
264
PUT
Apollo Global Management
APO
$73.4B
| $454K | 0.04% |
+3,200
| New | +$424K |
|
265
Berkshire Hathaway Class B
BRK.B
$1.13T
| $452K | 0.04% |
+930
| New | +$472K |
|
266
CALL
Thermo Fisher Scientific
TMO
$220B
| $446K | 0.04% |
+1,100
| New | +$460K |
|
|
267
CALL
Alibaba
BABA
$308B
| $442K | 0.04% |
+3,900
| New | +$462K |
|
268
PUT
Salesforce
CRM
$158B
| $436K | 0.04% |
+1,600
| New | +$428K |
|
269
PUT
Zillow
Z
$7.56B
| $434K | 0.04% |
+6,200
| New | +$418K |
|
270
PUT
Workday
WDAY
$44.4B
| $432K | 0.04% |
+1,800
| New | +$438K |
|
271
PUT
lululemon athletica
LULU
$14.6B
| $428K | 0.04% |
+1,800
| New | +$496K |
|
272
CALL
Las Vegas Sands
LVS
$29.6B
| $422K | 0.04% |
+9,700
| New | +$377K |
|
273
CALL
Paychex
PAYX
$42.7B
| $422K | 0.04% |
+2,900
| New | +$437K |
|
|
274
PUT
Paychex
PAYX
$42.7B
| $422K | 0.04% |
+2,900
| New | +$437K |
|
275
PUT
Expedia Group
EXPE
$37.3B
| $422K | 0.04% |
+2,500
| New | +$406K |
|
Similar funds
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TCA
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DAM
SPC
Limestone Investment Advisors's Q2 2025 Portfolio in Review
Q2 2025 is the first quarter with a 13F filing on record for Limestone Investment Advisors, which disclosed 480 positions worth $1.15B. Its ten largest holdings account for 30% of the portfolio.
Its largest position is State Street SPDR S&P 500 ETF Trust: 168,644 shares worth $104M.
By sector, the portfolio is most concentrated in Financials at 2.7% of assets, followed by Technology and Consumer Discretionary.
- Limestone Investment Advisors's largest Q2 2025 buy was State Street SPDR S&P 500 ETF Trust: 168,644 shares worth $104M.
- Limestone Investment Advisors's ten largest holdings make up 30% of its $1.15B portfolio in Q2 2025.
- Limestone Investment Advisors disclosed 480 positions in Q2 2025, its first 13F filing on record.
Based on Limestone Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.