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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 | |
|---|---|---|---|---|---|---|
301
CALL
Mattel
MAT
$4.23B
| $337K | 0.03% |
+17,100
| New | +$304K |
|
|
EA
302
PUT
DELISTED
Electronic Arts
EA
| $335K | 0.03% |
+2,100
| New | +$311K |
|
303
CALL
Home Depot
HD
$355B
| $330K | 0.03% |
+900
| New | +$326K |
|
304
PUT
Duolingo
DUOL
$6.12B
| $328K | 0.03% |
+800
| New | +$351K |
|
305
CALL
Lyft
LYFT
$6.63B
| $328K | 0.03% |
+20,800
| New | +$291K |
|
306
Airbnb
ABNB
$107B
| $317K | 0.03% |
+2,395
| New | +$303K |
|
307
PUT
Intuit
INTU
$89B
| $315K | 0.03% |
+400
| New | +$271K |
|
308
Dow Inc
DOW
$21.2B
| $314K | 0.03% |
+11,853
| New | +$345K |
|
309
PUT
Autodesk
ADSK
$52.6B
| $310K | 0.03% |
+1,000
| New | +$284K |
|
310
CALL
lululemon athletica
LULU
$14.6B
| $309K | 0.03% |
+1,300
| New | +$358K |
|
311
Plug Power
PLUG
$3.04B
| $305K | 0.03% |
+204,500
| New | +$204K |
|
312
CALL
Sea Limited
SE
$69.5B
| $304K | 0.03% |
+1,900
| New | +$275K |
|
313
Huron Consulting
HURN
$2.42B
| $303K | 0.03% |
+2,200
| New | +$313K |
|
314
BridgeBio Pharma
BBIO
$16.5B
| $302K | 0.03% |
+7,000
| New | +$255K |
|
315
PVH
PVH
$4.04B
| $302K | 0.03% |
+4,400
| New | +$319K |
|
316
Revolution Medicines
RVMD
$44B
| $302K | 0.03% |
+8,200
| New | +$315K |
|
317
BILL Holdings
BILL
$4.78B
| $301K | 0.03% |
+6,500
| New | +$287K |
|
318
NuScale Power
SMR
$4.03B
| $301K | 0.03% |
+7,600
| New | +$191K |
|
319
Tenable Holdings
TENB
$4.01B
| $301K | 0.03% |
+8,900
| New | +$289K |
|
|
MRX
320
Marex Group Limited Ordinary Shares
MRX
$4.37B
| $300K | 0.03% |
+7,600
| New | +$316K |
|
321
Palantir
PLTR
$413B
| $300K | 0.03% |
+2,200
| New | +$258K |
|
322
CALL
Twilio
TWLO
$36.6B
| $298K | 0.03% |
+2,400
| New | +$255K |
|
323
SiTime
SITM
$21.8B
| $298K | 0.03% |
+1,400
| New | +$253K |
|
324
C3.ai
AI
$1.59B
| $297K | 0.03% |
+12,100
| New | +$277K |
|
325
CRISPR Therapeutics
CRSP
$5.17B
| $297K | 0.03% |
+6,100
| New | +$236K |
|
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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.