LIA
Limestone Investment Advisors Portfolio holdings
AUM
$223M
1 Year Est. Return
–
AUM
$223M
AUM Growth
-$7.58M
(-3.3%)
Holding
389
Top Buys
| 1 | +$3.42M | |
| 2 | +$3.22M | |
| 3 | +$2.38M | |
| 4 |
Nike
NKE
|
+$2.3M |
| 5 |
NBIS
Nebius Group N.V.
NBIS
|
+$2.18M |
Top Sells
| 1 | +$45.5M | |
| 2 | +$8.06M | |
| 3 | +$3M | |
| 4 |
HNGE
Hinge Health
HNGE
|
+$2.9M |
| 5 |
CHYM
Chime Financial
CHYM
|
+$2.3M |
Sector Composition
| 1 | Consumer Discretionary | 17.05% |
| 2 | Technology | 11.79% |
| 3 | Financials | 10.5% |
| 4 | Communication Services | 8.81% |
| 5 | Industrials | 4.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
IBM
IBM
$283B
| – | – |
0
|
|
||
352
Intel
INTC
$209B
| – | – |
0
|
|
||
353
Intuit
INTU
$180B
| – | – |
0
|
|
||
354
Intuitive Surgical
ISRG
$202B
| – | – |
-210
|
|
||
355
Jabil
JBL
$22.9B
| – | – |
0
|
|
||
356
Johnson Controls International
JCI
$69.8B
| – | – |
0
|
|
||
357
JPMorgan Chase
JPM
$850B
| – | – |
0
|
|
||
358
KKR & Co
KKR
$113B
| – | – |
0
|
|
||
359
CarMax
KMX
$5.73B
| – | – |
0
|
|
||
360
Kroger
KR
$43.9B
| – | – |
-16,059
|
|
||
361
Eli Lilly
LLY
$925B
| – | – |
0
|
|
||
362
Southwest Airlines
LUV
$18.5B
| – | – |
-7,900
|
|
||
363
LiveWire Group Warrants
LVWR.WS
$16M
| – | – |
-52,200
|
|
||
364
Las Vegas Sands
LVS
$45.2B
| – | – |
0
|
|
||
365
Lyft
LYFT
$8.92B
| – | – |
-15,580
|
|
||
366
Marriott International
MAR
$82.3B
| – | – |
0
|
|
||
367
Mattel
MAT
$6.6B
| – | – |
0
|
|
||
368
MGM Resorts International
MGM
$9.72B
| – | – |
0
|
|
||
369
McCormick & Company Non-Voting
MKC
$17.2B
| – | – |
-14,811
|
|
||
370
3M
MMM
$91.9B
| – | – |
0
|
|
||
371
monday.com
MNDY
$7.86B
| – | – |
0
|
|
||
372
Moderna
MRNA
$9.84B
| – | – |
-13,900
|
|
||
373
Morgan Stanley
MS
$276B
| – | – |
0
|
|
||
374
Strategy Inc
MSTR
$54.1B
| – | – |
0
|
|
||
375
Micron Technology
MU
$264B
| – | – |
0
|
|