LIA
Limestone Investment Advisors Portfolio holdings
AUM
$149M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$149M
AUM Growth
-$74.4M
(-33%)
Holding
362
Top Buys
| 1 | +$6.14M | |
| 2 | +$3.92M | |
| 3 | +$3.92M | |
| 4 |
MRP
Millrose Properties Inc
MRP
|
+$3.35M |
| 5 |
Microsoft
MSFT
|
+$2.7M |
Top Sells
| 1 | +$60.9M | |
| 2 | +$3.57M | |
| 3 | +$2.61M | |
| 4 |
Visa
V
|
+$2.41M |
| 5 |
NBIS
Nebius Group N.V.
NBIS
|
+$2.18M |
Sector Composition
| 1 | Technology | 20.29% |
| 2 | Consumer Discretionary | 16.44% |
| 3 | Financials | 15.57% |
| 4 | Communication Services | 11.98% |
| 5 | Real Estate | 5.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
IBM
IBM
$235B
| – | – |
0
|
|
||
352
Innodata
INOD
$1.42B
| – | – |
-6,632
|
|
||
353
Intel
INTC
$228B
| – | – |
0
|
|
||
|
IPG
354
DELISTED
Interpublic Group of Companies
IPG
| – | – |
-21,300
|
|
||
355
Iris Energy
IREN
$14.5B
| – | – |
-11,889
|
|
||
|
ISRLW
356
DELISTED
Israel Acquisitions Corp Warrant
ISRLW
| – | – |
-22,516
|
|
||
357
Intuitive Surgical
ISRG
$178B
| – | – |
0
|
|
||
358
Jabil
JBL
$26.9B
| – | – |
0
|
|