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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 | |
|---|---|---|---|---|---|---|
376
CALL
Edison International
EIX
$26.4B
| $206K | 0.02% |
+4,000
| New | +$219K |
|
377
CALL
Truist Financial
TFC
$64B
| $206K | 0.02% |
+4,800
| New | +$188K |
|
378
CALL
Duolingo
DUOL
$6.12B
| $205K | 0.02% |
+500
| New | +$219K |
|
379
CALL
Generac Holdings
GNRC
$12.5B
| $200K | 0.02% |
+1,400
| New | +$171K |
|
|
KMTS
380
Kestra Medical Technologies
KMTS
$1.55B
| $194K | 0.02% |
+11,712
| New | +$256K |
|
381
CALL
Advance Auto Parts
AAP
$3.49B
| $191K | 0.02% |
+4,100
| New | +$164K |
|
382
PUT
Quanta Services
PWR
$101B
| $189K | 0.02% |
+500
| New | +$161K |
|
383
Automatic Data Processing
ADP
$108B
| $188K | 0.02% |
+610
| New | +$187K |
|
384
CALL
Autodesk
ADSK
$52.6B
| $186K | 0.02% |
+600
| New | +$170K |
|
385
CALL
Cintas
CTAS
$81.3B
| $178K | 0.02% |
+800
| New | +$172K |
|
386
CALL
Target
TGT
$68B
| $178K | 0.02% |
+1,800
| New | +$173K |
|
|
387
PUT
Truist Financial
TFC
$64B
| $176K | 0.02% |
+4,100
| New | +$160K |
|
388
CALL
Best Buy
BBY
$17.3B
| $175K | 0.02% |
+2,600
| New | +$177K |
|
|
389
PUT
Best Buy
BBY
$17.3B
| $175K | 0.02% |
+2,600
| New | +$177K |
|
390
CALL
Okta
OKTA
$25.8B
| $170K | 0.01% |
+1,700
| New | +$182K |
|
391
Boston Scientific
BSX
$71.5B
| $170K | 0.01% |
+1,580
| New | +$160K |
|
392
PUT
Baker Hughes
BKR
$61.1B
| $169K | 0.01% |
+4,400
| New | +$166K |
|
393
PUT
Ross Stores
ROST
$81.9B
| $166K | 0.01% |
+1,300
| New | +$180K |
|
394
PUT
Deckers Outdoor
DECK
$13.3B
| $165K | 0.01% |
+1,600
| New | +$177K |
|
395
Comcast
CMCSA
$90B
| $165K | 0.01% |
+4,620
| New | +$160K |
|
396
CALL
Williams Companies
WMB
$86.1B
| $163K | 0.01% |
+2,600
| New | +$154K |
|
397
PUT
Sea Limited
SE
$69.5B
| $160K | 0.01% |
+1,000
| New | +$145K |
|
398
CALL
American International
AIG
$41.3B
| $154K | 0.01% |
+1,800
| New | +$150K |
|
399
CALL
Skyworks Solutions
SWKS
$10.6B
| $149K | 0.01% |
+2,000
| New | +$134K |
|
|
ANNAW
400
AleAnna Inc Warrant
ANNAW
$8.06M
| $148K | 0.01% |
+629,688
| New | +$188K |
|
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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.