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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 | |
|---|---|---|---|---|---|---|
401
GE HealthCare
GEHC
$32.4B
| $141K | 0.01% |
+1,900
| New | +$132K |
|
402
CALL
Maplebear
CART
$11.8B
| $140K | 0.01% |
+3,100
| New | +$135K |
|
403
Steel Dynamics
STLD
$37.6B
| $140K | 0.01% |
+1,090
| New | +$139K |
|
404
CALL
Edwards Lifesciences
EW
$51.7B
| $133K | 0.01% |
+1,700
| New | +$127K |
|
|
AMOD
405
Alpha Modus Holdings
AMOD
$22.1M
| $128K | 0.01% |
+2,813
| New | +$140K |
|
406
PUT
United Airlines
UAL
$42.1B
| $127K | 0.01% |
+1,600
| New | +$118K |
|
407
PUT
e.l.f. Beauty
ELF
$5.81B
| $124K | 0.01% |
+1,000
| New | +$85.3K |
|
408
Global Payments
GPN
$22.8B
| $124K | 0.01% |
+1,550
| New | +$123K |
|
409
PUT
Toyota
TM
$225B
| $121K | 0.01% |
+700
| New | +$127K |
|
410
Cadence Design Systems
CDNS
$93.4B
| $118K | 0.01% |
+383
| New | +$111K |
|
411
Ferrari
RACE
$72.5B
| $118K | 0.01% |
+240
| New | +$112K |
|
412
PUT
Pfizer
PFE
$153B
| $116K | 0.01% |
+4,800
| New | +$112K |
|
413
Palo Alto Networks
PANW
$297B
| $115K | 0.01% |
+560
| New | +$104K |
|
414
Intuitive Surgical
ISRG
$134B
| $114K | 0.01% |
+210
| New | +$110K |
|
|
EA
415
CALL
DELISTED
Electronic Arts
EA
| $112K | 0.01% |
+700
| New | +$104K |
|
|
416
CALL
United Airlines
UAL
$42.1B
| $111K | 0.01% |
+1,400
| New | +$103K |
|
417
Zillow
Z
$7.56B
| $110K | 0.01% |
+1,570
| New | +$106K |
|
418
Targa Resources
TRGP
$55.1B
| $110K | 0.01% |
+630
| New | +$106K |
|
|
419
PUT
Maplebear
CART
$11.8B
| $104K | 0.01% |
+2,300
| New | +$100K |
|
420
Expedia Group
EXPE
$37.3B
| $103K | 0.01% |
+610
| New | +$99K |
|
421
PUT
Moderna
MRNA
$23.6B
| $102K | 0.01% |
+3,700
| New | +$97.4K |
|
|
422
CALL
Expedia Group
EXPE
$37.3B
| $101K | 0.01% |
+600
| New | +$97.3K |
|
423
PUT
Dick's Sporting Goods
DKS
$18.7B
| $98.9K | 0.01% |
+500
| New | +$92.7K |
|
|
AERT
424
Aeries Technology
AERT
$39.7M
| $95.1K | 0.01% |
+9,743
| New | +$58.3K |
|
|
425
PUT
Edwards Lifesciences
EW
$51.7B
| $93.9K | 0.01% |
+1,200
| New | +$89.5K |
|
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TCA
DP
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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.