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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
+17.64%
1 Year Est. Return
+25.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.26B
AUM Growth
+$115M
Cap. Flow
+$22.7M
Cap. Flow %
1.8%
Top 10 Hldgs %
42.21%
Holding
703
New
223
Increased
105
Reduced
133
Closed
183

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$3.53M
2
DIS icon
Walt Disney
DIS
+$3.32M
3
NKE icon
Nike
NKE
+$2.46M
4
NEXT icon
NextDecade
NEXT
+$2.28M
5
CEG icon
Constellation Energy
CEG
+$2M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$43.8M
2
NXT icon
Nextpower Inc
NXT
+$7.02M
3
ETOR
eToro Group
ETOR
+$3M
4
HNGE
Hinge Health
HNGE
+$2.9M
5
CHYM
Chime Financial
CHYM
+$2.3M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 3.01%
2 Technology 2.13%
3 Financials 1.81%
4 Communication Services 1.56%
5 Industrials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AIG icon
526
CALL
American International
AIG
$41.3B
– –
-1,800
Closed -$154K
AIG icon
527
PUT
American International
AIG
$41.3B
– –
-3,100
Closed -$265K
AKAM icon
528
CALL
Akamai
AKAM
$15.9B
– –
-5,000
Closed -$399K
AKAM icon
529
PUT
Akamai
AKAM
$15.9B
– –
-900
Closed -$71.8K
ALUR.WS
530
DELISTED
Allurion Technologies Warrants
ALUR.WS
– –
-10,950
Closed -$344
AMGN icon
531
CALL
Amgen
AMGN
$222B
– –
-16,500
Closed -$4.61M
AMGN icon
532
PUT
Amgen
AMGN
$222B
– –
-2,100
Closed -$586K
AVAV icon
533
CALL
AeroVironment
AVAV
$9.45B
– –
-100
Closed -$28.5K
AVAV icon
534
AeroVironment
AVAV
$9.45B
– –
-1,340
Closed -$382K
AVAV icon
535
PUT
AeroVironment
AVAV
$9.45B
– –
-300
Closed -$85.5K
AYI icon
536
Acuity Brands
AYI
$10.8B
– –
-1,634
Closed -$487K
BABA icon
537
CALL
Alibaba
BABA
$308B
– –
-3,900
Closed -$442K
BABA icon
538
PUT
Alibaba
BABA
$308B
– –
-100
Closed -$11.3K
BB icon
539
BlackBerry
BB
$5.26B
– –
-58,131
Closed -$266K
BBIO icon
540
BridgeBio Pharma
BBIO
$16.5B
– –
-7,000
Closed -$302K
BBY icon
541
CALL
Best Buy
BBY
$17.3B
– –
-2,600
Closed -$175K
BBY icon
542
PUT
Best Buy
BBY
$17.3B
– –
-2,600
Closed -$175K
BILL icon
543
BILL Holdings
BILL
$4.78B
– –
-6,500
Closed -$301K
BRK.A icon
544
Berkshire Hathaway Class A
BRK.A
$1.12T
– –
-3
Closed -$2.19M
BRK.B icon
545
CALL
Berkshire Hathaway Class B
BRK.B
$1.13T
– –
-20,900
Closed -$10.2M
BRK.B icon
546
Berkshire Hathaway Class B
BRK.B
$1.13T
– –
-930
Closed -$452K
BRK.B icon
547
PUT
Berkshire Hathaway Class B
BRK.B
$1.13T
– –
-19,100
Closed -$9.28M
CART icon
548
CALL
Maplebear
CART
$11.8B
– –
-3,100
Closed -$140K
CART icon
549
PUT
Maplebear
CART
$11.8B
– –
-2,300
Closed -$104K
CCJ icon
550
CALL
Cameco
CCJ
$42.4B
– –
-9,500
Closed -$705K
20 21
22
23 24

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LMGAM
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CPA
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FFM
Fullerton Fund Management Singapore $1.25B AUM 76.88% 1-Year Est. Return
TCA
Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return
DP
Dundas Partners Edinburgh, United Kingdom $1.25B AUM 13.92% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
DAM
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SPC
Stony Point Capital New York $1.24B AUM 32.69% 1-Year Est. Return

Limestone Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Limestone Investment Advisors held 703 positions worth $1.26B, up 10% from $1.15B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Limestone Investment Advisors's Q3 2025 filing shows 223 new, 105 increased, 133 reduced and 183 closed positions. Its largest new stake was Amazon: 15,586 shares worth $3.42M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $43.8M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 3% of assets, up from 1.4% a quarter earlier, followed by Technology and Financials.

  • Limestone Investment Advisors's largest Q3 2025 buy was Amazon: 15,586 shares worth $3.42M.
  • Limestone Investment Advisors added most to Novo Nordisk in Q3 2025, an estimated $1.3M increase.
  • Limestone Investment Advisors's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $43.8M.
  • Limestone Investment Advisors fully exited eToro Group in Q3 2025, selling an estimated $3M.
  • Limestone Investment Advisors's ten largest holdings make up 42% of its $1.26B portfolio in Q3 2025.
  • Limestone Investment Advisors opened 223 new positions and closed 183 in Q3 2025.
  • Limestone Investment Advisors's portfolio value rose 10% quarter-over-quarter to $1.26B.

Based on Limestone Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.