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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 | |
|---|---|---|---|---|---|---|
101
CALL
Mastercard
MA
$505B
| $2.36M | 0.21% |
+4,200
| New | +$2.32M |
|
102
Full Truck Alliance
YMM
$9.89B
| $2.31M | 0.2% |
+195,371
| New | +$2.27M |
|
|
CHYM
103
Chime Financial
CHYM
$11.9B
| $2.3M | 0.2% |
+66,666
| New | +$2.2M |
|
|
CAI
104
Caris Life Sciences
CAI
$5.65B
| $2.3M | 0.2% |
+86,000
| New | +$2.32M |
|
105
PUT
Danaher
DHR
$141B
| $2.29M | 0.2% |
+11,600
| New | +$2.25M |
|
106
PUT
AbbVie
ABBV
$431B
| $2.26M | 0.2% |
+12,200
| New | +$2.27M |
|
107
Rio Tinto
RIO
$162B
| $2.21M | 0.19% |
+37,814
| New | +$2.23M |
|
108
Berkshire Hathaway Class A
BRK.A
$1.13T
| $2.19M | 0.19% |
+3
| New | +$2.29M |
|
109
PUT
First Solar
FSLR
$26.2B
| $2.19M | 0.19% |
+13,200
| New | +$1.95M |
|
|
SLDE
110
Slide Insurance Holdings
SLDE
$2.49B
| $2.17M | 0.19% |
+100,000
| New | +$2.15M |
|
111
CALL
Arista Networks
ANET
$243B
| $2.16M | 0.19% |
+21,100
| New | +$1.83M |
|
112
KE Holdings
BEKE
$18.7B
| $2.16M | 0.19% |
+121,668
| New | +$2.34M |
|
113
CALL
Freeport-McMoran
FCX
$95.5B
| $2.12M | 0.19% |
+49,000
| New | +$1.86M |
|
114
PUT
Nike
NKE
$62.3B
| $2.12M | 0.19% |
+29,900
| New | +$1.79M |
|
|
115
CALL
AbbVie
ABBV
$431B
| $2.06M | 0.18% |
+11,100
| New | +$2.06M |
|
116
CALL
DoorDash
DASH
$92.4B
| $2.02M | 0.18% |
+8,200
| New | +$1.64M |
|
117
CALL
Roblox
RBLX
$25.7B
| $2M | 0.17% |
+19,000
| New | +$1.49M |
|
118
PUT
Intel
INTC
$503B
| $1.98M | 0.17% |
+88,200
| New | +$1.83M |
|
|
119
CALL
Nike
NKE
$62.3B
| $1.92M | 0.17% |
+27,000
| New | +$1.62M |
|
120
PUT
Airbnb
ABNB
$90B
| $1.91M | 0.17% |
+14,400
| New | +$1.82M |
|
|
AHL
121
DELISTED
Aspen Insurance
AHL
| $1.89M | 0.16% |
+60,000
| New | +$2M |
|
122
BioNTech
BNTX
$22.9B
| $1.83M | 0.16% |
+17,190
| New | +$1.74M |
|
123
PUT
Honeywell
HON
$76.3B
| $1.79M | 0.16% |
+8,170
| New | +$1.65M |
|
124
CALL
CrowdStrike
CRWD
$211B
| $1.73M | 0.15% |
+13,600
| New | +$1.47M |
|
125
PUT
Texas Instruments
TXN
$254B
| $1.72M | 0.15% |
+8,300
| New | +$1.47M |
|
Similar funds
LMGAM
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DP
PIA
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.