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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 | |
|---|---|---|---|---|---|---|
126
CALL
SPDR Gold Trust
GLD
$141B
| $1.71M | 0.15% |
+5,600
| New | +$1.7M |
|
127
PUT
Chevron
CVX
$366B
| $1.7M | 0.15% |
+11,900
| New | +$1.68M |
|
128
CALL
Micron Technology
MU
$991B
| $1.7M | 0.15% |
+13,800
| New | +$1.29M |
|
129
PUT
Arista Networks
ANET
$238B
| $1.69M | 0.15% |
+16,500
| New | +$1.43M |
|
130
PUT
Capital One
COF
$134B
| $1.68M | 0.15% |
+7,900
| New | +$1.47M |
|
131
PUT
DoorDash
DASH
$93.6B
| $1.68M | 0.15% |
+6,800
| New | +$1.36M |
|
132
PUT
Roblox
RBLX
$27B
| $1.64M | 0.14% |
+15,600
| New | +$1.23M |
|
133
PUT
CrowdStrike
CRWD
$218B
| $1.63M | 0.14% |
+12,800
| New | +$1.39M |
|
134
CALL
American Airlines Group
AAL
$10.5B
| $1.62M | 0.14% |
+144,300
| New | +$1.55M |
|
|
135
PUT
SPDR Gold Trust
GLD
$141B
| $1.62M | 0.14% |
+5,300
| New | +$1.6M |
|
136
CALL
ServiceNow
NOW
$129B
| $1.54M | 0.13% |
+7,500
| New | +$1.41M |
|
|
137
PUT
ServiceNow
NOW
$129B
| $1.54M | 0.13% |
+7,500
| New | +$1.41M |
|
138
PUT
Cadence Design Systems
CDNS
$93.4B
| $1.54M | 0.13% |
+5,000
| New | +$1.45M |
|
139
CALL
Johnson Controls International
JCI
$92.2B
| $1.5M | 0.13% |
+14,200
| New | +$1.31M |
|
|
AMRZ
140
Amrize Ltd
AMRZ
$25.8B
| $1.49M | 0.13% |
+30,000
| New | +$1.51M |
|
141
Vipshop
VIPS
$7.53B
| $1.48M | 0.13% |
+98,536
| New | +$1.39M |
|
142
PUT
Lam Research
LRCX
$389B
| $1.47M | 0.13% |
+15,100
| New | +$1.2M |
|
143
CALL
Darden Restaurants
DRI
$24.4B
| $1.44M | 0.13% |
+6,600
| New | +$1.37M |
|
144
PUT
Comcast
CMCSA
$90B
| $1.44M | 0.13% |
+40,300
| New | +$1.39M |
|
145
CALL
Starbucks
SBUX
$120B
| $1.42M | 0.12% |
+15,500
| New | +$1.34M |
|
|
146
PUT
Micron Technology
MU
$991B
| $1.42M | 0.12% |
+11,500
| New | +$1.07M |
|
147
PUT
Lennar Class A
LEN
$21.2B
| $1.42M | 0.12% |
+12,800
| New | +$1.39M |
|
148
CALL
FedEx
FDX
$75.4B
| $1.41M | 0.12% |
+6,200
| New | +$1.36M |
|
149
CALL
Danaher
DHR
$144B
| $1.4M | 0.12% |
+7,100
| New | +$1.38M |
|
150
D.R. Horton
DHI
$42.3B
| $1.37M | 0.12% |
+10,590
| New | +$1.3M |
|
Similar funds
LMGAM
CPA
FFM
TCA
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.