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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
WDC icon
151
PUT
Western Digital
WDC
$150B
$1.25M 0.1%
10,400
+100
+1% +$8.17K
UBER icon
152
PUT
Uber
UBER
$153B
$1.21M 0.1%
12,400
-40,000
-76% -$3.74M
CSCO icon
153
PUT
Cisco
CSCO
$479B
$1.21M 0.1%
17,700
+11,100
+168% +$757K
DHI icon
154
PUT
D.R. Horton
DHI
$42.3B
$1.2M 0.1%
7,100
+3,000
+73% +$472K
CDNS icon
155
CALL
Cadence Design Systems
CDNS
$93.4B
$1.19M 0.09%
3,400
+900
+36% +$310K
CEG icon
156
CALL
Constellation Energy
CEG
$95.6B
$1.18M 0.09%
3,600
-37,300
-91% -$12M
CVX icon
157
CALL
Chevron
CVX
$366B
$1.18M 0.09%
7,600
-13,800
-64% -$2.14M
GNRC icon
158
PUT
Generac Holdings
GNRC
$12.5B
$1.17M 0.09%
7,000
+4,100
+141% +$718K
XYZ
159
PUT
Block Inc
XYZ
$47.5B
$1.16M 0.09%
16,000
+6,600
+70% +$494K
MU icon
160
CALL
Micron Technology
MU
$991B
$1.15M 0.09%
6,900
-6,900
-50% -$883K
ABNB icon
161
CALL
Airbnb
ABNB
$107B
$1.14M 0.09%
9,400
-800
-8% -$103K
VKTX icon
162
Viking Therapeutics
VKTX
$4B
$1.14M 0.09%
43,207
– –
AAL icon
163
CALL
American Airlines Group
AAL
$10.6B
$1.13M 0.09%
100,400
-43,900
-30% -$541K
CDNS icon
164
PUT
Cadence Design Systems
CDNS
$93.4B
$1.12M 0.09%
3,200
-1,800
-36% -$619K
UNP icon
165
CALL
Union Pacific
UNP
$174B
$1.09M 0.09%
4,600
+700
+18% +$158K
CCL icon
166
CALL
Carnival Corporation Ltd
CCL
$39.7B
$1.09M 0.09%
37,600
+13,400
+55% +$405K
CEG icon
167
PUT
Constellation Energy
CEG
$95.6B
$1.09M 0.09%
3,300
-9,500
-74% -$3.07M
LVS icon
168
CALL
Las Vegas Sands
LVS
$29.6B
$1.06M 0.08%
19,700
+10,000
+103% +$526K
BSX icon
169
PUT
Boston Scientific
BSX
$71.5B
$1.01M 0.08%
10,300
+700
+7% +$72.5K
CMG icon
170
CALL
Chipotle Mexican Grill
CMG
$41.5B
$1M 0.08%
25,600
+7,100
+38% +$320K
CRH icon
171
CRH
CRH
$66.8B
$995K 0.08%
+8,300
New +$877K
NU icon
172
CALL
Nu Holdings
NU
$66.9B
$994K 0.08%
62,100
+27,500
+79% +$384K
PYPL icon
173
PUT
PayPal
PYPL
$50.5B
$972K 0.08%
14,500
-1,100
-7% -$77.5K
W icon
174
Wayfair
W
$14.6B
$953K 0.08%
+10,666
New +$781K
DHR icon
175
PUT
Danaher
DHR
$144B
$952K 0.08%
4,800
-6,800
-59% -$1.35M
5 6
7
8 9

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FFM
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DAM
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SPC
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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.