Limestone Investment Advisors
Latest statistics and disclosures from Limestone Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, MSFT, GOOGL, AAPL, AMZN, and represent 51.33% of Limestone Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$132M), MSFT (+$38M), HYG (+$30M), AMD (+$20M), META (+$18M), WFC (+$13M), AMZN (+$12M), NFLX (+$12M), GOOGL (+$12M), PDD (+$11M).
- Started 54 new stock positions in DMII, VSXY, CHRW, PDD, XPEV, ABT, IHG, PLNT, MWH, PRKS.
- Reduced shares in these 10 stocks: DAL (-$11M), PYPL (-$8.9M), LRCX (-$8.3M), CMG (-$6.5M), VLO (-$6.2M), NVDA (-$6.2M), QQQ (-$6.1M), LLY (-$5.6M), TXN (-$5.2M), .
- Sold out of its positions in ACHC, AA, ANNA, ATI, Allurion Technologies, AR, APO, ARM, TEAM, ADSK.
- Limestone Investment Advisors was a net buyer of stock by $250M.
- Limestone Investment Advisors has $1.2B in assets under management (AUM), dropping by 19.76%.
- Central Index Key (CIK): 0002075597
Tip: Access up to 7 years of quarterly data
Positions held by Limestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Limestone Investment Advisors
Limestone Investment Advisors holds 197 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 35.5 | $443M | +42% | 682k | 650.34 |
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| Microsoft Corporation (MSFT) | 4.7 | $58M | +183% | 158k | 370.17 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $50M | +29% | 175k | 287.56 |
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| Apple (AAPL) | 3.8 | $47M | -9% | 186k | 253.79 |
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| Amazon (AMZN) | 3.4 | $42M | +39% | 203k | 208.27 |
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| Meta Platforms Cl A (META) | 3.4 | $42M | +73% | 74k | 572.13 |
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| Ishares Tr Iboxx Hi Yd Etf Put Option (HYG) | 2.4 | $30M | NEW | 375k | 79.56 |
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| Advanced Micro Devices (AMD) | 2.1 | $27M | +321% | 131k | 203.43 |
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| Wells Fargo & Company (WFC) | 2.1 | $26M | +97% | 325k | 79.61 |
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| Netflix Call Option (NFLX) | 2.0 | $25M | +89% | 256k | 96.15 |
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| Citigroup Com New (C) | 1.9 | $24M | -12% | 211k | 113.41 |
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| Bank of America Corporation (BAC) | 1.7 | $21M | +38% | 424k | 48.75 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.6 | $20M | +8% | 15k | 1320.83 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $18M | -8% | 62k | 294.16 |
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| Morgan Stanley Com New (MS) | 1.2 | $15M | +26% | 92k | 164.57 |
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| Caterpillar (CAT) | 1.0 | $12M | -3% | 18k | 708.46 |
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| Pdd Holdings Sponsored Ads (PDD) | 0.9 | $11M | NEW | 108k | 102.18 |
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| Visa Com Cl A (V) | 0.9 | $11M | +21% | 36k | 302.24 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $11M | -20% | 31k | 337.95 |
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| Novo-nordisk A S Adr (NVO) | 0.8 | $10M | +82% | 284k | 36.75 |
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| Boeing Company (BA) | 0.7 | $9.2M | +58% | 46k | 199.03 |
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| UnitedHealth (UNH) | 0.7 | $8.9M | +101% | 33k | 270.59 |
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| Palantir Technologies Cl A (PLTR) | 0.7 | $8.9M | +217% | 61k | 146.28 |
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| Walt Disney Company (DIS) | 0.7 | $8.4M | +87% | 87k | 96.38 |
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| Qualcomm (QCOM) | 0.6 | $8.1M | +81% | 63k | 128.78 |
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| Uber Technologies (UBER) | 0.6 | $7.8M | -19% | 109k | 71.93 |
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| Corning Incorporated (GLW) | 0.6 | $7.6M | +14% | 56k | 135.97 |
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| Nike CL B (NKE) | 0.6 | $7.4M | +223% | 141k | 52.82 |
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| Johnson & Johnson Call Option (JNJ) | 0.6 | $7.3M | NEW | 30k | 244.44 |
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| American Express Company (AXP) | 0.6 | $7.0M | +109% | 23k | 302.48 |
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| Nextpower Class A Com (NXT) | 0.5 | $6.8M | -2% | 57k | 120.55 |
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| Ge Aerospace Com New (GE) | 0.5 | $6.4M | +17% | 22k | 283.77 |
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| Chevron Corporation Call Option (CVX) | 0.5 | $5.8M | -21% | 28k | 206.90 |
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| Millrose Pptys Com Cl A (MRP) | 0.5 | $5.7M | 204k | 28.00 |
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| Aercap Holdings Nv SHS (AER) | 0.5 | $5.7M | 41k | 137.18 |
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| SLB Com Stk Call Option (SLB) | 0.4 | $5.5M | +438% | 107k | 51.39 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $5.5M | +55% | 11k | 499.66 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $4.7M | -35% | 38k | 125.46 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.4 | $4.6M | 56k | 82.49 |
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| Cisco Systems (CSCO) | 0.4 | $4.5M | +33% | 58k | 77.59 |
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| International Business Machines Call Option (IBM) | 0.3 | $4.3M | +26% | 18k | 242.39 |
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| Goldman Sachs (GS) | 0.3 | $4.1M | -45% | 4.9k | 845.99 |
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| Us Bancorp Com New (USB) | 0.3 | $4.0M | +1770% | 77k | 52.01 |
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| Intel Corporation Call Option (INTC) | 0.3 | $3.5M | +543% | 80k | 44.13 |
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| Rio Tinto Sponsored Adr (RIO) | 0.3 | $3.5M | 38k | 93.29 |
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| Charles Schwab Corporation Call Option (SCHW) | 0.3 | $3.5M | NEW | 37k | 93.98 |
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| Exxon Mobil Corporation Call Option (XOM) | 0.3 | $3.5M | -36% | 21k | 169.66 |
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| Shell Spon Ads (SHEL) | 0.3 | $3.3M | 36k | 93.00 |
|
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| Applied Materials (AMAT) | 0.3 | $3.3M | -30% | 9.6k | 341.79 |
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| Coinbase Global Com Cl A (COIN) | 0.3 | $3.3M | 19k | 174.61 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $3.2M | +144% | 28k | 114.99 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $3.1M | +24% | 16k | 192.90 |
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| Netease Sponsored Ads (NTES) | 0.2 | $3.0M | 27k | 111.94 |
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| Barclays Adr (BCS) | 0.2 | $2.9M | 139k | 21.16 |
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| Coca-Cola Company (KO) | 0.2 | $2.8M | +853% | 37k | 76.05 |
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| Toast Cl A Call Option (TOST) | 0.2 | $2.7M | NEW | 101k | 26.51 |
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| ConocoPhillips Call Option (COP) | 0.2 | $2.5M | +6% | 19k | 132.00 |
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| Tesla Motors Call Option (TSLA) | 0.2 | $2.5M | NEW | 6.6k | 371.75 |
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| Honeywell International | 0.2 | $2.4M | -5% | 11k | 226.03 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.3M | NEW | 12k | 198.29 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $2.2M | -15% | 23k | 98.38 |
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| Trip Com Group Ads (TCOM) | 0.2 | $2.2M | 45k | 49.79 |
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| Jd.com Spon Ads Cl A (JD) | 0.2 | $2.2M | 74k | 29.57 |
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| Carnival Corp Common Stock | 0.2 | $2.1M | +97% | 81k | 25.88 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $2.0M | 14k | 142.85 |
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| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.1 | $1.8M | 89k | 20.75 |
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| 3M Company (MMM) | 0.1 | $1.8M | NEW | 13k | 145.23 |
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| Ke Hldgs Sponsored Ads (BEKE) | 0.1 | $1.8M | 122k | 14.97 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.8M | +82% | 14k | 126.35 |
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| Nextdecade Corp (NEXT) | 0.1 | $1.8M | 236k | 7.66 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $1.8M | -37% | 31k | 58.78 |
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| Sea Sponsord Ads (SE) | 0.1 | $1.7M | +201% | 21k | 82.81 |
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| Procter & Gamble Company (PG) | 0.1 | $1.7M | NEW | 12k | 144.44 |
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| Verizon Communications (VZ) | 0.1 | $1.7M | NEW | 34k | 50.20 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.7M | -75% | 8.6k | 194.14 |
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| Full Truck Alliance Sponsored Ads (YMM) | 0.1 | $1.6M | 195k | 8.30 |
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| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.1 | $1.6M | 191k | 8.38 |
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| Barclays Bank Ipath S&p 500 Sh (VXX) | 0.1 | $1.6M | NEW | 45k | 35.70 |
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| MercadoLibre (MELI) | 0.1 | $1.6M | +12% | 900.00 | 1729.02 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $1.6M | NEW | 75k | 20.70 |
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| Marriott Intl Cl A (MAR) | 0.1 | $1.5M | -7% | 4.7k | 327.07 |
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| Janus Living Cl A-1 (JAN) | 0.1 | $1.5M | NEW | 65k | 23.57 |
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| Biontech Se Sponsored Ads (BNTX) | 0.1 | $1.5M | 17k | 88.88 |
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| Icici Bank Adr (IBN) | 0.1 | $1.5M | 57k | 25.90 |
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| S&p Global (SPGI) | 0.1 | $1.5M | +50% | 3.5k | 425.34 |
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| Solv Energy Com Shs Cl A (MWH) | 0.1 | $1.4M | NEW | 48k | 30.03 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.4M | +10% | 16k | 89.59 |
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| Constellation Energy (CEG) | 0.1 | $1.4M | -3% | 4.8k | 279.25 |
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| Abbott Laboratories (ABT) | 0.1 | $1.3M | NEW | 13k | 102.67 |
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| Arista Networks Com Shs (ANET) | 0.1 | $1.3M | +486% | 11k | 122.78 |
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| CSX Corporation (CSX) | 0.1 | $1.3M | +355% | 31k | 41.05 |
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| Merck & Co Call Option (MRK) | 0.1 | $1.3M | -52% | 10k | 120.29 |
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| Abbvie (ABBV) | 0.1 | $1.2M | +68% | 5.7k | 217.49 |
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| Haymaker Acquisition Corp Iv Class A | 0.1 | $1.2M | +1920% | 392k | 2.94 |
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| Rivian Automotive Com Cl A Call Option (RIVN) | 0.1 | $1.1M | NEW | 73k | 15.05 |
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| Lululemon Athletica (LULU) | 0.1 | $1.1M | NEW | 7.1k | 153.10 |
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| Msci (MSCI) | 0.1 | $1.1M | 2.0k | 539.01 |
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| Cme (CME) | 0.1 | $1.0M | NEW | 3.5k | 295.35 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $1.0M | +94% | 8.0k | 126.28 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $1.0M | 59k | 16.97 |
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| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.1 | $946k | 48k | 19.75 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $935k | +6% | 2.0k | 460.99 |
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| Draftkings Note 3/1 | 0.1 | $932k | NEW | 43k | 21.62 |
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| Xpeng Ads (XPEV) | 0.1 | $926k | NEW | 54k | 17.11 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $901k | NEW | 16k | 56.79 |
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| Unilever Spon Adr New (UL) | 0.1 | $855k | NEW | 15k | 56.97 |
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| Union Pacific Corporation (UNP) | 0.1 | $830k | -20% | 3.4k | 242.62 |
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| Academy Sports & Outdoor (ASO) | 0.1 | $822k | -7% | 15k | 56.45 |
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| Block Cl A (XYZ) | 0.1 | $822k | NEW | 14k | 60.18 |
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| Paypal Holdings Call Option (PYPL) | 0.1 | $819k | -91% | 18k | 45.23 |
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| At&t Call Option (T) | 0.1 | $809k | NEW | 28k | 28.99 |
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| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.1 | $806k | NEW | 6.0k | 133.46 |
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| Pepsi (PEP) | 0.1 | $772k | +91% | 5.0k | 155.29 |
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| General Dynamics Corporation (GD) | 0.1 | $765k | +47% | 2.2k | 343.23 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $765k | +117% | 2.0k | 390.41 |
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| Ge Vernova (GEV) | 0.1 | $757k | -80% | 867.00 | 872.90 |
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| C H Robinson Worldwide In Com New (CHRW) | 0.1 | $752k | NEW | 4.5k | 166.07 |
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| Bath & Body Works In (BBWI) | 0.1 | $744k | NEW | 40k | 18.67 |
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| Sonos (SONO) | 0.1 | $740k | NEW | 55k | 13.40 |
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| Citizens Financial Call Option (CFG) | 0.1 | $738k | NEW | 12k | 59.97 |
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| Victorias Secret And Common Stock (VSXY) | 0.1 | $710k | NEW | 15k | 46.36 |
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| Truist Financial Corp equities (TFC) | 0.1 | $705k | -40% | 15k | 45.97 |
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| Rf Acquisition Corp Iii Ord Shs (RFAM) | 0.1 | $693k | NEW | 71k | 9.79 |
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| American Eagle Outfitters (AEO) | 0.1 | $690k | NEW | 41k | 16.70 |
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| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $668k | NEW | 19k | 34.55 |
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| Andersen Group Cl A (ANDG) | 0.1 | $637k | -53% | 23k | 27.20 |
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| Philip Morris International Call Option (PM) | 0.1 | $628k | +171% | 3.8k | 165.34 |
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| Floor & Decor Hldgs Cl A (FND) | 0.0 | $612k | NEW | 12k | 50.80 |
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| Seaworld Entertainment (PRKS) | 0.0 | $610k | NEW | 19k | 32.66 |
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| Lowe's Companies (LOW) | 0.0 | $608k | -4% | 2.6k | 236.27 |
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| Expedia Group Com New (EXPE) | 0.0 | $606k | +87% | 2.6k | 230.89 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $601k | -21% | 1.2k | 484.90 |
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| Planet Fitness Master Issuer Cl A (PLNT) | 0.0 | $594k | NEW | 8.0k | 74.38 |
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| Xflh Cap Corp Ord Shs (XFLH) | 0.0 | $584k | NEW | 59k | 9.87 |
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| Pagseguro Digital Com Cl A (PAGS) | 0.0 | $574k | 57k | 10.02 |
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| Kkr & Co (KKR) | 0.0 | $574k | -9% | 6.2k | 92.50 |
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| Chewy Cl A (CHWY) | 0.0 | $570k | +10% | 21k | 27.00 |
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| Newmont Mining Corporation (NEM) | 0.0 | $563k | NEW | 5.2k | 108.25 |
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| Home Depot (HD) | 0.0 | $561k | -59% | 1.7k | 328.89 |
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| Metropcs Communications (TMUS) | 0.0 | $549k | NEW | 2.6k | 210.03 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $549k | NEW | 2.0k | 275.18 |
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| Delta Air Lines Com New (DAL) | 0.0 | $547k | -95% | 8.2k | 66.48 |
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| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $541k | 21k | 25.48 |
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| Ubs Group SHS Call Option (UBS) | 0.0 | $535k | NEW | 14k | 39.07 |
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| Moelis & Co Cl A (MC) | 0.0 | $535k | 1.0k | 535.02 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $509k | NEW | 1.7k | 304.08 |
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| Analog Devices (ADI) | 0.0 | $505k | -60% | 1.6k | 318.14 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $504k | -64% | 35k | 14.37 |
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| Dollar Tree (DLTR) | 0.0 | $501k | NEW | 4.6k | 109.51 |
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| Micron Technology (MU) | 0.0 | $496k | -30% | 1.5k | 337.84 |
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| Linde SHS Call Option (LIN) | 0.0 | $496k | -56% | 1.0k | 495.76 |
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| Coupang Cl A Call Option (CPNG) | 0.0 | $476k | NEW | 25k | 18.88 |
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| Seagate Hdd Cayman Note 3.500% 6/0 Call Option | 0.0 | $470k | NEW | 1.2k | 391.76 |
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| Eaton Corp SHS (ETN) | 0.0 | $454k | -65% | 1.3k | 357.67 |
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| Servicenow (NOW) | 0.0 | $453k | +101% | 4.3k | 104.55 |
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| Braze Com Cl A (BRZE) | 0.0 | $437k | NEW | 19k | 23.61 |
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| Key Call Option (KEY) | 0.0 | $435k | NEW | 22k | 20.05 |
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| Vale S A Sponsored Ads Call Option (VALE) | 0.0 | $434k | NEW | 27k | 15.91 |
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| American Intl Group Com New Call Option (AIG) | 0.0 | $376k | NEW | 5.0k | 75.25 |
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| American Airls Call Option (AAL) | 0.0 | $361k | -61% | 34k | 10.74 |
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| Danaher Corporation Call Option (DHR) | 0.0 | $341k | -81% | 1.8k | 189.60 |
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| Palo Alto Networks Call Option (PANW) | 0.0 | $337k | -83% | 2.1k | 160.32 |
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| Johnson Controls Internation SHS (JCI) | 0.0 | $335k | -22% | 2.6k | 130.95 |
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| Prologis Call Option (PLD) | 0.0 | $331k | -56% | 2.5k | 132.18 |
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| Ross Stores Call Option (ROST) | 0.0 | $325k | -62% | 1.5k | 216.63 |
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| Valero Energy Corporation Call Option (VLO) | 0.0 | $321k | -95% | 1.3k | 247.08 |
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| Aleanna *w Exp 12/13/202 (ANNAW) | 0.0 | $304k | -38% | 376k | 0.81 |
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| Rigetti Computing *w Exp 03/02/202 (RGTIW) | 0.0 | $295k | -58% | 54k | 5.49 |
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| BP Sponsored Adr Call Option (BP) | 0.0 | $291k | -56% | 6.2k | 47.00 |
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| General Motors Company Call Option (GM) | 0.0 | $283k | -27% | 3.8k | 74.50 |
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| Amgen Call Option (AMGN) | 0.0 | $282k | -56% | 800.00 | 351.85 |
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| Fortinet Call Option (FTNT) | 0.0 | $278k | -90% | 3.4k | 81.72 |
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| Generac Holdings Call Option (GNRC) | 0.0 | $274k | -67% | 1.4k | 195.33 |
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| Steel Dynamics Call Option (STLD) | 0.0 | $270k | -42% | 1.5k | 180.00 |
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| Cummins Call Option (CMI) | 0.0 | $269k | -72% | 500.00 | 538.02 |
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| Novartis Sponsored Adr Call Option (NVS) | 0.0 | $244k | NEW | 1.6k | 152.75 |
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| Planet Labs Pbc Com Cl A (PL) | 0.0 | $234k | NEW | 8.4k | 27.95 |
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| Oracle Corporation Call Option (ORCL) | 0.0 | $221k | -65% | 1.5k | 147.11 |
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| Target Corporation Call Option (TGT) | 0.0 | $206k | NEW | 1.7k | 121.20 |
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| Automatic Data Processing Call Option (ADP) | 0.0 | $203k | -67% | 1.0k | 203.18 |
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| Paychex Call Option (PAYX) | 0.0 | $203k | -77% | 2.2k | 92.12 |
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| Drugs Made In Amer Acq Ii Usd Ord Shs (DMII) | 0.0 | $119k | NEW | 12k | 9.97 |
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| Niocorp Devs *w Exp 03/17/202 (NIOBW) | 0.0 | $73k | 43k | 1.71 |
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| Suncar Technology Group *w Exp 05/17/202 (SDAWW) | 0.0 | $69k | 275k | 0.25 |
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| Alpha Modus Hldgs Cl A (AMOD) | 0.0 | $41k | 113k | 0.37 |
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| Cyabra Com Shs (CYAB) | 0.0 | $32k | NEW | 17k | 1.85 |
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| Alpha Modus Hldgs *w Exp 12/13/202 (AMODW) | 0.0 | $24k | 538k | 0.04 |
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| Aeries Technology *w Exp 11/06/202 (AERTW) | 0.0 | $9.9k | 497k | 0.02 |
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| Cheche Group *w Exp 10/01/203 (CCGWW) | 0.0 | $4.0k | 146k | 0.03 |
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| Veea *w Exp 09/13/202 (VEEAW) | 0.0 | $3.8k | 39k | 0.10 |
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| Sunpower *w Exp 07/31/202 (SPWRW) | 0.0 | $3.8k | 15k | 0.25 |
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| Livewire Group (LVWR) | 0.0 | $2.6k | 52k | 0.05 |
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| Envoy Medical *w Exp 09/29/202 (COCHW) | 0.0 | $1.6k | 24k | 0.07 |
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| Aspire Biopharma Hldgs *w Exp 02/14/203 (ASBPW) | 0.0 | $1.2k | 75k | 0.02 |
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| Liminatus Pharma *w Exp 04/30/203 (LIMNW) | 0.0 | $902.480000 | 23k | 0.04 |
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| Lotus Technology *w Exp 02/22/202 (LOTWW) | 0.0 | $707.920800 | 17k | 0.04 |
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| Cxapp *w Exp 99/99/999 (CXAIW) | 0.0 | $485.376000 | 15k | 0.03 |
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Past Filings by Limestone Investment Advisors
SEC 13F filings are viewable for Limestone Investment Advisors going back to 2025
- Limestone Investment Advisors 2026 Q1 filed May 15, 2026
- Limestone Investment Advisors 2025 Q4 filed Feb. 17, 2026
- Limestone Investment Advisors 2025 Q3 filed Nov. 13, 2025