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CIK: 0002075597
Total reported value
$1.3B
$1.3B
197 檔
47.6%
In Q1 2026, Limestone Investment Advisors LP's U.S. equity holdings reached a combined market value of $1.3B, distributed across 197 disclosed stock positions.
Limestone Investment Advisors LP executed strategic sector rebalancing during Q1 2026, establishing 49 new positions while fully exiting 62 holdings and trimming 37 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 35.49% | -9.27% | +42.57% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.68% | -4.41% | +183.66% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.03% | -1.05% | +29.96% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.77% | +0.15% | -9.79% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.38% | -1.46% | +39.04% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.37% | -1.94% | +73.78% | |
| 7 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.39% | -2.39% | EXIT | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 2.13% | -1.98% | +321.84% | |
| 9 | WFC | Wells Fargo & Co | Stock-Financials | 2.07% | -0.67% | +97.14% | |
| 10 | NFLX | Netflix Inc | Stock-Comm Services | 1.97% | -0.55% | +89.87% | |
| 11 | C | Citigroup Inc | Stock-Financials | 1.91% | +0.34% | -12.13% | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 1.65% | +0.72% | +39.00% | |
| 13 | ASML | ASML Holding N.V. | Stock-Tech | 1.56% | -0.08% | +8.95% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | +0.19% | -8.14% | |
| 15 | MS | Morgan Stanley | Stock-Financials | 1.21% | -0.14% | +26.04% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 0.99% | -0.01% | -3.09% | |
| 17 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 0.88% | -0.74% | — | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | -0.16% | +21.17% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.85% | -0.06% | -20.41% | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.84% | -0.34% | +82.67% | |
| 21 | BA | Boeing Co/the | Stock-Industrials | 0.74% | +0.20% | +58.13% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | +0.84% | +101.67% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.71% | -0.62% | +217.59% | |
| 24 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.67% | -0.05% | +87.91% | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 0.65% | -0.65% | EXIT | |
| 26 | UBER | Uber Technologies Inc | Stock-Industrials | 0.63% | +0.27% | -19.81% | |
| 27 | GLW | Corning Inc | Stock-Tech | 0.61% | -0.61% | EXIT | |
| 28 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.59% | +0.75% | +223.07% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.31% | — | |
| 30 | AXP | American Express Co | Stock-Financials | 0.56% | -0.05% | +109.88% | |
| 31 | NXT | Nextpower Inc-cl A | Stock-Tech | 0.55% | +0.15% | -2.49% | |
| 32 | GE | General Electric | Stock-Industrials | 0.51% | +0.59% | +17.33% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.40% | -21.88% | |
| 34 | MRP | Millrose Properties | Stock-Real Estate | 0.46% | -0.01% | — | |
| 35 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.45% | — | — | |
| 36 | SLB | Slb LTD | Stock-Energy | 0.44% | -0.04% | +438.69% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.44% | +0.05% | +55.10% | |
| 38 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.38% | +1.28% | -35.93% | |
| 39 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.37% | -0.33% | — | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.36% | +1.13% | +33.49% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.35% | +0.03% | +26.95% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.33% | +1.08% | -45.37% | |
| 43 | USB | US Bancorp | Stock-Financials | 0.32% | -0.21% | +1770.24% | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.28% | -0.28% | EXIT | |
| 45 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.28% | +0.04% | — | |
| 46 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.28% | +0.21% | — | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.10% | -36.14% | |
| 48 | SHEL | Shell Plc-adr | Stock-Energy | 0.27% | -0.20% | — | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.26% | -0.26% | EXIT | |
| 50 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.26% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +4.2% | +42.57% | Add |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +2.4% | NEW | New buy |
| 3 | MSFT | Microsoft CORP | +2.1% | +183.66% | Add |
| 4 | AMD | Advanced Micro Devices | +1.5% | +321.84% | Add |
| 5 | PDD | Pdd Holdings Inc | +0.9% | NEW | New buy |
| 6 | NFLX | Netflix Inc | +0.8% | +89.87% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.7% | +73.78% | Add |
| 8 | WFC | Wells Fargo & Co | +0.6% | +97.14% | Add |
| 9 | JNJ | Johnson & Johnson | +0.6% | NEW | New buy |
| 10 | PLTR | Palantir Technologies Inc-a | +0.4% | +217.59% | Add |
| 11 | SLB | Slb LTD | +0.4% | +438.69% | Add |
| 12 | NKE | Nike Inc -cl B | +0.3% | +223.07% | Add |
| 13 | USB | US Bancorp | +0.3% | +1770.24% | Add |
| 14 | SCHW | Schwab (charles) CORP | +0.3% | NEW | New buy |
| 15 | INTC | Intel CORP | +0.2% | +543.20% | Add |
| 16 | TOST | Toast Inc-class A | +0.2% | NEW | New buy |
| 17 | UNH | Unitedhealth Group Inc | +0.2% | +101.67% | Add |
| 18 | GLW | Corning Inc | +0.2% | +14.30% | Add |
| 19 | KO | Coca-cola Co/the | +0.2% | +853.33% | Add |
| 20 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 21 | ACN | Accenture plc | +0.2% | NEW | New buy |
| 22 | ASML | ASML Holding N.V. | +0.2% | +8.95% | Add |
| 23 | AXP | American Express Co | +0.2% | +109.88% | Add |
| 24 | DIS | Walt Disney Co/the | +0.2% | +87.91% | Add |
| 25 | AMZN | Amazon.com Inc | +0.2% | +39.04% | Add |
| 26 | MMM | 3m Co | +0.2% | NEW | New buy |
| 27 | PG | Procter & Gamble Co/the | +0.1% | NEW | New buy |
| 28 | VZ | Verizon Communications Inc | +0.1% | NEW | New buy |
| 29 | BA | Boeing Co/the | +0.1% | +58.13% | Add |
| 30 | VXX | Ipath Series B S&p 500 Vix | +0.1% | NEW | New buy |
| 31 | SONY | Sony Group CORP - Sp Adr | +0.1% | NEW | New buy |
| 32 | JAN | Janus Living Inc Cl-a-1 | +0.1% | NEW | New buy |
| 33 | MWH | Solv Energy Inc-cl A | +0.1% | NEW | New buy |
| 34 | ABT | Abbott Laboratories | +0.1% | NEW | New buy |
| 35 | BX | Blackstone Inc | +0.1% | +144.36% | Add |
| 36 | ✓ | Haymaker Acquisition CORP Iv | +0.1% | +1920.94% | Add |
| 37 | RIVN | Rivian Automotive Inc-a | +0.1% | NEW | New buy |
| 38 | LULU | Lululemon Athletica Inc | +0.1% | NEW | New buy |
| 39 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +82.67% | Add |
| 40 | QCOM | Qualcomm Inc | +0.1% | +81.23% | Add |
| 41 | ANET | Arista Networks Inc | +0.1% | +486.06% | Add |
| 42 | CME | Cme Group Inc | +0.1% | NEW | New buy |
| 43 | CSX | Csx CORP | +0.1% | +355.15% | Add |
| 44 | NXT | Nextpower Inc-cl A | +0.1% | -2.49% | Trim |
| 45 | DKNG 0 03-15-28Bond | Draftkings Holdings Inc | +0.1% | NEW | New buy |
| 46 | XPEV | Xpeng Inc - Adr | +0.1% | NEW | New buy |
| 47 | EEM | Ishares Msci Emerging Market | +0.1% | NEW | New buy |
| 48 | UL | Unilever Plc-sponsored Adr | +0.1% | NEW | New buy |
| 49 | XYZ | Block Inc | +0.1% | NEW | New buy |
| 50 | T | At&t Inc | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Limestone Investment Advisors LP reported a total U.S. public equity portfolio value of $1.3B across 197 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, MSFT, GOOGL) accounted for 47.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
HYG
市值: $29.8M
Top Position Liquidated / Trimmed
LRCX
前期市值: $8.3M
During Q1 2026, Limestone Investment Advisors LP's top holdings by market value included SPY (35.5%)、MSFT (4.7%)、GOOGL (4.0%). The largest single position, SPY, represented 35.5% of total portfolio value.
In Q1 2026, Limestone Investment Advisors LP made 189 total portfolio adjustments, initiating 49 new buys, adding to 41 positions, trimming 37 holdings, and fully liquidating 62 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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