LI

Limestone Investment Advisors LP

Momentum follower

Total reported value

$1.2B

Reporting period: 2026-03-31 · Number of holdings: 399

Limestone Investment Advisors LP disclosed 399 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.2B and a quarterly turnover rate of 51.3%.

Personality snowflake

Concentration
55.07
Portfolio Stability
51.33
Momentum/Contrarian
100
Sector conviction
58.39
Diversification
100
Sizing Uniformity
48.76

Recent moves

  • Add SPY

    +42.6%　$117.3M

  • Add MSFT

    +183.7%　$31.5M

  • Trim AAPL

    -9.8%　-$8.8M

  • Add AMD

    +321.8%　$20.0M

  • Trim PYPL

    -91.5%　-$11.7M

  • Trim DAL

    -95.2%　-$11.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 197 holdings (of 399 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth35.49%+4.23%+42.57%
2MSFTMicrosoft CORPStock-Tech4.68%+2.09%+183.66%
3GOOGLAlphabet Inc-cl AStock-Comm Services4.03%-0.02%+29.96%
4AAPLApple INCStock-Tech3.77%-1.59%-9.79%
5AMZNAmazon.com INCStock-Consumer Disc3.38%+0.15%+39.04%
6METAMeta Platforms Inc-class AStock-Comm Services3.37%+0.69%+73.78%
7HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-High Yield2.39%+2.39%NEW
8AMDAdvanced Micro DevicesStock-Tech2.13%+1.49%+321.84%
9WFCWells Fargo & CoStock-Financials2.07%+0.60%+97.14%
10NFLXNetflix INCStock-Comm Services1.97%+0.76%+89.87%
11CCitigroup INCStock-Financials1.91%-0.77%-12.13%
12BACBank Of America CORPStock-Financials1.65%+0.04%+39.00%
13ASMLASML Holding N.V.Stock-Tech1.56%+0.17%+8.95%
14JPMJpmorgan Chase & CoStock-Financials1.45%-0.62%-8.14%
15MSMorgan StanleyStock-Financials1.21%-0.03%+26.04%
16CATCaterpillar INCStock-Industrials0.99%—-3.09%
17PDDPdd Holdings INCStock-Consumer Disc0.88%+0.88%NEW
18VVisa Inc-class A SharesStock-Financials0.88%—+21.17%
19TSMTaiwan Semiconductor-sp AdrStock-Tech0.85%—-20.41%
20NVONovo-nordisk A/s-spons AdrStock-Healthcare0.84%+0.08%+82.67%
21BABoeing Co/theStock-Industrials0.74%+0.13%+58.13%
22UNHUnitedhealth Group INCStock-Healthcare0.72%+0.20%+101.67%
23PLTRPalantir Technologies Inc-aStock-Tech0.71%+0.38%+217.59%
24DISWalt Disney Co/theStock-Comm Services0.67%+0.16%+87.91%
25QCOMQualcomm INCStock-Tech0.65%—+81.23%
26UBERUber Technologies INCStock-Industrials0.63%-0.43%-19.81%
27GLWCorning INCStock-Tech0.61%+0.20%+14.30%
28NKENike INC -cl BStock-Consumer Disc0.59%+0.32%+223.07%
29JNJJohnson & JohnsonStock-Healthcare0.59%+0.59%NEW
30AXPAmerican Express CoStock-Financials0.56%+0.17%+109.88%
31NXTNextpower Inc-cl AStock-Tech0.55%—-2.49%
32GEGeneral ElectricStock-Industrials0.51%—+17.33%
33CVXChevron CORPStock-Energy0.47%—-21.88%
34MRPMillrose PropertiesStock-Real Estate0.46%——
35AERAerCap Holdings N.V.Stock-Industrials0.45%——
36SLBSlb LTDStock-Energy0.44%+0.37%+438.69%
37MAMastercard INC - AStock-Financials0.44%—+55.10%
38BABAAlibaba Group Holding-sp AdrStock-Consumer Disc0.38%-0.44%-35.93%
39HSBCHsbc Holdings Plc-spons AdrStock-Financials0.37%——
40CSCOCisco Systems INCStock-Tech0.36%—+33.49%
41IBMIntl Business Machines CORPStock-Tech0.35%—+26.95%
42GSGoldman Sachs Group INCStock-Financials0.33%-0.42%-45.37%
43USBUS BancorpStock-Financials0.32%+0.30%+1770.24%
44INTCIntel CORPStock-Tech0.28%+0.24%+543.20%
45RIORio Tinto Plc-spon AdrStock-Materials0.28%——
46SCHWSchwab (charles) CORPStock-Financials0.28%+0.28%NEW
47XOMExxon Mobil CORPStock-Energy0.28%—-36.14%
48SHELShell Plc-adrStock-Energy0.27%——
49AMATApplied Materials INCStock-Tech0.26%—-30.02%
50COINCoinbase Global INC -class AStock-Financials0.26%——
1–50 of 197

Holding changes this quarter

Limestone Investment Advisors LP's most significant position changes for 2026-03-31: New buy: Ishr Ibx Usd Hiyld Cb Etf-ui (HYG); New buy: Pdd Holdings INC (PDD); Sold out: Lam Research CORP (LRCX); New buy: Johnson & Johnson (JNJ); Sold out: Chipotle Mexican Grill INC (CMG).

Position changes disclosed by Limestone Investment Advisors LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SPYSs Spdr S&p 500 ETF Trust-us+4.2%+42.57%Add
2MSFTMicrosoft CORP+2.1%+183.66%Add
3AMDAdvanced Micro Devices+1.5%+321.84%Add
4NFLXNetflix INC+0.8%+89.87%Add
5METAMeta Platforms Inc-class A+0.7%+73.78%Add
6WFCWells Fargo & Co+0.6%+97.14%Add
7PLTRPalantir Technologies Inc-a+0.4%+217.59%Add
8SLBSlb LTD+0.4%+438.69%Add
9NKENike INC -cl B+0.3%+223.07%Add
10USBUS Bancorp+0.3%+1770.24%Add
11INTCIntel CORP+0.2%+543.20%Add
12UNHUnitedhealth Group INC+0.2%+101.67%Add
13GLWCorning INC+0.2%+14.30%Add
14KOCoca-cola Co/the+0.2%+853.33%Add
15ASMLASML Holding N.V.+0.2%+8.95%Add
16AXPAmerican Express Co+0.2%+109.88%Add
17DISWalt Disney Co/the+0.2%+87.91%Add
18AMZNAmazon.com INC+0.2%+39.04%Add
19BABoeing Co/the+0.1%+58.13%Add
20NVONovo-nordisk A/s-spons Adr+0.1%+82.67%Add
21BACBank Of America CORP0%+39.00%Add
22GOOGLAlphabet Inc-cl A0%+29.96%Add
23MSMorgan Stanley0%+26.04%Add
24FTNTFortinet INC-0.3%-90.37%Trim
25VLOValero Energy CORP-0.4%-95.09%Trim
26GSGoldman Sachs Group INC-0.4%-45.37%Trim
27UBERUber Technologies INC-0.4%-19.81%Trim
28BABAAlibaba Group Holding-sp Adr-0.4%-35.93%Trim
29TXNTexas Instruments INC-0.5%-75.75%Trim
30JPMJpmorgan Chase & Co-0.6%-8.14%Trim
31CCitigroup INC-0.8%-12.13%Trim
32DALDelta Air Lines INC-1.1%-95.18%Trim
33PYPLPaypal Holdings INC-1.1%-91.55%Trim
34AAPLApple INC-1.6%-9.79%Trim
35HYGIshr Ibx Usd Hiyld Cb Etf-ui—NEWNew buy
36PDDPdd Holdings INC—NEWNew buy
37LRCXLam Research CORP—EXITSold out
38JNJJohnson & Johnson—NEWNew buy
39CMGChipotle Mexican Grill INC—EXITSold out
40NVDANvidia CORP—EXITSold out
41QQQInvesco Qqq Trust Series 1—EXITSold out
42LLYEli Lilly & Co—EXITSold out
43COFCapital One Financial CORP—EXITSold out
44DDOGDatadog INC - Class A—EXITSold out
45SCHWSchwab (charles) CORP—NEWNew buy
46TOSTToast Inc-class A—NEWNew buy
47TSLATesla INC—NEWNew buy
48DHIDr Horton INC—EXITSold out
49DASHDoordash INC - A—EXITSold out
50ACNAccenture plc—NEWNew buy

FAQ

What is Limestone Investment Advisors LP and what type of investor is it?
Limestone Investment Advisors LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.2B, spread across 399 disclosed positions.
What are Limestone Investment Advisors LP's largest equity positions?
Based on the latest 13F filing, Limestone Investment Advisors LP's top holdings by market value are: 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $443.3M (35.5%) 2. Microsoft CORP (MSFT) — $58.4M (4.7%) 3. Alphabet Inc-cl A (GOOGL) — $50.4M (4.0%) 4. Apple INC (AAPL) — $47.1M (3.8%) 5. Amazon.com INC (AMZN) — $42.2M (3.4%)
What changes did Limestone Investment Advisors LP make in its most recent portfolio filing?
In the latest reported quarter, Limestone Investment Advisors LP made 50 notable position adjustments: 7 new positions were initiated, 23 existing holdings were added to, 11 positions were partially reduced, and 9 were completely exited. The largest of these moves: New buy: Ishr Ibx Usd Hiyld Cb Etf-ui (HYG); New buy: Pdd Holdings INC (PDD); Sold out: Lam Research CORP (LRCX); New buy: Johnson & Johnson (JNJ); Sold out: Chipotle Mexican Grill INC (CMG)
What sectors does Limestone Investment Advisors LP focus on?
Limestone Investment Advisors LP is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 30.1% • Financials: 22.2% • Communication Services: 17.7% • Consumer Discretionary: 12.2% • Industrials: 7.6% • Health Care: 4.3%