Limestone Investment Advisors Lp Top Holdings and 13F Report (2026)

About Limestone Investment Advisors Lp

Investment Activity

Limestone Investment Advisors Lp has $1.25 billion in total holdings as of March 31, 2026.
Limestone Investment Advisors Lp owns shares of 197 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 34.57% of the portfolio was purchased this quarter.
About 14.57% of the portfolio was sold this quarter.
This quarter, Limestone Investment Advisors Lp has purchased 245 new stocks and bought additional shares in 51 stocks.
Limestone Investment Advisors Lp sold shares of 55 stocks and completely divested from 102 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $443,336,778
Microsoft: $58,416,528
Alphabet: $50,398,916
Apple: $47,068,147
Amazon.com: $42,221,744

Largest New Holdings this Quarter

464288513 - iShares iBoxx $ High Yield Corporate Bond ETF: $29,827,044 Holding
722304102 - PDD: $11,043,512 Holding
478160104 - Johnson & Johnson: $7,333,200 Holding
808513105 - Charles Schwab: $3,514,852 Holding
888787108 - Toast: $2,666,906 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust: 203,556 shares (about $132.38M)
Microsoft: 102,177 shares (about $37.82M)
iShares iBoxx $ High Yield Corporate Bond ETF: 374,900 shares (about $29.83M)
Advanced Micro Devices: 99,936 shares (about $20.33M)
Meta Platforms: 31,265 shares (about $17.89M)

Largest Sales this Quarter

Delta Air Lines: 162,470 shares (about $10.80M)
PayPal: 196,100 shares (about $8.87M)
Valero Energy: 25,155 shares (about $6.22M)
Texas Instruments: 26,966 shares (about $5.24M)
Apple: 20,135 shares (about $5.11M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$443,336,778	$132,380,609 â–²	42.6%	681,700	35.5%	Finance
MSFT Microsoft	$58,416,528	$37,822,860 â–²	183.7%	157,810	4.7%	Computer and Technology
GOOGL Alphabet	$50,398,916	$11,619,725 â–²	30.0%	175,264	4.0%	Computer and Technology
AAPL Apple	$47,068,147	$5,110,062 â–¼	-9.8%	185,461	3.8%	Computer and Technology
AMZN Amazon.com	$42,221,744	$11,855,978 â–²	39.0%	202,726	3.4%	Retail/Wholesale
META Meta Platforms	$42,131,653	$17,887,644 â–²	73.8%	73,640	3.4%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$29,827,044	$29,827,044 â–²	New Holding	374,900	2.4%	ETF
AMD Advanced Micro Devices	$26,646,685	$20,329,980 â–²	321.8%	130,987	2.1%	Computer and Technology
WFC Wells Fargo & Company	$25,848,252	$12,736,485 â–²	97.1%	324,686	2.1%	Finance
NFLX Netflix	$24,575,940	$11,632,227 â–²	89.9%	255,600	2.0%	Consumer Discretionary
C Citigroup	$23,867,702	$3,293,994 â–¼	-12.1%	210,455	1.9%	Financial Services
BAC Bank of America	$20,653,766	$5,794,766 â–²	39.0%	423,667	1.7%	Finance
ASML ASML	$19,543,001	$1,606,129 â–²	9.0%	14,796	1.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$18,076,720	$1,602,584 â–¼	-8.1%	61,452	1.4%	Finance
MS Morgan Stanley	$15,162,492	$3,132,425 â–²	26.0%	92,134	1.2%	Finance
CAT Caterpillar	$12,426,388	$396,738 â–¼	-3.1%	17,540	1.0%	Industrials
PDD PDD	$11,043,512	$11,043,512 â–²	New Holding	108,079	0.9%	Retail/Wholesale
V Visa	$10,992,771	$1,920,735 â–²	21.2%	36,371	0.9%	Business Services
TSM Taiwan Semiconductor Manufacturing	$10,598,112	$2,717,118 â–¼	-20.4%	31,360	0.8%	Computer and Technology
NVO Novo Nordisk A/S	$10,437,368	$4,723,588 â–²	82.7%	284,010	0.8%	Medical
BA Boeing	$9,221,657	$3,390,078 â–²	58.1%	46,333	0.7%	Aerospace
UNH UnitedHealth Group	$8,949,494	$4,511,818 â–²	101.7%	33,074	0.7%	Medical
PALANTIR TECHNOLOGIES INC	$8,873,345	$6,079,397 â–²	217.6%	60,660	0.7%	CL A
DIS Walt Disney	$8,425,829	$3,941,942 â–²	87.9%	87,423	0.7%	Consumer Discretionary
QCOM Qualcomm	$8,098,717	$3,630,051 â–²	81.2%	62,888	0.6%	Computer and Technology
UBER Uber Technologies	$7,819,151	$1,931,752 â–¼	-19.8%	108,705	0.6%	Computer and Technology
GLW Corning	$7,600,043	$951,110 â–²	14.3%	55,895	0.6%	Computer and Technology
NKE NIKE	$7,423,006	$5,125,336 â–²	223.1%	140,534	0.6%	Consumer Discretionary
JNJ Johnson & Johnson	$7,333,200	$7,333,200 â–²	New Holding	30,000	0.6%	Medical
AXP American Express	$6,983,356	$3,656,076 â–²	109.9%	23,087	0.6%	Finance
NXT Nextpower	$6,807,941	$173,592 â–¼	-2.5%	56,474	0.5%	Energy
GE GE Aerospace	$6,359,286	$939,279 â–²	17.3%	22,410	0.5%	Aerospace
CVX Chevron	$5,834,580	$1,634,510 â–¼	-21.9%	28,200	0.5%	Energy
MILLROSE PPTYS INC	$5,706,260		0.0%	203,795	0.5%	COM CL A
AER Aercap	$5,652,639		0.0%	41,206	0.5%	Transportation
SLB SLB	$5,509,008	$4,486,347 â–²	438.7%	107,200	0.4%	Energy
MA Mastercard	$5,488,265	$1,949,673 â–²	55.1%	10,984	0.4%	Business Services
BABA Alibaba Group	$4,711,023	$2,641,560 â–¼	-35.9%	37,550	0.4%	Retail/Wholesale
HSBC HSBC	$4,622,492		0.0%	56,037	0.4%	Finance
CSCO Cisco Systems	$4,505,651	$1,130,486 â–²	33.5%	58,070	0.4%	Computer and Technology
IBM International Business Machines	$4,338,781	$921,082 â–²	27.0%	17,900	0.3%	Computer and Technology
GS The Goldman Sachs Group	$4,113,203	$3,416,107 â–¼	-45.4%	4,862	0.3%	Finance
USB U.S. Bancorp	$3,988,127	$3,774,886 â–²	1,770.2%	76,680	0.3%	Finance
INTC Intel	$3,548,052	$2,996,427 â–²	543.2%	80,400	0.3%	Computer and Technology
RIO Rio Tinto	$3,527,668		0.0%	37,814	0.3%	Basic Materials
SCHW Charles Schwab	$3,514,852	$3,514,852 â–²	New Holding	37,400	0.3%	Finance
XOM ExxonMobil	$3,478,030	$1,968,056 â–¼	-36.1%	20,500	0.3%	Energy
SHEL Shell	$3,348,000		0.0%	36,000	0.3%	Energy
AMAT Applied Materials	$3,288,703	$1,410,909 â–¼	-30.0%	9,622	0.3%	Computer and Technology
COIN Coinbase Global	$3,282,668		0.0%	18,800	0.3%	Finance
BX Blackstone	$3,231,334	$1,908,949 â–²	144.4%	28,101	0.3%	Finance
RTX RTX	$3,092,187	$603,777 â–²	24.3%	16,030	0.2%	Aerospace
NTES NetEase	$2,962,716		0.0%	26,467	0.2%	Computer and Technology
BCS Barclays	$2,939,124		0.0%	138,900	0.2%	Finance
KO CocaCola	$2,827,539	$2,530,944 â–²	853.3%	37,180	0.2%	Consumer Staples
TOST Toast	$2,666,906	$2,666,906 â–²	New Holding	100,600	0.2%	Computer and Technology
COP ConocoPhillips	$2,455,200	$143,880 â–²	6.2%	18,600	0.2%	Energy
TSLA Tesla	$2,453,550	$2,453,550 â–²	New Holding	6,600	0.2%	Auto/Tires/Trucks
HON Honeywell International	$2,379,192	$129,741 â–¼	-5.2%	10,526	0.2%	Multi-Sector Conglomerates
ACN Accenture	$2,284,301	$2,284,301 â–²	New Holding	11,520	0.2%	Computer and Technology
UPS United Parcel Service	$2,236,866	$413,491 â–¼	-15.6%	22,737	0.2%	Transportation
TCOM Trip.com Group	$2,220,634		0.0%	44,600	0.2%	Consumer Discretionary
JD JD.com	$2,190,546	$8,871 â–¼	-0.4%	74,080	0.2%	Retail/Wholesale
CCL Carnival	$2,104,795	$1,038,539 â–²	97.4%	81,329	0.2%	Consumer Discretionary
CHKP Check Point Software Technologies	$2,042,755		0.0%	14,300	0.2%	Computer and Technology
PBR Petroleo Brasileiro S.A.- Petrobras	$1,835,566		0.0%	88,461	0.1%	Energy
MMM 3M	$1,822,927	$1,822,927 â–²	New Holding	12,552	0.1%	Multi-Sector Conglomerates
BEKE KE	$1,821,370		0.0%	121,668	0.1%	Computer and Technology
APH Amphenol	$1,806,805	$814,958 â–²	82.2%	14,300	0.1%	Computer and Technology
NEXT NextDecade	$1,804,956		0.0%	235,634	0.1%	Energy
FCX Freeport-McMoRan	$1,804,135	$1,087,842 â–¼	-37.6%	30,693	0.1%	Basic Materials
SE SEA	$1,747,291	$1,167,621 â–²	201.4%	21,100	0.1%	Computer and Technology
PG Procter & Gamble	$1,728,658	$1,728,658 â–²	New Holding	11,968	0.1%	Consumer Staples
VZ Verizon Communications	$1,705,796	$1,705,796 â–²	New Holding	33,980	0.1%	Computer and Technology
TXN Texas Instruments	$1,676,205	$5,235,180 â–¼	-75.7%	8,634	0.1%	Computer and Technology
YMM Full Truck Alliance	$1,621,579		0.0%	195,371	0.1%	Business Services
ITUB Itau Unibanco	$1,597,597		0.0%	190,644	0.1%	Finance
BARCLAYS BANK PLC	$1,592,184	$1,592,184 â–²	New Holding	44,599	0.1%	IPATH S&P 500 SH
MELI MercadoLibre	$1,556,118	$172,902 â–²	12.5%	900	0.1%	Retail/Wholesale
SONY Sony	$1,552,500	$1,552,500 â–²	New Holding	75,000	0.1%	Consumer Discretionary
MAR Marriott International	$1,546,714	$131,482 â–¼	-7.8%	4,729	0.1%	Consumer Discretionary
JANUS LIVING INC	$1,532,050	$1,532,050 â–²	New Holding	65,000	0.1%	CL A-1
BNTX BioNTech	$1,527,847		0.0%	17,190	0.1%	Medical
IBN ICICI Bank	$1,484,070		0.0%	57,300	0.1%	Finance
SPGI S&P Global	$1,467,423	$489,141 â–²	50.0%	3,450	0.1%	Finance
SOLV ENERGY INC	$1,426,425	$1,426,425 â–²	New Holding	47,500	0.1%	COM SHS CL A
SBUX Starbucks	$1,425,377	$135,281 â–²	10.5%	15,910	0.1%	Retail/Wholesale
CEG Constellation Energy	$1,351,570	$41,888 â–¼	-3.0%	4,840	0.1%	Energy
ABT Abbott Laboratories	$1,326,496	$1,326,496 â–²	New Holding	12,920	0.1%	Medical
ARISTA NETWORKS INC	$1,295,206	$1,074,202 â–²	486.1%	10,549	0.1%	COM SHS
CSX CSX	$1,270,498	$991,358 â–²	355.1%	30,950	0.1%	Transportation
MRK Merck & Co., Inc.	$1,251,016	$1,407,393 â–¼	-52.9%	10,400	0.1%	Medical
ABBV AbbVie	$1,248,393	$508,927 â–²	68.8%	5,740	0.1%	Medical
HAYMAKER ACQUISITION CORP IV	$1,152,962	$1,095,911 â–²	1,920.9%	392,164	0.1%	CLASS A
RIVN Rivian Automotive	$1,101,660	$1,101,660 â–²	New Holding	73,200	0.1%	Auto/Tires/Trucks
LULU lululemon athletica	$1,082,417	$1,082,417 â–²	New Holding	7,070	0.1%	Consumer Discretionary
MSCI MSCI	$1,078,020		0.0%	2,000	0.1%	Finance
CME CME Group	$1,036,679	$1,036,679 â–²	New Holding	3,510	0.1%	Finance
ABNB Airbnb	$1,008,472	$490,724 â–²	94.8%	7,986	0.1%	Consumer Discretionary
MUFG Mitsubishi UFJ Financial Group	$1,004,845		0.0%	59,213	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Limestone Investment Advisors Lp Top Holdings and 13F Report (2026)

About Limestone Investment Advisors Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Limestone Investment Advisors Lp Top Holdings and 13F Report (2026)

About Limestone Investment Advisors Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLimestone Investment Advisors Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools