Limestone Investment Advisors LP

CIK

2075597

Location

NEW YORK, NY

Portfolio Value

Mid $1,215,687,214

Diversification

Diversified

Filing Date

Global Rank

#1,579 / 8,603 ▼ 233 · as of Mar 2026

Top Industry

Banks - Diversified 12.8%

3Y Alpha vs SPY

-18.5%

Period ended 3 months ago

Filed May 15, 2026 · 55d

4 quarters · since Jun 2025

Clone Performance

Aug 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-1.9%

SPY

+16.9%

Annualised alpha

-21.1%

Max drawdown

−18.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

177 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

36.5%

+16.9 pts

Top 5

52.8%

+9.5 pts

Top 10

64.5%

+7.8 pts

HHI

1,449

Diversified+844

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	36.5%	$443,336,778	1
Technology	19.7%	$239,913,347	38
Financial Services	14.1%	$171,963,991	35
Communication Services	10.9%	$132,701,163	10
Consumer Cyclical	7.9%	$95,560,693	35
Industrials	4.1%	$50,155,646	20
Healthcare	2.8%	$33,875,858	11
Energy	1.8%	$21,399,913	8
Real Estate	0.8%	$9,390,129	4
Consumer Defensive	0.6%	$7,517,329	7
Basic Materials	0.6%	$7,094,372	6
Utilities	0.2%	$2,777,995	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HYAC	Haymaker Acquisition Corp. 4	+372,759	392,164	$4,525,572
SPY	Spdr S&P 500 ETF Trust	+203,556	681,700	$443,336,778
WFC	Wells Fargo & Company/Mn	+159,986	324,686	$25,848,252
NVO	Novo Nordisk A S	+128,533	284,010	$10,437,367
NFLX	Netflix Inc	+120,980	255,600	$24,575,940
BAC	Bank Of America Corp /De/	+118,867	423,667	$20,653,766
MSFT	Microsoft Corp	+102,177	157,810	$58,416,527
AMD	Advanced Micro Devices Inc	+99,936	130,987	$26,646,685
NKE	NIKE, Inc.	+97,034	140,534	$7,423,005
SLB	Slb Limited/Nv	+87,300	107,200	$5,509,008
USB	US Bancorp De	+72,580	76,680	$3,988,126
INTC	Intel Corp	+67,900	80,400	$3,548,052
AMZN	Amazon Com Inc	+56,926	202,726	$42,221,744
PLTR	Palantir Technologies Inc.	+41,560	60,660	$8,873,344
DIS	Walt Disney Co	+40,900	87,423	$8,425,828
GOOGL	Alphabet Inc.	+40,408	175,264	$50,398,915
CCL	Carnival Corp Ltd.	+40,129	81,329	$2,104,794
KO	Coca Cola Co	+33,280	37,180	$2,827,539
META	Meta Platforms, Inc.	+31,265	73,640	$42,131,653
QCOM	Qualcomm Inc/De	+28,188	62,888	$8,098,716
CSX	Csx Corp	+24,150	30,950	$1,270,497
MS	Morgan Stanley	+19,034	92,134	$15,162,492
BA	Boeing Co	+17,033	46,333	$9,221,656
UNH	Unitedhealth Group Inc	+16,674	33,074	$8,949,493
BX	Blackstone Inc.	+16,601	28,101	$3,231,333
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PYPL	PayPal Holdings, Inc.	−196,100	18,100	$818,663
DAL	Delta Air Lines, Inc.	−162,470	8,230	$547,130
NU	Nu Holdings Ltd.	−64,400	35,077	$504,056
AAL	American Airlines Group Inc.	−53,350	33,600	$360,864
FTNT	Fortinet, Inc.	−31,899	3,400	$277,848
C	Citigroup Inc	−29,045	210,455	$23,867,701
TXN	Texas Instruments Inc	−26,966	8,634	$1,676,204
UBER	Uber Technologies, Inc	−26,856	108,705	$7,819,150
ANDG	Andersen Group Inc.	−26,595	23,405	$636,616
VLO	Valero Energy Corp/Tx	−25,155	1,300	$321,204
BABA	Alibaba Group Holding Ltd	−21,055	37,550	$4,711,023
AAPL	Apple Inc.	−20,135	185,461	$47,068,147
FCX	Freeport-Mcmoran Inc	−18,507	30,693	$1,804,134
MRK	Merck & Co., Inc.	−11,700	10,400	$1,251,016
PANW	Palo Alto Networks Inc	−10,489	2,100	$336,672
TFC	Truist Financial Corp	−10,460	15,340	$705,179
BP	Bp PLC	−8,200	6,200	$291,400
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−8,040	31,360	$10,598,112
CVX	Chevron Corp	−7,900	28,200	$5,834,580
DHR	Danaher Corp /De/	−7,800	1,800	$341,280
PAYX	Paychex Inc	−7,600	2,200	$202,664
JPM	Jpmorgan Chase & Co	−5,448	61,452	$18,076,720
UPS	United Parcel Service Inc	−4,203	22,737	$2,236,866
AMAT	Applied Materials Inc /De	−4,128	9,622	$3,288,703
GS	Goldman Sachs Group Inc	−4,038	4,862	$4,113,203
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
PDD	PDD Holdings Inc.	108,079	$11,043,512
JNJ	Johnson & Johnson	30,000	$7,333,200
SCHW	Schwab Charles Corp	37,400	$3,514,852
TOST	Toast, Inc.	100,600	$2,666,906
TSLA	Tesla, Inc.	6,600	$2,453,550
ACN	Accenture plc	11,520	$2,284,300
MMM	3M Co	12,552	$1,822,926
PG	PROCTER & GAMBLE Co	11,968	$1,728,657
VZ	Verizon Communications Inc	33,980	$1,705,796
SONY	Sony Group Corp	75,000	$1,552,500
JAN	Janus Living, Inc.	65,000	$1,532,050
MWH	SOLV Energy, Inc.	47,500	$1,426,425
ABT	Abbott Laboratories	12,920	$1,326,496
RIVN	Rivian Automotive, Inc. / DE	73,200	$1,101,660
LULU	lululemon athletica inc.	7,070	$1,082,417
CME	Cme Group Inc.	3,510	$1,036,678
XPEV	Xpeng Inc.	54,140	$926,335
UL	Unilever PLC	15,000	$854,550
XYZ	Block, Inc.	13,660	$822,058
T	At&T Inc.	27,900	$808,821
IHG	Intercontinental Hotels Group PLC /New/	6,036	$805,564
CHRW	C. H. Robinson Worldwide, Inc.	4,528	$751,964
BBWI	Bath & Body Works, Inc.	39,836	$743,738
SONO	Sonos Inc	55,183	$739,452
CFG	Citizens Financial Group Inc/Ri	12,300	$737,631
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AXON	Axon Enterprise, Inc.	250,000	$141,982,500
CACC	Credit Acceptance Corp	250,000	$110,865,000
NRG	Nrg Energy, Inc.	500,000	$79,620,000
WCC	Wesco International Inc	250,000	$61,160,000
FTAI	FTAI Aviation Ltd.	250,000	$49,212,500
MOH	Molina Healthcare, Inc.	250,000	$43,385,000
PFSI	PennyMac Financial Services, Inc.	250,000	$32,960,000
CE	Celanese Corp	500,000	$21,140,000
OMF	OneMain Holdings, Inc.	250,000	$16,887,500
TEX	Terex Corp	250,000	$13,345,000
LGIH	LGI Homes, Inc.	250,000	$10,740,000
CLF	Cleveland-Cliffs Inc.	750,000	$9,960,000
KIDZ	KIDZ AI Inc.	97,500	$8,677,500
LRCX	Lam Research Corp	48,317	$8,270,904
CMG	Chipotle Mexican Grill Inc	176,200	$6,519,400
NVDA	Nvidia Corp	33,100	$6,173,150
QQQ	Invesco Qqq Trust, Series 1	10,000	$6,143,100
LLY	ELI LILLY & Co	5,200	$5,588,336
COF	Capital One Financial Corp	21,500	$5,210,740
ADNT	Adient plc	250,000	$4,792,500
STWD	Starwood Property Trust, Inc.	250,000	$4,502,500
DDOG	Datadog, Inc.	28,700	$3,902,913
GEL	Genesis Energy LP	250,000	$3,900,000
SBGI	Sinclair, Inc.	250,000	$3,825,000
MAGN	Magnera Corp	250,000	$3,785,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

177 positions · $1,215,687,214 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 177 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	681,700	+203,556	$443,336,778	+36.0%	36.47%
MSFT	Microsoft Corp Technology	Added	157,810	+102,177	$58,416,527	+117.1%	4.81%
GOOGL	Alphabet Inc. Communication Services	Added	175,264	+40,408	$50,398,915	+19.4%	4.15%
AAPL	Apple Inc. Technology	Reduced	185,461	-20,135	$47,068,147	−15.8%	3.87%
AMZN	Amazon Com Inc Consumer Cyclical	Added	202,726	+56,926	$42,221,744	+25.5%	3.47%
META	Meta Platforms, Inc. Communication Services	Added	73,640	+31,265	$42,131,653	+50.6%	3.47%
AMD	Advanced Micro Devices Inc Technology	Added	130,987	+99,936	$26,646,685	+300.7%	2.19%
WFC	Wells Fargo & Company/Mn Financial Services	Added	324,686	+159,986	$25,848,252	+68.4%	2.13%
NFLX	Netflix Inc Communication Services	Added	255,600	+120,980	$24,575,940	+94.7%	2.02%
C	Citigroup Inc Financial Services	Reduced	210,455	-29,045	$23,867,701	−14.6%	1.96%
BAC	Bank Of America Corp /De/ Financial Services	Added	423,667	+118,867	$20,653,766	+23.2%	1.70%
ASML	Asml Holding NV Technology	Added	14,796	+1,216	$19,543,000	+34.5%	1.61%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	61,452	-5,448	$18,076,720	−16.1%	1.49%
MS	Morgan Stanley Financial Services	Added	92,134	+19,034	$15,162,492	+16.8%	1.25%
CAT	Caterpillar Inc Industrials	Reduced	17,540	-560	$12,426,388	+19.8%	1.02%
PDD	PDD Holdings Inc. Consumer Cyclical	NEW	108,079	NEW	$11,043,512	NEW	0.91%
V	Visa Inc. Financial Services	Added	36,371	+6,355	$10,992,771	+4.4%	0.90%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	31,360	-8,040	$10,598,112	−11.5%	0.87%
NVO	Novo Nordisk A S Healthcare	Added	284,010	+128,533	$10,437,367	+31.9%	0.86%
BA	Boeing Co Industrials	Added	46,333	+17,033	$9,221,656	+45.0%	0.76%
UNH	Unitedhealth Group Inc Healthcare	Added	33,074	+16,674	$8,949,493	+65.3%	0.74%
PLTR	Palantir Technologies Inc. Technology	Added	60,660	+41,560	$8,873,344	+161.4%	0.73%
DIS	Walt Disney Co Communication Services	Added	87,423	+40,900	$8,425,828	+59.2%	0.69%
QCOM	Qualcomm Inc/De Technology	Added	62,888	+28,188	$8,098,716	+36.4%	0.67%
UBER	Uber Technologies, Inc Technology	Reduced	108,705	-26,856	$7,819,150	−29.4%	0.64%
GLW	Corning Inc /Ny Technology	Added	55,895	+6,995	$7,600,043	+77.5%	0.63%
NKE	NIKE, Inc. Consumer Cyclical	Added	140,534	+97,034	$7,423,005	+167.8%	0.61%
JNJ	Johnson & Johnson Healthcare	NEW	30,000	NEW	$7,333,200	NEW	0.60%
AXP	American Express Co Financial Services	Added	23,087	+12,087	$6,983,355	+71.6%	0.57%
NXT	Nextpower Inc. Technology	Reduced	56,474	-1,440	$6,807,940	+34.9%	0.56%
GE	General Electric Co Industrials	Added	22,410	+3,310	$6,359,285	+8.1%	0.52%
CVX	Chevron Corp Energy	Reduced	28,200	-7,900	$5,834,580	+6.0%	0.48%
MRP	Millrose Properties, Inc. Real Estate	Held	203,795	0	$5,706,260	−6.3%	0.47%
AER	AerCap Holdings N.V. Industrials	Held	41,206	0	$5,652,639	−4.6%	0.46%
SLB	Slb Limited/Nv Energy	Added	107,200	+87,300	$5,509,008	+621.3%	0.45%
MA	Mastercard Inc Financial Services	Added	10,984	+3,902	$5,488,265	+35.7%	0.45%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	37,550	-21,055	$4,711,023	−45.2%	0.39%
HSBC	Hsbc Holdings PLC Financial Services	Held	56,037	0	$4,622,492	+4.9%	0.38%
HYAC	Haymaker Acquisition Corp. 4 Financial Services	Added	392,164	+372,759	$4,525,572	+1949.4%	0.37%
CSCO	Cisco Systems, Inc. Technology	Added	58,070	+14,570	$4,505,651	+34.5%	0.37%
IBM	International Business Machines Corp Technology	Added	17,900	+3,800	$4,338,781	+3.9%	0.36%
GS	Goldman Sachs Group Inc Financial Services	Reduced	4,862	-4,038	$4,113,203	−47.4%	0.34%
USB	US Bancorp De Financial Services	Added	76,680	+72,580	$3,988,126	+1722.9%	0.33%
INTC	Intel Corp Technology	Added	80,400	+67,900	$3,548,052	+669.2%	0.29%
RIO	Rio Tinto PLC Basic Materials	Held	37,814	0	$3,527,668	+16.6%	0.29%
SCHW	Schwab Charles Corp Financial Services	NEW	37,400	NEW	$3,514,852	NEW	0.29%
SHEL	Shell plc Energy	Held	36,000	0	$3,348,000	+26.6%	0.28%
AMAT	Applied Materials Inc /De Technology	Reduced	9,622	-4,128	$3,288,703	−6.9%	0.27%
COIN	Coinbase Global, Inc. Financial Services	Held	18,800	0	$3,282,668	−22.8%	0.27%
BX	Blackstone Inc. Financial Services	Added	28,101	+16,601	$3,231,333	+82.3%	0.27%