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Institutional

Limestone Investment Advisors LP

CIK 0002075597
$1.25B
Reported AUM
197
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Limestone Investment Advisors LP · Q1 2026

AI · grounded in 13F

Limestone Investment Advisors LP established a new position in HYG valued at $29.8M. The fund significantly increased its holdings in AMD by 321.8% and MSFT by 183.7%. On the sell side, the fund closed positions in LRCX, CMG, and NVDA, while trimming its stake in DAL by 95.2%.

Portfolio · Q1 2026

SPY$443.3MMSFTGOOGLAAPLAMZNMETAHYGAMDWELLSNFLXOther$414.6MLL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SPYSTATE STR SPDR S&P 500 ETF T$729.46-1.54%20.48%75.54%$443.3M35.48%HELD
2MSFTMICROSOFT CORP$390.54-0.71%-24.89%34.54%$58.4M4.67%HELD
3GOOGLALPHABET INC$336.710.90%76.51%132.04%$50.4M4.03%HELD
4AAPLAPPLE INC$338.19-0.56%67.77%128.17%$47.1M3.77%HELD
5AMZNAMAZON COM INC$226.65-1.82%7.50%33.03%$42.2M3.38%HELD
6METAMETA PLATFORMS INC$585.61-1.31%-20.62%57.79%$42.1M3.37%HELD
7HYGISHARES TR$79.24-0.23%4.76%18.59%$29.8M2.39%HELD
8AMDADVANCED MICRO DEVICES INC$429.56-5.51%153.16%292.58%$26.6M2.13%HELD
9WMT2WELLS FARGO & CO$25.8M2.07%HELD
10NFLXNETFLIX INC.$73.631.71%-36.45%29.36%$24.6M1.97%HELD
11CCITIGROUP INC$127.13-4.03%47.53%117.40%$23.9M1.91%HELD
12BACBANK AMERICA CORP$61.07-2.48%38.41%67.43%$20.7M1.65%HELD
13ASMLASML HLDG NV$1550.69-2.04%130.99%99.17%$19.5M1.56%HELD
14JPMJPMORGAN CHASE & CO$344.71-3.53%25.84%153.16%$18.1M1.45%HELD
15MSMORGAN STANLEY$203.13-3.99%48.54%126.84%$15.2M1.21%HELD
16CATCATERPILLAR INC$782.71-6.91%97.91%334.56%$12.4M0.99%HELD
17PDDPDD HOLDINGS INC$88.323.05%-22.12%-14.31%$11.0M0.88%HELD
18VVISA INC$368.730.58%9.62%67.02%$11.0M0.88%HELD
19TSMTAIWAN SEMICONDUCTOR MANUFAC$374.67-4.50%61.05%241.53%$10.6M0.85%HELD
20NVONOVO-NORDISK A S$51.581.22%12.21%14.25%$10.4M0.84%HELD
21BABOEING CO$214.01-3.41%-4.86%-3.82%$9.2M0.74%HELD
22UNHUNITEDHEALTH GROUP INC$420.57-1.92%83.63%11.52%$8.9M0.72%HELD
23PLTRPALANTIR TECHNOLOGIES INC$123.00-0.43%-19.93%368.98%$8.9M0.71%HELD
24DISDISNEY WALT CO$98.48-0.41%-14.31%-43.98%$8.4M0.67%HELD
25QCOMQUALCOMM INC$155.68-4.42%7.27%18.23%$8.1M0.65%HELD
26UBERUBER TECHNOLOGIES INC$71.200.65%-19.24%79.33%$7.8M0.63%HELD
27GLWCORNING INC$124.05-1.56%102.10%250.88%$7.6M0.61%HELD
28NKENIKE INC$43.220.39%-41.10%-71.84%$7.4M0.59%HELD
29JNJJOHNSON & JOHNSON$265.53-0.45%64.28%77.25%$7.3M0.59%HELD
30AXPAMERICAN EXPRESS CO$331.50-1.52%13.86%112.26%$7.0M0.56%HELD
31NXTNEXTPOWER INC$92.67-2.81%$6.8M0.54%HELD
32GEGE AEROSPACE$350.63-3.56%$6.4M0.51%HELD
33CVXCHEVRON CORPORATION$191.862.28%$5.8M0.47%HELD
34MRPMILLROSE PPTYS INC$28.04-1.92%$5.7M0.46%HELD
35AERAERCAP HOLDINGS NV$148.63-3.54%$5.7M0.45%HELD
36SLBSLB LIMITED$48.96-2.04%$5.5M0.44%HELD
37MAMASTERCARD INCORPORATED$563.320.10%$5.5M0.44%HELD
38BABAALIBABA GROUP HLDG LTD$115.03-0.14%$4.7M0.38%HELD
39HSBCHSBC HLDGS PLC$102.60-1.06%$4.6M0.37%HELD
40CSCOCISCO SYS INC$112.48-2.68%$4.5M0.36%HELD
41IBMINTERNATIONAL BUSINESS MACHS$226.44-0.49%$4.3M0.35%HELD
42GSGOLDMAN SACHS GROUP INC$980.75-5.09%$4.1M0.33%HELD
43USBUS BANCORP$62.82-2.50%$4.0M0.32%HELD
44INTCINTEL CORP$81.88-5.12%$3.5M0.28%HELD
45RIORIO TINTO PLC$93.662.20%$3.5M0.28%HELD
46SCHWSCHWAB CHARLES CORP$104.47-1.42%$3.5M0.28%HELD
47XOMEXXON MOBIL CORP$156.752.42%$3.5M0.28%HELD
48SHELSHELL PLC$86.20-0.20%$3.3M0.27%HELD
49AMATAPPLIED MATLS INC$436.45-8.40%$3.3M0.26%HELD
50COINCOINBASE GLOBAL INC$160.09-4.65%$3.3M0.26%HELD
51BXBLACKSTONE INC$129.40-3.36%$3.2M0.26%HELD
52RTXRTX CORPORATION$215.25-1.52%$3.1M0.25%HELD
53NTESNETEASE COM INC$129.621.78%$3.0M0.24%HELD
54BCSBARCLAYS PLC$26.05-3.45%$2.9M0.24%HELD
55KOCOCA COLA CO$89.080.92%$2.8M0.23%HELD
56TOSTTOAST INC$32.600.80%$2.7M0.21%HELD
57COPCONOCOPHILLIPS$118.063.47%$2.5M0.20%HELD
58TSLATESLA INC$298.32-2.97%$2.5M0.20%HELD
59HONHONEYWELL INTL INC$241.12-2.40%$2.4M0.19%HELD
60ACNACCENTURE PLC IRELAND$173.175.17%$2.3M0.18%HELD
61UPSUNITED PARCEL SVCS INC$104.56-0.92%$2.2M0.18%HELD
62TCOMTRIP COM GROUP LTD$46.001.52%$2.2M0.18%HELD
63JDJD.COM INC$32.201.29%$2.2M0.18%HELD
64CCL1EURCARNIVAL CORP$2.1M0.17%HELD
65CHKPCHECK POINT SOFTWARE TECH LT$139.671.47%$2.0M0.16%HELD
66PBRPETROLEO BRASILEIRO S A$18.592.88%$1.8M0.15%HELD
67MMM3M CO$177.95-2.48%$1.8M0.15%HELD
68BEKEKE HLDGS INC$16.670.12%$1.8M0.15%HELD
69APHAMPHENOL CORP$150.314.49%$1.8M0.14%HELD
70NEXTNEXTDECADE CORP$6.343.26%$1.8M0.14%HELD
71FCXFREEPORT MCMORAN INC$59.99-2.68%$1.8M0.14%HELD
72SESEA LTD$108.370.89%$1.7M0.14%HELD
73PGPROCTER & GAMBLE CO$146.10-1.87%$1.7M0.14%HELD
74VZVERIZON COMMUNICATIONS INC$47.22-2.01%$1.7M0.14%HELD
75TXNTEXAS INSTRS INC$271.30-2.08%$1.7M0.13%HELD
76YMMFULL TRUCK ALLIANCE CO LTD$9.643.77%$1.6M0.13%HELD
77ITUBITAU UNIBANCO HLDG S A$8.15-1.93%$1.6M0.13%HELD
78VXXBARCLAYS BANK PLC$23.426.31%$1.6M0.13%HELD
79MELIMERCADOLIBRE INC$1863.310.04%$1.6M0.12%HELD
80SONYSONY GROUP CORP$23.272.47%$1.6M0.12%HELD
81MARMARRIOTT INTL INC NEW$381.12-0.63%$1.5M0.12%HELD
82JANJANUS LIVING INC$31.36-0.92%$1.5M0.12%HELD
83BNTXBIONTECH SE$92.950.54%$1.5M0.12%HELD
84IBNICICI BANK LIMITED$29.76-1.65%$1.5M0.12%HELD
85SPGIS&P GLOBAL INC$419.64-1.11%$1.5M0.12%HELD
86MWHSOLV ENERGY INC$23.86-6.28%$1.4M0.11%HELD
87SBUXSTARBUCKS CORP$104.141.01%$1.4M0.11%HELD
88CEGCONSTELLATION ENERGY CORP$257.95-0.72%$1.4M0.11%HELD
89ABTABBOTT LABORATORIES$108.000.68%$1.3M0.11%HELD
90ANETARISTA NETWORKS INC$157.97-6.92%$1.3M0.10%HELD
91CSXCSX CORP$50.74-0.20%$1.3M0.10%HELD
92MRKMERCK & CO INC$130.36-1.11%$1.3M0.10%HELD
93ABBVABBVIE INC$263.300.04%$1.2M0.10%HELD
94HYACHAYMAKER ACQUISITION CORP IV$1.2M0.09%HELD
95RIVNRIVIAN AUTOMOTIVE INC$16.33-2.16%$1.1M0.09%HELD
96LULULULULEMON ATHLETICA INC$119.03-1.07%$1.1M0.09%HELD
97MSCIMSCI INC$582.920.61%$1.1M0.09%HELD
98CMECME GROUP INC$265.442.09%$1.0M0.08%HELD
99ABNBAIRBNB INC$153.01-0.07%$1.0M0.08%HELD
100MUFGMITSUBISHI UFJ FINANCIAL GRO$21.94-2.18%$1.0M0.08%HELD
101SMFGSUMITOMO MITSUI FIN GRP INC$946K0.08%HELD
102ISRGINTUITIVE SURGICAL INC$935K0.07%HELD
103DKNG 0 03/15/28DRAFTKINGS INC NEW$932K0.07%HELD
104XPEVXPENG INC$926K0.07%HELD
105EEMISHARES TR$901K0.07%HELD
106ULUNILEVER PLC$855K0.07%HELD
107UNPUNION PAC CORP$830K0.07%HELD
108ASOACADEMY SPORTS & OUTDOORS IN$822K0.07%HELD
109XYZBLOCK INC$822K0.07%HELD
110PYPLPAYPAL HLDGS INC$819K0.07%HELD
111TAT&T INC$809K0.06%HELD
112IHGINTERCONTINENTAL HOTELS GROU$806K0.06%HELD
113PEPPEPSICO INC$772K0.06%HELD
114GDGENERAL DYNAMICS CORP$765K0.06%HELD
115CRWDCROWDSTRIKE HLDGS INC$765K0.06%HELD
116GEVGE VERNOVA INC$757K0.06%HELD
117CHRWC H ROBINSON WORLDWIDE IN$752K0.06%HELD
118BBWIBATH & BODY WORKS INC$744K0.06%HELD
119SONOSONOS INC$739K0.06%HELD
120CFGCITIZENS FINL GROUP INC$738K0.06%HELD
121VSCOVICTORIAS SECRET AND CO$710K0.06%HELD
122TFCTRUIST FINL CORP$705K0.06%HELD
123RFAMRF ACQUISITION CORP III$692K0.06%HELD
124AEOAMERICAN EAGLE OUTFITTERS IN$690K0.06%HELD
125STMSTMICROELECTRONICS N V$668K0.05%HELD
126ANDGANDERSEN GROUP INC$637K0.05%HELD
127PMPHILIP MORRIS INTL INC$628K0.05%HELD
128FNDFLOOR & DECOR HLDGS INC$612K0.05%HELD
129PRKSUNITED PARKS & RESORTS INC$610K0.05%HELD
130LOWLOWES COS INC$608K0.05%HELD
131EXPEEXPEDIA GROUP INC$606K0.05%HELD
132SPOTSPOTIFY TECHNOLOGY S A$601K0.05%HELD
133PLNTPLANET FITNESS MASTER ISSUER$594K0.05%HELD
134XFLHXFLH CAP CORP$584K0.05%HELD
135PAGSPAGSEGURO DIGITAL LTD$574K0.05%HELD
136KKRKKR & CO INC$574K0.05%HELD
137CHWYCHEWY INC$570K0.05%HELD
138NEMNEWMONT CORP$562K0.05%HELD
139HDHOME DEPOT INC$561K0.04%HELD
140TMUST-MOBILE US INC$549K0.04%HELD
141RCLROYAL CARIBBEAN GROUP$549K0.04%HELD
142DALDELTA AIR LINES INC$547K0.04%HELD
143AMXAMERICA MOVIL SAB DE CV$541K0.04%HELD
144UBSUBS GROUP AG$535K0.04%HELD
145MCMOELIS & CO$535K0.04%HELD
146HLTHILTON WORLDWIDE HLDGS INC$509K0.04%HELD
147ADIANALOG DEVICES INC$505K0.04%HELD
148NUNU HLDGS LTD$504K0.04%HELD
149DLTRDOLLAR TREE INC$500K0.04%HELD
150MUMICRON TECHNOLOGY INC$496K0.04%HELD
151LINLINDE PLC$496K0.04%HELD
152CPNGCOUPANG INC$476K0.04%HELD
153STX 3.5 06/01/28SEAGATE HDD CAYMAN$470K0.04%HELD
154ETNEATON CORP PLC$454K0.04%HELD
155NOWSERVICENOW INC$453K0.04%HELD
156BRZEBRAZE INC$437K0.03%HELD
157KEYKEYCORP$435K0.03%HELD
158VALEVALE S A$434K0.03%HELD
159AIGAMERICAN INTL GROUP INC$376K0.03%HELD
160AALAMERICAN AIRLINES GROUP INC$361K0.03%HELD
161DHRDANAHER CORP DEL$341K0.03%HELD
162PANWPALO ALTO NETWORKS INC$337K0.03%HELD
163JCIJOHNSON CONTROLS INTERNATION$335K0.03%HELD
164PLDPROLOGIS INC.$330K0.03%HELD
165ROSTROSS STORES INC$325K0.03%HELD
166VLOVALERO ENERGY CORP$321K0.03%HELD
167ANNAWALEANNA INC$304K0.02%HELD
168RGTIWRIGETTI COMPUTING INC$295K0.02%HELD
169BPBP PLC$291K0.02%HELD
170GMGENERAL MTRS CO$283K0.02%HELD
171AMGNAMGEN INC$281K0.02%HELD
172FTNTFORTINET INC$278K0.02%HELD
173GNRCGENERAC HLDGS INC$273K0.02%HELD
174STLDSTEEL DYNAMICS INC$270K0.02%HELD
175CMICUMMINS INC$269K0.02%HELD
176NVSNOVARTIS AG$244K0.02%HELD
177PLPLANET LABS PBC$234K0.02%HELD
178ORCLORACLE CORP$221K0.02%HELD
179TGTTARGET CORP$206K0.02%HELD
180ADPAUTOMATIC DATA PROCESSING IN$203K0.02%HELD
181PAYXPAYCHEX INC$203K0.02%HELD
182DMIIDRUGS MADE IN AMER ACQ II CO$119K0.01%HELD
183NIOBWNIOCORP DEVS LTD$73K0.01%HELD
184SDAWWSUNCAR TECHNOLOGY GROUP INC$69K0.01%HELD
185AMODALPHA MODUS HLDGS INC$41K0.00%HELD
186CYABCYABRA INC$31K0.00%HELD
187AMODWALPHA MODUS HLDGS INC$24K0.00%HELD
188AERTWAERIES TECHNOLOGY INC$10K0.00%HELD
189CCGWWCHECHE GROUP INC$4K0.00%HELD
190VEEAWVEEA INC$4K0.00%HELD
191SPWRWSUNPOWER INC$4K0.00%HELD
192LVWRLIVEWIRE GROUP INC$3K0.00%HELD
193COCHWENVOY MEDICAL INC$2K0.00%HELD
194ASBPWASPIRE BIOPHARMA HLDGS INC$1K0.00%HELD
195LIMNWLIMINATUS PHARMA INC.$9020.00%HELD
196LOTWWLOTUS TECHNOLOGY INC$7080.00%HELD
197CXAIWCXAPP INC$4850.00%HELD

Source: SEC EDGAR · accession 0002075597-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.