Limestone Investment Advisors LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LI Limestone Investment Advisors LP | Institutional Filer | ▲ 58.95% | $1.14B | 154 |
Current Portfolio Holdings
Showing all 154 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 682K | $443.3M | 38.87% |
| 2 | MSFT | Microsoft Corporation | Technology | 158K | $58.4M | 5.12% |
| 3 | GOOGL | Alphabet Inc. | Technology | 175K | $50.4M | 4.42% |
| 4 | AAPL | Apple Inc. | Technology | 185K | $47.1M | 4.13% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 203K | $42.2M | 3.70% |
| 6 | META | Meta Platforms, Inc. | Technology | 74K | $42.1M | 3.69% |
| 7 | AMD | Advanced Micro Devices, Inc. | Technology | 131K | $26.6M | 2.34% |
| 8 | WFC | Wells Fargo & Company | Financial Services | 325K | $25.8M | 2.27% |
| 9 | C | Citigroup Inc. | Financial Services | 210K | $23.9M | 2.09% |
| 10 | BAC | Bank of America Corporation | Financial Services | 424K | $20.7M | 1.81% |
| 11 | ASML | ASML Holding N.V. | Technology | 15K | $19.5M | 1.71% |
| 12 | JPM | JPMorgan Chase & Co. | Financial Services | 61K | $18.1M | 1.59% |
| 13 | MS | Morgan Stanley | Financial Services | 92K | $15.2M | 1.33% |
| 14 | CAT | Caterpillar Inc. | Industrials | 18K | $12.4M | 1.09% |
| 15 | PDD | PDD Holdings Inc. | Consumer Cyclical | 108K | $11.0M | 0.97% |
Showing 1 to 15 of 154 holdings