1y return+12.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2025: $112 against $121 in the S&P 500.2
Limestone Investment Advisors LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $54.5M | 27.3% | +645.2% |
| NXTNextpower Inc | $7.6M | 3.8% | +12.7% |
| GOOGLAlphabet Inc | $7.1M | 3.5% | −49.2% |
| NKENike Inc | $6.8M | 3.4% | +424.4% |
| AAPLApple Inc | $6.3M | 3.2% | −23.9% |
| MRPMillrose Pptys Inc | $6.1M | 3.1% | |
| Aercap Holdings NvCUSIP N00985106 | $6.0M | 3.0% | |
| BABAAlibaba Group Hldg Ltd | $5.3M | 2.7% | +47.8% |
| BRK/ABerkshire Hathaway Inc Del | $5.2M | 2.6% | New |
| VXXBarclays Bank PLC | $4.7M | 2.3% | +375.1% |
| RIORio Tinto PLC | $3.6M | 1.8% | |
| NFLXNetflix Inc. | $3.5M | 1.8% | New |
| COINCoinbase Global Inc | $2.7M | 1.4% | |
| PBRPetroleo Brasileiro S A | $2.6M | 1.3% | +82.7% |
| DISDisney Walt Co | $2.3M | 1.2% | −26.3% |
| FCXFreeport Mcmoran Inc | $2.2M | 1.1% | +639.5% |
| NEMNewmont Corp | $2.2M | 1.1% | +3842.6% |
| SESea Ltd | $1.9M | 1.0% | −3.9% |
| UBERUber Technologies Inc | $1.9M | 1.0% | −35.7% |
| JDJd.com Inc | $1.9M | 0.9% | |
| DDOGDatadog Inc | $1.8M | 0.9% | New |
| BEKEKe Hldgs Inc | $1.8M | 0.9% | |
| IBNIcici Bank Limited | $1.7M | 0.8% | |
| BNTXBiontech Se | $1.6M | 0.8% | |
| YMMFull Truck Alliance Co Ltd | $1.6M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NXTNextpower Inc | June 30, 2025 | +119.1% | $7.6M |
| GOOGLAlphabet Inc | June 30, 2025 | +102.8% | $7.1M |
| RIORio Tinto PLC | June 30, 2025 | +62.7% | $3.6M |
| PBRPetroleo Brasileiro S A | September 30, 2025 | +27.6% | $2.6M |
| MUFGMitsubishi Ufj Financial Gro | December 31, 2025 | +25.4% | $1.2M |
| Aercap Holdings NvCUSIP N00985106 | June 30, 2025 | +24.6% | $6.0M |
| SMFGSumitomo Mitsui Fin Grp Inc | December 31, 2025 | +22.0% | $1.1M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2025 | +20.9% | $54.5M |
| ITUBItau Unibanco Hldg S A | September 30, 2025 | +11.3% | $1.6M |
| FCXFreeport Mcmoran Inc | March 31, 2026 | +7.0% | $2.2M |
Sold off last quarter
- Asml Hldg NvCUSIP N07059210 was $4.9M
- WFCWells Fargo & Co was $3.6M
- SHELShell PLC was $3.3M
- MSMorgan Stanley was $3.3M
- NTESNetease Com Inc was $3.0M
- BCSBarclays PLC was $2.9M
- BACBank America Corp was $2.7M
- AMDAdvanced Micro Devices Inc was $2.5M
- BABoeing Co was $2.4M
- JPMJpmorgan Chase & Co was $2.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.8% | +14.8% |
| March 31, 2026 | −4.0% | −4.6% |
| December 31, 2025 | −1.0% | +2.4% |
| September 30, 2025 | +7.6% | +7.8% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Limestone Investment Advisors LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2075597&type=13F-HR&dateb=&owner=include&count=40CIK 2075597
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2075597/000207559726000005/Filed August 14, 2026 · accession 0002075597-26-000005