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Limestone Investment Advisors LP — 13F Holdings & Portfolio

CIK 2075597 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Limestone Investment Advisors LP manages $1.35B in 13F-reported U.S. long-equity assets across 558 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (16.68%), SPY (5.49%), SPY (4.05%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 72 new positions and exited 74; 34 existing positions rose in reported value and 35 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.35B

Long-equity book

Holdings
558

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+72 / −74 / ↑34 / ↓35

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
SPY27.3% · +645%NXT3.8% · +13%GOOGL3.5% · -49%NKE3.4% · +424%AAPL3.2% · -24%MRP3.1% · 0%AER3.0% · 0%BABA2.7% · +48%BRK.A2.6% · newVXX2.3% · +375%RIO1.8% · 0%NFLX1.8% · newCOIN1.4% · 0%PBR1.3% · +83%DIS1.2% · -26%FCX1.1% · +640%NEM1.1% · +3843%SE1.0% · -4%UBER1.0% · -36%JD0.9% · 0%DDOG0.9% · newBEKE0.9% · 0%IBN0.8% · 0%BNTX0.8% · 0%YMM0.8% · 0%ITUB0.8% · 0%AMT0.8% · newCEG0.8% · +40%MELI0.8% · 0%DMII0.8% · +1169%SONY0.8% · 0%V0.7% · -69%CCL0.7% · +132%TRAD0.7% · newMSFT0.7% · -88%META0.7% · -87%NVO0.7% · -48%CHKP0.7% · -29%MUFG0.6% · 0%SMFG0.6% · 0%MSCI0.6% · 0%TXN0.5% · +100%GIW0.5% · newRFAM0.5% · +41%PDD0.5% · -42%TCOM0.5% · -47%SPGI0.5% · +2%XFLH0.5% · +54%UL0.5% · 0%SLB0.4% · newMA0.4% · -54%PONO0.4% · newBP0.4% · newBX0.4% · -17%FTNT0.4% · newCTAA0.4% · newCPNG0.3% · newAMX0.3% · 0%BLK0.3% · newLAFA0.3% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 55%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People
Assets Under Management
$0
Discretionary
$0
Employees
4
Accounts
0
Address
47 SOUTH MERIDIAN STREET
SUITE 425
INDIANAPOLIS, IN 46204-3580
Phone
(317) 475-4500
Website
Name Title / Status Ownership Type
KRINN, GENE, ERVIN ControlMEMBERLess than 5%Individual
MAUGER, WILLIAM, MAXWELL ControlMANAGING MEMBER/CHIEF COMPLIANCE OFFICER50–75%Individual
WILEY, JOE, BILL ControlMEMBER25–50%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 34 →

Top Trims

Show all 35 →

New Positions

Show all 72 →

Exited Positions

Show all 74 →

Limestone Investment Advisors LP Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T Put SPY 78462F103 $224.6M 16.68% 300,800 SH
2 STATE STR SPDR S&P 500 ETF T Call SPY 78462F103 $73.9M 5.49% 99,000 SH
3 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $54.5M 4.05% 73,026 SH
4 ISHARES TR Call EFA 464287465 $28.6M 2.12% 275,000 SH
5 APPLE INC Call AAPL 037833100 $23.6M 1.75% 81,600 SH
6 APPLE INC Put AAPL 037833100 $22.9M 1.70% 79,100 SH
7 ALPHABET INC Call GOOGL 02079K305 $20.2M 1.50% 56,500 SH
8 CITIGROUP INC Call C 172967424 $19.6M 1.46% 140,200 SH
9 CISCO SYS INC Call CSCO 17275R102 $18.2M 1.35% 155,100 SH
10 AMAZON COM INC Call AMZN 023135106 $17.4M 1.29% 72,800 SH
11 BANK OF AMER CORP Call BAC 060505104 $16.9M 1.25% 296,300 SH
12 BANK OF AMER CORP Put BAC 060505104 $15.0M 1.11% 263,200 SH
13 ASML HLDG NV Put ASML N07059210 $13.3M 0.99% 6,700 SH
14 ALPHABET INC Put GOOGL 02079K305 $12.9M 0.96% 36,200 SH
15 GOLDMAN SACHS GROUP INC Put GS 38141G104 $11.7M 0.87% 11,600 SH
16 ALIBABA GROUP HLDG LTD Call BABA 01609W102 $11.2M 0.83% 116,700 SH
17 JPMORGAN CHASE & CO Call JPM 46625H100 $11.2M 0.83% 34,200 SH
18 NIKE INC Put NKE 654106103 $11.1M 0.82% 269,200 SH
19 JPMORGAN CHASE & CO Put JPM 46625H100 $10.9M 0.81% 33,200 SH
20 PEPSICO INC Call PEP 713448108 $10.8M 0.80% 80,000 SH
21 CITIGROUP INC Put C 172967424 $10.7M 0.80% 76,500 SH
22 UNITEDHEALTH GROUP INC Call UNH 91324P102 $10.6M 0.78% 25,400 SH
23 NETFLIX INC. Call NFLX 64110L106 $10.5M 0.78% 146,800 SH
24 UNITEDHEALTH GROUP INC Put UNH 91324P102 $10.4M 0.77% 25,000 SH
25 META PLATFORMS INC Call META 30303M102 $10.4M 0.77% 18,400 SH
26 SPOTIFY TECHNOLOGY S A Call SPOT L8681T102 $10.1M 0.75% 22,000 SH
27 WELLS FARGO & CO Call WFC 949746101 $9.9M 0.74% 119,800 SH
28 WELLS FARGO & CO Put WFC 949746101 $9.0M 0.67% 108,700 SH
29 DATADOG INC Put DDOG 23804L103 $8.7M 0.65% 33,500 SH
30 AMAZON COM INC Put AMZN 023135106 $8.2M 0.61% 34,500 SH
31 MORGAN STANLEY Call MS 617446448 $8.2M 0.61% 39,300 SH
32 FREEPORT MCMORAN INC Put FCX 35671D857 $8.2M 0.61% 130,300 SH
33 NEXTPOWER INC NXT 65290E101 $7.6M 0.56% 63,634 SH
34 GE AEROSPACE Put GE 369604301 $7.5M 0.56% 20,100 SH
35 META PLATFORMS INC Put META 30303M102 $7.4M 0.55% 13,200 SH
36 GOLDMAN SACHS GROUP INC Call GS 38141G104 $7.3M 0.54% 7,200 SH
37 GE AEROSPACE Call GE 369604301 $7.3M 0.54% 19,400 SH
38 ALPHABET INC GOOGL 02079K305 $7.1M 0.52% 19,738 SH
39 CATERPILLAR INC Put CAT 149123101 $7.0M 0.52% 6,600 SH
40 BOEING CO Call BA 097023105 $6.9M 0.52% 32,100 SH
41 NIKE INC NKE 654106103 $6.8M 0.51% 165,895 SH
42 GE VERNOVA INC Call GEV 36828A101 $6.7M 0.50% 5,700 SH
43 FORTINET INC Put FTNT 34959E109 $6.7M 0.50% 43,500 SH
44 ASML HLDG NV Call ASML N07059210 $6.6M 0.49% 3,300 SH
45 UBER TECHNOLOGIES INC Call UBER 90353T100 $6.4M 0.48% 89,000 SH
46 APPLE INC AAPL 037833100 $6.3M 0.47% 21,885 SH
47 CATERPILLAR INC Call CAT 149123101 $6.2M 0.46% 5,800 SH
48 MORGAN STANLEY Put MS 617446448 $6.1M 0.46% 29,400 SH
49 MILLROSE PPTYS INC MRP 601137102 $6.1M 0.45% 203,795 SH
50 NEWMONT CORP Put NEM 651639106 $6.0M 0.45% 64,500 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $1.35B 558 0002075597-26-000005
2026-03-31 2026-05-15 $1.25B 399 0002075597-26-000003
2025-12-31 2026-02-17 $1.04B 446 0002075597-26-000002
2025-09-30 2025-11-13 $1.26B 521 0002075597-25-000004
Filer Information
Address
12 E 49TH ST
17TH FLOOR
NEW YORK, NY 10017
Phone
(212) 518-8436
Filing Manager
Limestone Investment Advisors LP
NEW YORK, NY
Signatory
Richard H Ferguson III
Authorized Signatory