Limestone Investment Advisors Lp Portfolio Stock Holdings

Limestone Investment Advisors Lp disclosed 154 stock positions valued at approximately $204.0 million in its latest SEC 13F filing. The largest holdings include MICROSOFT CORP, ALPHABET INC, and META PLATFORMS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
154
Portfolio Value
$204.0M
Holdings by Sector
Limestone Investment Advisors Lp Portfolio Holdings in Q1 2026

134 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
MICROSOFT CORPMSFTTechnology5.57%30,710+24,377+384.92%$11,367,921
ALPHABET INCGOOGLCommunication Services5.48%38,864+17,408+81.13%$11,175,732
META PLATFORMS INCMETACommunication Services5.28%18,840+16,065+578.92%$10,778,929
APPLE INCAAPLTechnology3.58%28,761+14,165+97.05%$7,299,254
NEXTPOWER INCNXTTechnology3.34%56,474+1,160+2.10%$6,807,941
STATE STR SPDR S&P 500 ETF TSPYOther3.12%9,800-344-3.39%$6,373,332
MILLROSE PPTYS INCMRPOther2.80%203,795--$5,706,260
AERCAP HOLDINGS NVAEROther2.77%41,206--$5,652,639
ASML HLDG NVASMLOther2.39%3,696+2,016+120.00%$4,881,788
ALIBABA GROUP HLDG LTDBABAConsumer Cyclical2.31%37,550-1,855-4.71%$4,711,023
HSBC HLDGS PLCHSBCFinancial Services2.27%56,037--$4,622,492
VISA INCVFinancial Services2.05%13,871+11,155+410.71%$4,192,371
WELLS FARGO & COWFCFinancial Services1.76%44,986+44,986+100.00%$3,581,335
RIO TINTO PLCRIOBasic Materials1.73%37,814--$3,527,668
SHELL PLCSHELEnergy1.64%36,000--$3,348,000
COINBASE GLOBAL INCCOINFinancial Services1.61%18,800--$3,282,668
MORGAN STANLEYMSFinancial Services1.60%19,834+19,834+100.00%$3,264,081
DISNEY WALT CODISCommunication Services1.56%32,923+21,800+195.99%$3,173,119
UBER TECHNOLOGIES INCUBERTechnology1.46%41,505-7,656-15.57%$2,985,455
NETEASE COM INCNTESCommunication Services1.45%26,467--$2,962,716
BARCLAYS PLCBCSFinancial Services1.44%138,900--$2,939,124
BANK AMERICA CORPBACFinancial Services1.34%56,267+56,267+100.00%$2,743,016
ADVANCED MICRO DEVICES INCAMDTechnology1.23%12,387+11,936+2646.56%$2,519,887
BOEING COBAIndustrials1.15%11,833+11,833+100.00%$2,355,122
TRIP COM GROUP LTDTCOMConsumer Cyclical1.09%44,600--$2,220,634
PDD HOLDINGS INCPDDConsumer Cyclical1.09%21,679+21,679+100.00%$2,215,160
AMAZON COM INCAMZNConsumer Cyclical1.07%10,526+10,526+100.00%$2,192,250
JD.COM INCJDConsumer Cyclical1.07%74,080--$2,190,546
NOVO-NORDISK A SNVOHealthcare1.02%56,510+30,733+119.23%$2,076,743
CHECK POINT SOFTWARE TECH LTCHKPOther1.00%14,300--$2,042,755
JPMORGAN CHASE & COJPMFinancial Services0.96%6,652+6,652+100.00%$1,956,752
MASTERCARD INCORPORATEDMAFinancial Services0.90%3,684+2,502+211.68%$1,840,747
PETROLEO BRASILEIRO S APBREnergy0.90%88,461--$1,835,566
KE HLDGS INCBEKEReal Estate0.89%121,668--$1,821,370
NEXTDECADE CORPNEXTEnergy0.88%235,634--$1,804,956
SEA LTDSEConsumer Cyclical0.85%21,000+14,000+200.00%$1,739,010
NIKE INCNKEConsumer Cyclical0.82%31,634+31,634+100.00%$1,670,908
FULL TRUCK ALLIANCE CO LTDYMMTechnology0.79%195,371--$1,621,579
ITAU UNIBANCO HLDG S AITUBFinancial Services0.78%190,644--$1,597,597
MERCADOLIBRE INCMELIConsumer Cyclical0.76%900+100+12.50%$1,556,118
SONY GROUP CORPSONYTechnology0.76%75,000+75,000+100.00%$1,552,500
BIONTECH SEBNTXHealthcare0.75%17,190--$1,527,847
ICICI BANK LIMITEDIBNFinancial Services0.73%57,300--$1,484,070
UNITEDHEALTH GROUP INCUNHHealthcare0.71%5,374+5,374+100.00%$1,454,151
CATERPILLAR INCCATIndustrials0.71%2,040+2,040+100.00%$1,445,258
GE AEROSPACEGEIndustrials0.70%5,010+5,010+100.00%$1,421,688
CONSTELLATION ENERGY CORPCEGUtilities0.61%4,440-50-1.11%$1,239,870
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.61%3,660+3,660+100.00%$1,236,897
MSCI INCMSCIFinancial Services0.53%2,000--$1,078,020
MITSUBISHI UFJ FINANCIAL GROMUFGFinancial Services0.49%59,213--$1,004,845
S&P GLOBAL INCSPGIFinancial Services0.47%2,250+450+25.00%$957,015
SUMITOMO MITSUI FIN GRP INCSMFGFinancial Services0.46%47,905--$946,124
BLACKSTONE INCBXFinancial Services0.45%7,901+7,901+100.00%$908,536
ISHARES TREEMOther0.44%15,870+15,870+100.00%$901,257
US BANCORPUSBFinancial Services0.44%17,280+17,280+100.00%$898,733
CITIGROUP INCCFinancial Services0.43%7,755+7,755+100.00%$879,495
QUALCOMM INCQCOMTechnology0.42%6,588+6,588+100.00%$848,403
ACADEMY SPORTS & OUTDOORS INASOConsumer Cyclical0.40%14,567-1,141-7.26%$822,307
INTERCONTINENTAL HOTELS GROUIHGConsumer Cyclical0.39%6,036+6,036+100.00%$805,565
BATH & BODY WORKS INCBBWIConsumer Cyclical0.36%39,836+39,836+100.00%$743,738
SONOS INCSONOTechnology0.36%55,183+55,183+100.00%$739,452
GOLDMAN SACHS GROUP INCGSFinancial Services0.36%862+862+100.00%$729,243
VICTORIAS SECRET AND COVSCOConsumer Cyclical0.35%15,305+15,305+100.00%$709,540
PALANTIR TECHNOLOGIES INCPLTRTechnology0.34%4,760+4,760+100.00%$696,293
AMERICAN EAGLE OUTFITTERS INAEOConsumer Cyclical0.34%41,310+41,310+100.00%$689,877
AMERICAN EXPRESS COAXPFinancial Services0.31%2,087+2,087+100.00%$631,276
FLOOR & DECOR HLDGS INCFNDConsumer Cyclical0.30%12,049+12,049+100.00%$612,089
CORNING INCGLWTechnology0.30%4,495+4,495+100.00%$611,185
UNITED PARKS & RESORTS INCPRKSConsumer Cyclical0.30%18,690+18,690+100.00%$610,415
RTX CORPORATIONRTXIndustrials0.30%3,130+3,130+100.00%$603,777
PLANET FITNESS MASTER ISSUERPLNTConsumer Cyclical0.29%7,990+7,990+100.00%$594,296
PAGSEGURO DIGITAL LTDG68707101Other0.28%57,286--$574,006
CARNIVAL CORPCCLConsumer Cyclical0.28%21,929+21,929+100.00%$567,523
HOME DEPOT INCHDConsumer Cyclical0.27%1,706+1,706+100.00%$561,086
T-MOBILE US INCTMUSCommunication Services0.27%2,613+2,613+100.00%$548,808
AMERICA MOVIL SAB DE CVAMXCommunication Services0.27%21,248--$541,399
MOELIS & COMCFinancial Services0.26%1,000--$535,019
PROCTER & GAMBLE COPGConsumer Defensive0.26%3,668+3,668+100.00%$529,806
HILTON WORLDWIDE HLDGS INCHLTConsumer Cyclical0.25%1,675+1,675+100.00%$509,334
ACCENTURE PLC IRELANDACNTechnology0.24%2,520+2,520+100.00%$499,691
DOLLAR TREE INCDLTRConsumer Defensive0.23%4,370+4,370+100.00%$478,559
ABBOTT LABORATORIESABTHealthcare0.22%4,420+4,420+100.00%$453,801
ROYAL CARIBBEAN GROUPRCLOther0.21%1,594+1,594+100.00%$438,637
BRAZE INCBRZETechnology0.21%18,505+18,505+100.00%$436,903
CHEWY INCCHWYConsumer Cyclical0.21%16,007-3,110-16.27%$432,189
NU HLDGS LTDG6683N103Other0.20%28,277--$406,340
VERIZON COMMUNICATIONS INCVZCommunication Services0.19%7,780+7,780+100.00%$390,556
CSX CORPCSXIndustrials0.17%8,350+8,350+100.00%$342,768
TEXAS INSTRS INCTXNTechnology0.16%1,734+1,734+100.00%$336,639
STARBUCKS CORPSBUXConsumer Cyclical0.16%3,710+3,710+100.00%$332,379
LULULEMON ATHLETICA INCLULUConsumer Cyclical0.16%2,170+2,170+100.00%$332,227
HONEYWELL INTL INCHONIndustrials0.16%1,426+1,426+100.00%$322,319
CME GROUP INCCMEFinancial Services0.15%1,010+1,010+100.00%$298,304
RIGETTI COMPUTING INCRGTIWTechnology0.14%53,724-76,477-58.74%$294,945
XPENG INCXPEVConsumer Cyclical0.14%17,140+17,140+100.00%$293,265
ABBVIE INCABBVHealthcare0.14%1,340+1,340+100.00%$291,437
FREEPORT MCMORAN INCFCXBasic Materials0.14%4,793+4,793+100.00%$281,733
AMPHENOL CORPAPHTechnology0.14%2,200+1,350+158.82%$277,970
COCA COLA COKOConsumer Defensive0.13%3,580+3,580+100.00%$272,259
TRUIST FINL CORPTFCFinancial Services0.13%5,840+5,840+100.00%$268,465
Limestone Investment Advisors Lp Options Holdings in Q1 2026

238 options positions in the latest reporting period.

Page 1 of 3
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026SPYSPDR S&P 500PUT431,000$280,296,540
Q1 2026SPYSPDR S&P 500CALL240,900$156,666,906
Q1 2026HYGiShares iBoxx $ High Yield CorpPUT374,900$29,827,044
Q1 2026MSFTMicrosoft CorporationPUT64,100$23,727,897
Q1 2026MSFTMicrosoft CorporationCALL63,000$23,320,710
Q1 2026AMZNAmazon.com, Inc.PUT98,700$20,556,249
Q1 2026AAPLApple Inc.CALL79,600$20,201,684
Q1 2026GOOGLAlphabet Inc.PUT69,500$19,985,420
Q1 2026AAPLApple Inc.PUT77,100$19,567,209
Q1 2026AMZNAmazon.com, Inc.CALL93,500$19,473,245
Q1 2026GOOGLAlphabet Inc.CALL66,900$19,237,764
Q1 2026METAMeta Platforms, Inc.CALL29,600$16,935,048
Q1 2026AMDAdvanced Micro Devices, Inc.PUT71,600$14,565,588
Q1 2026METAMeta Platforms, Inc.PUT25,200$14,417,676
Q1 2026NFLXNetflix, Inc.PUT134,000$12,884,100
Q1 2026WFCWells Fargo & CompanyCALL152,500$12,140,525
Q1 2026CCitigroup, Inc.CALL105,700$11,987,437
Q1 2026NFLXNetflix, Inc.CALL121,600$11,691,840
Q1 2026CCitigroup, Inc.PUT97,000$11,000,770
Q1 2026WFCWells Fargo & CompanyPUT127,200$10,126,392
Q1 2026AMDAdvanced Micro Devices, Inc.CALL47,000$9,561,210
Q1 2026BACBank of America CorporationCALL194,700$9,491,625
Q1 2026CATCaterpillar, Inc.PUT12,100$8,572,366
Q1 2026BACBank of America CorporationPUT172,700$8,419,125
Q1 2026ASMLASMLPUT6,200$8,189,146
Q1 2026JPMJP Morgan Chase & Co.CALL27,500$8,089,400
Q1 2026JPMJP Morgan Chase & Co.PUT27,300$8,030,568
Q1 2026PDDPDD Holdings Inc.PUT66,900$6,835,842
Q1 2026ASMLASMLCALL4,900$6,472,067
Q1 2026MSMorgan StanleyPUT36,700$6,039,719
Q1 2026MSMorgan StanleyCALL35,600$5,858,692
Q1 2026TSMTaiwan Semiconductor ManufacturPUT15,100$5,103,045
Q1 2026JNJJohnson & JohnsonCALL20,200$4,937,688
Q1 2026PLTRPalantir Technologies Inc.CALL30,200$4,417,656
Q1 2026NVONovo Nordisk A/SPUT116,400$4,277,700
Q1 2026TSMTaiwan Semiconductor ManufacturCALL12,600$4,258,170
Q1 2026NVONovo Nordisk A/SCALL111,100$4,082,925
Q1 2026VVisa Inc.PUT13,400$4,050,016
Q1 2026QCOMQUALCOMM IncorporatedPUT29,800$3,837,644
Q1 2026UNHUnitedHealth Group IncorporatedCALL13,900$3,761,201
Q1 2026PLTRPalantir Technologies Inc.PUT25,700$3,759,396
Q1 2026BABoeing Company (The)CALL18,800$3,741,764
Q1 2026UNHUnitedHealth Group IncorporatedPUT13,800$3,734,142
Q1 2026CVXChevron CorporationPUT17,800$3,682,820
Q1 2026AXPAmerican Express CompanyPUT11,900$3,599,512
Q1 2026GLWCorning IncorporatedCALL26,400$3,589,608
Q1 2026QCOMQUALCOMM IncorporatedCALL26,500$3,412,670
Q1 2026GLWCorning IncorporatedPUT25,000$3,399,250
Q1 2026SLBSchlumberger N.V.CALL65,600$3,371,184
Q1 2026NKENike, Inc.CALL59,600$3,148,072
Q1 2026BABoeing Company (The)PUT15,700$3,124,771
Q1 2026UBERUber Technologies, Inc.CALL41,400$2,977,902
Q1 2026DISWalt Disney Company (The)PUT30,800$2,968,504
Q1 2026GEGE AerospaceCALL9,800$2,780,946
Q1 2026AXPAmerican Express CompanyCALL9,100$2,752,568
Q1 2026VVisa Inc.CALL9,100$2,750,384
Q1 2026TOSTToast, Inc.CALL100,600$2,666,906
Q1 2026NKENike, Inc.PUT49,300$2,604,026
Q1 2026CATCaterpillar, Inc.CALL3,400$2,408,764
Q1 2026JNJJohnson & JohnsonPUT9,800$2,395,512
Q1 2026BXBlackstone Inc.PUT20,000$2,299,800
Q1 2026DISWalt Disney Company (The)CALL23,700$2,284,206
Q1 2026MAMastercard IncorporatedPUT4,500$2,248,470
Q1 2026CSCOCisco Systems, Inc.CALL28,900$2,242,351
Q1 2026IBMInternational Business MachinesCALL9,200$2,229,988
Q1 2026CSCOCisco Systems, Inc.PUT28,200$2,188,038
Q1 2026GEGE AerospacePUT7,600$2,156,652
Q1 2026CVXChevron CorporationCALL10,400$2,151,760
Q1 2026SLBSchlumberger N.V.PUT41,600$2,137,824
Q1 2026INTCIntel CorporationCALL48,100$2,122,653
Q1 2026IBMInternational Business MachinesPUT8,700$2,108,793
Q1 2026XOMExxon Mobil CorporationPUT12,400$2,103,784
Q1 2026PDDPDD Holdings Inc.CALL19,500$1,992,510
Q1 2026AMATApplied Materials, Inc.CALL5,500$1,879,845
Q1 2026USBU.S. BancorpCALL36,000$1,872,360
Q1 2026UBERUber Technologies, Inc.PUT25,800$1,855,794
Q1 2026SCHWCharles Schwab Corporation (TheCALL18,900$1,776,222
Q1 2026SCHWCharles Schwab Corporation (ThePUT18,500$1,738,630
Q1 2026GSGoldman Sachs Group, Inc. (The)CALL2,000$1,691,980
Q1 2026KOCoca-Cola Company (The)PUT20,000$1,521,000
Q1 2026UPSUnited Parcel Service, Inc.CALL14,700$1,446,186
Q1 2026INTCIntel CorporationPUT32,300$1,425,399
Q1 2026MAMastercard IncorporatedCALL2,800$1,399,048
Q1 2026XOMExxon Mobil CorporationCALL8,100$1,374,246
Q1 2026TSLATesla, Inc.PUT3,600$1,338,300
Q1 2026MMM3M CompanyCALL9,000$1,307,070
Q1 2026AMATApplied Materials, Inc.PUT3,800$1,298,802
Q1 2026COPConocoPhillipsPUT9,600$1,267,200
Q1 2026RTXRTX CorporationCALL6,500$1,253,850
Q1 2026RTXRTX CorporationPUT6,400$1,234,560
Q1 2026USBU.S. BancorpPUT23,400$1,217,034
Q1 2026COPConocoPhillipsCALL9,000$1,188,000
Q1 2026HONHoneywell International Inc.CALL5,100$1,152,753
Q1 2026VZVerizon Communications Inc.PUT22,800$1,144,560
Q1 2026TSLATesla, Inc.CALL3,000$1,115,250
Q1 2026ACNAccenture plcPUT5,600$1,110,424
Q1 2026APHAmphenol CorporationCALL8,200$1,036,070
Q1 2026KOCoca-Cola Company (The)CALL13,600$1,034,280
Q1 2026MARMarriott InternationalPUT2,800$915,796
Q1 2026HONHoneywell International Inc.PUT4,000$904,120

Notional value represents the total exposure of the options position.