Limestone Investment Advisors LP

CIK 0002075597 · Q1 2026

13F Equity AUM

$1.2B

+19.9% QoQ

Positions

196

-48 QoQ

AUM Rank

#2,446

Top 20%

Skill Alpha (FF)

—

Building track record (2q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 51.4%Top 10: 63.4%Top 20: 75.6%

SPY35.5%

MSFT4.7%

GOOGL4.0%

AAPL3.8%

AMZN3.4%

META3.4%

HYG2.4%

AMD2.1%

WFC2.1%

NFLX2.0%

Others (186)36.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services49.3%

Technology19.4%

Communication Services10.4%

Consumer Cyclical7.7%

Industrials4.0%

Healthcare2.7%

Unclassified2.4%

Other4.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 196Median: 0.08%Avg: 0.51%

0–0.5%

164(16.9%)

0.5–1%

17(12.0%)

1–3%

9(16.4%)

3–5%

5(19.3%)

5%+

1(35.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 180Unique: 16vs 20 funds

2.5%Low

196

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

JPMORGAN CHASE & CO

3.7%

BlackRock, Inc.

4.4%

MORGAN STANLEY

3.3%

BANK OF AMERICA CORP /DE/

3.6%

FMR LLC

5.8%

STATE STREET CORP

4.7%

GEODE CAPITAL MANAGEMENT, LLC

4.3%

VANGUARD CAPITAL MANAGEMENT LLC

4.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New54Increased51Decreased55Exited102

New Positions

HYG2.4%

+375K

PDD0.9%

+108K

JNJ0.6%

+30K

SCHW0.3%

+37K

TOST0.2%

+101K

TSLA0.2%

+7K

ACN0.2%

+12K

MMM0.1%

+13K

PG0.1%

+12K

BAC0.1%

+34K

Increased

HAYMAKER ACQUISITION…0.1%

+373K(+1921%)

SPY35.5%

+204K(+43%)

WFC2.1%

+160K(+97%)

NVO0.8%

+129K(+83%)

NFLX2.0%

+121K(+90%)

BAC1.7%

+119K(+39%)

MSFT4.7%

+102K(+184%)

AMD2.1%

+100K(+322%)

NKE0.6%

+97K(+223%)

SLB0.4%

+87K(+439%)

Decreased

ANNAW0.0%

-236,431(-39%)

PYPL0.1%

-196,100(-92%)

DAL0.0%

-162,470(-95%)

RGTIW0.0%

-76,477(-59%)

NU0.0%

-64,400(-65%)

AAL0.0%

-53,350(-61%)

FTNT0.0%

-31,899(-90%)

TRVC1.9%

-29,045(-12%)

TXN0.1%

-26,966(-76%)

UBER0.6%

-26,856(-20%)

Exited

-48,317

-176,200

-33,100

-10,000

-21,500

-28,700

-2,600

-16,288

-10,100

-1,700

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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