Limestone Investment Advisors LP
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.5ptsvs SPY
Invested
$1.4B
Holdings
176
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FVD
FIRST TRUST VALUE DIVIDEND INDEX ETF
Held since at least Q1 2024
6.4%
02
$VUG
VANGUARD GROWTH ETF
Held since at least Q1 2024
5.2%
03
$AAPL
APPLE INC
Q3 2025: Sold 37.1% (255.2k → 160.4k shares)
4.7%
04
$MTUM
ISHARES MSCI USA MOMNTUMFCT ETF
Held since at least Q1 2024
4.6%
05
$NVDA
NVIDIA CORP
Held since at least Q1 2024
3.4%
06
$VTV
VANGUARD VALUE ETF
Held since at least Q1 2024
3.1%
07
$FTCS
FIRST TRUST CAPITAL STRENGTH ETF
Held since at least Q1 2024
3.0%
08
$MSFT
MICROSOFT CORP
Q3 2025: Increased +42.0% (97.0k → 137.7k shares)
2.7%
09
$RDVY
FT RISING DIVIDEND ACHIEVERS ETF
Held since at least Q1 2024
2.3%
10
$LMBS
FRST TRT LOW DTN OPNTS ETF IV
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:48 UTC.