Riverstone Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Riverstone Advisors, LLC reported 85 stock positions worth $241.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 24.7% of the portfolio, followed by Alphabet Class A (GOOGL, 11.4%) and Amazon.com (AMZN, 8.0%). Compared with Q1 2026, it opened 14 new positions, sold out of 3, added to 43 and reduced 20. The biggest buy was Applied Materials (AMAT, shares +2%) and the biggest sale Tractor Supply (TSCO, shares −2%).

Most Recent 13F
Q2 2026
Location
NEW BRAUNFELS, TX
CIK
0001763404
Portfolio Value
$241.1M (Q2 2026)
SEC Filing
0001951757-26-001123 ↗ filed Aug 6, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $167.7M Q1 2024 Q2 2024: $162.7M Q2 2024 Q3 2024: $172.0M Q3 2024 Q4 2024: $175.5M Q4 2024 Q1 2025: $166.3M Q1 2025 Q2 2025: $185.0M Q2 2025 Q3 2025: $203.9M Q3 2025 Q4 2025: $212.2M Q4 2025 Q1 2026: $202.8M Q1 2026 Q2 2026: $241.1M $241.1M Q2 2026

Holdings 85 stocks · $241.1M

IVV iShares Core S&P 500 ETF 24.70% 79,539 $59.6M Add +1.7%
GOOGL Alphabet Inc. Class A 11.43% 77,140 $27.6M Add +0.8%
AMZN Amazon.com Inc. 7.98% 80,728 $19.2M Add +1.6%
TOL Toll Brothers Inc. 6.21% 90,966 $15.0M Reduce -0.7%
BRK.B Berkshire Hathaway Inc. Class B 4.45% 21,426 $10.7M Add +0.8%
RTX RTX Corp. 4.21% 53,453 $10.1M Add +0.4%
QQQ Invesco QQQ Trust Series 1 3.32% 10,873 $8.0M Add +3.9%
AVGO Broadcom Inc. 3.31% 21,116 $8.0M Add +3.0%
DHR Danaher Corp. 2.82% 35,656 $6.8M Reduce -0.2%
AMAT Applied Materials Inc. 2.62% 8,753 $6.3M Add +2.1%
NVDA Nvidia Corp. 2.44% 29,402 $5.9M Add +15.0%
TSCO Tractor Supply Company 2.06% 157,052 $5.0M Reduce -2.1%
LNG Cheniere Energy Inc. 1.90% 19,124 $4.6M Reduce -0.4%
IDMO Invesco S&P International DE 1.71% 68,484 $4.1M Add +35.4%
AAPL Apple Inc. 1.69% 14,100 $4.1M Add +13.5%
GOOG Alphabet Inc. Class C 1.28% 8,720 $3.1M Add +3.4%
CRWD CrowdStrike Holdings Inc. Class A 1.19% 3,765 $2.9M Add +1.6%
MU Micron Technology Inc. 1.12% 2,350 $2.7M Reduce -15.2%
MSFT Microsoft Corp. 1.00% 6,441 $2.4M Add +16.4%
XOM Exxon Mobil Corp. 0.76% 13,421 $1.8M Reduce -21.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.76% 2,452 $1.8M Reduce -2.9%
HWM Howmet Aerospace Inc. 0.64% 5,741 $1.5M Add +13.1%
VTI VG Morningstar TS MKT ETF-US 0.49% 3,224 $1.2M Reduce -1.6%
MPWR Monolithic Power Systems Inc. 0.47% 819 $1.1M Add +4.6%
AMGN Amgen Inc. 0.46% 3,070 $1.1M Add +4.1%
PWR Quanta Services Inc. 0.46% 1,532 $1.1M Add +10.4%
INTC Intel Corp. 0.44% 7,578 $1.1M Add +17.3%
JPM JPMorgan Chase & Co. 0.42% 3,100 $1.0M Add +13.4%
META Meta Platforms Inc. Class A 0.39% 1,657 $934K Reduce -10.4%
ICSH iShares Ultra Short Duration 0.36% 16,974 $859K Add +38.7%
PAYC Paycom Software Inc. 0.35% 6,794 $854K Reduce -1.3%
QQQM Invesco Nasdaq 100 ETF 0.35% 2,782 $843K New
COST Costco Wholesale Corp. 0.32% 829 $775K Add +11.9%
IWF iShares Russell 1000 Growth 0.32% 6,125 $761K No change
GLD SPDR Gold Shares 0.29% 1,923 $708K No change
CSCO Cisco Systems Inc. 0.27% 5,560 $653K Add +1.3%
PH Parker Hannifin Corp. 0.24% 599 $586K Reduce -15.8%
GE General Electric filed as GE AEROSPACE 0.23% 1,489 $556K Add +36.4%
TSLA Tesla Inc. 0.23% 1,318 $554K Add +39.6%
PULS Pgim Ultra Short Bond ETF 0.23% 11,166 $553K Reduce -6.2%
ABBV Abbvie Inc. 0.22% 2,094 $527K Add +18.2%
HD Home Depot Inc. 0.21% 1,447 $510K Add +19.2%
PM Philip Morris International 0.21% 2,793 $505K Add +9.4%
AMD Advanced Micro Devices 0.21% 867 $504K New
JAAA Janus Henderson Aaa Clo ETF 0.21% 9,948 $502K New
LLY Eli Lilly & Co. 0.20% 404 $485K Add +39.3%
V Visa Inc. Class A 0.20% 1,373 $471K Add +30.4%
WMT Walmart Inc. 0.20% 4,153 $470K Add +9.6%
IWD iShares Russell 1000 Value E 0.19% 1,884 $457K Add +0.1%
APH Amphenol Corp. Class A 0.18% 2,441 $430K Add +18.6%
FSLR First Solar Inc. 0.18% 1,807 $426K No change
GEV GE Vernova Inc. 0.17% 353 $415K Reduce -26.1%
ADI Analog Devices Inc. 0.17% 1,007 $400K Add +14.0%
ORCL Oracle Corp. 0.16% 2,640 $387K Add +9.4%
AME Ametek Inc. 0.14% 1,420 $344K Add +18.3%
ISRG Intuitive Surgical Inc. 0.14% 855 $340K Reduce -3.0%
IBDR iShares Ibonds Dec 2026 Term 0.14% 13,832 $335K Reduce -40.1%
CAT Caterpillar Inc. 0.14% 314 $334K Add +7.5%
SCHG Schwab US Large-Cap Growth 0.14% 9,664 $327K No change
VOO Vanguard S&P 500 ETF 0.13% 460 $316K No change
MRK Merck & Co. Inc. 0.13% 2,394 $308K Add +6.9%
JNJ Johnson & Johnson 0.13% 1,210 $307K Add +8.3%
PG The Procter & Gamble Co. 0.12% 2,040 $299K Add +43.0%
MRVL Marvell Technology Inc. 0.12% 1,000 $298K New
GLW Corning Inc. 0.12% 1,120 $286K New
FTI Technipfmc PLC 0.12% 4,229 $280K Reduce -2.3%
VIG Vanguard Dividend Apprec ETF 0.11% 1,145 $271K Reduce -3.6%
ANET Arista Networks Inc. 0.11% 1,562 $265K New
SHOP Shopify Inc. Class A 0.11% 2,295 $262K Reduce -39.5%
JPST JPMorgan Ultra-Short Income 0.11% 5,149 $260K Add +0.3%
A Agilent Technologies Inc. 0.11% 1,959 $260K New
LRCX Lam Research Corp. 0.11% 596 $258K New
IEFA iShares Core MSCI Eafe ETF 0.10% 2,586 $250K Add +0.8%
CIEN Ciena Corp. 0.10% 496 $243K New
JGRO JPMorgan Active Growth ETF 0.10% 2,388 $235K No change
MAIN Main Street Capital Corp. 0.09% 4,408 $229K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 2,356 $227K New
MA Mastercard Inc. Class A 0.09% 434 $223K New
IUSV iShares Core S&P U.S. Value 0.09% 1,993 $220K No change
IWV iShares Russell 3000 ETF 0.09% 514 $219K New
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.09% 8,973 $217K Reduce -4.0%
IQV Iqvia Holdings Inc. 0.09% 1,109 $214K Reduce -19.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 755 $212K New
ELV Elevance Health Inc. 0.09% 538 $208K New
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.05% 10,852 $127K Add +1.8%

Portfolio Sells Q1 2026 → Q2 2026

TSCO Tractor Supply Company Reduce -2.1% 2.06% −1.53
LNG Cheniere Energy Inc. Reduce -0.4% 1.90% −0.79
XOM Exxon Mobil Corp. Reduce -21.3% 0.76% −0.67
DHR Danaher Corp. Reduce -0.2% 2.82% −0.52
IVW iShares S&P 500 Growth ETF Sold out 0.00% −0.17
IBDR iShares Ibonds Dec 2026 Term Reduce -40.1% 0.14% −0.14
META Meta Platforms Inc. Class A Reduce -10.4% 0.39% −0.13
IVE iShares S&P 500 Value ETF Sold out 0.00% −0.13
SHOP Shopify Inc. Class A Reduce -39.5% 0.11% −0.11
NOW ServiceNow Inc. Sold out 0.00% −0.11
PH Parker Hannifin Corp. Reduce -15.8% 0.24% −0.07
PULS Pgim Ultra Short Bond ETF Reduce -6.2% 0.23% −0.06
ISRG Intuitive Surgical Inc. Reduce -3.0% 0.14% −0.06
PAYC Paycom Software Inc. Reduce -1.3% 0.35% −0.06
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.9% 0.76% −0.05
GEV GE Vernova Inc. Reduce -26.1% 0.17% −0.03
FTI Technipfmc PLC Reduce -2.3% 0.12% −0.03
IQV Iqvia Holdings Inc. Reduce -19.3% 0.09% −0.03
VTI VG Morningstar TS MKT ETF-US Reduce -1.6% 0.49% −0.02
IBDS Ishrs Ibnds Dec 27 Corp. ETF Reduce -4.0% 0.09% −0.02
VIG Vanguard Dividend Apprec ETF Reduce -3.6% 0.11% −0.01
TOL Toll Brothers Inc. Reduce -0.7% 6.21% +0.05
MU Micron Technology Inc. Reduce -15.2% 1.12% +0.66

Portfolio Buys Q1 2026 → Q2 2026

AMAT Applied Materials Inc. Add +2.1% 2.62% +1.18
GOOGL Alphabet Inc. Class A Add +0.8% 11.43% +0.58
CRWD CrowdStrike Holdings Inc. Class A Add +1.6% 1.19% +0.48
QQQM Invesco Nasdaq 100 ETF New 0.35% +0.35
IDMO Invesco S&P International DE Add +35.4% 1.71% +0.34
QQQ Invesco QQQ Trust Series 1 Add +3.9% 3.32% +0.34
INTC Intel Corp. Add +17.3% 0.44% +0.30
NVDA Nvidia Corp. Add +15.0% 2.44% +0.24
AMD Advanced Micro Devices New 0.21% +0.21
JAAA Janus Henderson Aaa Clo ETF New 0.21% +0.21
AVGO Broadcom Inc. Add +3.0% 3.31% +0.18
AAPL Apple Inc. Add +13.5% 1.69% +0.14
MRVL Marvell Technology Inc. New 0.12% +0.12
GLW Corning Inc. New 0.12% +0.12
ANET Arista Networks Inc. New 0.11% +0.11
A Agilent Technologies Inc. New 0.11% +0.11
LRCX Lam Research Corp. New 0.11% +0.11
CIEN Ciena Corp. New 0.10% +0.10
DIS The Walt Disney Co. New 0.09% +0.09
MA Mastercard Inc. Class A New 0.09% +0.09
IWV iShares Russell 3000 ETF New 0.09% +0.09
IBM Intl Business Machines Corp. New 0.09% +0.09
ELV Elevance Health Inc. New 0.09% +0.09
GOOG Alphabet Inc. Class C Add +3.4% 1.28% +0.08
PWR Quanta Services Inc. Add +10.4% 0.46% +0.08
GE General Electric Add +36.4% 0.23% +0.08
LLY Eli Lilly & Co. Add +39.3% 0.20% +0.07
HWM Howmet Aerospace Inc. Add +13.1% 0.64% +0.06
CSCO Cisco Systems Inc. Add +1.3% 0.27% +0.06
TSLA Tesla Inc. Add +39.6% 0.23% +0.06
ICSH iShares Ultra Short Duration Add +38.7% 0.36% +0.05
APH Amphenol Corp. Class A Add +18.6% 0.18% +0.05
MPWR Monolithic Power Systems Inc. Add +4.6% 0.47% +0.05
V Visa Inc. Class A Add +30.4% 0.20% +0.04
CAT Caterpillar Inc. Add +7.5% 0.14% +0.04
ABBV Abbvie Inc. Add +18.2% 0.22% +0.03
ADI Analog Devices Inc. Add +14.0% 0.17% +0.03
JPM JPMorgan Chase & Co. Add +13.4% 0.42% +0.02
PG The Procter & Gamble Co. Add +43.0% 0.12% +0.02
AME Ametek Inc. Add +18.3% 0.14% +0.02
HD Home Depot Inc. Add +19.2% 0.21% +0.01
PM Philip Morris International Add +9.4% 0.21% +0.00
MRK Merck & Co. Inc. Add +6.9% 0.13% −0.01
XNEAX Nuveen Amt-FR QLTY Muni Inc. Add +1.8% 0.05% −0.01
JNJ Johnson & Johnson Add +8.3% 0.13% −0.01
IWD iShares Russell 1000 Value E Add +0.1% 0.19% −0.01
IEFA iShares Core MSCI Eafe ETF Add +0.8% 0.10% −0.01
MSFT Microsoft Corp. Add +16.4% 1.00% −0.01
ORCL Oracle Corp. Add +9.4% 0.16% −0.01
JPST JPMorgan Ultra-Short Income Add +0.3% 0.11% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 85$241.1MIVV, GOOGL, AMZN, TOL, BRK.B
Q1 2026 74$202.8MIVV, GOOGL, AMZN, TOL, RTX
Q4 2025 58$212.2MIVV, GOOGL, AMZN, TOL, BRK.B
Q3 2025 62$203.9MIVV, GOOGL, AMZN, TOL, BRK.B
Q2 2025 59$185.0MIVV, AMZN, GOOGL, TOL, BRK.B
Q1 2025 57$166.3MIVV, AMZN, GOOGL, BRK.B, TOL
Q4 2024 53$175.5MIVV, AMZN, GOOGL, TOL, BRK.B
Q3 2024 50$172.0MIVV, TOL, AMZN, GOOGL, DHR
Q2 2024 46$162.7MIVV, GOOGL, AMZN, TOL, DHR
Q1 2024 50$167.7MIVV, AMZN, GOOGL, TOL, DHR