Riverstone Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Riverstone Advisors, LLC reported 59 stock positions worth $185.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 28.2% of the portfolio, followed by Amazon.com (AMZN, 9.9%) and Alphabet Class A (GOOGL, 8.5%). Compared with Q1 2025, it opened 4 new positions, sold out of 2, added to 16 and reduced 22. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +12%) and the biggest sale Tractor Supply (TSCO, shares −2%).

Most Recent 13F
Q2 2026
Location
NEW BRAUNFELS, TX
CIK
0001763404
Portfolio Value
$185.0M (Q2 2025)
SEC Filing
0001951757-25-001068 ↗ filed Aug 12, 2025

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 $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 Q2 2026

Holdings 59 stocks · $185.0M

IVV iShares Core S&P 500 ETF 28.19% 83,985 $52.1M Add +11.6%
AMZN Amazon.com Inc. 9.94% 83,790 $18.4M Add +0.2%
GOOGL Alphabet Inc. Class A 8.50% 89,201 $15.7M Reduce -1.1%
TOL Toll Brothers Inc. 6.03% 97,788 $11.2M Reduce -3.7%
BRK.B Berkshire Hathaway Inc. Class B 5.91% 22,509 $10.9M Add +0.7%
TSCO Tractor Supply Company 5.11% 179,049 $9.4M Reduce -2.3%
RTX RTX Corp. 4.51% 57,142 $8.3M Reduce -0.4%
DHR Danaher Corp. 4.38% 41,058 $8.1M Reduce -1.5%
QQQ Invesco QQQ Trust Series 1 2.95% 9,900 $5.5M Reduce -3.1%
AVGO Broadcom Inc. 2.84% 19,074 $5.3M Add +0.8%
LNG Cheniere Energy Inc. 2.40% 18,222 $4.4M Add +7.8%
XOM Exxon Mobil Corp. 1.52% 26,160 $2.8M Reduce -8.4%
AAPL Apple Inc. 1.44% 12,945 $2.7M Reduce -11.3%
NVDA Nvidia Corp. 1.39% 16,314 $2.6M Add +8.9%
PAYC Paycom Software Inc. 1.23% 9,823 $2.3M Reduce -4.0%
MSFT Microsoft Corp. 1.15% 4,292 $2.1M Reduce -5.1%
CRWD CrowdStrike Holdings Inc. Class A 0.98% 3,550 $1.8M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.95% 2,857 $1.8M Add +6.7%
AMAT Applied Materials Inc. 0.89% 8,989 $1.6M No change
COP Conocophillips 0.66% 13,508 $1.2M Reduce -32.8%
HWM Howmet Aerospace Inc. 0.49% 4,850 $903K Reduce -1.1%
VTI VG Morningstar TS MKT ETF-US 0.46% 2,825 $859K Add +1.7%
AMGN Amgen Inc. 0.41% 2,726 $761K No change
EOG EOG Resources Inc. 0.40% 6,233 $746K Reduce -13.3%
COST Costco Wholesale Corp. 0.39% 726 $719K Add +0.3%
META Meta Platforms Inc. Class A 0.39% 972 $717K Reduce -7.3%
DXCM Dexcom Inc. 0.39% 8,194 $715K Reduce -24.4%
LLY Eli Lilly & Co. 0.34% 800 $624K Reduce -16.2%
JPM JPMorgan Chase & Co. 0.31% 1,981 $574K Add +5.4%
GLD SPDR Gold Shares 0.29% 1,756 $535K Add +16.1%
ORCL Oracle Corp. 0.28% 2,329 $509K No change
NOW ServiceNow Inc. 0.27% 482 $496K Reduce -2.0%
IDMO Invesco S&P International DE 0.26% 9,447 $484K New
PYPL PayPal Holdings Inc. 0.25% 6,114 $454K Reduce -4.3%
MPWR Monolithic Power Systems Inc. 0.24% 598 $437K Add +56.1%
SHOP Shopify Inc. Class A 0.23% 3,744 $432K Reduce -15.8%
GOOG Alphabet Inc. Class C 0.23% 2,354 $418K Reduce -1.9%
MA Mastercard Inc. Class A 0.22% 738 $415K New
HD Home Depot Inc. 0.21% 1,082 $397K Add +1.8%
ISRG Intuitive Surgical Inc. 0.21% 730 $397K No change
PWR Quanta Services Inc. 0.21% 1,022 $386K No change
PM Philip Morris International 0.21% 2,100 $382K No change
MRK Merck & Co. Inc. 0.17% 3,969 $314K No change
MU Micron Technology Inc. 0.16% 2,438 $300K No change
FSLR First Solar Inc. 0.16% 1,807 $299K No change
MAIN Main Street Capital Corp. 0.15% 4,758 $281K Reduce -4.0%
SCHG Schwab US Large-Cap Growth 0.15% 9,560 $279K No change
JGRO JPMorgan Active Growth ETF 0.15% 3,198 $275K New
CSCO Cisco Systems Inc. 0.15% 3,955 $274K Add +0.2%
VOO Vanguard S&P 500 ETF 0.14% 460 $261K No change
ABT Abbott Laboratories 0.14% 1,897 $258K No change
ABBV Abbvie Inc. 0.14% 1,353 $251K Add +0.2%
WMT Walmart Inc. 0.14% 2,562 $251K No change
V Visa Inc. Class A 0.13% 688 $244K No change
PH Parker Hannifin Corp. 0.13% 338 $236K Reduce -8.2%
FLDR Fidelity Low Durat Fact ETF 0.13% 4,700 $235K Add +17.5%
SDY SS SPDR S&P Dividend ETF 0.12% 1,680 $228K No change
AME Ametek Inc. 0.12% 1,200 $217K No change
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.06% 10,088 $110K New

Portfolio Sells Q1 2025 → Q2 2025

TSCO Tractor Supply Company Reduce -2.3% 5.11% −0.96
DHR Danaher Corp. Reduce -1.5% 4.38% −0.75
COP Conocophillips Reduce -32.8% 0.66% −0.61
XOM Exxon Mobil Corp. Reduce -8.4% 1.52% −0.52
AAPL Apple Inc. Reduce -11.3% 1.44% −0.51
VO Vngrd Mrngstr MD-Cap ETF-Usd Sold out 0.00% −0.46
TOL Toll Brothers Inc. Reduce -3.7% 6.03% −0.41
EOG EOG Resources Inc. Reduce -13.3% 0.40% −0.15
LLY Eli Lilly & Co. Reduce -16.2% 0.34% −0.14
NEE Nextera Energy Inc. Sold out 0.00% −0.14
PAYC Paycom Software Inc. Reduce -4.0% 1.23% −0.12
DXCM Dexcom Inc. Reduce -24.4% 0.39% −0.06
RTX RTX Corp. Reduce -0.4% 4.51% −0.06
SHOP Shopify Inc. Class A Reduce -15.8% 0.23% −0.02
MAIN Main Street Capital Corp. Reduce -4.0% 0.15% −0.02
PH Parker Hannifin Corp. Reduce -8.2% 0.13% −0.01
PYPL PayPal Holdings Inc. Reduce -4.3% 0.25% −0.00
GOOG Alphabet Inc. Class C Reduce -1.9% 0.23% +0.00
META Meta Platforms Inc. Class A Reduce -7.3% 0.39% +0.02
NOW ServiceNow Inc. Reduce -2.0% 0.27% +0.03
QQQ Invesco QQQ Trust Series 1 Reduce -3.1% 2.95% +0.07
HWM Howmet Aerospace Inc. Reduce -1.1% 0.49% +0.11
GOOGL Alphabet Inc. Class A Reduce -1.1% 8.50% +0.11
MSFT Microsoft Corp. Reduce -5.1% 1.15% +0.13

Portfolio Buys Q1 2025 → Q2 2025

IVV iShares Core S&P 500 ETF Add +11.6% 28.19% +2.76
AVGO Broadcom Inc. Add +0.8% 2.84% +0.94
NVDA Nvidia Corp. Add +8.9% 1.39% +0.42
AMZN Amazon.com Inc. Add +0.2% 9.94% +0.37
IDMO Invesco S&P International DE New 0.26% +0.26
MA Mastercard Inc. Class A New 0.22% +0.22
JGRO JPMorgan Active Growth ETF New 0.15% +0.15
MPWR Monolithic Power Systems Inc. Add +56.1% 0.24% +0.10
XNEAX Nuveen Amt-FR QLTY Muni Inc. New 0.06% +0.06
SPY SS SPDR S&P 500 ETF Trust-US Add +6.7% 0.95% +0.05
LNG Cheniere Energy Inc. Add +7.8% 2.40% +0.05
JPM JPMorgan Chase & Co. Add +5.4% 0.31% +0.03
GLD SPDR Gold Shares Add +16.1% 0.29% +0.03
FLDR Fidelity Low Durat Fact ETF Add +17.5% 0.13% +0.01
VTI VG Morningstar TS MKT ETF-US Add +1.7% 0.46% +0.01
CSCO Cisco Systems Inc. Add +0.2% 0.15% +0.00
HD Home Depot Inc. Add +1.8% 0.21% −0.02
COST Costco Wholesale Corp. Add +0.3% 0.39% −0.02
ABBV Abbvie Inc. Add +0.2% 0.14% −0.03
BRK.B Berkshire Hathaway Inc. Class B Add +0.7% 5.91% −1.25

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