Riverstone Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Riverstone Advisors, LLC reported 58 stock positions worth $212.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 27.2% of the portfolio, followed by Alphabet Class A (GOOGL, 12.0%) and Amazon.com (AMZN, 9.2%). Compared with Q3 2025, it opened 3 new positions, sold out of 7, added to 36 and reduced 16. The biggest buy was Nvidia (NVDA, shares +32%) and the biggest sale Tractor Supply (TSCO, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW BRAUNFELS, TX
- CIK
- 0001763404
- Portfolio Value
- $212.2M (Q4 2025)
- SEC Filing
- 0001951757-26-000343 ↗ filed Feb 2, 2026
Holdings Value
Holdings 58 stocks · $212.2M
| IVV iShares Core S&P 500 ETF | 27.21% | 84,325 | $57.8M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 12.01% | 81,467 | $25.5M | Reduce -8.1% |
| AMZN Amazon.com Inc. | 9.16% | 84,264 | $19.4M | Add +0.5% |
| TOL Toll Brothers Inc. | 6.20% | 97,247 | $13.1M | Reduce -2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.44% | 22,956 | $11.5M | Add +1.1% |
| RTX RTX Corp. | 5.11% | 59,135 | $10.8M | Add +1.7% |
| DHR Danaher Corp. | 4.23% | 39,189 | $9.0M | Reduce -0.4% |
| TSCO Tractor Supply Company | 4.13% | 175,151 | $8.8M | Reduce -0.7% |
| AVGO Broadcom Inc. | 3.25% | 19,931 | $6.9M | Add +3.6% |
| QQQ Invesco QQQ Trust Series 1 | 2.93% | 10,122 | $6.2M | Add +1.8% |
| NVDA Nvidia Corp. | 2.10% | 23,874 | $4.5M | Add +32.2% |
| LNG Cheniere Energy Inc. | 1.88% | 20,547 | $4.0M | Reduce -0.9% |
| AAPL Apple Inc. | 1.55% | 12,072 | $3.3M | Add +5.8% |
| XOM Exxon Mobil Corp. | 1.31% | 23,169 | $2.8M | Reduce -0.3% |
| MSFT Microsoft Corp. | 1.23% | 5,398 | $2.6M | Add +23.8% |
| AMAT Applied Materials Inc. | 1.03% | 8,499 | $2.2M | Reduce -5.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.81% | 2,526 | $1.7M | Add +0.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.78% | 3,532 | $1.7M | Add +2.3% |
| IDMO Invesco S&P International DE | 0.67% | 25,665 | $1.4M | Add +23.2% |
| PAYC Paycom Software Inc. | 0.55% | 7,277 | $1.2M | Reduce -15.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 3,259 | $1.1M | Add +0.1% |
| HWM Howmet Aerospace Inc. | 0.48% | 5,017 | $1.0M | Add +2.8% |
| META Meta Platforms Inc. Class A | 0.45% | 1,441 | $951K | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 0.44% | 2,957 | $928K | Add +25.6% |
| AMGN Amgen Inc. | 0.44% | 2,834 | $928K | Add +4.0% |
| JPM JPMorgan Chase & Co. | 0.38% | 2,490 | $802K | Add +21.3% |
| GLD SPDR Gold Shares | 0.36% | 1,923 | $762K | Add +9.5% |
| MU Micron Technology Inc. | 0.35% | 2,618 | $747K | Add +7.4% |
| COST Costco Wholesale Corp. | 0.29% | 710 | $612K | Reduce -3.0% |
| SHOP Shopify Inc. Class A | 0.29% | 3,795 | $611K | Add +1.4% |
| MPWR Monolithic Power Systems Inc. | 0.29% | 673 | $610K | Add +0.8% |
| PH Parker Hannifin Corp. | 0.27% | 657 | $577K | Add +94.4% |
| IBDR iShares Ibonds Dec 2026 Term | 0.22% | 19,521 | $473K | Add +0.6% |
| FSLR First Solar Inc. | 0.22% | 1,807 | $472K | No change |
| PWR Quanta Services Inc. | 0.22% | 1,090 | $460K | Add +6.7% |
| ISRG Intuitive Surgical Inc. | 0.21% | 799 | $453K | Add +9.4% |
| ORCL Oracle Corp. | 0.21% | 2,308 | $450K | Reduce -2.3% |
| HD Home Depot Inc. | 0.20% | 1,226 | $422K | Add +13.3% |
| CSCO Cisco Systems Inc. | 0.18% | 4,994 | $385K | Add +26.1% |
| PM Philip Morris International | 0.18% | 2,369 | $380K | Add +12.8% |
| ABBV Abbvie Inc. | 0.18% | 1,661 | $380K | Add +22.5% |
| WMT Walmart Inc. | 0.17% | 3,203 | $357K | Add +25.0% |
| SCHG Schwab US Large-Cap Growth | 0.15% | 9,664 | $315K | Add +1.1% |
| V Visa Inc. Class A | 0.15% | 889 | $312K | Add +29.2% |
| GE General Electric filed as GE AEROSPACE | 0.14% | 983 | $303K | Add +26.8% |
| VOO Vanguard S&P 500 ETF | 0.14% | 460 | $288K | No change |
| IQV Iqvia Holdings Inc. | 0.13% | 1,225 | $276K | New |
| NOW ServiceNow Inc. | 0.12% | 1,690 | $259K | Reduce -36.5% |
| GEV GE Vernova Inc. | 0.12% | 385 | $252K | Add +10.9% |
| PYPL PayPal Holdings Inc. | 0.12% | 4,308 | $252K | Reduce -17.8% |
| MAIN Main Street Capital Corp. | 0.12% | 4,158 | $251K | Reduce -12.6% |
| AME Ametek Inc. | 0.12% | 1,200 | $246K | No change |
| JGRO JPMorgan Active Growth ETF | 0.12% | 2,648 | $246K | Reduce -17.2% |
| ABT Abbott Laboratories | 0.11% | 1,821 | $228K | Reduce -4.0% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.11% | 9,313 | $226K | Add +0.5% |
| ADI Analog Devices Inc. | 0.10% | 785 | $213K | New |
| IWF iShares Russell 1000 Growth | 0.10% | 441 | $209K | New |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.06% | 10,538 | $123K | Add +2.4% |
Portfolio Sells Q3 2025 → Q4 2025
| TSCO Tractor Supply Company | Reduce -0.7% | 4.13% | −0.79 |
| TOL Toll Brothers Inc. | Reduce -2.1% | 6.20% | −0.53 |
| LNG Cheniere Energy Inc. | Reduce -0.9% | 1.88% | −0.51 |
| COP Conocophillips | Sold out | 0.00% | −0.36 |
| PAYC Paycom Software Inc. | Reduce -15.7% | 0.55% | −0.33 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.19 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.18 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.17 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.16 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.15 |
| NOW ServiceNow Inc. | Reduce -36.5% | 0.12% | −0.12 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.12 |
| ORCL Oracle Corp. | Reduce -2.3% | 0.21% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -1.0% | 0.45% | −0.08 |
| PYPL PayPal Holdings Inc. | Reduce -17.8% | 0.12% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -3.0% | 0.29% | −0.04 |
| JGRO JPMorgan Active Growth ETF | Reduce -17.2% | 0.12% | −0.03 |
| MAIN Main Street Capital Corp. | Reduce -12.6% | 0.12% | −0.03 |
| ABT Abbott Laboratories | Reduce -4.0% | 0.11% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -0.3% | 1.31% | +0.03 |
| AMAT Applied Materials Inc. | Reduce -5.5% | 1.03% | +0.13 |
| DHR Danaher Corp. | Reduce -0.4% | 4.23% | +0.40 |
| GOOGL Alphabet Inc. Class A | Reduce -8.1% | 12.01% | +1.45 |
Portfolio Buys Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Add +32.2% | 2.10% | +0.44 |
| RTX RTX Corp. | Add +1.7% | 5.11% | +0.34 |
| GOOG Alphabet Inc. Class C | Add +25.6% | 0.44% | +0.16 |
| MU Micron Technology Inc. | Add +7.4% | 0.35% | +0.15 |
| PH Parker Hannifin Corp. | Add +94.4% | 0.27% | +0.15 |
| AVGO Broadcom Inc. | Add +3.6% | 3.25% | +0.14 |
| AMZN Amazon.com Inc. | Add +0.5% | 9.16% | +0.14 |
| IQV Iqvia Holdings Inc. | New | 0.13% | +0.13 |
| AAPL Apple Inc. | Add +5.8% | 1.55% | +0.12 |
| MSFT Microsoft Corp. | Add +23.8% | 1.23% | +0.12 |
| IDMO Invesco S&P International DE | Add +23.2% | 0.67% | +0.12 |
| ADI Analog Devices Inc. | New | 0.10% | +0.10 |
| IWF iShares Russell 1000 Growth | New | 0.10% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +21.3% | 0.38% | +0.06 |
| AMGN Amgen Inc. | Add +4.0% | 0.44% | +0.06 |
| ISRG Intuitive Surgical Inc. | Add +9.4% | 0.21% | +0.05 |
| GLD SPDR Gold Shares | Add +9.5% | 0.36% | +0.05 |
| CSCO Cisco Systems Inc. | Add +26.1% | 0.18% | +0.05 |
| WMT Walmart Inc. | Add +25.0% | 0.17% | +0.04 |
| V Visa Inc. Class A | Add +29.2% | 0.15% | +0.03 |
| GE General Electric | Add +26.8% | 0.14% | +0.03 |
| ABBV Abbvie Inc. | Add +22.5% | 0.18% | +0.02 |
| HWM Howmet Aerospace Inc. | Add +2.8% | 0.48% | +0.01 |
| SHOP Shopify Inc. Class A | Add +1.4% | 0.29% | +0.01 |
| GEV GE Vernova Inc. | Add +10.9% | 0.12% | +0.01 |
| PM Philip Morris International | Add +12.8% | 0.18% | +0.01 |
| PWR Quanta Services Inc. | Add +6.7% | 0.22% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.8% | 2.93% | +0.00 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Add +2.4% | 0.06% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Add +1.1% | 0.15% | −0.00 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +0.5% | 0.11% | −0.00 |
| IBDR iShares Ibonds Dec 2026 Term | Add +0.6% | 0.22% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.51% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.4% | 0.81% | −0.01 |
| MPWR Monolithic Power Systems Inc. | Add +0.8% | 0.29% | −0.01 |
| HD Home Depot Inc. | Add +13.3% | 0.20% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.3% | 0.78% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.1% | 5.44% | −0.16 |
| IVV iShares Core S&P 500 ETF | Add +0.0% | 27.21% | −0.46 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 85 | $241.1M | IVV, GOOGL, AMZN, TOL, BRK.B |
| Q1 2026 | 74 | $202.8M | IVV, GOOGL, AMZN, TOL, RTX |
| Q4 2025 | 58 | $212.2M | IVV, GOOGL, AMZN, TOL, BRK.B |
| Q3 2025 | 62 | $203.9M | IVV, GOOGL, AMZN, TOL, BRK.B |
| Q2 2025 | 59 | $185.0M | IVV, AMZN, GOOGL, TOL, BRK.B |
| Q1 2025 | 57 | $166.3M | IVV, AMZN, GOOGL, BRK.B, TOL |
| Q4 2024 | 53 | $175.5M | IVV, AMZN, GOOGL, TOL, BRK.B |
| Q3 2024 | 50 | $172.0M | IVV, TOL, AMZN, GOOGL, DHR |
| Q2 2024 | 46 | $162.7M | IVV, GOOGL, AMZN, TOL, DHR |
| Q1 2024 | 50 | $167.7M | IVV, AMZN, GOOGL, TOL, DHR |