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Riverstone Advisors, LLC

SEC CIK
0001763404
Latest filing
Aug 6, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 2, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
58
−4 vs. Q3 2025
Portfolio value
$212.2M
+$8.33M (+4.1%) vs. Q3 2025
Filed
Feb 2, 2026
SEC
Holdings of Riverstone Advisors, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NEANuveen AMT-Free Quality Municipal Income FundCOM10,538$122.6K0.1%+245+2.4%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF441$208.8K0.1%+441New–
ADIAnalog Devices IncStock785$212.9K0.1%+785NewHistory
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF9,313$226.1K0.1%+43+0.5%Added–
ABTAbbott LaboratoriesStock1,821$228.2K0.1%−76−4.0%ReducedHistory
J P Morgan Exchange Traded F46654Q609ACTIVE GROWTH2,648$245.7K0.1%−550−17.2%Reduced–
AMEAmetek IncCOM1,200$246.4K0.1%00.0%UnchangedHistory
MAINMain Street Capital CORPCEF4,158$251.1K0.1%−600−12.6%ReducedHistory
PYPLPayPal Holdings, Inc.Stock4,308$251.5K0.1%−933−17.8%ReducedHistory
GEVGE Vernova Inc.Stock385$251.6K0.1%+38+11.0%AddedHistory
NOWServiceNow, Inc.Stock1,690$258.9K0.1%−970−36.5%ReducedConverted for a 5-for-1 splitHistory
IQVIQVIA Holdings Inc.Stock1,225$276.1K0.1%+1,225NewHistory
Vanguard S&P 500 ETF922908363ETF460$288.5K0.1%00.0%Unchanged–
GEGeneral Electric CoStock983$302.7K0.1%+208+26.8%AddedHistory
VVisa Inc.Stock889$311.8K0.1%+201+29.2%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF9,664$315.2K0.1%+104+1.1%Added–
WMTWalmart Inc.Stock3,203$356.8K0.2%+641+25.0%AddedHistory
ABBVAbbVie Inc.Stock1,661$379.5K0.2%+305+22.5%AddedHistory
PMPhilip Morris International Inc.Stock2,369$380.0K0.2%+269+12.8%AddedHistory
CSCOCisco Systems, Inc.Stock4,994$384.7K0.2%+1,033+26.1%AddedHistory
HDHome Depot, Inc.Stock1,226$422.0K0.2%+144+13.3%AddedHistory
ORCLOracle CorpStock2,308$449.9K0.2%−54−2.3%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW799$452.5K0.2%+69+9.5%AddedHistory
PWRQuanta Services, Inc.COM1,090$460.0K0.2%+68+6.7%AddedHistory
FSLRFirst Solar, Inc.Stock1,807$472.0K0.2%00.0%UnchangedHistory
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF19,521$473.0K0.2%+117+0.6%Added–
PHParker-Hannifin CorpStock657$577.2K0.3%+319+94.4%AddedHistory
MPWRMonolithic Power Systems, Inc.COM673$610.0K0.3%+5+0.7%AddedHistory
SHOPShopify Inc.Stock3,795$610.9K0.3%+51+1.4%AddedHistory
COSTCostco Wholesale CorpStock710$612.3K0.3%−22−3.0%ReducedHistory
MUMicron Technology IncStock2,618$747.2K0.4%+180+7.4%AddedHistory
GLDSPDR Gold TrustETF1,923$762.1K0.4%+167+9.5%AddedHistory
JPMJPMorgan Chase & CoStock2,490$802.2K0.4%+437+21.3%AddedHistory
AMGNAmgen IncStock2,834$927.6K0.4%+108+4.0%AddedHistory
GOOGAlphabet Inc.Stock2,957$927.9K0.4%+603+25.6%AddedHistory
METAMeta Platforms, Inc.Stock1,441$950.9K0.4%−15−1.0%ReducedHistory
HWMHowmet Aerospace Inc.Stock5,017$1.03M0.5%+137+2.8%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF3,259$1.09M0.5%+3+0.1%Added–
PAYCPaycom Software, Inc.Stock7,277$1.16M0.5%−1,357−15.7%ReducedHistory
Invesco Exch Traded FD Tr II46138E222S&P INTL MOMNT25,665$1.43M0.7%+4,833+23.2%Added–
CRWDCrowdStrike Holdings, Inc.Stock3,532$1.66M0.8%+80+2.3%AddedHistory
SPYSPDR S&P 500 ETF TrustETF2,526$1.72M0.8%+10+0.4%AddedHistory
AMATApplied Materials IncStock8,499$2.18M1.0%−490−5.5%ReducedHistory
MSFTMicrosoft CorpStock5,398$2.61M1.2%+1,036+23.8%AddedHistory
XOMExxonMobil Holdings CorpCOM23,169$2.79M1.3%−65−0.3%ReducedHistory
AAPLApple Inc.Stock12,072$3.28M1.5%+666+5.8%AddedHistory
LNGCheniere Energy, Inc.COM NEW20,547$3.99M1.9%−198−1.0%ReducedHistory
NVDANVIDIA CorpStock23,874$4.45M2.1%+5,810+32.2%AddedHistory
Invesco QQQ Trust Series I46090E103ETF10,122$6.22M2.9%+179+1.8%Added–
AVGOBroadcom Inc.Stock19,931$6.90M3.3%+697+3.6%AddedHistory
TSCOTractor Supply CoCOM175,151$8.76M4.1%−1,196−0.7%ReducedHistory
DHRDanaher CorpStock39,189$8.97M4.2%−146−0.4%ReducedHistory
RTXRTX CorpStock59,135$10.8M5.1%+974+1.7%AddedHistory
BRK.BBerkshire Hathaway IncStock22,956$11.5M5.4%+261+1.2%AddedHistory
TOLToll Brothers, Inc.COM97,247$13.1M6.2%−2,076−2.1%ReducedHistory
AMZNAmazon Com IncStock84,264$19.4M9.2%+417+0.5%AddedHistory
GOOGLAlphabet Inc.Stock81,467$25.5M12.0%−7,152−8.1%ReducedHistory
iShares Core S&P 500 ETF464287200ETF84,325$57.8M27.2%+250.0%Added–

Sold out since Q3 2025 (7)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Riverstone Advisors, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
COPConocoPhillipsStock7,789$736.8K0.4%History
MAMastercard IncStock672$382.2K0.2%History
EOGEOG Resources IncStock3,295$369.4K0.2%History
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF13,922$350.7K0.2%–
DXCMDexcom IncCOM4,815$324.0K0.2%History
MRKMerck & Co., Inc.Stock3,578$300.3K0.1%History
SPDR Series Trust78464A763ST STR SP DIV1,680$235.3K0.1%–