Riverstone Advisors, LLC
- SEC CIK
- 0001763404
- Latest filing
- Aug 6, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 21, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 74
- +16 vs. Q4 2025
- Portfolio value
- $202.8M
- −$9.44M (−4.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,660 | $119.7K | 0.1% | +122+1.2% | Added | History |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 2,388 | $201.8K | 0.1% | −260−9.8% | Reduced | – |
| iShares Core S&P US Value ETF464287663 | ETF | 1,993 | $203.8K | 0.1% | +1,993 | New | – |
| PGProcter & Gamble Co | Stock | 1,427 | $206.0K | 0.1% | +1,427 | New | History |
| CATCaterpillar Inc | Stock | 292 | $206.9K | 0.1% | +292 | New | History |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 9,342 | $226.4K | 0.1% | +29+0.3% | Added | – |
| NOWServiceNow, Inc. | Stock | 2,171 | $227.0K | 0.1% | +481+28.5% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,565 | $232.2K | 0.1% | +2,565 | New | – |
| MAINMain Street Capital CORP | CEF | 4,408 | $233.4K | 0.1% | +250+6.0% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 1,374 | $234.3K | 0.1% | +149+12.2% | Added | History |
| iShares S&P 500 Value ETF464287408 | ETF | 1,202 | $253.8K | 0.1% | +1,202 | New | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,188 | $255.5K | 0.1% | +1,188 | New | – |
| AMEAmetek Inc | COM | 1,200 | $257.2K | 0.1% | 00.0% | Unchanged | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,132 | $259.7K | 0.1% | +5,132 | New | – |
| APHAmphenol Corp | CL A | 2,058 | $260.0K | 0.1% | +2,058 | New | History |
| LLYEli Lilly & Co | Stock | 290 | $266.7K | 0.1% | +290 | New | History |
| MRKMerck & Co., Inc. | Stock | 2,239 | $269.3K | 0.1% | +2,239 | New | History |
| JNJJohnson & Johnson | Stock | 1,117 | $273.0K | 0.1% | +1,117 | New | History |
| Vanguard S&P 500 ETF922908363 | ETF | 460 | $274.9K | 0.1% | 00.0% | Unchanged | – |
| ADIAnalog Devices Inc | Stock | 883 | $280.9K | 0.1% | +98+12.5% | Added | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,664 | $281.5K | 0.1% | 00.0% | Unchanged | – |
| INTCIntel Corp | Stock | 6,460 | $285.1K | 0.1% | +6,460 | New | History |
| FTITechnipFMC plc | COM | 4,330 | $299.3K | 0.1% | +4,330 | New | History |
| GEGeneral Electric Co | Stock | 1,092 | $309.8K | 0.2% | +109+11.1% | Added | History |
| VVisa Inc. | Stock | 1,053 | $318.3K | 0.2% | +164+18.4% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,965 | $335.3K | 0.2% | +2,965 | New | – |
| TSLATesla, Inc. | Stock | 944 | $350.9K | 0.2% | +944 | New | History |
| ORCLOracle Corp | Stock | 2,412 | $354.8K | 0.2% | +104+4.5% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 1,807 | $356.4K | 0.2% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 1,772 | $385.5K | 0.2% | +111+6.7% | Added | History |
| HDHome Depot, Inc. | Stock | 1,214 | $399.1K | 0.2% | −12−1.0% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,883 | $402.4K | 0.2% | +1,883 | New | – |
| ISRGIntuitive Surgical Inc | COM NEW | 881 | $406.1K | 0.2% | +82+10.3% | Added | History |
| GEVGE Vernova Inc. | Stock | 478 | $417.3K | 0.2% | +93+24.2% | Added | History |
| PMPhilip Morris International Inc. | Stock | 2,552 | $421.9K | 0.2% | +183+7.7% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 5,487 | $425.8K | 0.2% | +493+9.9% | Added | History |
| SHOPShopify Inc. | Stock | 3,795 | $450.2K | 0.2% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 3,789 | $470.9K | 0.2% | +586+18.3% | Added | History |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 23,107 | $560.1K | 0.3% | +3,586+18.4% | Added | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 11,902 | $589.2K | 0.3% | +11,902 | New | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 12,240 | $619.6K | 0.3% | +12,240 | New | – |
| PHParker-Hannifin Corp | Stock | 711 | $636.5K | 0.3% | +54+8.2% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,531 | $652.9K | 0.3% | +1,090+247.2% | Added | – |
| COSTCostco Wholesale Corp | Stock | 741 | $738.4K | 0.4% | +31+4.4% | Added | History |
| PWRQuanta Services, Inc. | COM | 1,387 | $761.5K | 0.4% | +297+27.2% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 2,734 | $804.2K | 0.4% | +244+9.8% | Added | History |
| GLDSPDR Gold Trust | ETF | 1,923 | $827.4K | 0.4% | 00.0% | Unchanged | History |
| PAYCPaycom Software, Inc. | Stock | 6,881 | $836.4K | 0.4% | −396−5.4% | Reduced | History |
| MPWRMonolithic Power Systems, Inc. | COM | 783 | $856.1K | 0.4% | +110+16.3% | Added | History |
| MUMicron Technology Inc | Stock | 2,770 | $935.8K | 0.5% | +152+5.8% | Added | History |
| AMGNAmgen Inc | Stock | 2,949 | $1.04M | 0.5% | +115+4.1% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,276 | $1.05M | 0.5% | +17+0.5% | Added | – |
| METAMeta Platforms, Inc. | Stock | 1,850 | $1.06M | 0.5% | +409+28.4% | Added | History |
| HWMHowmet Aerospace Inc. | Stock | 5,078 | $1.17M | 0.6% | +61+1.2% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,704 | $1.45M | 0.7% | +172+4.9% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,526 | $1.64M | 0.8% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 5,535 | $2.05M | 1.0% | +137+2.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 8,432 | $2.42M | 1.2% | +5,475+185.2% | Added | History |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 50,583 | $2.77M | 1.4% | +24,918+97.1% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 17,045 | $2.89M | 1.4% | −6,124−26.4% | Reduced | History |
| AMATApplied Materials Inc | Stock | 8,576 | $2.93M | 1.4% | +77+0.9% | Added | History |
| AAPLApple Inc. | Stock | 12,420 | $3.15M | 1.6% | +348+2.9% | Added | History |
| NVDANVIDIA Corp | Stock | 25,572 | $4.46M | 2.2% | +1,698+7.1% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 19,205 | $5.45M | 2.7% | −1,342−6.5% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,461 | $6.04M | 3.0% | +339+3.3% | Added | – |
| AVGOBroadcom Inc. | Stock | 20,493 | $6.34M | 3.1% | +562+2.8% | Added | History |
| DHRDanaher Corp | Stock | 35,715 | $6.77M | 3.3% | −3,474−8.9% | Reduced | History |
| TSCOTractor Supply Co | COM | 160,456 | $7.27M | 3.6% | −14,695−8.4% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 21,253 | $10.2M | 5.0% | −1,703−7.4% | Reduced | History |
| RTXRTX Corp | Stock | 53,245 | $10.3M | 5.1% | −5,890−10.0% | Reduced | History |
| TOLToll Brothers, Inc. | COM | 91,568 | $12.5M | 6.2% | −5,679−5.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 79,461 | $16.5M | 8.2% | −4,803−5.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 76,560 | $22.0M | 10.9% | −4,907−6.0% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 78,221 | $51.1M | 25.2% | −6,104−7.2% | Reduced | – |
Sold out since Q4 2025 (2)
Positions held at the end of Q4 2025 that are gone from this filing.