Riverstone Advisors, LLC
- SEC CIK
- 0001763404
- Latest filing
- Aug 6, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 6, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 85
- +11 vs. Q1 2026
- Portfolio value
- $241.1M
- +$38.4M (+18.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 10,852 | $127.4K | 0.1% | +192+1.8% | Added | History |
| ELVElevance Health, Inc. | Stock | 538 | $208.1K | 0.1% | +538 | New | History |
| IBMInternational Business Machines Corp | Stock | 755 | $212.3K | 0.1% | +755 | New | History |
| IQVIQVIA Holdings Inc. | Stock | 1,109 | $214.3K | 0.1% | −265−19.3% | Reduced | History |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 8,973 | $217.3K | 0.1% | −369−3.9% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 514 | $219.2K | 0.1% | +514 | New | – |
| iShares Core S&P US Value ETF464287663 | ETF | 1,993 | $219.5K | 0.1% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 434 | $222.9K | 0.1% | +434 | New | History |
| DISWalt Disney Co | Stock | 2,356 | $226.8K | 0.1% | +2,356 | New | History |
| MAINMain Street Capital CORP | CEF | 4,408 | $228.7K | 0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 2,388 | $235.4K | 0.1% | 00.0% | Unchanged | – |
| CIENCiena Corp | COM NEW | 496 | $243.3K | 0.1% | +496 | New | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,586 | $249.7K | 0.1% | +21+0.8% | Added | – |
| LRCXLam Research Corp | Stock | 596 | $258.3K | 0.1% | +596 | New | History |
| AAgilent Technologies, Inc. | COM | 1,959 | $260.2K | 0.1% | +1,959 | New | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,149 | $260.4K | 0.1% | +17+0.3% | Added | – |
| SHOPShopify Inc. | Stock | 2,295 | $262.0K | 0.1% | −1,500−39.5% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 1,562 | $265.4K | 0.1% | +1,562 | New | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,145 | $270.9K | 0.1% | −43−3.6% | Reduced | – |
| FTITechnipFMC plc | COM | 4,229 | $280.4K | 0.1% | −101−2.3% | Reduced | History |
| GLWCorning Inc | COM | 1,120 | $286.1K | 0.1% | +1,120 | New | History |
| MRVLMarvell Technology, Inc. | COM | 1,000 | $297.9K | 0.1% | +1,000 | New | History |
| PGProcter & Gamble Co | Stock | 2,040 | $299.2K | 0.1% | +613+43.0% | Added | History |
| JNJJohnson & Johnson | Stock | 1,210 | $307.3K | 0.1% | +93+8.3% | Added | History |
| MRKMerck & Co., Inc. | Stock | 2,394 | $307.6K | 0.1% | +155+6.9% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 460 | $315.9K | 0.1% | 00.0% | Unchanged | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,664 | $327.0K | 0.1% | 00.0% | Unchanged | – |
| CATCaterpillar Inc | Stock | 314 | $334.4K | 0.1% | +22+7.5% | Added | History |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 13,832 | $335.1K | 0.1% | −9,275−40.1% | Reduced | – |
| ISRGIntuitive Surgical Inc | COM NEW | 855 | $340.0K | 0.1% | −26−3.0% | Reduced | History |
| AMEAmetek Inc | COM | 1,420 | $343.6K | 0.1% | +220+18.3% | Added | History |
| ORCLOracle Corp | Stock | 2,640 | $386.9K | 0.2% | +228+9.5% | Added | History |
| ADIAnalog Devices Inc | Stock | 1,007 | $399.9K | 0.2% | +124+14.0% | Added | History |
| GEVGE Vernova Inc. | Stock | 353 | $414.8K | 0.2% | −125−26.2% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 1,807 | $426.4K | 0.2% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 2,441 | $430.4K | 0.2% | +383+18.6% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,884 | $456.6K | 0.2% | +1+0.1% | Added | – |
| WMTWalmart Inc. | Stock | 4,153 | $470.4K | 0.2% | +364+9.6% | Added | History |
| VVisa Inc. | Stock | 1,373 | $471.1K | 0.2% | +320+30.4% | Added | History |
| LLYEli Lilly & Co | Stock | 404 | $484.6K | 0.2% | +114+39.3% | Added | History |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 9,948 | $502.3K | 0.2% | +9,948 | New | – |
| AMDAdvanced Micro Devices Inc | Stock | 867 | $503.6K | 0.2% | +867 | New | History |
| PMPhilip Morris International Inc. | Stock | 2,793 | $505.3K | 0.2% | +241+9.4% | Added | History |
| HDHome Depot, Inc. | Stock | 1,447 | $510.2K | 0.2% | +233+19.2% | Added | History |
| ABBVAbbVie Inc. | Stock | 2,094 | $527.0K | 0.2% | +322+18.2% | Added | History |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 11,166 | $553.3K | 0.2% | −736−6.2% | Reduced | – |
| TSLATesla, Inc. | Stock | 1,318 | $554.4K | 0.2% | +374+39.6% | Added | History |
| GEGeneral Electric Co | Stock | 1,489 | $556.4K | 0.2% | +397+36.4% | Added | History |
| PHParker-Hannifin Corp | Stock | 599 | $586.1K | 0.2% | −112−15.8% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 5,560 | $653.1K | 0.3% | +73+1.3% | Added | History |
| GLDSPDR Gold Trust | ETF | 1,923 | $708.4K | 0.3% | 00.0% | Unchanged | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,125 | $760.5K | 0.3% | 00.0% | UnchangedConverted for a 4-for-1 split | – |
| COSTCostco Wholesale Corp | Stock | 829 | $775.0K | 0.3% | +88+11.9% | Added | History |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 2,782 | $842.9K | 0.3% | +2,782 | New | – |
| PAYCPaycom Software, Inc. | Stock | 6,794 | $853.9K | 0.4% | −87−1.3% | Reduced | History |
| iShares Tr46434V878 | ULTRA SHORT DUR | 16,974 | $858.5K | 0.4% | +4,734+38.7% | Added | – |
| METAMeta Platforms, Inc. | Stock | 1,657 | $933.6K | 0.4% | −193−10.4% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 3,100 | $1.01M | 0.4% | +366+13.4% | Added | History |
| INTCIntel Corp | Stock | 7,578 | $1.06M | 0.4% | +1,118+17.3% | Added | History |
| PWRQuanta Services, Inc. | COM | 1,532 | $1.10M | 0.5% | +145+10.5% | Added | History |
| AMGNAmgen Inc | Stock | 3,070 | $1.11M | 0.5% | +121+4.1% | Added | History |
| MPWRMonolithic Power Systems, Inc. | COM | 819 | $1.13M | 0.5% | +36+4.6% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,224 | $1.19M | 0.5% | −52−1.6% | Reduced | – |
| HWMHowmet Aerospace Inc. | Stock | 5,741 | $1.54M | 0.6% | +663+13.1% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,452 | $1.83M | 0.8% | −74−2.9% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 13,421 | $1.83M | 0.8% | −3,624−21.3% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 6,441 | $2.40M | 1.0% | +906+16.4% | Added | History |
| MUMicron Technology Inc | Stock | 2,350 | $2.71M | 1.1% | −420−15.2% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,765 | $2.87M | 1.2% | +61+1.6% | Added | History |
| GOOGAlphabet Inc. | Stock | 8,720 | $3.08M | 1.3% | +288+3.4% | Added | History |
| AAPLApple Inc. | Stock | 14,100 | $4.08M | 1.7% | +1,680+13.5% | Added | History |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 68,484 | $4.13M | 1.7% | +17,901+35.4% | Added | – |
| LNGCheniere Energy, Inc. | COM NEW | 19,124 | $4.57M | 1.9% | −81−0.4% | Reduced | History |
| TSCOTractor Supply Co | COM | 157,052 | $4.96M | 2.1% | −3,404−2.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 29,402 | $5.88M | 2.4% | +3,830+15.0% | Added | History |
| AMATApplied Materials Inc | Stock | 8,753 | $6.33M | 2.6% | +177+2.1% | Added | History |
| DHRDanaher Corp | Stock | 35,656 | $6.79M | 2.8% | −59−0.2% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 21,116 | $7.98M | 3.3% | +623+3.0% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,873 | $8.01M | 3.3% | +412+3.9% | Added | – |
| RTXRTX Corp | Stock | 53,453 | $10.1M | 4.2% | +208+0.4% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 21,426 | $10.7M | 4.4% | +173+0.8% | Added | History |
| TOLToll Brothers, Inc. | COM | 90,966 | $15.0M | 6.2% | −602−0.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 80,728 | $19.2M | 8.0% | +1,267+1.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 77,140 | $27.6M | 11.4% | +580+0.8% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 79,539 | $59.6M | 24.7% | +1,318+1.7% | Added | – |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.