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Livermore
Livermore
ZHEN

Riversedge Advisors, LLC

SEC CIK
0001787663
Latest filing
Jul 16, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 16, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
315
+99 vs. Q1 2026
Portfolio value
$752.9M
+$135.2M (+21.9%) vs. Q1 2026
Filed
Jul 16, 2026
SEC
Holdings of Riversedge Advisors, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
MPTMedical Properties Trust IncCOM11,445$52.9K<0.1%+11,445NewHistory
ABEVAmbev S.A.SPONSORED ADR22,183$69.7K<0.1%+246+1.1%AddedHistory
BBDBank BradescoSP ADR PFD NEW29,704$103.1K<0.1%−2,603−8.1%ReducedHistory
VALEVale S.A.SPONSORED ADS12,800$192.5K<0.1%−697−5.2%ReducedHistory
GPCGenuine Parts CoStock1,697$200.2K<0.1%+1,697NewHistory
VRSNVerisign IncCOM796$200.2K<0.1%+796NewHistory
UIUbiquiti Inc.COM376$200.8K<0.1%−39−9.4%ReducedHistory
HURNHuron Consulting Group Inc.Stock2,234$201.4K<0.1%00.0%UnchangedHistory
EXELExelixis, Inc.COM3,759$204.5K<0.1%+3,759NewHistory
MDBMongoDB, Inc.CL A610$204.9K<0.1%+610NewHistory
INGING Groep NVSPONSORED ADR6,554$205.7K<0.1%+6,554NewHistory
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET1,139$206.3K<0.1%00.0%UnchangedHistory
ADMArcher-Daniels-Midland CoStock2,707$206.8K<0.1%+2,707NewHistory
FOXAFox CorpCL A COM3,982$207.7K<0.1%−581−12.7%ReducedHistory
CHEChemed CorpCOM447$208.2K<0.1%+447NewHistory
AAgilent Technologies, Inc.COM1,589$211.1K<0.1%+1,589NewHistory
CEGConstellation Energy CorpStock855$212.2K<0.1%−16−1.8%ReducedHistory
CMCanadian Imperial Bank of CommerceCOM1,847$212.4K<0.1%+1,847NewHistory
PBProsperity Bancshares IncCOM2,916$213.0K<0.1%+2,916NewHistory
CRCrane CoCOMMON STOCK958$213.7K<0.1%+958NewHistory
UMCUnited Microelectronics CorpSPON ADR NEW7,861$213.9K<0.1%+7,861NewHistory
HPEHewlett Packard Enterprise CoCOM4,790$216.1K<0.1%+4,790NewHistory
FRTFederal Realty Investment TrustSH BEN INT NEW1,756$216.8K<0.1%+1,756NewHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF6,412$217.0K<0.1%+6,412New–
XYLXylem Inc.COM1,839$217.3K<0.1%+1,839NewHistory
HSTHost Hotels & Resorts, Inc.COM9,197$218.1K<0.1%+9,197NewHistory
CVSCVS Health CorpStock2,120$219.3K<0.1%+2,120NewHistory
DOCUDocuSign, Inc.Stock4,957$220.2K<0.1%+4,957NewHistory
HONAHoneywell Aerospace Inc.COM999$220.9K<0.1%+999NewHistory
AXPAmerican Express CoStock658$222.5K<0.1%+658NewHistory
EFXEquifax IncCOM1,409$223.6K<0.1%+1,409NewHistory
HONHoneywell International IncStock1,008$225.6K<0.1%+1,008NewHistory
CFGCitizens Financial Group IncCOM3,242$227.2K<0.1%+3,242NewHistory
J P Morgan Exchange Traded F46641Q118SMALL & MID CAP2,918$227.7K<0.1%+2,918New–
ILMNIllumina, Inc.COM1,301$228.8K<0.1%+1,301NewHistory
CHDChurch & Dwight Co IncCOM2,362$228.8K<0.1%+2,362NewHistory
LYGLloyds Banking Group plcSPONSORED ADR39,409$229.8K<0.1%+9,964+33.8%AddedHistory
DISWalt Disney CoStock2,387$229.8K<0.1%+3+0.1%AddedHistory
INCYIncyte CorpCOM2,053$232.7K<0.1%+2,053NewHistory
EBAYeBay IncCOM2,085$233.0K<0.1%+2,085NewHistory
BURLBurlington Stores, Inc.COM736$233.2K<0.1%+736NewHistory
GSKGSK plcADR4,465$234.1K<0.1%+796+21.7%AddedHistory
ARMKAramarkCOM4,119$234.4K<0.1%+4,119NewHistory
BNSBank of Nova ScotiaCOM2,700$234.5K<0.1%+2,700NewHistory
MKCMcCormick & Co IncStock4,654$234.7K<0.1%+4,654NewHistory
ARAntero Resources CorpCOM6,710$235.8K<0.1%+6,710NewHistory
OMFOneMain Holdings, Inc.COM3,870$236.0K<0.1%+3,870NewHistory
TGTTarget CorpStock1,836$239.8K<0.1%+1,836NewHistory
NFLXNetflix IncStock3,359$239.8K<0.1%−2,102−38.5%ReducedHistory
BMOBank of MontrealCOM1,361$240.5K<0.1%+1,361NewHistory
MPCMarathon Petroleum CorpStock942$240.8K<0.1%+29+3.2%AddedHistory
CLColgate Palmolive CoStock2,634$241.5K<0.1%+2,634NewHistory
FLEXFlex Ltd.Stock1,496$242.5K<0.1%+1,496NewHistory
REGNRegeneron Pharmaceuticals, Inc.COM390$243.2K<0.1%+31+8.6%AddedHistory
LITELumentum Holdings Inc.COM285$244.5K<0.1%+285NewHistory
TAT&T Inc.Stock11,828$244.8K<0.1%−3,470−22.7%ReducedHistory
TAPMolson Coors Beverage CoCL B6,381$248.6K<0.1%+6,381NewHistory
ULUnilever PLCSPON ADR NEW4,136$248.7K<0.1%+4,136NewHistory
SCHWSchwab Charles CorpStock2,709$250.0K<0.1%+2,709NewHistory
MFGMizuho Financial Group IncSPONSORED ADR26,146$250.5K<0.1%+4,862+22.8%AddedHistory
STLDSteel Dynamics IncCOM1,093$250.8K<0.1%−34−3.0%ReducedHistory
OCOwens CorningStock1,578$250.8K<0.1%+1,578NewHistory
ENBEnbridge IncStock4,632$251.1K<0.1%+430+10.2%AddedHistory
TEAMAtlassian CorpCL A3,235$251.7K<0.1%+3,235NewHistory
SYYSysco CorpStock3,038$253.9K<0.1%+3,038NewHistory
HCAHCA Healthcare, Inc.COM653$254.6K<0.1%−308−32.0%ReducedHistory
CSCOCisco Systems, Inc.Stock2,177$255.7K<0.1%+2,177NewHistory
AMTAmerican Tower CorpREIT1,567$256.4K<0.1%+1,567NewHistory
RBLXRoblox CorpStock4,717$256.5K<0.1%+4,717NewHistory
ITWIllinois Tool Works IncStock949$256.7K<0.1%+949NewHistory
JEFJefferies Financial Group Inc.COM5,141$256.9K<0.1%+5,141NewHistory
DHRDanaher CorpStock1,350$257.2K<0.1%−426−24.0%ReducedHistory
PEPPepsiCo IncStock1,905$257.9K<0.1%+178+10.3%AddedHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR4,182$258.3K<0.1%+33+0.8%AddedHistory
ASXASE Technology Holding Co., Ltd.SPONSORED ADS5,734$258.7K<0.1%+5,734NewHistory
COPConocoPhillipsStock2,494$259.3K<0.1%+60+2.5%AddedHistory
NTNXNutanix, Inc.Stock5,114$260.6K<0.1%+5,114NewHistory
ADIAnalog Devices IncStock660$262.0K<0.1%+660NewHistory
NETCloudflare, Inc.CL A COM1,069$262.2K<0.1%+1,069NewHistory
RBCRBC Bearings INCCOM409$263.4K<0.1%+409NewHistory
BXBlackstone Inc.COM2,240$263.5K<0.1%+337+17.7%AddedHistory
CICigna GroupStock957$263.8K<0.1%−30−3.0%ReducedHistory
VEEVVeeva Systems IncStock1,499$266.0K<0.1%+1,499NewHistory
BKNGBooking Holdings Inc.Stock1,510$269.1K<0.1%−740−32.9%ReducedConverted for a 25-for-1 splitHistory
CCLCarnival Corp Ltd.Stock9,440$269.7K<0.1%+9,440NewHistory
PFEPfizer IncStock11,220$270.2K<0.1%+11,220NewHistory
FDSFactset Research Systems IncStock1,180$271.4K<0.1%+1,180NewHistory
OTISOtis Worldwide CorpStock3,801$272.2K<0.1%+3,801NewHistory
JBLJabil IncStock707$272.5K<0.1%+707NewHistory
ORLYO Reilly Automotive IncStock2,978$274.2K<0.1%−69−2.3%ReducedHistory
MEDPMedpace Holdings, Inc.COM520$275.4K<0.1%+93+21.8%AddedHistory
UPSUnited Parcel Service IncStock2,590$278.4K<0.1%+2,590NewHistory
LYBLyondellBasell Industries N.V.SHS - A -5,298$278.9K<0.1%+5,298NewHistory
ADBEAdobe Inc.Stock1,369$280.7K<0.1%+280+25.7%AddedHistory
AITApplied Industrial Technologies IncCOM831$281.0K<0.1%+831NewHistory
DELLDell Technologies Inc.Stock653$281.6K<0.1%+653NewHistory
QCOMQualcomm IncStock1,524$281.7K<0.1%+1,524NewHistory
MDTMedtronic plcStock3,605$282.0K<0.1%+3,605NewHistory
PHParker-Hannifin CorpStock289$282.7K<0.1%+289NewHistory
TMToyota Motor CorpADS1,683$283.5K<0.1%+139+9.0%AddedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Riversedge Advisors, LLC in Q2 2026
SecurityClassPutsCalls
AAPLApple Inc.Stock$6.19M–

Sold out since Q1 2026 (13)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Riversedge Advisors, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
INTUIntuit Inc.Stock590$255.2K<0.1%History
CRMSalesforce, Inc.Stock1,325$247.3K<0.1%History
OMCOmnicom Group Inc.COM3,242$244.2K<0.1%History
BPBP PLCADR4,722$221.9K<0.1%History
SHOPShopify Inc.Stock1,857$220.3K<0.1%History
SLBSLB LimitedStock4,141$212.8K<0.1%History
NOWServiceNow, Inc.Stock1,982$207.2K<0.1%History
HONHoneywell International IncCOM914$206.7K<0.1%History
UBERUber Technologies, IncStock2,849$204.9K<0.1%History
SAPSAP SEADR1,190$203.7K<0.1%History
GILDGilead Sciences, Inc.Stock1,449$201.9K<0.1%History
Vanguard Morningstar Mid-Cap ETF922908629ETF699$200.7K<0.1%–
ADTADT Inc.COM14,159$93.0K<0.1%History