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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
VRTVertiv Holdings CoCOM CL A849$284.3K<0.1%+849NewHistory
PAYXPaychex IncStock2,895$284.6K<0.1%+2,895NewHistory
PNFPPinnacle Financial Partners, Inc.COM2,828$285.3K<0.1%+148+5.5%AddedHistory
NBIXNeurocrine Biosciences IncStock1,726$290.9K<0.1%+175+11.3%AddedHistory
STTState Street CorpCOM1,719$291.5K<0.1%+101+6.2%AddedHistory
ANETArista Networks, Inc.Stock1,736$294.9K<0.1%−178−9.3%ReducedHistory
BWABorgwarner IncCOM4,443$295.0K<0.1%00.0%UnchangedHistory
COOCooper Companies, Inc.COM4,124$295.7K<0.1%+4,124NewHistory
RIORio Tinto PLCADR3,116$295.8K<0.1%+747+31.5%AddedHistory
SONYSony Group CorpSPONSORED ADR14,759$296.1K<0.1%+4,434+42.9%AddedHistory
SNPSSynopsys IncCOM667$297.5K<0.1%+667NewHistory
MRVLMarvell Technology, Inc.COM1,004$299.1K<0.1%+1,004NewHistory
EMEEMCOR Group, Inc.Stock368$305.6K<0.1%+22+6.4%AddedHistory
HIGHartford Insurance Group, Inc.Stock2,319$307.3K<0.1%−334−12.6%ReducedHistory
OXYOccidental Petroleum CorpStock6,332$307.5K<0.1%+6,332NewHistory
Schwab Emerging Markets Equity ETF808524706ETF8,613$312.3K<0.1%+5+0.1%Added–
HLTHilton Worldwide Holdings Inc.COM949$313.6K<0.1%+949NewHistory
AYIAcuity Inc. (DE)Stock835$314.5K<0.1%+835NewHistory
DHIHorton D R IncCOM1,951$317.8K<0.1%+1,951NewHistory
PLDPrologis, Inc.REIT2,361$319.8K<0.1%+378+19.1%AddedHistory
WALWestern Alliance BancorporationCOM3,892$319.9K<0.1%+3,892NewHistory
BSXBoston Scientific CorpStock7,496$319.9K<0.1%+7,496NewHistory
ADPAutomatic Data Processing IncStock1,431$320.5K<0.1%+1,431NewHistory
NNNNNN REIT, Inc.REIT6,911$321.6K<0.1%+6,911NewHistory
BCSBarclays PLCADR11,976$321.7K<0.1%+11,976NewHistory
UBSUBS Group AGStock6,531$323.7K<0.1%+6,531NewHistory
CRWDCrowdStrike Holdings, Inc.Stock427$325.9K<0.1%+427NewHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF4,013$332.4K<0.1%−829−17.1%Reduced–
SPGIS&P Global Inc.Stock817$332.8K<0.1%+817NewHistory
RBRKRubrik, Inc.Stock4,159$333.9K<0.1%+4,159NewHistory
ZMZoom Communications, Inc.Stock3,881$335.0K<0.1%+1,196+44.5%AddedHistory
iShares MSCI Eafe ETF464287465ETF3,225$335.0K<0.1%00.0%Unchanged–
PGProcter & Gamble CoStock2,294$336.4K<0.1%−544−19.2%ReducedHistory
MRSHMarsh & McLennan Companies, Inc.Stock2,031$338.5K<0.1%+333+19.6%AddedHistory
MAMastercard IncStock662$340.2K<0.1%+148+28.8%AddedHistory
TTWOTake Two Interactive Software IncCOM1,362$340.5K<0.1%+1,362NewHistory
DKNGDraftKings Inc.Stock13,503$341.1K<0.1%+13,503NewHistory
MARMarriott International IncStock926$343.2K<0.1%+7+0.8%AddedHistory
GDGeneral Dynamics CorpStock979$346.8K<0.1%−148−13.1%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF465$347.3K<0.1%−41−8.1%ReducedHistory
JCIJohnson Controls International plcStock2,406$351.5K<0.1%+2,406NewHistory
MSMorgan StanleyStock1,682$351.6K<0.1%+1,682NewHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR14,936$352.2K<0.1%+4,447+42.4%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,498$354.4K<0.1%00.0%Unchanged–
VZVerizon Communications IncStock8,431$357.0K<0.1%−65−0.8%ReducedHistory
EQIXEquinix IncCOM345$359.6K<0.1%+115+50.0%AddedHistory
GMGeneral Motors CoCOM4,688$361.4K<0.1%+1,378+41.6%AddedHistory
BABAAlibaba Group Holding LtdADR3,773$362.1K<0.1%−601−13.7%ReducedHistory
PHMPultegroup IncCOM2,658$364.7K<0.1%−321−10.8%ReducedHistory
SYFSynchrony FinancialCOM4,838$367.9K<0.1%+48+1.0%AddedHistory
EVREvercore Inc.CLASS A1,082$369.5K<0.1%+1,082NewHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR14,984$375.5K<0.1%+3,506+30.5%AddedHistory
LINLinde PLCStock725$376.2K<0.1%+147+25.4%AddedHistory
ISRGIntuitive Surgical IncCOM NEW948$377.0K0.1%−37−3.8%ReducedHistory
BIIBBiogen Inc.COM1,746$377.2K0.1%+217+14.2%AddedHistory
iShares Tr464288158SHRT NAT MUN ETF3,546$377.6K0.1%+15+0.4%Added–
TMUST-Mobile US, Inc.Stock2,260$379.1K0.1%+2,260NewHistory
KMIKinder Morgan, Inc.Stock11,891$380.2K0.1%+5,652+90.6%AddedHistory
NEMNEWMONT CorpStock4,074$380.5K0.1%+135+3.4%AddedHistory
RTXRTX CorpStock2,015$382.3K0.1%+933+86.2%AddedHistory
MAAMid America Apartment Communities Inc.COM2,754$382.6K0.1%+2,754NewHistory
MOHMolina Healthcare, Inc.COM1,700$388.8K0.1%+1,700NewHistory
HALHalliburton CoStock11,528$391.4K0.1%+2,722+30.9%AddedHistory
TXRHTexas Roadhouse, Inc.COM2,041$394.4K0.1%+2,041NewHistory
USBUS Bancorp DECOM NEW6,640$401.1K0.1%+217+3.4%AddedHistory
ROSTRoss Stores, Inc.COM1,903$405.1K0.1%+950+99.7%AddedHistory
ETNEaton Corp plcStock974$415.0K0.1%−16−1.6%ReducedHistory
CATCaterpillar IncStock390$415.3K0.1%+10+2.6%AddedHistory
BABoeing CoStock1,928$417.4K0.1%+1,928NewHistory
NTRANatera, Inc.COM1,542$418.6K0.1%+292+23.4%AddedHistory
EOGEOG Resources IncStock3,275$424.9K0.1%+3,275NewHistory
BNYBank of New York Mellon CorpStock2,943$425.6K0.1%+297+11.2%AddedHistory
PANWPalo Alto Networks IncStock1,254$427.6K0.1%+1,254NewHistory
WFCWells Fargo & CompanyStock5,219$431.3K0.1%+5,219NewHistory
AZNAstraZeneca PLCADR2,280$432.3K0.1%−483−17.5%ReducedHistory
CIENCiena CorpCOM NEW882$432.7K0.1%+58+7.0%AddedHistory
ESEversource EnergyStock6,081$439.5K0.1%+6,081NewHistory
SPDR Series Trust78468R739ST NUVE TERM ETF9,185$440.5K0.1%−522−5.4%Reduced–
BHPBHP Group LtdADR5,342$445.0K0.1%+995+22.9%AddedHistory
ORCLOracle CorpStock3,046$446.4K0.1%+683+28.9%AddedHistory
FTITechnipFMC plcCOM6,865$455.1K0.1%+67+1.0%AddedHistory
FCXFreeport-McMoran IncStock7,264$456.8K0.1%+3,317+84.0%AddedHistory
PNCPNC Financial Services Group, Inc.Stock1,872$460.9K0.1%+1,872NewHistory
AONAon plcCL A1,390$461.0K0.1%+1,390NewHistory
CMICummins IncStock652$465.0K0.1%+196+43.0%AddedHistory
KOCoca Cola CoStock5,728$465.5K0.1%+1,040+22.2%AddedHistory
SHELShell plcADR6,083$471.7K0.1%+1,202+24.6%AddedHistory
TERTeradyne, IncStock982$475.1K0.1%+286+41.1%AddedHistory
NTRSNorthern Trust CorpCOM2,753$478.6K0.1%+269+10.8%AddedHistory
TPLTexas Pacific Land CorpStock1,111$486.1K0.1%+44+4.1%AddedHistory
VIKViking Holdings LtdORD SHS4,671$488.9K0.1%+4,671NewHistory
PMPhilip Morris International Inc.Stock2,716$491.3K0.1%+467+20.8%AddedHistory
VRTXVertex Pharmaceuticals IncStock993$493.3K0.1%+993NewHistory
TDToronto Dominion BankStock4,066$493.7K0.1%+465+12.9%AddedHistory
VLOValero Energy CorpStock1,896$493.8K0.1%+492+35.0%AddedHistory
BLKBlackRock, Inc.Stock519$498.7K0.1%+190+57.8%AddedHistory
GSGoldman Sachs Group IncStock494$499.3K0.1%+22+4.7%AddedHistory
AMEAmetek IncCOM2,092$506.0K0.1%+320+18.1%AddedHistory
IBMInternational Business Machines CorpStock1,799$506.0K0.1%+839+87.4%AddedHistory
LMTLockheed Martin CorpStock1,001$509.9K0.1%+221+28.3%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