Riverstone Advisors, LLC
CIK
1763404
Location
NEW BRAUNFELS, TX
Portfolio Value
Small
$170,066,385
Diversification
Diversified
Filing Date
Global Rank
#4,792
/ 8,517
▲ 390
Top Industry
Internet Content & Information
19.8%
3Y Alpha vs SPY
+23.4%
Period ended 47 days ago
Filed Aug 6, 2026 · 10d
26 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+197.3%
SPY
+76.6%
Annualised alpha
+22.9%
Max drawdown
−20.9%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
65 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
18.0%
+0.9 pts
Top 5
50.4%
−1.5 pts
Top 10
71.0%
−3.3 pts
HHI
729
Diversified−14
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 23.7% | $40,356,571 |
| Consumer Cyclical | 23.7% | $40,256,449 |
| Communication Services | 18.7% | $31,808,694 |
| Industrials | 8.8% | $15,023,296 |
| Financial Services | 7.5% | $12,786,132 |
| Healthcare | 6.2% | $10,552,466 |
| Unclassified | 6.2% | $10,546,351 |
| Energy | 3.9% | $6,686,128 |
| Consumer Defensive | 1.2% | $2,050,298 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +3,830 | 29,402 | $5,883,046 | |
| AAPL | Apple Inc. | +1,680 | 14,100 | $4,079,976 | |
| AMZN | Amazon Com Inc | +1,267 | 80,728 | $19,240,711 | |
| INTC | Intel Corp | +1,118 | 7,578 | $1,058,116 | |
| MSFT | Microsoft Corp | +906 | 6,441 | $2,402,621 | |
| GOOGL | Alphabet Inc. | +868 | 85,860 | $30,648,558 | |
| HWM | Howmet Aerospace Inc. | +663 | 5,741 | $1,543,525 | |
| AVGO | Broadcom Inc. | +623 | 21,116 | $7,976,569 | |
| PG | PROCTER & GAMBLE Co | +613 | 2,040 | $299,145 | |
| QQQ | Invesco Qqq Trust, Series 1 | +412 | 10,873 | $8,006,877 | |
| GE | General Electric Co | +397 | 1,489 | $556,483 | |
| APH | Amphenol Corp /De/ | +383 | 2,441 | $860,794 | |
| TSLA | Tesla, Inc. | +374 | 1,318 | $554,350 | |
| JPM | Jpmorgan Chase & Co | +366 | 3,100 | $1,014,723 | |
| WMT | Walmart Inc. | +364 | 4,153 | $470,368 | |
| ABBV | AbbVie Inc. | +322 | 2,094 | $526,934 | |
| V | Visa Inc. | +320 | 1,373 | $471,062 | |
| PM | Philip Morris International Inc. | +241 | 2,793 | $505,281 | |
| HD | Home Depot, Inc. | +233 | 1,447 | $510,327 | |
| ORCL | Oracle Corp | +228 | 2,640 | $386,892 | |
| AME | Ametek Inc/ | +220 | 1,420 | $343,554 | |
| RTX | RTX Corp | +208 | 53,453 | $10,141,637 | |
| NEA | Nuveen AMT-Free Quality Municipal Income Fund | +192 | 10,852 | $127,402 | |
| AMAT | Applied Materials Inc /De | +177 | 8,753 | $6,328,419 | |
| BRK-B | Berkshire Hathaway Inc | +173 | 21,426 | $10,721,356 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | −3,624 | 13,421 | $1,834,919 | |
| TSCO | Tractor Supply Co /De/ | −3,404 | 157,052 | $4,964,413 | |
| SHOP | Shopify Inc. | −1,500 | 2,295 | $262,043 | |
| TOL | Toll Brothers, Inc. | −602 | 90,966 | $14,986,648 | |
| MU | Micron Technology Inc | −420 | 2,350 | $2,712,581 | |
| IQV | Iqvia Holdings Inc. | −265 | 1,109 | $214,280 | |
| META | Meta Platforms, Inc. | −193 | 1,657 | $933,371 | |
| GEV | GE Vernova Inc. | −125 | 353 | $414,725 | |
| PH | Parker-Hannifin Corp | −112 | 599 | $585,893 | |
| FTI | TechnipFMC plc | −101 | 4,229 | $280,382 | |
| PAYC | Paycom Software, Inc. | −87 | 6,794 | $853,869 | |
| LNG | Cheniere Energy, Inc. | −81 | 19,124 | $4,570,827 | |
| SPY | Spdr S&P 500 ETF Trust | −74 | 2,452 | $1,831,080 | |
| DHR | Danaher Corp /De/ | −59 | 35,656 | $6,791,754 | |
| ISRG | Intuitive Surgical Inc | −26 | 855 | $340,016 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | 867 | $503,648 | |
| MRVL | Marvell Technology, Inc. | 1,000 | $297,890 | |
| GLW | Corning Inc /Ny | 1,120 | $286,081 | |
| ANET | Arista Networks, Inc. | 1,562 | $265,352 | |
| A | Agilent Technologies, Inc. | 1,959 | $260,213 | |
| LRCX | Lam Research Corp | 596 | $258,264 | |
| CIEN | Ciena Corp | 496 | $243,317 | |
| DIS | Walt Disney Co | 2,356 | $226,765 | |
| MA | Mastercard Inc | 434 | $222,902 | |
| IBM | International Business Machines Corp | 755 | $212,313 | |
| ELV | Elevance Health, Inc. | 538 | $208,060 | |
| No positions match the current search. | ||||
65 tracked positions ·
$170,066,385 total
· filing declares
85 positions · $241,147,421
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Showing 1–50
of 65 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 85,860 | $30,648,558 | 18.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 80,728 | $19,240,711 | 11.31% | |
| TOL |
Toll Brothers, Inc.
Consumer Cyclical
|
Reduced | 90,966 | $14,986,648 | 8.81% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 21,426 | $10,721,356 | 6.30% | |
| RTX |
RTX Corp
Industrials
|
Added | 53,453 | $10,141,637 | 5.96% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 10,873 | $8,006,877 | 4.71% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 21,116 | $7,976,569 | 4.69% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 35,656 | $6,791,754 | 3.99% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 8,753 | $6,328,419 | 3.72% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 29,402 | $5,883,046 | 3.46% | |
| TSCO |
Tractor Supply Co /De/
Consumer Cyclical
|
Reduced | 157,052 | $4,964,413 | 2.92% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
Reduced | 19,124 | $4,570,827 | 2.69% | |
| AAPL |
Apple Inc.
Technology
|
Added | 14,100 | $4,079,976 | 2.40% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 3,765 | $2,873,222 | 1.69% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 2,350 | $2,712,581 | 1.60% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,441 | $2,402,621 | 1.41% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 13,421 | $1,834,919 | 1.08% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,452 | $1,831,080 | 1.08% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Added | 5,741 | $1,543,525 | 0.91% | |
| MPWR |
Monolithic Power Systems, Inc.
Technology
|
Added | 819 | $1,132,152 | 0.67% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 3,070 | $1,111,708 | 0.65% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Added | 1,532 | $1,103,101 | 0.65% | |
| INTC |
Intel Corp
Technology
|
Added | 7,578 | $1,058,116 | 0.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 3,100 | $1,014,723 | 0.60% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,657 | $933,371 | 0.55% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 2,441 | $860,794 | 0.51% | |
| PAYC |
Paycom Software, Inc.
Technology
|
Reduced | 6,794 | $853,869 | 0.50% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 829 | $775,504 | 0.46% | |
| GLD |
Spdr Gold Trust
|
Held | 1,923 | $708,394 | 0.42% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 5,560 | $653,077 | 0.38% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 599 | $585,893 | 0.34% | |
| GE |
General Electric Co
Industrials
|
Added | 1,489 | $556,483 | 0.33% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,318 | $554,350 | 0.33% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,094 | $526,934 | 0.31% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,447 | $510,327 | 0.30% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 2,793 | $505,281 | 0.30% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 867 | $503,648 | 0.30% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 404 | $484,569 | 0.28% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,373 | $471,062 | 0.28% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,153 | $470,368 | 0.28% | |
| FSLR |
First Solar, Inc.
Technology
|
Held | 1,807 | $426,379 | 0.25% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 353 | $414,725 | 0.24% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 1,007 | $399,950 | 0.24% | |
| ORCL |
Oracle Corp
Technology
|
Added | 2,640 | $386,892 | 0.23% | |
| AME |
Ametek Inc/
Industrials
|
Added | 1,420 | $343,554 | 0.20% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 855 | $340,016 | 0.20% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 314 | $334,378 | 0.20% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 2,394 | $307,629 | 0.18% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,210 | $307,303 | 0.18% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,040 | $299,145 | 0.18% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.