Riverstone Advisors, LLC

CIK

1763404

Location

NEW BRAUNFELS, TX

Portfolio Value

Small $136,132,139

Diversification

Diversified

Filing Date

Global Rank

#5,038 / 8,603 ▲ 16 · as of Mar 2026

Top Industry

Internet Content & Information 18.1%

3Y Alpha vs SPY

-3.8%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.5%

SPY

+76.0%

Annualised alpha

-4.4%

Max drawdown

−21.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

54 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.2%

−1.4 pts

Top 5

52.5%

−2.9 pts

Top 10

75.9%

−3.8 pts

HHI

748

Diversified−89

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	27.2%	$37,064,486	5
Technology	18.0%	$24,564,617	17
Communication Services	16.9%	$23,074,033	2
Industrials	10.3%	$14,030,464	8
Financial Services	8.6%	$11,660,086	5
Healthcare	7.1%	$9,644,115	8
Unclassified	6.2%	$8,508,084	3
Energy	4.2%	$5,748,942	2
Consumer Defensive	1.3%	$1,837,312	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+1,698	25,572	$4,459,756
WMT	Walmart Inc.	+586	3,789	$470,896
AVGO	Broadcom Inc.	+562	20,493	$6,342,788
CSCO	Cisco Systems, Inc.	+493	5,487	$425,736
NOW	ServiceNow, Inc.	+481	2,171	$226,978
META	Meta Platforms, Inc.	+409	1,850	$1,058,440
AAPL	Apple Inc.	+348	12,420	$3,152,071
QQQ	Invesco Qqq Trust, Series 1	+339	10,461	$6,037,879
PWR	Quanta Services, Inc.	+297	1,387	$761,490
MAIN	Main Street Capital CORP	+250	4,408	$233,447
JPM	Jpmorgan Chase & Co	+244	2,734	$804,233
PM	Philip Morris International Inc.	+183	2,552	$421,947
CRWD	CrowdStrike Holdings, Inc.	+172	3,704	$361,519
V	Visa Inc.	+164	1,053	$318,258
MU	Micron Technology Inc	+152	2,770	$935,816
IQV	Iqvia Holdings Inc.	+149	1,374	$234,321
MSFT	Microsoft Corp	+137	5,535	$2,048,890
NEA	Nuveen AMT-Free Quality Municipal Income Fund	+122	10,660	$119,711
AMGN	Amgen Inc	+115	2,949	$1,037,605
ABBV	AbbVie Inc.	+111	1,772	$385,392
MPWR	Monolithic Power Systems Inc	+110	783	$856,093
GE	General Electric Co	+109	1,092	$309,876
ORCL	Oracle Corp	+104	2,412	$354,829
ADI	Analog Devices Inc	+98	883	$280,917
GEV	GE Vernova Inc.	+93	478	$417,246
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
TSCO	Tractor Supply Co /De/	−14,695	160,456	$7,268,656
RTX	RTX Corp	−5,890	53,245	$10,270,960
TOL	Toll Brothers, Inc.	−5,679	91,568	$12,496,284
GOOGL	Alphabet Inc.	−4,907	76,560	$22,015,593
AMZN	Amazon Com Inc	−4,803	79,461	$16,549,342
DHR	Danaher Corp /De/	−3,474	35,715	$6,771,564
BRK-B	Berkshire Hathaway Inc	−1,703	21,253	$10,184,437
LNG	Cheniere Energy, Inc.	−1,342	19,205	$5,449,610
PAYC	Paycom Software, Inc.	−396	6,881	$836,316
HD	Home Depot, Inc.	−12	1,214	$399,272
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
TSLA	Tesla, Inc.	944	$350,932
FTI	TechnipFMC plc	4,330	$299,332
INTC	Intel Corp	6,460	$285,079
JNJ	Johnson & Johnson	1,117	$273,039
MRK	Merck & Co., Inc.	2,239	$269,329
LLY	ELI LILLY & Co	290	$266,733
APH	Amphenol Corp /De/	2,058	$260,028
CAT	Caterpillar Inc	292	$206,870
PG	PROCTER & GAMBLE Co	1,427	$206,115
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
PYPL	PayPal Holdings, Inc.	4,308	$251,501
ABT	Abbott Laboratories	1,821	$228,153
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

54 positions · $136,132,139 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	76,560	-4,907	$22,015,593	−13.7%	16.17%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	79,461	-4,803	$16,549,342	−14.9%	12.16%
TOL	Toll Brothers, Inc. Consumer Cyclical	Reduced	91,568	-5,679	$12,496,284	−5.0%	9.18%
RTX	RTX Corp Industrials	Reduced	53,245	-5,890	$10,270,960	−5.3%	7.54%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	21,253	-1,703	$10,184,437	−11.7%	7.48%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Reduced	160,456	-14,695	$7,268,656	−17.0%	5.34%
DHR	Danaher Corp /De/ Healthcare	Reduced	35,715	-3,474	$6,771,564	−24.5%	4.97%
AVGO	Broadcom Inc. Technology	Added	20,493	+562	$6,342,788	−8.1%	4.66%
QQQ	Invesco Qqq Trust, Series 1	Added	10,461	+339	$6,037,879	−2.9%	4.44%
LNG	Cheniere Energy, Inc. Energy	Reduced	19,205	-1,342	$5,449,610	+36.4%	4.00%
NVDA	Nvidia Corp Technology	Added	25,572	+1,698	$4,459,756	+0.2%	3.28%
AAPL	Apple Inc. Technology	Added	12,420	+348	$3,152,071	−4.0%	2.32%
AMAT	Applied Materials Inc /De Technology	Added	8,576	+77	$2,931,191	+34.2%	2.15%
MSFT	Microsoft Corp Technology	Added	5,535	+137	$2,048,890	−21.5%	1.51%
SPY	Spdr S&P 500 ETF Trust	Held	2,526	0	$1,642,758	−4.6%	1.21%
HWM	Howmet Aerospace Inc. Industrials	Added	5,078	+61	$1,170,275	+13.8%	0.86%
META	Meta Platforms, Inc. Communication Services	Added	1,850	+409	$1,058,440	+11.3%	0.78%
AMGN	Amgen Inc Healthcare	Added	2,949	+115	$1,037,605	+11.9%	0.76%
MU	Micron Technology Inc Technology	Added	2,770	+152	$935,816	+25.2%	0.69%
MPWR	Monolithic Power Systems Inc Technology	Added	783	+110	$856,093	+40.3%	0.63%
PAYC	Paycom Software, Inc. Technology	Reduced	6,881	-396	$836,316	−27.9%	0.61%
GLD	Spdr Gold Trust	Held	1,923	0	$827,447	+8.6%	0.61%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,734	+244	$804,233	+0.2%	0.59%
PWR	Quanta Services, Inc. Industrials	Added	1,387	+297	$761,490	+65.5%	0.56%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	741	+31	$738,354	+20.6%	0.54%
PH	Parker-Hannifin Corp Industrials	Added	711	+54	$636,515	+10.2%	0.47%
WMT	Walmart Inc. Consumer Defensive	Added	3,789	+586	$470,896	+32.0%	0.35%
SHOP	Shopify Inc. Technology	Held	3,795	0	$450,162	−26.3%	0.33%
CSCO	Cisco Systems, Inc. Technology	Added	5,487	+493	$425,736	+10.7%	0.31%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,552	+183	$421,947	+11.0%	0.31%
GEV	GE Vernova Inc. Industrials	Added	478	+93	$417,246	+65.8%	0.31%
ISRG	Intuitive Surgical Inc Healthcare	Added	881	+82	$406,132	−10.3%	0.30%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,214	-12	$399,272	−5.4%	0.29%
ABBV	AbbVie Inc. Healthcare	Added	1,772	+111	$385,392	+1.5%	0.28%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	3,704	+172	$361,519	−12.7%	0.27%
FSLR	First Solar, Inc. Technology	Held	1,807	0	$356,448	−24.5%	0.26%
ORCL	Oracle Corp Technology	Added	2,412	+104	$354,829	−21.1%	0.26%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	944	NEW	$350,932	NEW	0.26%
V	Visa Inc. Financial Services	Added	1,053	+164	$318,258	+2.1%	0.23%
GE	General Electric Co Industrials	Added	1,092	+109	$309,876	+2.3%	0.23%
FTI	TechnipFMC plc Energy	NEW	4,330	NEW	$299,332	NEW	0.22%
INTC	Intel Corp Technology	NEW	6,460	NEW	$285,079	NEW	0.21%
ADI	Analog Devices Inc Technology	Added	883	+98	$280,917	+32.0%	0.21%
JNJ	Johnson & Johnson Healthcare	NEW	1,117	NEW	$273,039	NEW	0.20%
MRK	Merck & Co., Inc. Healthcare	NEW	2,239	NEW	$269,329	NEW	0.20%
LLY	ELI LILLY & Co Healthcare	NEW	290	NEW	$266,733	NEW	0.20%
APH	Amphenol Corp /De/ Technology	NEW	2,058	NEW	$260,028	NEW	0.19%
AME	Ametek Inc/ Industrials	Held	1,200	0	$257,232	+4.4%	0.19%
IQV	Iqvia Holdings Inc. Healthcare	Added	1,374	+149	$234,321	−15.1%	0.17%
MAIN	Main Street Capital CORP Financial Services	Added	4,408	+250	$233,447	−7.0%	0.17%