RA
Riverstone Advisors, LLC SEC 13F Filing (Q2 2026) — Holdings & Portfolio
Riverstone Advisors, LLCCIK: 0001763404
Momentum followerQuality / disciplined sizing
Total reported value
$241.1M
Reporting period: 2026-06-30 · Number of holdings: 85
Riverstone Advisors, LLC disclosed 85 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $241.1M and a quarterly turnover rate of 22.7%.
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Personality snowflake
- Concentration
- 37.88
- Portfolio Stability
- 22.73
- Momentum
- 100
- Sector conviction
- 63.02
- Diversification
- 100
- Sizing Uniformity
- 73.29
Riverstone Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.095 — mathematically equivalent to about 11 equally-sized positions, well below its 85 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.67), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 61% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim TSCO
-2.1% -$2.3M
Add AMAT
+2.1% $3.4M
Trim RTX
+0.4% -$129.2K
Trim LNG
-0.4% -$878.8K
Trim XOM
-21.3% -$1.1M
Add MU
-15.2% $1.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 24.70% | -0.50% | +1.69% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 11.43% | +0.57% | +0.76% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.98% | -0.18% | +1.59% | |
| 4 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 6.21% | +0.05% | -0.66% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.45% | -0.57% | +0.81% | |
| 6 | RTX | Rtx CORP | Stock-Industrials | 4.21% | -0.85% | +0.39% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.32% | +0.34% | +3.94% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.31% | +0.18% | +3.04% | |
| 9 | DHR | Danaher CORP | Stock-Healthcare | 2.82% | -0.52% | -0.17% | |
| 10 | AMAT | Applied Materials Inc | Stock-Tech | 2.62% | +1.17% | +2.06% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.44% | +0.24% | +14.98% | |
| 12 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 2.06% | -1.52% | -2.12% | |
| 13 | LNG | Cheniere Energy Inc | Stock-Energy | 1.90% | -0.79% | -0.42% | |
| 14 | IDMO | Invesco S&p International De | ETF-Other | 1.71% | +0.34% | +35.39% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.69% | +0.14% | +13.53% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.28% | +0.09% | +3.42% | |
| 17 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.19% | +0.48% | +1.65% | |
| 18 | MU | Micron Technology Inc | Stock-Tech | 1.12% | +0.66% | -15.16% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.01% | +16.37% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.67% | -21.26% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.76% | -0.05% | -2.93% | |
| 22 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.64% | +0.06% | +13.06% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | -0.03% | -1.59% | |
| 24 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.47% | +0.05% | +4.60% | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 0.46% | -0.05% | +4.10% | |
| 26 | PWR | Quanta Services Inc | Stock-Industrials | 0.46% | +0.08% | +10.45% | |
| 27 | INTC | Intel CORP | Stock-Tech | 0.44% | +0.30% | +17.31% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | +0.02% | +13.39% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | -0.13% | -10.43% | |
| 30 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.36% | +0.05% | +38.68% | |
| 31 | PAYC | Paycom Software Inc | Stock-Tech | 0.35% | -0.06% | -1.26% | |
| 32 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.35% | +0.35% | NEW | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.04% | +11.88% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.32% | — | +300.07% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.29% | -0.12% | — | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.27% | +0.06% | +1.33% | |
| 37 | PH | Parker Hannifin CORP | Stock-Industrials | 0.24% | -0.07% | -15.75% | |
| 38 | GE | General Electric | Stock-Industrials | 0.23% | +0.08% | +36.36% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | +0.06% | +39.62% | |
| 40 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.23% | -0.06% | -6.18% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | +0.03% | +18.17% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.21% | +0.01% | +19.19% | |
| 43 | PM | Philip Morris International | Stock-Consumer Staples | 0.21% | — | +9.44% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.21% | +0.21% | NEW | |
| 45 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.21% | +0.21% | NEW | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.07% | +39.31% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.20% | +0.04% | +30.39% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.20% | -0.03% | +9.61% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.19% | -0.01% | +0.05% | |
| 50 | APH | Amphenol Corp-cl A | Stock-Tech | 0.18% | +0.05% | +18.61% |
1–50 of 85
Portfolio Performance
Performance for Q3 2026
+1.6%
Performance Last 4 Quarters
+22.5%
- Stdev
- +14.5%
- Beta
- +1.04
- Alpha
- -2.4%
- Max Drawdown
- -12.3%
- Annualized Perf
- +19%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +2.46
- Stutzer
- +0.37
- Treynor
- +0.18
- Sterling
- +1.07
- Calmar
- +1.54
- Information Ratio
- -0.27
- Tracking Error
- +5.4%
- Stdev Down
- +7.5%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +41.7%
- Worst 12 Months
- +0.6%
- Efficiency Ratio
- +0.52
- Sharpe
- +1.27
- Stdev Sectors
- +10.3%
- Skewness
- -0.02
- Kurtosis
- -0.23
- Upside Potential
- +4.13
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 85 | $241.1M | 23 | ||
| 2026 Q1 | 74 | $202.8M | 17 | ||
| 2025 Q4 | 58 | $212.2M | 11 | ||
| 2025 Q3 | 62 | $203.9M | 27 | ||
| 2025 Q2 | 59 | $185.0M | 0 | ||
| 2025 Q1 | 57 | $166.3M | 100 | ||
| 2024 Q4 | 53 | $175.5M | 0 | ||
| 2024 Q3 | 50 | $172.0M | 0 | ||
| 2024 Q2 | 46 | $162.7M | 0 | ||
| 2024 Q1 | 50 | $167.7M | 0 | ||
| 2023 Q4 | 49 | $154.5M | 0 | ||
| 2023 Q3 | 38 | $144.6M | 0 | ||
| 2023 Q2 | 53 | $164.8M | 0 | ||
| 2023 Q1 | 50 | $156.6M | 0 | ||
| 2022 Q4 | 44 | $144.1M | 0 | ||
| 2022 Q3 | 48 | $155.3M | 0 | ||
| 2022 Q2 | 49 | $159.3M | 0 | ||
| 2022 Q1 | 45 | $194.8M | 0 | ||
| 2021 Q4 | 43 | $227.2M | 0 | ||
| 2021 Q3 | 37 | $216.7M | 0 | ||
| 2021 Q2 | 40 | $211.3M | 95 | ||
| 2021 Q1 | 42 | $191.4M | 15 | ||
| 2020 Q4 | 40 | $180.0M | 20 | ||
| 2020 Q3 | 38 | $150.4M | 20 | ||
| 2020 Q2 | 40 | $134.4M | 47 | ||
| 2020 Q1 | 35 | $98.9M | 37 | ||
| 2019 Q4 | 40 | $133.9M | 12 | ||
| 2019 Q3 | 39 | $130.3M | 14 | ||
| 2019 Q2 | 40 | $128.0M | 17 | ||
| 2019 Q1 | 40 | $118.9M | 23 | ||
| 2018 Q4 | 37 | $100.1M | 0 |
Holding changes this quarter
Riverstone Advisors, LLC's most significant position changes for 2026-06-30: New buy: Invesco Nasdaq 100 ETF (QQQM); New buy: Advanced Micro Devices (AMD); New buy: Janus Henderson Aaa Clo ETF (JAAA); Sold out: Ishares S&p 500 Growth ETF (IVW); New buy: Marvell Technology Inc (MRVL).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +1.2% | +2.06% | Add |
| 2 | MU | Micron Technology Inc | +0.7% | -15.16% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | +0.76% | Add |
| 4 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | +1.65% | Add |
| 5 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | NEW | New buy |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +3.94% | Add |
| 7 | IDMO | Invesco S&p International De | +0.3% | +35.39% | Add |
| 8 | INTC | Intel CORP | +0.3% | +17.31% | Add |
| 9 | NVDA | Nvidia CORP | +0.2% | +14.98% | Add |
| 10 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | NEW | New buy |
| 12 | AVGO | Broadcom Inc | +0.2% | +3.04% | Add |
| 13 | AAPL | Apple Inc | +0.1% | +13.53% | Add |
| 14 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 15 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 16 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 17 | A | Agilent Technologies Inc | +0.1% | NEW | New buy |
| 18 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 19 | CIEN | Ciena CORP | +0.1% | NEW | New buy |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +3.42% | Add |
| 21 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 22 | MA | Mastercard Inc - A | +0.1% | NEW | New buy |
| 23 | IWV | Ishares Russell 3000 ETF | +0.1% | NEW | New buy |
| 24 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 25 | ELV | Elevance Health Inc | +0.1% | NEW | New buy |
| 26 | PWR | Quanta Services Inc | +0.1% | +10.45% | Add |
| 27 | GE | General Electric | +0.1% | +36.36% | Add |
| 28 | LLY | Eli Lilly & Co | +0.1% | +39.31% | Add |
| 29 | HWM | Howmet Aerospace Inc | +0.1% | +13.06% | Add |
| 30 | CSCO | Cisco Systems Inc | +0.1% | +1.33% | Add |
| 31 | TSLA | Tesla Inc | +0.1% | +39.62% | Add |
| 32 | TOL | Toll Brothers Inc | +0.1% | -0.66% | Trim |
| 33 | MPWR | Monolithic Power Systems Inc | +0.1% | +4.60% | Add |
| 34 | ICSH | Ishares Ultra Short Duration | +0.1% | +38.68% | Add |
| 35 | APH | Amphenol Corp-cl A | +0.1% | +18.61% | Add |
| 36 | V | Visa Inc-class A Shares | 0% | +30.39% | Add |
| 37 | CAT | Caterpillar Inc | 0% | +7.53% | Add |
| 38 | ABBV | Abbvie Inc | 0% | +18.17% | Add |
| 39 | ADI | Analog Devices Inc | 0% | +14.04% | Add |
| 40 | JPM | Jpmorgan Chase & Co | 0% | +13.39% | Add |
| 41 | PG | Procter & Gamble Co/the | 0% | +42.96% | Add |
| 42 | HD | Home Depot Inc | 0% | +19.19% | Add |
| 43 | AME | Ametek Inc | 0% | +18.33% | Add |
| 44 | IWF | Ishares Russell 1000 Growth | — | +300.07% | Add |
| 45 | PM | Philip Morris International | — | +9.44% | Add |
| 46 | FSLR | First Solar Inc | — | — | Unchanged |
| 47 | SCHG | Schwab US Large-cap Growth | — | — | Unchanged |
| 48 | MRK | Merck & Co. Inc. | — | +6.92% | Add |
| 49 | JNJ | Johnson & Johnson | — | +8.33% | Add |
| 50 | JGRO | Jpmorgan Active Growth ETF | — | — | Unchanged |
1–50 of 88
Filing History
FAQ
What is Riverstone Advisors, LLC and what type of investor is it?
Riverstone Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $241.1M, spread across 85 disclosed positions.
What are Riverstone Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Riverstone Advisors, LLC's top holdings by market value are:
1. Ishares Core S&p 500 ETF (IVV) — $59.6M (24.7%)
2. Alphabet Inc-cl A (GOOGL) — $27.6M (11.4%)
3. Amazon.com Inc (AMZN) — $19.2M (8.0%)
4. Toll Brothers Inc (TOL) — $15.0M (6.2%)
5. Berkshire Hathaway Inc-cl B (BRK-B) — $10.7M (4.5%)
What changes did Riverstone Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Riverstone Advisors, LLC made 81 notable position adjustments: 14 new positions were initiated, 44 existing holdings were added to, 20 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Invesco Nasdaq 100 ETF (QQQM); New buy: Advanced Micro Devices (AMD); New buy: Janus Henderson Aaa Clo ETF (JAAA); Sold out: Ishares S&p 500 Growth ETF (IVW); New buy: Marvell Technology Inc (MRVL)
What sectors does Riverstone Advisors, LLC focus on?
Riverstone Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Consumer Discretionary: 27.2%
• Information Technology: 26.9%
• Communication Services: 21.5%
• Industrials: 10.1%
• Health Care: 7.1%
• Energy: 4.5%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Riverstone Advisors, LLC returned an annualized 19.0% over the trailing 36 months — underperforming the S&P 500 by 2.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.04 (roughly in line with the market) and a 44% quarterly batting average against the index.
Its portfolio is moderately concentrated and moderately active.
Its turnover score has risen from 0 to 23 over the past 4 quarters — a shift toward more active trading.
It has added to its AMAT position over the past two quarters (+$4.1M, now $6.3M), while trimming TSCO over the same stretch (-$3.8M, still holding $5.0M).
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Developer Access
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