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Portfolio (Quarterly) Guide ↗

Riverstone Advisors, LLC

· CIK 0001763404
13F Portfolio $241M AUM 85 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 30 New 30 Added 21 Reduced 3 Exited
Page 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 10,873.0 $8.0M 3.32% +751.0 +7.4% $736.37 -2.4%
2 AVGO BROADCOM INC Technology 21,116.0 $8.0M 3.31% +1K +6.0% $377.75 -5.3%
3 AMAT APPLIED MATLS INC Technology 8,753.0 $6.3M 2.62% +254.0 +3.0% $723.00 -37.1%
4 NVDA NVIDIA CORPORATION Technology 29,402.0 $5.9M 2.44% +6K +23.1% $200.09 +15.1%
5 IDMO INVESCO EXCH TRADED FD TR II 68,484.0 $4.1M 1.71% +43K +166.8% $60.29 +5.3%
6 AAPL APPLE INC Technology 14,100.0 $4.1M 1.69% +2K +16.8% $289.36 +10.6%
7 GOOG ALPHABET INC 8,720.0 $3.1M 1.28% +6K +194.9% $353.32
8 CRWD CROWDSTRIKE HLDGS INC Technology 3,765.0 $2.9M 1.19% +233.0 +6.6% $190.78 +11.7%
9 MSFT MICROSOFT CORP Technology 6,441.0 $2.4M 1.00% +1K +19.3% $373.01 +34.0%
10 HWM HOWMET AEROSPACE INC Industrials 5,741.0 $1.5M 0.64% +724.0 +14.4% $268.86 -3.6%
11 MPWR MONOLITHIC PWR SYS INC Technology 819.0 $1.1M 0.47% +146.0 +21.7% $1382.36 -11.5%
12 AMGN AMGEN INC Healthcare 3,070.0 $1.1M 0.46% +236.0 +8.3% $362.12 +20.7%
13 PWR QUANTA SVCS INC Industrials 1,532.0 $1.1M 0.46% +442.0 +40.5% $720.04 -13.3%
14 JPM JPMORGAN CHASE & CO Financial Services 3,100.0 $1.0M 0.42% +610.0 +24.5% $327.36 +9.6%
15 META META PLATFORMS INC Communication Services 1,657.0 $934K 0.39% +216.0 +15.0% $563.43 +9.5%
16 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 829.0 $775K 0.32% +119.0 +16.8% $934.91 -2.1%
17 IWF ISHARES TR 6,125.0 $761K 0.32% +6K +1288.9% $124.17 -0.6%
18 CSCO CISCO SYS INC Technology 5,560.0 $653K 0.27% +566.0 +11.3% $117.47 -7.0%
19 GE GE AEROSPACE Industrials 1,489.0 $556K 0.23% +506.0 +51.5% $373.65 -9.8%
20 ABBV ABBVIE INC Healthcare 2,094.0 $527K 0.22% +433.0 +26.1% $251.65 +1.9%
Page 1 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 25.9%
Technology 25.4%
Communication Services 18.5%
Industrials 9.4%
Financial Services 8.1%
Healthcare 6.7%
Energy 4.4%
Consumer Defensive 1.3%
Utilities 0.3%