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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 A AGILENT TECHNOLOGIES INC Healthcare 1,959.0 $260K 0.11% NEW $132.83 +13.6%
22 LRCX LAM RESEARCH CORP Technology 596.0 $258K 0.11% NEW $433.33 -29.0%
23 IEFA ISHARES TR 2,586.0 $250K 0.10% NEW $96.58 +4.7%
24 CIEN CIENA CORP Technology 496.0 $243K 0.10% NEW $490.56 -34.6%
25 DIS DISNEY WALT CO Communication Services 2,356.0 $227K 0.09% NEW $96.24 +9.4%
26 MA MASTERCARD INCORPORATED Financial Services 434.0 $223K 0.09% NEW $513.60 +12.8%
27 IUSV ISHARES TR 1,993.0 $220K 0.09% NEW $110.15 +4.1%
28 IWV ISHARES TR 514.0 $219K 0.09% NEW $426.40 +2.7%
29 IBM INTERNATIONAL BUSINESS MACHS Technology 755.0 $212K 0.09% NEW $281.21 -16.5%
30 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 538.0 $208K 0.09% NEW $386.73 +5.4%
Page 2 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%