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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 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRK MERCK & CO INC Healthcare 2,394.0 $308K 0.13% NEW $128.50 +17.0%
62 JNJ JOHNSON & JOHNSON Healthcare 1,210.0 $307K 0.13% NEW $253.97 +8.4%
63 PG PROCTER & GAMBLE CO Consumer Defensive 2,040.0 $299K 0.12% NEW $146.67 -0.2%
64 MRVL MARVELL TECHNOLOGY INC Technology 1,000.0 $298K 0.12% NEW $297.89 -25.0%
65 GLW CORNING INC Technology 1,120.0 $286K 0.12% NEW $255.43 -39.6%
66 TECHNIPFMC PLC 4,229.0 $280K 0.12% NEW $66.30
67 VIG VANGUARD SPECIALIZED FUNDS 1,145.0 $271K 0.11% NEW $236.61 +2.3%
68 ANET ARISTA NETWORKS INC Technology 1,562.0 $265K 0.11% NEW $169.88 +14.1%
69 SHOP SHOPIFY INC Technology 2,295.0 $262K 0.11% -2K -39.5% $114.18 +27.1%
70 J P MORGAN EXCHANGE TRADED F 5,149.0 $260K 0.11% NEW $50.57
71 A AGILENT TECHNOLOGIES INC Healthcare 1,959.0 $260K 0.11% NEW $132.83 +13.6%
72 LRCX LAM RESEARCH CORP Technology 596.0 $258K 0.11% NEW $433.33 -29.0%
73 IEFA ISHARES TR 2,586.0 $250K 0.10% NEW $96.58 +4.7%
74 CIEN CIENA CORP Technology 496.0 $243K 0.10% NEW $490.56 -34.6%
75 JGRO J P MORGAN EXCHANGE TRADED F 2,388.0 $235K 0.10% -260.0 -9.8% $98.59 -4.0%
76 MAIN MAIN STR CAP CORP Financial Services 4,408.0 $229K 0.10% +250.0 +6.0% $51.88 +11.2%
77 DIS DISNEY WALT CO Communication Services 2,356.0 $227K 0.09% NEW $96.24 +9.4%
78 MA MASTERCARD INCORPORATED Financial Services 434.0 $223K 0.09% NEW $513.60 +12.8%
79 IUSV ISHARES TR 1,993.0 $220K 0.09% NEW $110.15 +4.1%
80 IWV ISHARES TR 514.0 $219K 0.09% NEW $426.40 +2.7%
Page 4 of 5  ·  85 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%