Riverstone Advisors, LLC

Q4 2025 13F-HR Holdings

Location
New Braunfels, TX
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$212,241
Net value change ($000)
+8,332 (4.1%)
New positions
3
Sold out positions
7
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 3,956 18.4%
IVV 1,336 2.4%
DHR 1,172 15.0%
RTX 1,113 11.4%
NVDA 1,082 32.1%
AMZN 1,040 5.6%
AVGO 553 8.7%
AAPL 378 13.0%
GOOGL 355 62.0%
MSFT 351 15.5%
Top Reduces (Value $000, Stocks/ETFs)
TSCO -1,270 -12.7%
LNG -881 -18.1%
COP -737 -100.0%
PAYC -637 -35.4%
TOL -570 -4.2%
MA -382 -100.0%
EOG -369 -100.0%
IBDQ -351 -100.0%
DXCM -324 -100.0%
MRK -300 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type