Riverstone Advisors, LLC

Q2 2026 13F-HR Holdings

Location
New Braunfels, TX
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$241,147
Net value change ($000)
+38,351 (18.9%)
New positions
14
Sold out positions
3
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 8,471 16.6%
GOOGL 5,551 25.2%
AMAT 3,397 115.9%
AMZN 2,692 16.3%
TOL 2,491 19.9%
QQQ 1,969 32.6%
MU 1,777 189.9%
AVGO 1,634 25.8%
CRWD 1,427 98.7%
NVDA 1,423 31.9%
Top Reduces (Value $000, Stocks/ETFs)
TSCO -2,305 -31.7%
XOM -1,057 -36.5%
LNG -878 -16.1%
IVW -335 -100.0%
IVE -254 -100.0%
NOW -227 -100.0%
IBDR -225 -40.2%
SHOP -188 -41.8%
RTX -129 -1.3%
META -124 -11.7%
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