Riverstone Advisors, LLC

Q3 2026 13F-HR Holdings

Location
New Braunfels, TX
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$245,865
Net value change ($000)
+4,718 (2.0%)
New positions
11
Sold out positions
6
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
HWM 2,340 151.6%
IVV 2,293 3.8%
NVDA 1,397 23.7%
MSFT 1,162 48.4%
CRWD 1,140 39.7%
AAPL 1,067 26.2%
DHR 933 13.7%
XOM 926 NEW
SPACE EXPLORATION TECHN CORP 797 NEW
LNG 691 15.1%
Top Reduces (Value $000, Stocks/ETFs)
TOL -2,977 -19.9%
XOM -1,835 -100.0%
AMAT -1,829 -28.9%
GOOGL -1,575 -5.7%
COST -482 -62.2%
PAYC -477 -55.9%
RTX -355 -3.5%
AVGO -315 -3.9%
GLW -286 -100.0%
TSCO -280 -5.6%
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