Latest Riverstone Advisors, LLC Stock Portfolio

Riverstone Advisors, LLC Performance:

2025 Q4: 4.16%YTD: 17.68%2024: 6.14%

Performance for 2025 Q4 is 4.16%, and YTD is 17.68%, and 2024 is 6.14%.

About Riverstone Advisors, LLC and 13F Hedge Fund Stock Holdings

Riverstone Advisors, LLC is a hedge fund based in NEW BRAUNFELS, TX. On 18-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $281.2 Millions. In it's latest 13F Holdings report, Riverstone Advisors, LLC reported an equity portfolio of $212.2 Millions as of 31 Dec, 2025.

The top stock holdings of Riverstone Advisors, LLC are IJR, GOOG, AMZN. The fund has invested 27.2% of it's portfolio in ISHARES TR and 12% of portfolio in ALPHABET INC.

The fund managers got completely rid off CONOCOPHILLIPS (COP), MASTERCARD INCORPORATED (MA) and EOG RES INC (EOG) stocks. They significantly reduced their stock positions in PAYPAL HLDGS INC (PYPL), J P MORGAN EXCHANGE TRADED F and PAYCOM SOFTWARE INC (PAYC). Riverstone Advisors, LLC opened new stock positions in IQVIA HLDGS INC (IQV), ANALOG DEVICES INC (ADI) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC (NOW), PARKER-HANNIFIN CORP (PH) and NVIDIA CORPORATION (NVDA).

Riverstone Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Riverstone Advisors, LLC made a return of 4.16% in the last quarter. In trailing 12 months, it's portfolio return was 17.68%.

Performance
S&P 500

New Buys

Ticker	$ Bought
iqvia hldgs inc	276,127
analog devices inc	212,892
ishares tr	208,766

New stocks bought by Riverstone Advisors, LLC

Additions

Ticker	% Inc.
servicenow inc	217
parker-hannifin corp	94.38
nvidia corporation	32.16
visa inc	29.22
ge aerospace	26.84
cisco sys inc	26.08
alphabet inc	25.62
walmart inc	25.02

Additions to existing portfolio by Riverstone Advisors, LLC

Reductions

Ticker	% Reduced
paypal hldgs inc	-17.8
j p morgan exchange traded f	-17.2
paycom software inc	-15.72
main str cap corp	-12.61
alphabet inc	-8.07
applied matls inc	-5.45
abbott labs	-4.01
costco whsl corp new	-3.01

Riverstone Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-350,696
conocophillips	-736,762
dexcom inc	-324,001
merck & co inc	-300,302
eog res inc	-369,435
spdr series trust	-235,284
mastercard incorporated	-382,240

Riverstone Advisors, LLC got rid off the above stocks

Sector Distribution

Riverstone Advisors, LLC has about 39% of it's holdings in Others sector.

Sector	%
Others	39
Consumer Cyclical	19.8
Communication Services	12.9
Technology	12
Industrials	6.4
Healthcare	5.3
Energy	3.2

Market Cap. Distribution

Riverstone Advisors, LLC has about 60.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	39
MEGA-CAP	33.2
LARGE-CAP	27.1

Stocks belong to which Index?

About 52% of the stocks held by Riverstone Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	52
Others	48

Top 5 Winners (%)		%
MU	micron technology inc	66.5 %
GOOG	alphabet inc	27.6 %
ISRG	intuitive surgical inc	25.2 %
GOOG	alphabet inc	25.2 %
AMAT	applied matls inc	24.8 %

Top 5 Winners ($)		$
GOOG	alphabet inc	5.9 M
IJR	ishares tr	1.3 M
DHR	danaher corporation	1.2 M
AMZN	amazon com inc	0.9 M
RTX	rtx corporation	0.9 M

Top 5 Losers (%)		%
NOW	servicenow inc	-76.7 %
ORCL	oracle corp	-30.3 %
PAYC	paycom software inc	-21.6 %
LNG	cheniere energy inc	-17.2 %
HD	home depot inc	-14.3 %

Top 5 Losers ($)		$
TSCO	tractor supply co	-1.2 M
NOW	servicenow inc	-0.9 M
LNG	cheniere energy inc	-0.8 M
PAYC	paycom software inc	-0.4 M
TOL	toll brothers inc	-0.3 M

Riverstone Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Riverstone Advisors, LLC

Riverstone Advisors, LLC has 56 stocks in it's portfolio. About 79.7% of the portfolio is in top 10 stocks. TSCO proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Riverstone Advisors, LLC last quarter.

Last Reported on: 02 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.55	12,072	3,282,000	added	5.84

ABBV	abbvie inc	0.18	1,661	379,539	added	22.49

ABT	abbott labs	0.11	1,821	228,153	reduced	-4.01

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

ADI	analog devices inc	0.10	785	212,892	new

AGT	ishares tr	0.22	19,521	472,985	added	0.6

AMAT	applied matls inc	1.03	8,499	2,184,160	reduced	-5.45

AME	ametek inc	0.12	1,200	246,372	unchanged	0.00

AMGN	amgen inc	0.44	2,834	927,597	added	3.96

AMZN	amazon com inc	9.16	84,264	19,449,700	added	0.5

AVGO	broadcom inc	3.25	19,931	6,898,070	added	3.62

BGRN	ishares tr	0.11	9,313	226,111	added	0.46

BIL	spdr series trust	0.00	0.00	0.00	sold off	-100

CGW	invesco exch traded fd tr ii	0.67	25,665	1,426,230	added	23.2

COP	conocophillips	0.00	0.00	0.00	sold off	-100

COST	costco whsl corp new	0.29	710	612,261	reduced	-3.01

CRWD	crowdstrike hldgs inc	0.78	3,532	1,655,660	added	2.32

CSCO	cisco sys inc	0.18	4,994	384,721	added	26.08

DHR	danaher corporation	4.23	39,189	8,971,080	reduced	-0.37

DXCM	dexcom inc	0.00	0.00	0.00	sold off	-100