AI Portfolio Summary
In 2025 Q4, Riverstone Advisors, LLC maintained a portfolio of 65 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 0.0%. Conversely, Riverstone Advisors, LLC completely exited their position in CONOCOPHILLIPS.
Total Positions
65
Quarter
2025 Q4
Top Holding
IVV (27.2%)
Top 10 Concentration
79.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 65
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 27.21% | 27.67% |
#1
Prev: #1
|
10.0 | 25 | 0.0% |
P
S
|
84,325 | $57,757,830 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 12.01% | 10.57% |
#2
Prev: #2
|
4.8 | -7,152 | -8.1% |
P
S
|
81,467 | $25,499,040 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 9.16% | 9.03% |
#3
Prev: #3
|
5.7 | 417 | 0.5% |
P
S
|
84,264 | $19,449,748 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TOL
TOLL BROTHERS I...
|
Consumer Cyclical | 6.20% | 6.73% |
#4
Prev: #4
|
2.5 | -2,076 | -2.1% |
P
S
|
97,247 | $13,149,795 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 5.44% | 5.60% |
#5
Prev: #5
|
4.2 | 261 | 1.2% |
P
S
|
22,956 | $11,538,694 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RTX
RTX CORPORATION
|
Industrials | 5.11% | 4.77% |
#6
1
Prev: #7
|
4.0 | 974 | 1.7% |
P
S
|
59,135 | $10,845,445 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DHR
DANAHER CORPORA...
|
Healthcare | 4.23% | 3.82% |
#7
1
Prev: #8
|
1.7 | -146 | -0.4% |
P
S
|
39,189 | $8,971,077 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSCO
TRACTOR SUPPLY ...
|
Consumer Cyclical | 4.13% | 4.92% |
#8
2
Prev: #6
|
1.7 | -1,196 | -0.7% |
P
S
|
175,151 | $8,759,325 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 3.25% | 3.11% |
#9
Prev: #9
|
3.3 | 697 | 3.6% |
P
S
|
19,931 | $6,898,068 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.93% | 2.93% |
#10
Prev: #10
|
3.2 | 179 | 1.8% |
P
S
|
10,122 | $6,217,756 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.10% | 1.65% |
#11
1
Prev: #12
|
2.9 | 5,810 | 32.2% |
P
S
|
23,874 | $4,452,409 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LNG
CHENIERE ENERGY...
|
Energy | 1.88% | 2.39% |
#12
1
Prev: #11
|
0.8 | -198 | -1.0% |
P
S
|
20,547 | $3,994,120 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.55% | 1.42% |
#13
Prev: #13
|
2.6 | 666 | 5.8% |
P
S
|
12,072 | $3,282,004 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.31% | 1.28% |
#14
Prev: #14
|
0.5 | -65 | -0.3% |
P
S
|
23,169 | $2,788,151 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.23% | 1.11% |
#15
Prev: #15
|
2.6 | 1,036 | 23.8% |
P
S
|
5,398 | $2,610,420 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 1.03% | 0.90% |
#16
Prev: #16
|
0.4 | -490 | -5.5% |
P
S
|
8,499 | $2,184,158 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.81% | 0.82% |
#17
2
Prev: #19
|
2.3 | 10 | 0.4% |
P
S
|
2,526 | $1,722,774 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.78% | 0.83% |
#18
Prev: #18
|
2.3 | 80 | 2.3% |
P
S
|
3,532 | $1,655,660 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IDMO
INVESCO EXCH TR...
|
Bond/Debt | 0.67% | 0.55% |
#19
1
Prev: #20
|
2.3 | 4,833 | 23.2% |
P
S
|
25,665 | $1,426,228 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PAYC
PAYCOM SOFTWARE...
|
Technology | 0.55% | 0.88% |
#20
3
Prev: #17
|
0.3 | -1,357 | -15.7% |
P
S
|
7,277 | $1,159,712 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.51% | 0.52% |
#21
1
Prev: #22
|
2.2 | 3 | 0.1% |
P
S
|
3,259 | $1,092,694 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HWM
HOWMET AEROSPAC...
|
Industrials | 0.48% | 0.47% |
#22
1
Prev: #23
|
2.2 | 137 | 2.8% |
P
S
|
5,017 | $1,028,585 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.45% | 0.52% |
#23
2
Prev: #21
|
0.2 | -15 | -1.0% |
P
S
|
1,441 | $950,928 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.44% | 0.28% |
#24
7
Prev: #31
|
2.3 | 603 | 25.6% |
P
S
|
2,957 | $927,917 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.44% | 0.38% |
#25
1
Prev: #24
|
2.2 | 108 | 4.0% |
P
S
|
2,834 | $927,597 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COP
CONOCOPHILLIPS
|
Energy | 0.00% | 0.36% |
Sold All 😨
(Was: #25) |
0.3 | -7,789 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.00% | 0.19% |
Sold All 😨
(Was: #39) |
0.3 | -672 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EOG
EOG RES INC
|
Energy | 0.00% | 0.18% |
Sold All 😨
(Was: #40) |
0.3 | -3,295 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBDQ
ISHARES TR
|
Bond/Debt | 0.00% | 0.17% |
Sold All 😨
(Was: #42) |
0.3 | -13,922 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DXCM
DEXCOM INC
|
Healthcare | 0.00% | 0.16% |
Sold All 😨
(Was: #45) |
0.3 | -4,815 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.00% | 0.15% |
Sold All 😨
(Was: #49) |
0.3 | -3,578 | -100.0% |
CLOSED
|
— | $— | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SDY
SPDR SERIES TRU...
|
ETF | 0.00% | 0.12% |
Sold All 😨
(Was: #56) |
0.3 | -1,680 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 65 holdings