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RA

Riverstone Advisors Portfolio holdings

AUM $241M
1-Year Est. Return 38.63%
This Fund
S&P 500
This Quarter Est. Return
+5.81%
1 Year Est. Return
+38.63%
3 Year Est. Return
+104.45%
5 Year Est. Return
+108%
10 Year Est. Return
–
AUM
$212M
AUM Growth
+$8.33M
Cap. Flow
-$1.07M
Cap. Flow %
-0.5%
Top 10 Hldgs %
79.67%
Holding
65
New
3
Increased
36
Reduced
16
Closed
7

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.08M
2
MSFT icon
Microsoft
MSFT
+$519K
3
IQV icon
IQVIA
IQV
+$267K
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$263K
5
PH icon
Parker-Hannifin
PH
+$261K

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.04M
2
COP icon
ConocoPhillips
COP
+$737K
3
MA icon
Mastercard
MA
+$382K
4
EOG icon
EOG Resources
EOG
+$369K
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$351K

Sector Composition

Rank Sector Weight
1 Miscellaneous 33.39%
2 Consumer Discretionary 19.69%
3 Communication Services 12.9%
4 Technology 12.25%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
26
JPMorgan Chase
JPM
$931B
$802K 0.38%
2,490
+437
+21% +$135K
GLD icon
27
SPDR Gold Trust
GLD
$145B
$762K 0.36%
1,923
+167
+10% +$63.8K
MU icon
28
Micron Technology
MU
$1.04T
$747K 0.35%
2,618
+180
+7% +$41.3K
COST icon
29
Costco
COST
$408B
$612K 0.29%
710
-22
-3% -$19.9K
SHOP icon
30
Shopify
SHOP
$172B
$611K 0.29%
3,795
+51
+1% +$8.19K
MPWR icon
31
Monolithic Power Systems
MPWR
$56.2B
$610K 0.29%
673
+5
+0.7% +$4.81K
PH icon
32
Parker-Hannifin
PH
$117B
$577K 0.27%
657
+319
+94% +$261K
IBDR icon
33
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.25B
$473K 0.22%
19,521
+117
+0.6% +$2.84K
FSLR icon
34
First Solar
FSLR
$22.3B
$472K 0.22%
1,807
– –
PWR icon
35
Quanta Services
PWR
$93.5B
$460K 0.22%
1,090
+68
+7% +$29.9K
ISRG icon
36
Intuitive Surgical
ISRG
$134B
$453K 0.21%
799
+69
+9% +$36.7K
ORCL icon
37
Oracle
ORCL
$417B
$450K 0.21%
2,308
-54
-2% -$12.9K
HD icon
38
Home Depot
HD
$310B
$422K 0.2%
1,226
+144
+13% +$52.7K
CSCO icon
39
Cisco
CSCO
$434B
$385K 0.18%
4,994
+1,033
+26% +$76.6K
PM icon
40
Philip Morris
PM
$304B
$380K 0.18%
2,369
+269
+13% +$41.7K
ABBV icon
41
AbbVie
ABBV
$463B
$380K 0.18%
1,661
+305
+22% +$69.5K
WMT icon
42
Walmart Inc
WMT
$865B
$357K 0.17%
3,203
+641
+25% +$68.8K
SCHG icon
43
Schwab US Large-Cap Growth ETF
SCHG
$62.5B
$315K 0.15%
9,664
+104
+1% +$3.38K
V icon
44
Visa
V
$701B
$312K 0.15%
889
+201
+29% +$68.5K
GE icon
45
GE Aerospace
GE
$329B
$303K 0.14%
983
+208
+27% +$62.6K
VOO icon
46
Vanguard S&P 500 ETF
VOO
$1.04T
$288K 0.14%
460
– –
IQV icon
47
IQVIA
IQV
$43.7B
$276K 0.13%
+1,225
New +$267K
NOW icon
48
ServiceNow
NOW
$147B
$259K 0.12%
1,690
-970
-36% -$166K
GEV icon
49
GE Vernova
GEV
$233B
$252K 0.12%
385
+38
+11% +$23.1K
PYPL icon
50
PayPal
PYPL
$46.2B
$252K 0.12%
4,308
-933
-18% -$60.6K
1
2
3

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Riverstone Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Riverstone Advisors held 65 positions worth $212M, up 4.1% from $204M the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Riverstone Advisors's Q4 2025 filing shows 3 new, 36 increased, 16 reduced and 7 closed positions. Its largest new stake was IQVIA: 1,225 shares worth $276K. The largest sale was Alphabet (Google) Class A, an estimated $2.04M.

By sector, the portfolio is most concentrated in Miscellaneous at 33% of assets, down from 34% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Riverstone Advisors's largest Q4 2025 buy was IQVIA: 1,225 shares worth $276K.
  • Riverstone Advisors added most to NVIDIA in Q4 2025, an estimated $1.08M increase.
  • Riverstone Advisors's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $2.04M.
  • Riverstone Advisors fully exited ConocoPhillips in Q4 2025, selling an estimated $737K.
  • Riverstone Advisors's ten largest holdings make up 80% of its $212M portfolio in Q4 2025.
  • Riverstone Advisors opened 3 new positions and closed 7 in Q4 2025.
  • Riverstone Advisors's portfolio value rose 4.1% quarter-over-quarter to $212M.

Based on Riverstone Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.