Arkolith/Funds/Riverstone Advisors, LLC

Riverstone Advisors, LLC

CIK 1763404
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Riverstone Advisors, LLC holds a focused book of 85 reported positions worth $241.1M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Invesco Nasdaq 100 ETF and trimmed Toll Brothers Inc. Their largest long position is Ishares Core S&P 500 ETF at 25% of the reported non-option book. Cloning the disclosed picks since 2025 would be +12% (+14.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+12.3%
+14.8%/yr · since Nov '25
Their reported book
+11.9%
held from quarter-end
S&P 500
+14.8%
same window
$9K$10K$11K$11K$12KNov '25Jan '26Mar '26May '26Jul '26Sep '26
Riverstone Advisors, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Riverstone Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
55%
Top 10 holdings
71%
Top 20 holdings
86%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

66% mapped to company sectors

ETFs / funds
34%
Information Technology
29%
Industrials
12%
Consumer Discretionary
11%
Financials
5%
Health Care
4%
Utilities
2%
Materials
1%

+4 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Riverstone Advisors, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Swiss Re Ltd51 / 80$1.1B
Hoffman, Alan N Investment Management9 / 80$161.9M
Prospect Hill Management, LLC9 / 80$244.6M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Trans-Canada Capital Inc.9 / 80$1.6B
9823 Capital, L.P.11 / 80$130.9M
Draper Asset Management, LLC9 / 80$174.6M

Ranked by the share of each fund's own book sitting in the names it shares with Riverstone Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

85 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$59.6M79.5K
24.7%
+1.7%
Added · +1K sh
2Alphabet Inc
CAP STK CL A
$27.6M77.1K
11.4%
+0.8%
Added · +580 sh
3Amazon Com Inc
COM
$19.2M80.7K
8.0%
+1.6%
Added · +1K sh
4Toll Brothers Inc
COM
$15.0M91.0K
6.2%
−0.7%
Reduced · −602 sh
5Berkshire Hathaway Inc Del
CL B NEW
$10.7M21.4K
4.4%
+0.8%
Added · +173 sh
6RTX Corporation
COM
$10.1M53.5K
4.2%
+0.4%
Added · +208 sh
7Invesco QQQ TR
UNIT SER 1
$8.0M10.9K
3.3%
+3.9%
Added · +412 sh
8Broadcom Inc
COM
$8.0M21.1K
3.3%
+3.0%
Added · +623 sh
9Danaher Corp Del
COM
$6.8M35.7K
2.8%
−0.2%
Reduced · −59 sh
10Applied Matls Inc
COM
$6.3M8.8K
2.6%
+2.1%
Added · +177 sh
11Nvidia Corporation
COM
$5.9M29.4K
2.4%
+15%
Added · +4K sh
12Tractor Supply Co
COM
$5.0M157.1K
2.1%
−2.1%
Reduced · −3K sh
13Cheniere Energy Inc
COM NEW
$4.6M19.1K
1.9%
−0.4%
Reduced · −81 sh
14Invesco Exch Traded FD TR II
S&P INTL MOMNT
$4.1M68.5K
1.7%
+35%
Added · +18K sh
15Apple Inc
COM
$4.1M14.1K
1.7%
+14%
Added · +2K sh
16Alphabet Inc
CAP STK CL C
$3.1M8.7K
1.3%
+3.4%
Added · +288 sh
17Crowdstrike Hldgs Inc
CL A
$2.9M3.8K
1.2%
+1.6%
Added · +61 sh
18Micron Technology Inc
COM
$2.7M2.4K
1.1%
−15%
Reduced · −420 sh
19Microsoft Corp
COM
$2.4M6.4K
1.0%
+16%
Added · +906 sh
20Exxon Mobil Corp
COM
$1.8M13.4K
0.8%
−21%
Reduced · −4K sh
21State STR SPDR S&P 500 ETF T
TR UNIT
$1.8M2.5K
0.8%
−2.9%
Reduced · −74 sh
22Howmet Aerospace Inc
COM
$1.5M5.7K
0.6%
+13%
Added · +663 sh
23Vanguard Index FDS
TOTAL STK MKT
$1.2M3.2K
0.5%
−1.6%
Reduced · −52 sh
24Monolithic PWR Sys Inc
COM
$1.1M819
0.5%
+4.6%
Added · +36 sh
25Amgen Inc
COM
$1.1M3.1K
0.5%
+4.1%
Added · +121 sh
26Quanta Svcs Inc
COM
$1.1M1.5K
0.5%
+10%
Added · +145 sh
27Intel Corp
COM
$1.1M7.6K
0.4%
+17%
Added · +1K sh
28JPMorgan Chase & Co
COM
$1.0M3.1K
0.4%
+13%
Added · +366 sh
29Meta Platforms Inc
CL A
$934K1.7K
0.4%
−10%
Reduced · −193 sh
30Ishares TR
ULTRA SHORT DUR
$859K17.0K
0.4%
+39%
Added · +5K sh
31Paycom Software Inc
COM
$854K6.8K
0.4%
−1.3%
Reduced · −87 sh
32Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$843K2.8K
0.3%
New
New position
33Costco Wholesale Corporation
COM
$775K829
0.3%
+12%
Added · +88 sh
34Ishares TR
RUS 1000 GRW ETF
$761K6.1K
0.3%
+300%
Added · +5K sh
35SPDR Gold TR
GOLD SHS
$708K1.9K
0.3%
Held
36Cisco Sys Inc
COM
$653K5.6K
0.3%
+1.3%
Added · +73 sh
37Parker-Hannifin Corp
COM
$586K599
0.2%
−16%
Reduced · −112 sh
38Ge Aerospace
COM NEW
$556K1.5K
0.2%
+36%
Added · +397 sh
39Tesla Inc
COM
$554K1.3K
0.2%
+40%
Added · +374 sh
40Pgim ETF TR
PGIM ULTRA SH BD
$553K11.2K
0.2%
−6.2%
Reduced · −736 sh
41Abbvie Inc
COM
$527K2.1K
0.2%
+18%
Added · +322 sh
42Home Depot Inc
COM
$510K1.4K
0.2%
+19%
Added · +233 sh
43Philip Morris Intl Inc
COM
$505K2.8K
0.2%
+9.4%
Added · +241 sh
44Advanced Micro Devices Inc
COM
$504K867
0.2%
New
New position
45Janus Detroit STR TR
HENDRSON AAA CL
$502K9.9K
0.2%
New
New position
46Eli Lilly & Co
COM
$485K404
0.2%
+39%
Added · +114 sh
47Visa Inc
COM CL A
$471K1.4K
0.2%
+30%
Added · +320 sh
48Walmart Inc
COM
$470K4.2K
0.2%
+9.6%
Added · +364 sh
49Ishares TR
RUS 1000 VAL ETF
$457K1.9K
0.2%
+0.1%
Added · +1 sh
50Amphenol Corp
CL A
$430K2.4K
0.2%
+19%
Added · +383 sh
Showing 50 of 85 positions
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Filing history

As-of date vs the date the SEC received each filing

$241.1M · Q2 2026Q3 2025 · $203.9MQ2 2026 · $241.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202637d85$241.1M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202621d74$202.8M13F-HR
Q4 2025Dec 31, 2025Feb 2, 202633d58$212.2M13F-HR
Q3 2025Sep 30, 2025Nov 7, 202538d62$203.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.