Riverstone Advisors, LLC

data from 30/09/2025

Capitalization

$ 203.909 M 10.24 %

Average holding period

12 ans

Performance

$ 123.700 M 104.60 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Riverstone Advisors, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IVV ISHARES TR 27.67% 56.422 M $ 84300 2018/12/31 4.065 M $ 7.80 %
2025/09/30 GOOGL ALPHABET INC 10.57% 21.543 M $ 88619 2018/12/31 5.965 M $ 37.94 %
2025/09/30 AMZN AMAZON COM INC 9.03% 18.410 M $ 83847 2018/12/31 15.082 K $ 0.08 %
2025/09/30 TOL TOLL BROTHERS INC 6.73% 13.720 M $ 99323 2020/06/30 2.348 M $ 21.04 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 5.60% 11.410 M $ 22695 2018/12/31 381.977 K $ 3.49 %
2025/09/30 TSCO TRACTOR SUPPLY CO 4.92% 10.029 M $ 176347 2018/12/31 734.100 K $ 7.77 %
2025/09/30 RTX RTX CORPORATION 4.77% 9.732 M $ 58161 2020/06/30 1.218 M $ 14.59 %
2025/09/30 DHR DANAHER CORPORATION 3.82% 7.799 M $ 39335 2018/12/31 29.561 K $ 0.36 %
2025/09/30 AVGO BROADCOM INC 3.11% 6.345 M $ 19234 2023/12/31 1.035 M $ 19.68 %
2025/09/30 QQQ INVESCO QQQ TR 2.93% 5.970 M $ 9943 2023/12/31 482.427 K $ 8.83 %
2025/09/30 LNG CHENIERE ENERGY INC 2.39% 4.875 M $ 20745 2022/06/30 -155.615 K $ -3.51 %
2025/09/30 NVDA NVIDIA CORPORATION 1.65% 3.370 M $ 18064 2023/03/31 466.417 K $ 18.10 %
2025/09/30 AAPL APPLE INC 1.42% 2.904 M $ 11406 2018/12/31 640.259 K $ 24.11 %
2025/09/30 XOM EXXON MOBIL CORP 1.28% 2.620 M $ 23234 2018/12/31 129.492 K $ 4.59 %
2025/09/30 MSFT MICROSOFT CORP 1.11% 2.259 M $ 4362 2021/12/31 88.157 K $ 4.13 %
2025/09/30 AMAT APPLIED MATLS INC 0.90% 1.840 M $ 8989 2018/12/31 194.791 K $ 11.84 %
2025/09/30 PAYC PAYCOM SOFTWARE INC 0.88% 1.797 M $ 8634 2018/12/31 -228.482 K $ -10.05 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.83% 1.693 M $ 3452 2025/03/31 -67.201 K $ -3.72 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.82% 1.676 M $ 2516 2018/12/31 138.078 K $ 7.82 %
2025/09/30 IDMO INVESCO EXCH TRADED FD TR II 0.55% 1.125 M $ 20832 2025/06/30 25.979 K $ 5.37 %
2025/09/30 META META PLATFORMS INC 0.52% 1.069 M $ 1456 2023/12/31 -3.606 K $ -0.50 %
2025/09/30 VTI VANGUARD INDEX FDS 0.52% 1.069 M $ 3256 2020/03/31 68.478 K $ 7.97 %
2025/09/30 HWM HOWMET AEROSPACE INC 0.47% 957.602 K $ 4880 2024/12/31 48.984 K $ 5.43 %
2025/09/30 AMGN AMGEN INC 0.38% 769.277 K $ 2726 2018/12/31 8.150 K $ 1.07 %
2025/09/30 COP CONOCOPHILLIPS 0.36% 736.762 K $ 7789 2022/03/31 65.513 K $ 5.40 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.33% 677.561 K $ 732 2023/12/31 -46.689 K $ -6.50 %
2025/09/30 ORCL ORACLE CORP 0.33% 664.219 K $ 2362 2023/03/31 145.818 K $ 28.64 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.32% 647.703 K $ 2053 2023/06/30 50.555 K $ 8.80 %
2025/09/30 GLD SPDR GOLD TR 0.31% 624.205 K $ 1756 2025/03/31 88.923 K $ 16.61 %
2025/09/30 MPWR MONOLITHIC PWR SYS INC 0.30% 614.988 K $ 668 2025/03/31 113.177 K $ 25.88 %
2025/09/30 GOOG ALPHABET INC 0.28% 573.317 K $ 2354 2023/12/31 155.740 K $ 37.30 %
2025/09/30 SHOP SHOPIFY INC 0.27% 556.396 K $ 3744 2025/03/31 124.525 K $ 28.83 %
2025/09/30 NOW SERVICENOW INC 0.24% 489.589 K $ 532 2024/12/31 -51.959 K $ -10.49 %
2025/09/30 IBDR ISHARES TR 0.23% 471.516 K $ 19404 2025/09/30 0.000 $ 0.00 %
2025/09/30 HD HOME DEPOT INC 0.22% 438.538 K $ 1082 2020/06/30 41.711 K $ 10.51 %
2025/09/30 PWR QUANTA SVCS INC 0.21% 423.537 K $ 1022 2023/06/30 37.139 K $ 9.61 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.20% 407.926 K $ 2438 2023/12/31 107.442 K $ 35.76 %
2025/09/30 FSLR FIRST SOLAR INC 0.20% 398.498 K $ 1807 2022/09/30 99.366 K $ 33.22 %
2025/09/30 MA MASTERCARD INCORPORATED 0.19% 382.240 K $ 672 2025/06/30 5.070 K $ 1.22 %
2025/09/30 EOG EOG RES INC 0.18% 369.435 K $ 3295 2022/06/30 -46.685 K $ -6.26 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.17% 351.461 K $ 5241 2018/12/31 -44.387 K $ -9.77 %
2025/09/30 IBDQ ISHARES TR 0.17% 350.696 K $ 13922 2025/09/30 0.000 $ 0.00 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.17% 340.620 K $ 2100 2024/06/30 -41.853 K $ -10.94 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.16% 326.478 K $ 730 2023/03/31 -70.211 K $ -17.70 %
2025/09/30 DXCM DEXCOM INC 0.16% 324.001 K $ 4815 2020/06/30 -163.880 K $ -22.91 %
2025/09/30 ABBV ABBVIE INC 0.15% 313.938 K $ 1356 2023/12/31 62.129 K $ 24.73 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 0.15% 305.060 K $ 9560 2023/12/31 25.811 K $ 9.24 %
2025/09/30 MAIN MAIN STR CAP CORP 0.15% 302.561 K $ 4758 2023/03/31 21.363 K $ 7.60 %
2025/09/30 MRK MERCK & CO INC 0.15% 300.302 K $ 3578 2022/03/31 18.932 K $ 6.03 %
2025/09/30 JGRO J P MORGAN EXCHANGE TRADED F 0.15% 299.813 K $ 3198 2025/06/30 24.560 K $ 8.92 %
2025/09/30 VOO VANGUARD INDEX FDS 0.14% 281.695 K $ 460 2024/06/30 20.401 K $ 7.81 %
2025/09/30 CSCO CISCO SYS INC 0.13% 271.037 K $ 3961 2024/09/30 -3.796 K $ -1.38 %
2025/09/30 WMT WALMART INC 0.13% 264.040 K $ 2562 2024/09/30 13.527 K $ 5.40 %
2025/09/30 PH PARKER-HANNIFIN CORP 0.13% 256.611 K $ 338 2024/03/31 20.171 K $ 8.54 %
2025/09/30 ABT ABBOTT LABS 0.12% 254.084 K $ 1897 2022/03/31 -3.926 K $ -1.52 %
2025/09/30 SDY SPDR SERIES TRUST 0.12% 235.284 K $ 1680 2022/06/30 7.257 K $ 3.18 %
2025/09/30 V VISA INC 0.12% 234.869 K $ 688 2024/12/31 -9.404 K $ -3.85 %
2025/09/30 GE GE AEROSPACE 0.11% 233.001 K $ 775 2025/09/30 0.000 $ 0.00 %
2025/09/30 IBDS ISHARES TR 0.11% 225.625 K $ 9270 2025/09/30 0.000 $ 0.00 %
2025/09/30 AME AMETEK INC 0.11% 225.600 K $ 1200 2024/03/31 8.447 K $ 3.89 %
2025/09/30 GEV GE VERNOVA INC 0.10% 213.378 K $ 347 2025/09/30 0.000 $ 0.00 %
2025/09/30 NEA NUVEEN AMT FREE QLTY MUN INC 0.06% 117.234 K $ 10293 2025/06/30 4.741 K $ 4.30 %
2025/09/30 LLY ELI LILLY & CO 0.00% 0.000 $ 0 2020/06/30 0.000 $ 0.00 %
2025/09/30 FLDR FIDELITY MERRIMACK STR TR 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %