AI Portfolio Summary
In 2026 Q1, Riverstone Advisors, LLC maintained a portfolio of 76 distinct positions. The most significant new addition to the portfolio was ISHARES TR, which now represents 0.31% of the total fund value. They heavily accumulated shares in BROADCOM INC, increasing their position by 2.8%. The fund also reduced its exposure to EXXON MOBIL CORP by 26.4%.
Total Positions
76
Quarter
2026 Q1
Top Holding
IVV (25.2%)
Top 10 Concentration
73.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 76
| 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 | 25.20% | 27.21% |
#1
Prev: #1
|
6.5 | -6,104 | -7.2% |
P
S
|
78,221 | $51,094,681 |
$347.96
+89.4%
|
2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | ||
|
GOOGL
ALPHABET INC
|
Communication Services | 10.86% | 12.01% |
#2
Prev: #2
|
6.0 | -4,907 | -6.0% |
P
S
|
76,560 | $22,015,621 |
$92.55
+219.6%
|
2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | ||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 8.16% | 9.16% |
#3
Prev: #3
|
4.8 | -4,803 | -5.7% |
P
S
|
79,461 | $16,549,307 |
$106.73
+96.5%
|
2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | ||
|
TOL
TOLL BROTHERS I...
|
Consumer Cyclical | 6.16% | 6.20% |
#4
Prev: #4
|
3.5 | -5,679 | -5.8% |
P
S
|
91,568 | $12,496,333 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
RTX
RTX CORPORATION
|
Industrials | 5.06% | 5.11% |
#5
1
Prev: #6
|
3.0 | -5,890 | -10.0% |
P
S
|
53,245 | $10,270,868 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 5.02% | 5.44% |
#6
1
Prev: #5
|
2.5 | -1,703 | -7.4% |
P
S
|
21,253 | $10,184,306 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
TSCO
TRACTOR SUPPLY ...
|
Consumer Cyclical | 3.58% | 4.13% |
#7
1
Prev: #8
|
1.9 | -14,695 | -8.4% |
P
S
|
160,456 | $7,268,676 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 3.34% | 4.23% |
#8
1
Prev: #7
|
1.8 | -3,474 | -8.9% |
P
S
|
35,715 | $6,771,638 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVGO
BROADCOM INC
|
Technology | 3.13% | 3.25% |
#9
Prev: #9
|
1.8 | 562 | 2.8% |
P
S
|
20,493 | $6,342,727 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.98% | 2.93% |
#10
Prev: #10
|
1.7 | 339 | 3.3% |
P
S
|
10,461 | $6,037,901 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
LNG
CHENIERE ENERGY...
|
Energy | 2.69% | 1.88% |
#11
1
Prev: #12
|
1.6 | -1,342 | -6.5% |
P
S
|
19,205 | $5,449,498 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.20% | 2.10% |
#12
1
Prev: #11
|
2.9 | 1,698 | 7.1% |
P
S
|
25,572 | $4,459,716 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AAPL
APPLE INC
|
Technology | 1.55% | 1.55% |
#13
Prev: #13
|
1.1 | 348 | 2.9% |
P
S
|
12,420 | $3,152,022 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 1.45% | 1.03% |
#14
2
Prev: #16
|
1.1 | 77 | 0.9% |
P
S
|
8,576 | $2,931,191 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.43% | 1.31% |
#15
1
Prev: #14
|
0.6 | -6,124 | -26.4% |
P
S
|
17,045 | $2,891,918 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IDMO
INVESCO EXCH TR...
|
Bond/Debt | 1.37% | 0.67% |
#16
3
Prev: #19
|
3.5 | 24,918 | 97.1% |
P
S
|
50,583 | $2,773,974 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.19% | 0.44% |
#17
7
Prev: #24
|
3.5 | 5,475 | 185.2% |
P
S
|
8,432 | $2,418,898 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.01% | 1.23% |
#18
3
Prev: #15
|
0.9 | 137 | 2.5% |
P
S
|
5,535 | $2,048,937 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.81% | 0.81% |
#19
2
Prev: #17
|
1.3 | no change | no change |
P
S
|
2,526 | $1,643,056 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.71% | 0.78% |
#20
2
Prev: #18
|
0.8 | 172 | 4.9% |
P
S
|
3,704 | $1,446,079 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
HWM
HOWMET AEROSPAC...
|
Industrials | 0.58% | 0.48% |
#21
1
Prev: #22
|
0.7 | 61 | 1.2% |
P
S
|
5,078 | $1,170,276 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.52% | 0.45% |
#22
1
Prev: #23
|
2.7 | 409 | 28.4% |
P
S
|
1,850 | $1,058,389 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.52% | 0.51% |
#23
2
Prev: #21
|
0.7 | 17 | 0.5% |
P
S
|
3,276 | $1,050,931 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.51% | 0.44% |
#24
1
Prev: #25
|
0.7 | 115 | 4.1% |
P
S
|
2,949 | $1,037,606 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.46% | 0.35% |
#25
3
Prev: #28
|
2.2 | 152 | 5.8% |
P
S
|
2,770 | $935,817 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MPWR
MONOLITHIC PWR ...
|
Technology | 0.42% | 0.29% |
#26
5
Prev: #31
|
2.2 | 110 | 16.3% |
P
S
|
783 | $856,093 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PAYC
PAYCOM SOFTWARE...
|
Technology | 0.41% | 0.55% |
#27
7
Prev: #20
|
0.7 | -396 | -5.4% |
P
S
|
6,881 | $836,362 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.41% | 0.36% |
#28
1
Prev: #27
|
1.2 | no change | no change |
P
S
|
1,923 | $827,448 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.40% | 0.38% |
#29
3
Prev: #26
|
2.2 | 244 | 9.8% |
P
S
|
2,734 | $804,223 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 0.38% | 0.22% |
#30
5
Prev: #35
|
2.7 | 297 | 27.2% |
P
S
|
1,387 | $761,491 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.36% | 0.29% |
#31
2
Prev: #29
|
0.6 | 31 | 4.4% |
P
S
|
741 | $738,355 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IWF
ISHARES TR
|
ETF | 0.32% | 0.10% |
#32
25
Prev: #57
|
3.1 | 1,090 | 247.2% |
P
S
|
1,531 | $652,888 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 0.31% | 0.27% |
#33
1
Prev: #32
|
2.1 | 54 | 8.2% |
P
S
|
711 | $636,465 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ICSH
ISHARES TR
|
ETF | 0.31% | — |
#34
Prev: #—
|
3.6 | 12,240 | no change |
NEW
|
12,240 | $619,579 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PULS
PGIM ETF TR
|
ETF | 0.29% | — |
#35
Prev: #—
|
3.6 | 11,902 | no change |
NEW
|
11,902 | $589,166 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IBDR
ISHARES TR
|
Bond/Debt | 0.28% | 0.22% |
#36
3
Prev: #33
|
2.1 | 3,586 | 18.4% |
P
S
|
23,107 | $560,106 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.23% | 0.17% |
#37
5
Prev: #42
|
2.1 | 586 | 18.3% |
P
S
|
3,789 | $470,897 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SHOP
SHOPIFY INC
|
Technology | 0.22% | 0.29% |
#38
8
Prev: #30
|
1.1 | no change | no change |
P
S
|
3,795 | $450,163 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.21% | 0.18% |
#39
Prev: #39
|
2.1 | 493 | 9.9% |
P
S
|
5,487 | $425,757 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.21% | 0.18% |
#40
Prev: #40
|
2.1 | 183 | 7.7% |
P
S
|
2,552 | $421,948 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.21% | 0.12% |
#41
8
Prev: #49
|
2.6 | 93 | 24.2% |
P
S
|
478 | $417,264 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.20% | 0.21% |
#42
6
Prev: #36
|
2.1 | 82 | 10.3% |
P
S
|
881 | $406,132 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IWD
ISHARES TR
|
ETF | 0.20% | — |
#43
Prev: #—
|
3.6 | 1,883 | no change |
NEW
|
1,883 | $402,375 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.20% | 0.20% |
#44
6
Prev: #38
|
0.6 | -12 | -1.0% |
P
S
|
1,214 | $399,144 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.19% | 0.18% |
#45
4
Prev: #41
|
2.1 | 111 | 6.7% |
P
S
|
1,772 | $385,494 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
FSLR
FIRST SOLAR INC
|
Technology | 0.18% | 0.22% |
#46
12
Prev: #34
|
1.1 | no change | no change |
P
S
|
1,807 | $356,449 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.17% | 0.21% |
#47
10
Prev: #37
|
0.6 | 104 | 4.5% |
P
S
|
2,412 | $354,829 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.17% | — |
#48
Prev: #—
|
3.6 | 944 | no change |
NEW
|
944 | $350,932 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IVW
ISHARES TR
|
Warrant | 0.17% | — |
#49
Prev: #—
|
3.6 | 2,965 | no change |
NEW
|
2,965 | $335,342 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
V
VISA INC
|
Financial Services | 0.16% | 0.15% |
#50
6
Prev: #44
|
2.1 | 164 | 18.4% |
P
S
|
1,053 | $318,259 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 |
Showing 1-50 of 76 holdings