Fund Universe

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☆Riverstone Advisors, LLC

CIK 0001763404 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.637
AUM ($M)
241
Positions
85
Turnover
0.07
Top-10 wt
71%
Herfindahl
0.095
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 88 positions · portfolio value $241M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES TR ADD — 24.7% -0.5% 59.6 79,539 +1,318 5 —
☆GOOGL funds › ALPHABET INC ADD — 11.4% +0.6% 27.6 77,140 +580 5 —
☆AMZN funds › AMAZON COM INC ADD — 8.0% -0.2% 19.2 80,728 +1,267 5 —
☆TOL funds › TOLL BROTHERS INC TRIM — 6.2% +0.1% 15.0 90,966 -602 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 4.4% -0.6% 10.7 21,426 +173 5 —
☆RTX funds › RTX CORPORATION ADD — 4.2% -0.9% 10.1 53,453 +208 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 3.3% +0.3% 8.0 10,873 +412 5 —
☆AVGO funds › BROADCOM INC ADD — 3.3% +0.2% 8.0 21,116 +623 5 —
☆DHR funds › DANAHER CORP DEL TRIM — 2.8% -0.5% 6.8 35,656 -59 5 —
☆AMAT funds › APPLIED MATLS INC ADD — 2.6% +1.2% 6.3 8,753 +177 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 2.4% +0.2% 5.9 29,402 +3,830 5 —
☆TSCO funds › TRACTOR SUPPLY CO TRIM — 2.1% -1.5% 5.0 157,052 -3,404 5 —
☆LNG funds › CHENIERE ENERGY INC TRIM — 1.9% -0.8% 4.6 19,124 -81 5 —
☆IDMO funds › INVESCO EXCH TRADED FD TR II ADD — 1.7% +0.3% 4.1 68,484 +17,901 5 —
☆AAPL funds › APPLE INC ADD — 1.7% +0.1% 4.1 14,100 +1,680 5 —
☆GOOG funds › ALPHABET INC ADD — 1.3% +0.1% 3.1 8,720 +288 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC ADD — 1.2% +0.5% 2.9 3,765 +61 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 1.1% +0.7% 2.7 2,350 -420 5 —
☆MSFT funds › MICROSOFT CORP ADD — 1.0% -0.0% 2.4 6,441 +906 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.8% -0.7% 1.8 13,421 -3,624 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.8% -0.1% 1.8 2,452 -74 5 —
☆HWM funds › HOWMET AEROSPACE INC ADD — 0.6% +0.1% 1.5 5,741 +663 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.5% -0.0% 1.2 3,224 -52 5 —
☆MPWR funds › MONOLITHIC PWR SYS INC ADD — 0.5% +0.0% 1.1 819 +36 5 —
☆AMGN funds › AMGEN INC ADD — 0.5% -0.1% 1.1 3,070 +121 5 —
☆PWR funds › QUANTA SVCS INC ADD — 0.5% +0.1% 1.1 1,532 +145 5 —
☆INTC funds › INTEL CORP ADD — 0.4% +0.3% 1.1 7,578 +1,118 2 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.4% +0.0% 1.0 3,100 +366 5 —
☆META funds › META PLATFORMS INC TRIM — 0.4% -0.1% 0.9 1,657 -193 5 —
☆ICSH funds › ISHARES TR ADD — 0.4% +0.1% 0.9 16,974 +4,734 2 —
☆PAYC funds › PAYCOM SOFTWARE INC TRIM — 0.4% -0.1% 0.9 6,794 -87 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II NEW — 0.3% +0.3% 0.8 2,782 +2,782 1 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.3% -0.0% 0.8 829 +88 5 —
☆IWF funds › ISHARES TR ADD — 0.3% -0.0% 0.8 6,125 +4,594 3 —
☆GLD funds › SPDR GOLD TR HOLD — 0.3% -0.1% 0.7 1,923 +0 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.3% +0.1% 0.7 5,560 +73 5 —
☆PH funds › PARKER-HANNIFIN CORP TRIM — 0.2% -0.1% 0.6 599 -112 5 —
☆GE funds › GE AEROSPACE ADD — 0.2% +0.1% 0.6 1,489 +397 4 —
☆TSLA funds › TESLA INC ADD — 0.2% +0.1% 0.6 1,318 +374 2 —
☆PULS funds › PGIM ETF TR TRIM — 0.2% -0.1% 0.6 11,166 -736 2 —
☆ABBV funds › ABBVIE INC ADD — 0.2% +0.0% 0.5 2,094 +322 5 —
☆HD funds › HOME DEPOT INC ADD — 0.2% +0.0% 0.5 1,447 +233 5 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.2% +0.0% 0.5 2,793 +241 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.2% +0.2% 0.5 867 +867 1 —
☆JAAA funds › JANUS DETROIT STR TR NEW — 0.2% +0.2% 0.5 9,948 +9,948 1 —
☆LLY funds › ELI LILLY & CO ADD — 0.2% +0.1% 0.5 404 +114 2 —
☆V funds › VISA INC ADD — 0.2% +0.0% 0.5 1,373 +320 5 —
☆WMT funds › WALMART INC ADD — 0.2% -0.0% 0.5 4,153 +364 5 —
☆IWD funds › ISHARES TR ADD — 0.2% -0.0% 0.5 1,884 +1 2 —
☆APH funds › AMPHENOL CORP ADD — 0.2% +0.1% 0.4 2,441 +383 2 —
☆FSLR funds › FIRST SOLAR INC HOLD — 0.2% +0.0% 0.4 1,807 +0 5 —
☆GEV funds › GE VERNOVA INC TRIM — 0.2% -0.0% 0.4 353 -125 4 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.2% +0.0% 0.4 1,007 +124 3 —
☆ORCL funds › ORACLE CORP ADD — 0.2% -0.0% 0.4 2,640 +228 5 —
☆AME funds › AMETEK INC ADD — 0.1% +0.0% 0.3 1,420 +220 5 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.1% -0.1% 0.3 855 -26 5 —
☆IBDR funds › ISHARES TR TRIM — 0.1% -0.1% 0.3 13,832 -9,275 4 —
☆CAT funds › CATERPILLAR INC ADD — 0.1% +0.0% 0.3 314 +22 2 —
☆SCHG funds › SCHWAB STRATEGIC TR HOLD — 0.1% -0.0% 0.3 9,664 +0 5 —
☆VOO funds › VANGUARD INDEX FDS HOLD — 0.1% -0.0% 0.3 460 +0 5 —
☆MRK funds › MERCK & CO INC ADD — 0.1% -0.0% 0.3 2,394 +155 2 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.1% -0.0% 0.3 1,210 +93 2 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.1% +0.0% 0.3 2,040 +613 2 —
☆MRVL funds › MARVELL TECHNOLOGY INC NEW — 0.1% +0.1% 0.3 1,000 +1,000 1 —
☆GLW funds › CORNING INC NEW — 0.1% +0.1% 0.3 1,120 +1,120 1 —
☆FTI funds › TECHNIPFMC PLC TRIM — 0.1% -0.0% 0.3 4,229 -101 2 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.1% -0.0% 0.3 1,145 -43 2 —
☆ANET funds › ARISTA NETWORKS INC NEW — 0.1% +0.1% 0.3 1,562 +1,562 1 —
☆SHOP funds › SHOPIFY INC TRIM — 0.1% -0.1% 0.3 2,295 -1,500 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 0.3 5,149 +17 2 —
☆A funds › AGILENT TECHNOLOGIES INC NEW — 0.1% +0.1% 0.3 1,959 +1,959 1 —
☆LRCX funds › LAM RESEARCH CORP NEW — 0.1% +0.1% 0.3 596 +596 1 —
☆IEFA funds › ISHARES TR ADD — 0.1% -0.0% 0.2 2,586 +21 2 —
☆CIEN funds › CIENA CORP NEW — 0.1% +0.1% 0.2 496 +496 1 —
☆JGRO funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.1% -0.0% 0.2 2,388 +0 5 —
☆MAIN funds › MAIN STR CAP CORP HOLD — 0.1% -0.0% 0.2 4,408 +0 5 —
☆DIS funds › DISNEY WALT CO NEW — 0.1% +0.1% 0.2 2,356 +2,356 1 —
☆MA funds › MASTERCARD INCORPORATED NEW — 0.1% +0.1% 0.2 434 +434 1 —
☆IUSV funds › ISHARES TR HOLD — 0.1% -0.0% 0.2 1,993 +0 2 —
☆IWV funds › ISHARES TR NEW — 0.1% +0.1% 0.2 514 +514 1 —
☆IBDS funds › ISHARES TR TRIM — 0.1% -0.0% 0.2 8,973 -369 4 —
☆IQV funds › IQVIA HLDGS INC TRIM — 0.1% -0.0% 0.2 1,109 -265 3 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS NEW — 0.1% +0.1% 0.2 755 +755 1 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY NEW — 0.1% +0.1% 0.2 538 +538 1 —
☆NEA funds › NUVEEN AMT FREE QLTY MUN INC ADD — 0.1% -0.0% 0.1 10,852 +192 5 —
☆IVE funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -1,202 0 —
☆NOW funds › SERVICENOW INC EXIT — 0.0% -0.1% 0.0 0 -2,171 0 —
☆IVW funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -2,965 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 241 85 0.07 71% 0.095 0.636 — in
2026Q1 203 74 0.07 73% 0.098 0.643 — in
2025Q4 212 58 0.05 80% 0.114 0.708 — in
2025Q3 204 62 0.05 79% 0.113 0.695 — in
2025Q2 185 59 0.06 78% 0.114 0.687 — entered
2025Q1 166 57 0.00 78% 0.102 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status