Americana Partners, LLC
Sector Allocation
- Technology26.9%$1.2B
- Other25.6%$1.1B
- Energy11.3%$502.6M
- Healthcare8.7%$387.1M
- Industrials8.1%$357.3M
- Financials7.4%$327.7M
- Consumer Discretionary4.0%$177.2M
- Consumer Staples3.8%$169.8M
- Materials2.0%$89.5M
- Communication Services1.1%$46.8M
AUM History
13fpro.ai/research/fund/americana-partners-llc-1797678
Conviction and streaks
Stable · top 10 = 26.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$197.5MMSFT
$196.9M- INNOVATOR$133.9M
NVDA
$99.3MAVGO
$98.1MEPD
$89.1MGOOGL
$88.6MAMZN
$88.4M- ISHARES$86.6M
- ISHARES$85.2M
- ISHARES$81.6M
JPM
$78.3METN
$73.9M- BLACKROCK$70.6M
ET
$67.9MABBV
$67.3MWMT
$63.4M- ISHARES$59.9M
JNJ
$55.9MLLY
$55.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/americana-partners-llc-1797678
Americana Partners, LLC 13F holdings — Q2 2026
$4.4B portfolio (+15.3% QoQ) · 596 holdings · Q2 2026 13F · top 10 are 26% of the stock portfolio
$197.5M
4.5% of stocks
+11%This quarter+10.6%Since filed10+ qtrsHeld$196.9M
4.4% of stocks
+2%This quarter+9.3%Since filed10+ qtrsHeld- 3
INNOVATOR ETFS TRUST - QUITY MANAGD FLR
$133.9M
3.0% of stocks
+40%This quarter—Since filed—HeldAIQuality—Est. buy— $99.3M
2.2% of stocks
+8%This quarter-1.5%Since filed10+ qtrsHeld$98.1M
2.2% of stocks
+13%This quarter-21.3%Since filed10+ qtrsHeld$89.1M
2.0% of stocks
+6%This quarter-1.9%Since filed10+ qtrsHeldAIQuality57.8#1,064Est. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row$88.6M
2.0% of stocks
+10%This quarter-12.8%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 9 qtrs in a row$88.4M
2.0% of stocks
+7%This quarter-8.6%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 9 qtrs in a row- 9
ISHARES TR - RUS 1000 GRW ETF
$86.6M
1.9% of stocks
+297%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - TRUST ISHARE 0-1
$85.2M
1.9% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — Americana Partners, LLC (Q2 2026)
596 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - 1 3 YR TREAS BDetf/fund | — | $81.6M | 1.8% | 994K | +4% | — | — | 13F |
| 12 | JPMORGAN CHASE & CO | Financials | $78.3M | 1.8% | 239K | +7% | 10+ qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Eaton Corp plc | Industrials | $73.9M | 1.7% | 173K | +9% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETFetf/fund | — | $70.6M | 1.6% | 1.35M | +4% | — | — | 13F |
| 15 | Energy Transfer LP | Energy | $67.9M | 1.5% | 3.55M | +10% | 10+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AbbVie Inc. | Healthcare | $67.3M | 1.5% | 267K | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Walmart Inc. | Consumer Staples | $63.4M | 1.4% | 559K | +9% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES U S ETF TR - SHOR DURA BD ETFetf/fund | — | $59.9M | 1.4% | 1.18M | +4% | — | — | 13F |
| 19 | JOHNSON & JOHNSON | Healthcare | $55.9M | 1.3% | 220K | +3% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ELI LILLY & Co | Healthcare | $55.8M | 1.3% | 46K | +14% | 10+ qtrsAdded 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CHEVRON CORP | Energy | $52.3M | 1.2% | 315K | +13% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - RUS 1000 VAL ETFetf/fund | — | $51.8M | 1.2% | 214K | -0.1% | — | — | 13F |
| 23 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $50.8M | 1.1% | 74K | +2% | — | — | 13F |
| 24 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $50.0M | 1.1% | 178K | -0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CATERPILLAR INC | Industrials | $49.2M | 1.1% | 46K | +2% | 10+ qtrsAdded 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MPLX | MPLX LP | Energy | $48.3M | 1.1% | 857K | +12% | |||
| 27 | $GE | GENERAL ELECTRIC CO | Industrials | $46.4M | 1.1% | 124K | +46% | |||
| 28 | $SPY | SPDR S&P 500 ETF TRUST | — | $41.6M | 0.9% | 56K | +24% | |||
| 29 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $40.5M | 0.9% | 81K | -1% | |||
| 30 | $SNDK | Sandisk Corp | Technology | $38.1M | 0.9% | 17K | -32% | |||
| 31 | $RTX | RTX Corp | Industrials | $37.9M | 0.8% | 200K | -0.9% | |||
| 32 | — | ISHARES TR - CORE MSCI EURO | — | $37.6M | 0.8% | 501K | +24% | |||
| 33 | $RY | ROYAL BANK OF CANADA | Financials | $37.2M | 0.8% | 180K | -0.2% | |||
| 34 | $MRK | Merck & Co., Inc. | Healthcare | $36.0M | 0.8% | 280K | +5% | |||
| 35 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $35.9M | 0.8% | 483K | +7% | |||
| 36 | $BA | BOEING CO | Industrials | $35.6M | 0.8% | 164K | +6% | |||
| 37 | $PANW | Palo Alto Networks Inc | Technology | $34.9M | 0.8% | 102K | +37% | |||
| 38 | $META | Meta Platforms, Inc. | Technology | $34.5M | 0.8% | 61K | +19% | |||
| 39 | $KMI | KINDER MORGAN, INC. | Energy | $34.2M | 0.8% | 1.07M | -3% | |||
| 40 | $GOOG | Alphabet Inc. | Technology | $30.9M | 0.7% | 87K | +4% | |||
| 41 | $V | VISA INC. | Financials | $30.5M | 0.7% | 89K | -2% | |||
| 42 | $IRM | IRON MOUNTAIN INC | Real Estate | $30.5M | 0.7% | 241K | -1% | |||
| 43 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $30.2M | 0.7% | 128K | +10% | |||
| 44 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | — | $30.1M | 0.7% | 379K | -0.5% | |||
| 45 | $PM | Philip Morris International Inc. | Consumer Staples | $29.1M | 0.7% | 161K | -3% | |||
| 46 | $APD | Air Products & Chemicals, Inc. | Materials | $26.5M | 0.6% | 91K | +0.1% | |||
| 47 | $OKE | ONEOK INC /NEW/ | Energy | $24.1M | 0.5% | 277K | -3% | |||
| 48 | $ASML | ASML HOLDING NV | Technology | $24.0M | 0.5% | 12K | -0.4% | |||
| 49 | $MCD | MCDONALDS CORP | Consumer Discretionary | $23.6M | 0.5% | 87K | +6% | |||
| 50 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $23.4M | 0.5% | 49K | +8% | |||
| 51 | $LIN | LINDE PLC | Materials | $22.1M | 0.5% | 42K | +52% | |||
| 52 | $SBR | SABINE ROYALTY TRUST | Financials | $21.6M | 0.5% | 296K | +6% | |||
| 53 | $TRGP | Targa Resources Corp. | Energy | $20.8M | 0.5% | 78K | +0.8% | |||
| 54 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $19.3M | 0.4% | 39K | +31% | |||
| 55 | $CSCO | CISCO SYSTEMS, INC. | Technology | $19.2M | 0.4% | 163K | -4% | |||
| 56 | $SHEL | Shell plc | Energy | $19.1M | 0.4% | 246K | +0.2% | |||
| 57 | $PLTR | Palantir Technologies Inc. | Technology | $18.3M | 0.4% | 157K | +20% | |||
| 58 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $18.0M | 0.4% | 51K | -2% | |||
| 59 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $17.5M | 0.4% | 78K | -49% | |||
| 60 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $17.4M | 0.4% | 24K | +45% | |||
| 61 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $17.0M | 0.4% | 301K | -0.5% | |||
| 62 | $C | CITIGROUP INC | Financials | $16.7M | 0.4% | 120K | -42% | |||
| 63 | $ANET | Arista Networks, Inc. | Technology | $16.6M | 0.4% | 98K | +587% | |||
| 64 | $APH | AMPHENOL CORP /DE/ | Technology | $16.1M | 0.4% | 91K | +46% | |||
| 65 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $16.1M | 0.4% | 381K | -6% | |||
| 66 | $WDC | WESTERN DIGITAL CORP | Technology | $16.1M | 0.4% | 25K | -11% | |||
| 67 | $PEP | PEPSICO INC | Consumer Staples | $16.0M | 0.4% | 118K | -2% | |||
| 68 | $NOW | ServiceNow, Inc. | Technology | $15.9M | 0.4% | 161K | +17% | |||
| 69 | $HONA | Honeywell Aerospace Inc. | Industrials | $15.5M | 0.3% | 70K | New | |||
| 70 | $T | AT&T INC. | Communication Services | $15.4M | 0.3% | 746K | -0.8% | |||
| 71 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $15.4M | 0.3% | 31K | +53% | |||
| 72 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $15.3M | 0.3% | 190K | +967% | |||
| 73 | $LMT | LOCKHEED MARTIN CORP | Industrials | $15.3M | 0.3% | 30K | -2% | |||
| 74 | — | VANGUARD INDEX FDS - VALUE ETF | — | $15.1M | 0.3% | 69K | +2% | |||
| 75 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $14.4M | 0.3% | 335K | +155% | |||
| 76 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $14.3M | 0.3% | 49K | +78% | |||
| 77 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $14.2M | 0.3% | 47K | +237% | |||
| 78 | — | ISHARES INC - MSCI JAPAN ETF | — | $13.9M | 0.3% | 149K | +17% | |||
| 79 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $13.7M | 0.3% | 36K | New | |||
| 80 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $13.4M | 0.3% | 232K | +0.4% | |||
| 81 | $PAA | PLAINS ALL AMERICAN PIPELINE LP | Energy | $12.6M | 0.3% | 566K | -2% | |||
| 82 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $12.1M | 0.3% | 16K | +25% | |||
| 83 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $12.1M | 0.3% | 29K | +21% | |||
| 84 | $KO | COCA COLA CO | Consumer Staples | $12.0M | 0.3% | 148K | +12% | |||
| 85 | $PFE | PFIZER INC | Healthcare | $11.4M | 0.3% | 475K | -49% | |||
| 86 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $11.2M | 0.3% | 77K | +42% | |||
| 87 | $INTC | INTEL CORP | Technology | $11.1M | 0.3% | 80K | +13% | |||
| 88 | $SWK | STANLEY BLACK & DECKER, INC. | Industrials | $11.1M | 0.3% | 118K | -1% | |||
| 89 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $11.0M | 0.3% | 28K | +128% | |||
| 90 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $10.8M | 0.2% | 126K | +1880% | |||
| 91 | — | ISHARES INC - CORE MSCI EMKT | — | $10.7M | 0.2% | 130K | +12% | |||
| 92 | $AMGN | AMGEN INC | Healthcare | $10.6M | 0.2% | 29K | +32% | |||
| 93 | $BP | BP PLC | Energy | $9.8M | 0.2% | 264K | +0.6% | |||
| 94 | $ENB | ENBRIDGE INC | Energy | $9.7M | 0.2% | 179K | -0.3% | |||
| 95 | $LITE | Lumentum Holdings Inc. | Technology | $9.3M | 0.2% | 11K | +3277% | |||
| 96 | $SGHT | Sight Sciences, Inc. | Healthcare | $9.1M | 0.2% | 1.68M | +0.0% | |||
| 97 | $TXN | TEXAS INSTRUMENTS INC | Technology | $8.9M | 0.2% | 30K | -4% | |||
| 98 | $GS | GOLDMAN SACHS GROUP INC | Financials | $8.9M | 0.2% | 8,785 | -68% | |||
| 99 | $MA | Mastercard Inc | Financials | $8.8M | 0.2% | 17K | -20% | |||
| 100 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $8.5M | 0.2% | 88K | +7% | |||
| 101 | $MU | MICRON TECHNOLOGY INC | Technology | $8.3M | 0.2% | 7,227 | -2% | |||
| 102 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $8.2M | 0.2% | 8,764 | -53% | |||
| 103 | $BNS | BANK OF NOVA SCOTIA | Financials | $8.1M | 0.2% | 94K | +0.1% | |||
| 104 | $AXP | AMERICAN EXPRESS CO | Financials | $8.1M | 0.2% | 24K | +9% | |||
| 105 | — | ISHARES TR - RUSSELL 2000 ETF | — | $8.0M | 0.2% | 27K | +92% | |||
| 106 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $7.8M | 0.2% | 35K | +227% | |||
| 107 | $GEV | GE Vernova Inc. | Industrials | $7.8M | 0.2% | 6,601 | +60% | |||
| 108 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $7.6M | 0.2% | 4,503 | +84% | |||
| 109 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $7.6M | 0.2% | 83K | +1.0% | |||
| 110 | — | ISHARES TR - CORE S&P SCP ETF | — | $7.5M | 0.2% | 50K | +6% | |||
| 111 | — | PGIM ETF TR - PGIM ULTRA SH BD | — | $7.3M | 0.2% | 148K | +55% | |||
| 112 | $HSBC | HSBC HOLDINGS PLC | Financials | $7.2M | 0.2% | 75K | +1% | |||
| 113 | $WES | Western Midstream Partners, LP | Energy | $7.1M | 0.2% | 161K | -0.5% | |||
| 114 | $TTE | TotalEnergies SE | Energy | $6.8M | 0.1% | 87K | +0.6% | |||
| 115 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $6.8M | 0.1% | 44K | -27% | |||
| 116 | $HESM | Hess Midstream LP | Energy | $6.7M | 0.1% | 178K | — | |||
| 117 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $6.6M | 0.1% | 52K | +3% | |||
| 118 | $AZN | ASTRAZENECA PLC | Healthcare | $6.5M | 0.1% | 35K | +0.2% | |||
| 119 | $CTVA | Corteva, Inc. | Consumer Staples | $6.4M | 0.1% | 75K | +2% | |||
| 120 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $6.3M | 0.1% | 89K | -1% | |||
| 121 | $SCHW | SCHWAB CHARLES CORP | Financials | $6.2M | 0.1% | 67K | -3% | |||
| 122 | $SHOP | SHOPIFY INC. | Technology | $6.1M | 0.1% | 54K | -26% | |||
| 123 | $ORCL | ORACLE CORP | Technology | $6.1M | 0.1% | 42K | -34% | |||
| 124 | $USB | US BANCORP DE | Financials | $6.1M | 0.1% | 101K | New | |||
| 125 | $NKE | NIKE, Inc. | Consumer Discretionary | $6.1M | 0.1% | 148K | -18% | |||
| 126 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $5.9M | 0.1% | 34K | -15% | |||
| 127 | $KLAC | KLA CORP | Technology | $5.8M | 0.1% | 19K | New | |||
| 128 | — | ISHARES TR - CORE S&P500 ETF | — | $5.7M | 0.1% | 7,628 | -5% | |||
| 129 | $WT | WisdomTree, Inc. | Financials | $5.7M | 0.1% | 109K | +14% | |||
| 130 | $SLB | SLB LIMITED/NV | Energy | $5.7M | 0.1% | 122K | -16% | |||
| 131 | $AER | AerCap Holdings N.V. | Industrials | $5.5M | 0.1% | 38K | +163% | |||
| 132 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $5.5M | 0.1% | 93K | +430% | |||
| 133 | $KHC | Kraft Heinz Co | Consumer Staples | $5.4M | 0.1% | 230K | +0.7% | |||
| 134 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $5.3M | 0.1% | 24K | +0.7% | |||
| 135 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $5.3M | 0.1% | 9,102 | -12% | |||
| 136 | $PAGP | PLAINS GP HOLDINGS LP | Energy | $5.3M | 0.1% | 217K | -5% | |||
| 137 | $HPQ | HP INC | Technology | $5.2M | 0.1% | 237K | +0.9% | |||
| 138 | $F | FORD MOTOR CO | Consumer Discretionary | $5.2M | 0.1% | 373K | +0.9% | |||
| 139 | $TRP | TC ENERGY CORP | Energy | $5.1M | 0.1% | 77K | -2% | |||
| 140 | $MDT | Medtronic plc | Healthcare | $5.0M | 0.1% | 64K | New | |||
| 141 | $NVS | NOVARTIS AG | Healthcare | $4.9M | 0.1% | 31K | +20% | |||
| 142 | $MCO | MOODYS CORP /DE/ | Financials | $4.9M | 0.1% | 11K | +8% | |||
| 143 | $TGT | TARGET CORP | Consumer Staples | $4.8M | 0.1% | 37K | New | |||
| 144 | $MMM | 3M CO | Healthcare | $4.7M | 0.1% | 29K | +21% | |||
| 145 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $4.7M | 0.1% | 14K | +24% | |||
| 146 | $SHW | SHERWIN WILLIAMS CO | Materials | $4.7M | 0.1% | 14K | +45% | |||
| 147 | $NVO | NOVO NORDISK A S | Healthcare | $4.6M | 0.1% | 97K | +14% | |||
| 148 | $PR | Permian Resources Corp | Energy | $4.6M | 0.1% | 249K | -0.5% | |||
| 149 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $4.5M | 0.1% | 77K | New | |||
| 150 | — | ISHARES TR - RUS 1000 ETF | — | $4.5M | 0.1% | 11K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 132 new, 240 added to, 173 trimmed, 48 sold out. Share-count changes; largest moves by dollar size first.
New positions (132)
$HONAHoneywell Aerospace Inc.$15.5M
first bought this quarter
$CDNSCADENCE DESIGN SYSTEMS INC$13.7M
first bought this quarter
$USBUS BANCORP DE$6.1M
first bought this quarter
$KLACKLA CORP$5.8M
first bought this quarter
$MDTMedtronic plc$5.0M
first bought this quarter
$TGTTARGET CORP$4.8M
first bought this quarter
+126 more in the Excel export
Added to (240)
- ISHARES TR - RUS 1000 GRW ETF+297%
now $86.6M
- INNOVATOR ETFS TRUST - QUITY MANAGD FLR+40%
now $133.9M
now $197.5M · held 10+ qtrs, 4 adds in a row
$GEGENERAL ELECTRIC CO+46%
now $46.4M · held 10+ qtrs, 2 adds in a row
$ANETArista Networks, Inc.+587%
now $16.6M · held 10+ qtrs
- VANGUARD INDEX FDS - MID CAP ETF+967%
now $15.3M
+234 more in the Excel export
Trimmed (173)
$XOM.R34088EXXON MOBIL CORP-96%
now $2.6M
$GSGOLDMAN SACHS GROUP INC-68%
now $8.9M · held 10+ qtrs
$SNDKSandisk Corp-32%
now $38.1M · held 3 qtrs
$HONHONEYWELL INTERNATIONAL INC-49%
now $17.5M · held 10+ qtrs
$CCITIGROUP INC-42%
now $16.7M · held 10+ qtrs
$PFEPFIZER INC-49%
now $11.4M · held 7 qtrs
+167 more in the Excel export
Holdings by quarter
Every 13F Americana Partners, LLC has filed, 26 earlier quarters. Pick one to see what it held then.
Is it too late to follow Americana Partners?
Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Americana Partners's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-1.9%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 24% over the last 4
Top 10 weight
26%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Americana Partners, LLC disclosed 596 positions worth $4.4B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 4.5% of the equity portfolio, followed by $MSFT. During the quarter the fund opened 132 new positions and exited 48 — including a new stake in $HONA. The portfolio is most concentrated in Technology (26.9% of disclosed assets). All figures are sourced directly from Americana Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1797678.
Funds like this
managers whose biggest positions overlap Americana Partners'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Americana Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Americana Partners, LLC (SEC CIK: 1797678), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Americana Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.