Americana Partners, LLC Portfolio Holdings

Americana Partners, LLC

  • $2.64 Billion
  • Q2 2025

Americana Partners, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.64 Billion distributed in 422 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $208M, Apple Inc. with a value of $83.3M, Enterprise Products Partners L.P. with a value of $61.8M, Jpmorgan Chase & CO with a value of $59.8M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $57.7M.

Examining the 13F form we can see an increase of $288M in the current position value, from $2.35B to 2.64B.

Americana Partners, LLC is based out at Houston, TX

Below you can find more details about Americana Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.64 Billion
Technology: $599 Million
ETFs: $558 Million
Energy: $400 Million
Financial Services: $223 Million
Healthcare: $222 Million
Industrials: $206 Million
Consumer Defensive: $126 Million
Consumer Cyclical: $125 Million
Other: $183 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$208 Million 7.88% of portfolio
418,522
Q2 2025 Reduced 0.85%
$3.69T
$83.3 Million 3.15% of portfolio
406,063
Q2 2025 Reduced 0.29%
$69.6B
$61.8 Million 2.34% of portfolio
1,992,653
Q2 2025 Reduced 1.04%
$879B
$59.8 Million 2.26% of portfolio
206,167
Q2 2025 Added 1.25%
$0
$57.7 Million 2.18% of portfolio
793,284
Q2 2025 Added 5.03%
$137B
$52.6 Million 1.99% of portfolio
147,330
Q2 2025 Reduced 0.23%
$121B
$51.8 Million 1.96% of portfolio
187,745
Q2 2025 Added 1.96%
$375B
$50.4 Million 1.91% of portfolio
271,762
Q2 2025 Added 0.59%
$216B
$49.7 Million 1.88% of portfolio
168,481
Q2 2025 Reduced 0.68%
$2.3T
$49.3 Million 1.87% of portfolio
224,704
Q2 2025 Added 5.36%
$54.6B
$48.5 Million 1.84% of portfolio
2,676,064
Q2 2025 Added 17.8%
$426B
$48.1 Million 1.82% of portfolio
304,176
Q2 2025 Added 11.89%
$478B
$45.6 Million 1.73% of portfolio
423,337
Q2 2025 Added 3.8%
$0
$39 Million 1.48% of portfolio
1,334,815
Q2 2025 Added 8,421.0%
$0
$38.9 Million 1.47% of portfolio
755,652
Q2 2025 Added 2.35%
$0
$36.8 Million 1.39% of portfolio
333,276
Q2 2025 Reduced 10.85%
$266B
$36.2 Million 1.37% of portfolio
370,417
Q2 2025 Added 0.3%
$0
$35.2 Million 1.33% of portfolio
537,843
Q2 2025 Added 1.2%
$191B
$34.2 Million 1.29% of portfolio
84,322
Q2 2025 Added 0.67%
$1.65T
$33.7 Million 1.27% of portfolio
45,627
Q2 2025 Added 10.2%
$146B
$32.7 Million 1.24% of portfolio
140,503
Q2 2025 Reduced 0.48%
$60.1B
$32.3 Million 1.22% of portfolio
1,098,117
Q2 2025 Reduced 0.19%
$1.26T
$31.2 Million 1.18% of portfolio
177,324
Q2 2025 Added 3.56%
$232B
$29.5 Million 1.12% of portfolio
201,873
Q2 2025 Added 1.86%
$259B
$28.2 Million 1.07% of portfolio
154,756
Q2 2025 Added 1.14%
$466B
$28.3 Million 1.07% of portfolio
184,964
Q2 2025 Reduced 1.02%
$69.9B
$28 Million 1.06% of portfolio
445,017
Q2 2025 Added 0.76%
$51.3B
$26.8 Million 1.01% of portfolio
520,001
Q2 2025 Reduced 0.23%
$64.8B
$25.5 Million 0.97% of portfolio
90,491
Q2 2025 Reduced 0.35%
$0
$24.6 Million 0.93% of portfolio
961,561
Q2 2025 Added 7.17%
$0
$23.4 Million 0.89% of portfolio
55,096
Q2 2025 Added 377.48%
$201B
$23.6 Million 0.89% of portfolio
179,487
Q2 2025 Added 0.51%
$207B
$21.8 Million 0.83% of portfolio
754,546
Q2 2025 Reduced 0.61%
$140B
$21.5 Million 0.82% of portfolio
888,341
Q2 2025 Added 4.26%
$33.3B
$21.8 Million 0.82% of portfolio
266,598
Q2 2025 Added 0.31%
$232B
$21.1 Million 0.8% of portfolio
72,348
Q2 2025 Added 0.01%
$0
$21 Million 0.79% of portfolio
115,018
Q2 2025 Added 27.26%
$0
$20 Million 0.76% of portfolio
390,609
Q2 2025 Added 3.46%
$308B
$19.8 Million 0.75% of portfolio
145,592
Q2 2025 Reduced 16.9%
$572B
$19.3 Million 0.73% of portfolio
54,239
Q2 2025 Added 5.29%
$0
$18.8 Million 0.71% of portfolio
283,862
Q2 2025 Reduced 48.56%
$184B
$18.7 Million 0.71% of portfolio
219,916
Q2 2025 Added 2.46%
$0
$18.4 Million 0.7% of portfolio
29,727
Q2 2025 Added 41.85%
$699B
$18.4 Million 0.7% of portfolio
23,564
Q2 2025 Added 3.15%
$0
$18.5 Million 0.7% of portfolio
95,343
Q2 2025 New
$141B
$17.9 Million 0.68% of portfolio
85,509
Q2 2025 Added 71.37%
$0
$17.3 Million 0.66% of portfolio
304,894
Q2 2025 New
$217B
$17.3 Million 0.66% of portfolio
218,774
Q2 2025 Reduced 1.0%
$263B
$16.7 Million 0.63% of portfolio
237,616
Q2 2025 Added 0.82%

Summary

  • Portfolio
  • No. of Stocks 422
  • Current Value $2.64 Billion
  • Prior Value $2.35 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 59 stocks
  • Additional Purchases 152 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 148 stocks
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