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
$182B
$16.3 Million 0.62% of portfolio
377,224
Q2 2025 Reduced 2.17%
$0
$15.6 Million 0.59% of portfolio
27,497
Q2 2025 Added 4.64%
$195B
$15.3 Million 0.58% of portfolio
116,047
Q2 2025 Added 0.2%
$302B
$15 Million 0.57% of portfolio
58,148
Q2 2025 Reduced 0.54%
$120B
$14 Million 0.53% of portfolio
30,264
Q2 2025 Added 1.23%
$430B
$14.1 Million 0.53% of portfolio
38,499
Q2 2025 Reduced 3.04%
$430B
$13.7 Million 0.52% of portfolio
13,827
Q2 2025 Reduced 6.22%
$275B
$13.2 Million 0.5% of portfolio
190,299
Q2 2025 Added 5.38%
$36.4B
$12.7 Million 0.48% of portfolio
72,833
Q2 2025 Reduced 0.54%
$190B
$12.6 Million 0.48% of portfolio
12,239
Q2 2025 Added 14.5%
$0
$11.7 Million 0.44% of portfolio
66,149
Q2 2025 Added 0.02%
$253B
$11.1 Million 0.42% of portfolio
15,688
Q2 2025 Reduced 1.11%
$223B
$9.99 Million 0.38% of portfolio
25,746
Q2 2025 Added 2.3%
$99.3B
$9.7 Million 0.37% of portfolio
209,474
Q2 2025 Reduced 2.25%
$59.1B
$9.75 Million 0.37% of portfolio
47,629
Q2 2025 Reduced 1.51%
$1.28T
$9.39 Million 0.36% of portfolio
41,437
Q2 2025 Reduced 1.3%
$0
$8.87 Million 0.34% of portfolio
839,962
Q2 2025 Reduced 27.04%
$93.4B
$8.89 Million 0.34% of portfolio
125,151
Q2 2025 Reduced 0.01%
$0
$8.75 Million 0.33% of portfolio
116,700
Q2 2025 Reduced 47.26%
$0
$8.81 Million 0.33% of portfolio
159,926
Q2 2025 Added 11.83%
$316B
$8.66 Million 0.33% of portfolio
10,812
Q2 2025 Added 34.66%
$0
$8.54 Million 0.32% of portfolio
15,486
Q2 2025 Added 4.37%
$650B
$8.55 Million 0.32% of portfolio
17,608
Q2 2025 Added 81.56%
$167B
$8.51 Million 0.32% of portfolio
21,985
Q2 2025 Reduced 5.72%
$11.6B
$7.88 Million 0.3% of portfolio
116,300
Q2 2025 Added 0.33%
$97.8B
$8.05 Million 0.3% of portfolio
177,721
Q2 2025 Added 0.75%
$104B
$7.89 Million 0.3% of portfolio
263,636
Q2 2025 Reduced 0.67%
$377B
$7.84 Million 0.3% of portfolio
49,235
Q2 2025 Reduced 1.84%
$189B
$7.87 Million 0.3% of portfolio
9,997
Q2 2025 Added 69.5%
$50.7B
$7.62 Million 0.29% of portfolio
225,351
Q2 2025 Added 1.42%
$70.2B
$7.45 Million 0.28% of portfolio
82,000
Q2 2025 Added 0.24%
$39.7B
$7.41 Million 0.28% of portfolio
55,131
Q2 2025 New
$93B
$6.84 Million 0.26% of portfolio
13,635
Q2 2025 Reduced 6.66%
$178B
$6.91 Million 0.26% of portfolio
13,109
Q2 2025 Reduced 6.42%
$187B
$6.78 Million 0.26% of portfolio
72,714
Q2 2025 Reduced 6.96%
$0
$6.72 Million 0.25% of portfolio
61,512
Q2 2025 Added 2.6%
$65.8B
$6.24 Million 0.24% of portfolio
63,230
Q2 2025 Reduced 0.94%
$0
$6.39 Million 0.24% of portfolio
47,063
Q2 2025 Reduced 0.38%
$554B
$6.02 Million 0.23% of portfolio
4,493
Q2 2025 Added 10.94%
$124B
$6.15 Million 0.23% of portfolio
19,938
Q2 2025 Reduced 1.12%
$292B
$6.03 Million 0.23% of portfolio
85,177
Q2 2025 Added 2.29%
$169B
$5.79 Million 0.22% of portfolio
26,081
Q2 2025 Reduced 4.78%
$173B
$5.93 Million 0.22% of portfolio
86,440
Q2 2025 Added 0.05%
$33B
$5.9 Million 0.22% of portfolio
228,365
Q2 2025 Added 0.12%
$1.43T
$5.44 Million 0.21% of portfolio
30,648
Q2 2025 Added 15.31%
$72.5B
$5.55 Million 0.21% of portfolio
24,822
Q2 2025 Added 31.32%
$101B
$5.49 Million 0.21% of portfolio
12,334
Q2 2025 Added 0.79%
$316B
$5.56 Million 0.21% of portfolio
18,278
Q2 2025 Reduced 3.83%
$30.4B
$5.62 Million 0.21% of portfolio
229,675
Q1 2025 Reduced 0.67%

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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