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
$4.82B
$5.46 Million 0.21% of portfolio
177,498
Q2 2025 Added 1.64%
$52.4B
$5.49 Million 0.21% of portfolio
73,639
Q2 2025 Added 0.1%
$14.7B
$5.32 Million 0.2% of portfolio
137,495
Q2 2025 Reduced 6.8%
$0
$5.34 Million 0.2% of portfolio
99,518
Q2 2025 Reduced 45.61%
$0
$5.37 Million 0.2% of portfolio
119,253
Q2 2025 Reduced 32.44%
$76.2B
$5.17 Million 0.2% of portfolio
93,600
Q4 2024 New
$0
$5.39 Million 0.2% of portfolio
35,863
Q2 2025 New
$12B
$5.01 Million 0.19% of portfolio
273,307
Q2 2025 Added 6.1%
$643B
$5.09 Million 0.19% of portfolio
23,288
Q2 2025 Added 56.83%
$38.9B
$5.07 Million 0.19% of portfolio
73,868
Q1 2025 Reduced 0.39%
$0
$4.78 Million 0.18% of portfolio
47,453
Q2 2025 Reduced 11.51%
$0
$4.62 Million 0.17% of portfolio
52,349
Q2 2025 Added 53.79%
$0
$4.61 Million 0.17% of portfolio
118,722
Q2 2025 New
$361M
$4.44 Million 0.17% of portfolio
165,355
Q2 2025 Added 3.87%
$560B
$4.51 Million 0.17% of portfolio
8,028
Q2 2025 Added 25.22%
$252B
$4.55 Million 0.17% of portfolio
32,323
Q2 2025 Added 12.85%
$150B
$4.13 Million 0.16% of portfolio
14,783
Q2 2025 Added 0.69%
$0
$4.24 Million 0.16% of portfolio
74,388
Q2 2025 Reduced 0.23%
$145B
$4.22 Million 0.16% of portfolio
21,356
Q2 2025 Reduced 7.89%
$46.2B
$4.02 Million 0.15% of portfolio
370,525
Q4 2024 New
$118B
$3.91 Million 0.15% of portfolio
1,495
Q2 2025 Reduced 0.66%
$0
$3.87 Million 0.15% of portfolio
13,847
Q2 2025 Reduced 0.27%
$134B
$4.08 Million 0.15% of portfolio
17,728
Q2 2025 Reduced 7.36%
$116B
$4.03 Million 0.15% of portfolio
44,941
Q2 2025 Reduced 19.83%
$123B
$3.95 Million 0.15% of portfolio
57,290
Q2 2025 Reduced 0.73%
$79.9B
$3.87 Million 0.15% of portfolio
38,287
Q2 2025 Added 2.26%
$52.5B
$3.75 Million 0.14% of portfolio
76,850
Q4 2024 New
$176M
$3.57 Million 0.14% of portfolio
863,918
Q2 2025 New
$0
$3.37 Million 0.13% of portfolio
30,820
Q2 2025 Added 27.62%
$0
$3.38 Million 0.13% of portfolio
5,448
Q2 2025 Added 697.66%
$264B
$3.34 Million 0.13% of portfolio
54,952
Q2 2025 Reduced 3.73%
$253B
$3.42 Million 0.13% of portfolio
49,011
Q2 2025 Reduced 1.13%
$177B
$3.44 Million 0.13% of portfolio
17,652
Q2 2025 Reduced 4.31%
$17.8B
$3.05 Million 0.12% of portfolio
52,771
Q2 2025 Reduced 2.2%
$92B
$3.24 Million 0.12% of portfolio
6,355
Q2 2025 Added 3.99%
$277B
$3.21 Million 0.12% of portfolio
26,547
Q2 2025 Added 3.08%
$0
$3.26 Million 0.12% of portfolio
25,333
Q2 2025 Reduced 0.18%
$0
$3.05 Million 0.12% of portfolio
12,878
Q1 2025 Reduced 17.1%
$174B
$3.22 Million 0.12% of portfolio
27,878
Q2 2025 Added 37.31%
$137B
$3.03 Million 0.11% of portfolio
43,613
Q2 2025 Reduced 15.66%
$25.8B
$2.94 Million 0.11% of portfolio
13,489
Q2 2025 Added 2.47%
$3.35B
$2.94 Million 0.11% of portfolio
14,621
Q4 2024 Reduced 1.75%
$0
$2.93 Million 0.11% of portfolio
7,997
Q4 2023 Added 18.7%
$232B
$2.95 Million 0.11% of portfolio
21,662
Q2 2025 Added 40.48%
$4.03B
$2.71 Million 0.1% of portfolio
37,755
Q4 2024 New
$243B
$2.59 Million 0.1% of portfolio
8,116
Q2 2025 Reduced 14.17%
$397B
$2.56 Million 0.1% of portfolio
53,997
Q2 2025 Added 17.28%
$0
$2.76 Million 0.1% of portfolio
26,424
Q2 2025 Added 0.05%
$62.6B
$2.62 Million 0.1% of portfolio
21,953
Q2 2025 Reduced 6.48%

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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