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
$0
$2.73 Million 0.1% of portfolio
85,328
Q2 2025 Added 62.87%
$45.9B
$2.52 Million 0.1% of portfolio
4,376
Q2 2025 Added 26.84%
$0
$2.39 Million 0.09% of portfolio
26,790
Q2 2025 New
$0
$2.44 Million 0.09% of portfolio
18,629
Q3 2024 Added 0.22%
$0
$2.36 Million 0.09% of portfolio
51,009
Q2 2025 New
$61.5B
$2.28 Million 0.09% of portfolio
22,600
Q2 2025 Added 7.48%
$0
$2.27 Million 0.09% of portfolio
45,598
Q2 2025 Reduced 4.46%
$1.08B
$2.48 Million 0.09% of portfolio
37,155
Q2 2025 New
$116B
$2.43 Million 0.09% of portfolio
7,969
Q2 2025 Reduced 0.69%
$831M
$2.36 Million 0.09% of portfolio
241,040
Q1 2025 Reduced 1.28%
$1.09T
$2.07 Million 0.08% of portfolio
6,508
Q2 2025 Reduced 6.92%
$16.9B
$2.13 Million 0.08% of portfolio
80,315
Q2 2025 Reduced 0.14%
$0
$2.21 Million 0.08% of portfolio
7,755
Q4 2022 New
$0
$2.23 Million 0.08% of portfolio
5,094
Q2 2025 Added 48.12%
$166B
$2.1 Million 0.08% of portfolio
3,869
Q2 2025 Added 0.13%
$444B
$2.19 Million 0.08% of portfolio
3
Q1 2025 Added 50.0%
$0
$2.08 Million 0.08% of portfolio
21,896
Q2 2025 New
$1.57B
$1.99 Million 0.08% of portfolio
29,166
Q2 2025 New
$244B
$2.14 Million 0.08% of portfolio
15,092
Q2 2025 Reduced 35.1%
$162B
$2.1 Million 0.08% of portfolio
34,378
Q2 2025 Added 3.13%
$98.9B
$2.16 Million 0.08% of portfolio
23,478
Q2 2025 Reduced 68.96%
$24.4B
$2.06 Million 0.08% of portfolio
15,000
Q2 2025 Added 0.4%
$58B
$1.9 Million 0.07% of portfolio
59,496
Q2 2025 Added 3.15%
$149B
$1.88 Million 0.07% of portfolio
4,757
Q2 2025 Reduced 4.03%
$0
$1.82 Million 0.07% of portfolio
35,913
Q2 2025 Added 14.21%
$0
$1.93 Million 0.07% of portfolio
120,315
Q1 2025 Reduced 14.24%
$43.8B
$1.83 Million 0.07% of portfolio
14,190
Q2 2025 Reduced 8.55%
$278B
$1.78 Million 0.07% of portfolio
10,316
Q2 2025 Reduced 9.67%
$0
$1.66 Million 0.06% of portfolio
6,549
Q2 2025 Added 0.68%
$58.1B
$1.63 Million 0.06% of portfolio
26,166
Q2 2025 Added 8.99%
$49.7B
$1.54 Million 0.06% of portfolio
11,661
Q2 2025 Added 15.89%
$30.2B
$1.69 Million 0.06% of portfolio
14,483
Q2 2025 Reduced 69.31%
$161B
$1.67 Million 0.06% of portfolio
5,597
Q2 2025 Added 10.7%
$302B
$1.52 Million 0.06% of portfolio
6,386
Q2 2024 Reduced 24.22%
$0
$1.56 Million 0.06% of portfolio
7,223
Q2 2025 Added 265.72%
$71B
$1.63 Million 0.06% of portfolio
10,484
Q2 2025 Reduced 6.06%
$0
$1.5 Million 0.06% of portfolio
16,754
Q2 2025 New
$1.57B
$1.2 Million 0.05% of portfolio
18,757
Q2 2025 Added 290.2%
$70.1B
$1.4 Million 0.05% of portfolio
923
Q2 2025 Reduced 5.24%
$56B
$1.3 Million 0.05% of portfolio
3,982
Q2 2025 Reduced 3.75%
$76.5B
$1.23 Million 0.05% of portfolio
3,454
Q2 2025 Reduced 8.5%
$139B
$1.31 Million 0.05% of portfolio
7,134
Q2 2025 Reduced 0.11%
$180B
$1.27 Million 0.05% of portfolio
7,976
Q2 2025 Added 5.07%
$757M
$1.28 Million 0.05% of portfolio
45,797
Q2 2025 Reduced 7.35%
$0
$1.26 Million 0.05% of portfolio
18,762
Q2 2025 Added 29.06%
$0
$1.4 Million 0.05% of portfolio
23,437
Q2 2025 Reduced 0.25%
$0
$1.34 Million 0.05% of portfolio
70,375
Q2 2025 Added 16.37%
$78.5B
$1.29 Million 0.05% of portfolio
4,786
Q2 2025 Reduced 0.23%
$0
$1.29 Million 0.05% of portfolio
3,251
Q2 2025 Added 42.28%

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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