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
$67.2B
$415,000 0.02% of portfolio
551
Q2 2025 Reduced 6.13%
$89.6B
$552,000 0.02% of portfolio
1,106
Q2 2025 Reduced 7.91%
$35.8B
$633,000 0.02% of portfolio
7,885
Q2 2025 Added 0.9%
$1.76B
$403,000 0.02% of portfolio
10,487
Q2 2025 Added 15.41%
$2.47B
$589,000 0.02% of portfolio
32,250
Q2 2025 New
$531M
$407,000 0.02% of portfolio
25,000
Q3 2021 New
$16.4B
$412,000 0.02% of portfolio
5,291
Q2 2025 Reduced 5.72%
$0
$429,000 0.02% of portfolio
4,505
Q4 2023 Reduced 46.57%
$92.5B
$489,000 0.02% of portfolio
4,151
Q2 2025 Reduced 10.77%
$0
$469,000 0.02% of portfolio
8,631
Q4 2023 Reduced 3.68%
$0
$397,000 0.02% of portfolio
13,820
Q2 2025 Reduced 0.92%
$68.9B
$479,000 0.02% of portfolio
4,007
Q2 2025 Added 7.57%
$60.5B
$513,000 0.02% of portfolio
6,049
Q1 2025 Added 0.23%
$88.6B
$632,000 0.02% of portfolio
2,169
Q2 2025 New
$4B
$432,000 0.02% of portfolio
31,776
Q2 2025 Reduced 10.6%
$79.1B
$455,000 0.02% of portfolio
6,132
Q1 2025 Added 5.6%
$0
$652,000 0.02% of portfolio
17,401
Q2 2025 Added 5.62%
$0
$629,000 0.02% of portfolio
12,099
Q2 2025 Reduced 9.4%
$5.35B
$555,000 0.02% of portfolio
4,900
Q1 2025 Added 2.08%
$22.2B
$535,000 0.02% of portfolio
4,647
Q2 2025 Added 0.67%
$150B
$532,000 0.02% of portfolio
14,919
Q2 2025 Reduced 6.6%
$300B
$416,000 0.02% of portfolio
5,197
Q2 2025 Reduced 0.99%
$124B
$606,000 0.02% of portfolio
6,953
Q2 2025 Reduced 14.86%
$78.5B
$535,000 0.02% of portfolio
4,015
Q2 2025 Reduced 14.92%
$0
$648,000 0.02% of portfolio
7,050
Q2 2025 New
$0
$619,000 0.02% of portfolio
1,823
Q1 2025 Reduced 29.97%
$0
$470,000 0.02% of portfolio
4,739
Q2 2025 Reduced 1.58%
$90.3B
$491,000 0.02% of portfolio
2,956
Q2 2025 Reduced 18.86%
$0
$432,000 0.02% of portfolio
4,568
Q2 2025 Reduced 0.59%
$9.12B
$501,000 0.02% of portfolio
3,500
Q3 2023 Reduced 61.11%
$0
$537,000 0.02% of portfolio
4,176
Q2 2025 Added 1.8%
$35.1B
$476,000 0.02% of portfolio
16,956
Q2 2025 Added 0.77%
$54.9B
$485,000 0.02% of portfolio
6,637
Q2 2025 Added 0.56%
$85.1B
$554,000 0.02% of portfolio
3,641
Q2 2025 Reduced 10.65%
$25.9B
$499,000 0.02% of portfolio
8,911
Q2 2025 Added 39.0%
$24.9B
$614,000 0.02% of portfolio
2,634
Q2 2025 Reduced 7.42%
$8.08B
$460,000 0.02% of portfolio
9,922
Q2 2025 New
$33.2B
$641,000 0.02% of portfolio
10,240
Q2 2025 Reduced 8.17%
$12.7B
$633,000 0.02% of portfolio
70,971
Q2 2025 Reduced 6.05%
$30.3B
$409,000 0.02% of portfolio
2,367
Q2 2025 Reduced 12.5%
$19.4B
$612,000 0.02% of portfolio
1,200
Q3 2023 New
$0
$509,000 0.02% of portfolio
1,677
Q4 2023 Reduced 30.18%
$0
$462,000 0.02% of portfolio
1,276
Q2 2025 Added 0.95%
$0
$488,000 0.02% of portfolio
21,272
Q2 2025 Reduced 0.5%
$39.7B
$393,000 0.01% of portfolio
1,366
Q2 2025 Reduced 4.21%
$0
$229,000 0.01% of portfolio
4,386
Q2 2025 New
$2.26B
$342,000 0.01% of portfolio
14,069
Q3 2024 New
$6.85B
$216,000 0.01% of portfolio
5,878
Q2 2025 New
$0
$273,000 0.01% of portfolio
4,584
Q4 2023 New

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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