Americana Partners, LLC

CIK 0001797678 · HOUSTON, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

Americana Partners, LLC reported 596 positions worth $4.44B as of June 30, 2026 (13F filed August 5, 2026). Largest holding: AAPL (4.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.44B
2026 Q2
Positions
596
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
26.2%
Est. Net Flow (Q)
2026 Q2
10 / 596 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$197.5M4.45%682,459
2MSFTMICROSOFT CORPSH$196.9M4.43%527,809
3SFLRINNOVATOR ETFS TRUSTSH$133.9M3.02%3,471,601
4NVDANVIDIA CORPORATIONSH$99.3M2.24%496,037
5AVGOBROADCOM INCSH$98.1M2.21%259,765
6EPDENTERPRISE PRODS PARTNERS LSH$89.1M2.01%2,425,057
7GOOGLALPHABET INCSH$88.6M2.00%247,872
8AMZNAMAZON COM INCSH$88.4M1.99%370,851
9IWFISHARES TRSH$86.6M1.95%697,445
10SHVISHARES TRSH$85.2M1.92%772,181

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Americana Partners, LLC hold as of Q2 2026?

Americana Partners, LLC reported 596 positions worth $4.44B in its Q2 2026 13F filing. Largest positions: AAPL (4.4%), MSFT (4.4%), SFLR (3.0%), NVDA (2.2%) and AVGO (2.2%).

What did Americana Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Americana Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.