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Americana Partners, LLC

Portfolio Manager
Americana Partners, LLC
Performance
+1.34% (2025 Q4)
AUM (13F)
$3.85B
# of Holdings
510
Performance Rank
Allocation (Top 20)
42.07%

Americana Partners, LLC Holdings Map

Top 50 Americana Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
4.95%515.2K$190.7M
+11.78%(+54.27K)
2025-Q1: 422.1K shares2025-Q2: 418.5K shares2025-Q3: 435.6K shares2025-Q4: 460.9K shares2026-Q1: 515.2K shares
$404.61(+1.19%)
2026-03-31
AAPL
APPLE INC
4.04%613.6K$155.7M
+5.41%(+31.48K)
2025-Q1: 407.2K shares2025-Q2: 406.1K shares2025-Q3: 456.6K shares2025-Q4: 582.1K shares2026-Q1: 613.6K shares
$215.00(+38.70%)
2026-03-31
SFLR
INNOVATOR ETFS TRUST
2.29%2.49M$88.0M
+854.81%(+2.23M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 260.3K shares2026-Q1: 2.49M shares
$35.04(+8.70%)
2026-03-31
SHV
ISHARES TR
2.25%784.6K$86.6M
+90.69%(+373.13K)
2025-Q1: 373.8K shares2025-Q2: 333.3K shares2025-Q3: 492.2K shares2025-Q4: 411.5K shares2026-Q1: 784.6K shares
$110.43(-0.21%)
2026-03-31
EPD
ENTERPRISE PRODS PARTNERS L
2.25%2.29M$86.5M
+1.68%(+37.75K)
2025-Q1: 2.01M shares2025-Q2: 1.99M shares2025-Q3: 2.04M shares2025-Q4: 2.25M shares2026-Q1: 2.29M shares
$26.55(+47.75%)
2026-03-31
XOM
EXXON MOBIL CORP
2.08%472.7K$80.2M
+5.73%(+25.63K)
2025-Q1: 407.8K shares2025-Q2: 423.3K shares2025-Q3: 423.8K shares2025-Q4: 447.0K shares2026-Q1: 472.7K shares
$95.47(+60.03%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.08%459.5K$80.1M
+15.70%(+62.34K)
2025-Q1: 271.9K shares2025-Q2: 304.2K shares2025-Q3: 379.6K shares2025-Q4: 397.1K shares2026-Q1: 459.5K shares
$108.57(+117.13%)
2026-03-31
SHY
ISHARES TR
2.05%954.7K$78.8M
+11164.70%(+946.21K)
2025-Q1: 8.1K shares2025-Q2: 8.1K shares2025-Q3: 8.1K shares2025-Q4: 8.5K shares2026-Q1: 954.7K shares
$82.69(-0.64%)
2026-03-31
IWF
ISHARES TR
1.95%175.8K$75.0M
-4.32%(-7.94K)
2025-Q1: 11.5K shares2025-Q2: 55.1K shares2025-Q3: 126.8K shares2025-Q4: 183.8K shares2026-Q1: 175.8K shares
$433.61(-70.97%)
2026-03-31
AMZN
AMAZON COM INC
1.88%346.7K$72.2M
+15.40%(+46.28K)
2025-Q1: 213.3K shares2025-Q2: 224.7K shares2025-Q3: 251.3K shares2025-Q4: 300.4K shares2026-Q1: 346.7K shares
$184.48(+44.85%)
2026-03-31

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