Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Americana Partners, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Americana Partners, LLC (CIK 1797678) reported $3.85B across 508 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($190.7M, 4.95%), AAPL ($155.7M, 4.04%), SFLR ($88.0M, 2.29%), SHV ($86.6M, 2.25%), EPD ($86.5M, 2.25%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1MSFTMICROSOFT CORP$190.7M4.95%515,180Added
2AAPLAPPLE INC$155.7M4.04%613,573Added
3SFLRINNOVATOR ETFS TRUST$88.0M2.29%2.5MAdded
4SHVISHARES TR$86.6M2.25%784,593Added
5EPDENTERPRISE PRODS PARTNERS L$86.5M2.25%2.3MAdded
6NVDANVIDIA CORPORATION$80.1M2.08%459,452Added
7XOMEXXON MOBIL CORP$80.2M2.08%472,674Added
8SHYISHARES TR$78.8M2.05%954,683Added
9IWFISHARES TR$75.0M1.95%175,835Trimmed
10AMZNAMAZON COM INC$72.2M1.88%346,698Added
11AVGOBROADCOM INC$71.4M1.85%230,733Added
12BINCBLACKROCK ETF TRUST II$67.6M1.75%1.3MTrimmed
13JPMJPMORGAN CHASE & CO$65.7M1.71%223,365Added
14GOOGLALPHABET INC$64.7M1.68%225,153Added
15WMTWALMART INC$63.7M1.65%512,428Added
16ETENERGY TRANSFER L P$62.4M1.62%3.2MAdded
17ABBVABBVIE INC$58.4M1.52%268,643Trimmed
18NEARISHARES U S ETF TR$57.8M1.50%1.1MAdded
19CVXCHEVRON CORPORATION$57.5M1.49%278,095Added
20ETNEATON CORP PLC$57.0M1.48%159,359Added
21JNJJOHNSON & JOHNSON$52.2M1.35%213,366Added
22IWDISHARES TR$45.7M1.19%214,068Added
23MPLXMPLX LP$43.7M1.13%765,467Added
24IBMINTERNATIONAL BUSINESS MACHS$43.3M1.13%178,783Added
25VOOVANGUARD INDEX FDS$43.2M1.12%72,328Added

Source: SEC Form 13F filings · as of 2026-03-31