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 (2026-06-30)

Americana Partners, LLC (CIK 1797678) reported $4.44B across 596 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($197.5M, 4.45%), MSFT ($196.9M, 4.43%), SFLR ($133.9M, 3.02%), NVDA ($99.3M, 2.24%), AVGO ($98.1M, 2.21%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$197.5M4.45%682,459Added
2MSFTMICROSOFT CORP$196.9M4.43%527,809Added
3SFLRINNOVATOR ETFS TRUST$133.9M3.02%3.5MAdded
4NVDANVIDIA CORPORATION$99.3M2.24%496,037Added
5AVGOBROADCOM INC$98.1M2.21%259,765Added
6EPDENTERPRISE PRODS PARTNERS L$89.1M2.01%2.4MAdded
7GOOGLALPHABET INC$88.6M2.00%247,872Added
8AMZNAMAZON COM INC$88.4M1.99%370,851Added
9IWFISHARES TR$86.6M1.95%697,445Added
10SHVISHARES TR$85.2M1.92%772,181Trimmed
11SHYISHARES TR$81.6M1.84%993,588Added
12JPMJPMORGAN CHASE & CO$78.3M1.76%239,187Added
13ETNEATON CORP PLC$73.9M1.66%173,373Added
14BINCBLACKROCK ETF TRUST II$70.6M1.59%1.3MAdded
15ETENERGY TRANSFER L P$67.9M1.53%3.6MAdded
16ABBVABBVIE INC$67.3M1.52%267,299Trimmed
17WMTWALMART INC$63.4M1.43%559,418Added
18NEARISHARES U S ETF TR$59.9M1.35%1.2MAdded
19LLYELI LILLY & CO$55.8M1.26%46,496Added
20JNJJOHNSON & JOHNSON$55.9M1.26%219,916Added
21CVXCHEVRON CORPORATION$52.3M1.18%315,327Added
22IWDISHARES TR$51.8M1.17%213,798Trimmed
23VOOVANGUARD INDEX FDS$50.8M1.15%74,037Added
24IBMINTERNATIONAL BUSINESS MACHS$50.0M1.13%177,721Trimmed
25CATCATERPILLAR INC$49.2M1.11%46,206Added

Source: SEC Form 13F filings · as of 2026-06-30