Holders — by stockHoldings — by fund
Americana Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1797678
$4.44B
disclosed book value
596
positions
4.4%
largest position share
Positions, as of 2026-06-30
top 100 of 596 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 682,459 | $197.5M | 4.4% |
| 2 | MSFTMICROSOFT CORP | 527,809 | $196.9M | 4.4% |
| 3 | SFLRINNOVATOR ETFS TRUST | 3.5M | $133.9M | 3% |
| 4 | NVDANVIDIA CORPORATION | 496,037 | $99.3M | 2.2% |
| 5 | AVGOBROADCOM INC | 259,765 | $98.1M | 2.2% |
| 6 | EPDENTERPRISE PRODS PARTNERS L | 2.4M | $89.1M | 2% |
| 7 | GOOGLALPHABET INC | 247,872 | $88.6M | 2% |
| 8 | AMZNAMAZON COM INC | 370,851 | $88.4M | 2% |
| 9 | IWFISHARES TR | 697,445 | $86.6M | 2% |
| 10 | SHVISHARES TR | 772,181 | $85.2M | 1.9% |
| 11 | SHYISHARES TR | 993,588 | $81.6M | 1.8% |
| 12 | JPMJPMORGAN CHASE & CO | 239,187 | $78.3M | 1.8% |
| 13 | EATON CORP PLC | 173,373 | $73.9M | 1.7% |
| 14 | BINCBLACKROCK ETF TRUST II | 1.3M | $70.6M | 1.6% |
| 15 | ETENERGY TRANSFER L P | 3.6M | $67.9M | 1.5% |
| 16 | ABBVABBVIE INC | 267,299 | $67.3M | 1.5% |
| 17 | WMTWALMART INC | 559,418 | $63.4M | 1.4% |
| 18 | NEARISHARES U S ETF TR | 1.2M | $59.9M | 1.3% |
| 19 | JNJJOHNSON & JOHNSON | 219,916 | $55.9M | 1.3% |
| 20 | LLYELI LILLY & CO | 46,496 | $55.8M | 1.3% |
| 21 | CVXCHEVRON CORPORATION | 315,327 | $52.3M | 1.2% |
| 22 | IWDISHARES TR | 213,798 | $51.8M | 1.2% |
| 23 | VOOVANGUARD INDEX FDS | 74,037 | $50.8M | 1.1% |
| 24 | IBMINTERNATIONAL BUSINESS MACHS | 177,721 | $50.0M | 1.1% |
| 25 | CATCATERPILLAR INC | 46,206 | $49.2M | 1.1% |
| 26 | MPLXMPLX LP | 856,711 | $48.3M | 1.1% |
| 27 | GEGE AEROSPACE | 124,233 | $46.4M | 1% |
| 28 | SPYSTATE STR SPDR S&P 500 ETF T | 55,689 | $41.6M | 0.9% |
| 29 | TMOTHERMO FISHER SCIENTIFIC INC | 80,783 | $40.5M | 0.9% |
| 30 | SNDKSANDISK CORP | 16,775 | $38.1M | 0.9% |
| 31 | RTXRTX CORPORATION | 199,606 | $37.9M | 0.9% |
| 32 | IEURISHARES TR | 500,648 | $37.6M | 0.8% |
| 33 | RYROYAL BK CDA | 179,636 | $37.2M | 0.8% |
| 34 | MRKMERCK & CO INC | 280,165 | $36.0M | 0.8% |
| 35 | WMBWILLIAMS COS INC | 482,937 | $35.9M | 0.8% |
| 36 | BABOEING CO | 164,440 | $35.6M | 0.8% |
| 37 | PANWPALO ALTO NETWORKS INC | 102,475 | $34.9M | 0.8% |
| 38 | METAMETA PLATFORMS INC | 61,214 | $34.5M | 0.8% |
| 39 | KMIKINDER MORGAN INC DEL | 1.1M | $34.2M | 0.8% |
| 40 | GOOGALPHABET INC | 87,330 | $30.9M | 0.7% |
| 41 | VVISA INC | 88,989 | $30.5M | 0.7% |
| 42 | IRMIRON MTN INC DEL | 241,330 | $30.5M | 0.7% |
| 43 | VIGVANGUARD SPECIALIZED FUNDS | 127,651 | $30.2M | 0.7% |
| 44 | JAVAJ P MORGAN EXCHANGE TRADED F | 378,711 | $30.1M | 0.7% |
| 45 | PMPHILIP MORRIS INTL INC | 160,578 | $29.1M | 0.7% |
| 46 | APDAIR PRODUCTS AND CHEMICALS I | 90,543 | $26.5M | 0.6% |
| 47 | OKEONEOK INC NEW | 277,263 | $24.1M | 0.5% |
| 48 | ASML HLDG NV | 12,039 | $24.0M | 0.5% |
| 49 | MCDMCDONALDS CORP | 87,484 | $23.6M | 0.5% |
| 50 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 49,021 | $23.4M | 0.5% |
| 51 | LINDE PLC | 42,493 | $22.1M | 0.5% |
| 52 | SABINE RTY TR | 295,755 | $21.6M | 0.5% |
| 53 | TRGPTARGA RES CORP | 77,544 | $20.8M | 0.5% |
| 54 | VRTXVERTEX PHARMACEUTICALS INC | 38,914 | $19.3M | 0.4% |
| 55 | CSCOCISCO SYS INC | 163,190 | $19.2M | 0.4% |
| 56 | SHELSHELL PLC | 246,248 | $19.1M | 0.4% |
| 57 | PLTRPALANTIR TECHNOLOGIES INC | 157,219 | $18.3M | 0.4% |
| 58 | HDHOME DEPOT INC | 51,095 | $18.0M | 0.4% |
| 59 | HONEYWELL INTL INC | 78,376 | $17.5M | 0.4% |
| 60 | QQQINVESCO QQQ TR | 23,606 | $17.4M | 0.4% |
| 61 | JEPIJ P MORGAN EXCHANGE TRADED F | 300,653 | $17.0M | 0.4% |
| 62 | CCITIGROUP INC | 119,624 | $16.7M | 0.4% |
| 63 | ANETARISTA NETWORKS INC | 97,679 | $16.6M | 0.4% |
| 64 | APHAMPHENOL CORP | 91,446 | $16.1M | 0.4% |
| 65 | VZVERIZON COMMUNICATIONS INC | 380,575 | $16.1M | 0.4% |
| 66 | WDCWESTERN DIGITAL CORP | 25,204 | $16.1M | 0.4% |
| 67 | PEPPEPSICO INC | 117,933 | $16.0M | 0.4% |
| 68 | NOWSERVICENOW INC | 160,563 | $15.9M | 0.4% |
| 69 | HONEYWELL AEROSPACE INC | 70,068 | $15.5M | 0.3% |
| 70 | TAT&T INC | 745,879 | $15.4M | 0.3% |
| 71 | BRK/BBERKSHIRE HATHAWAY INC DEL | 30,731 | $15.4M | 0.3% |
| 72 | VOVANGUARD INDEX FDS | 189,951 | $15.3M | 0.3% |
| 73 | LMTLOCKHEED MARTIN CORP | 29,976 | $15.3M | 0.3% |
| 74 | VTVVANGUARD INDEX FDS | 69,487 | $15.1M | 0.3% |
| 75 | PFEBINNOVATOR ETFS TRUST | 334,853 | $14.4M | 0.3% |
| 76 | LHXL3HARRIS TECHNOLOGIES INC | 49,096 | $14.3M | 0.3% |
| 77 | VBVANGUARD INDEX FDS | 46,780 | $14.2M | 0.3% |
| 78 | EWJISHARES INC | 148,635 | $13.9M | 0.3% |
| 79 | CDNSCADENCE DESIGN SYSTEM INC | 36,427 | $13.7M | 0.3% |
| 80 | BMYBRISTOL-MYERS SQUIBB CO | 231,744 | $13.4M | 0.3% |
| 81 | PAAPLAINS ALL AMERN PIPELINE L | 565,825 | $12.6M | 0.3% |
| 82 | CRWDCROWDSTRIKE HLDGS INC | 15,878 | $12.1M | 0.3% |
| 83 | UNHUNITEDHEALTH GROUP INC | 29,074 | $12.1M | 0.3% |
| 84 | KOCOCA COLA CO | 147,678 | $12.0M | 0.3% |
| 85 | PFEPFIZER INC | 475,179 | $11.4M | 0.3% |
| 86 | PGPROCTER & GAMBLE CO | 76,659 | $11.2M | 0.3% |
| 87 | INTCINTEL CORP | 79,826 | $11.1M | 0.3% |
| 88 | SWKSTANLEY BLACK & DECKER INC | 117,962 | $11.1M | 0.3% |
| 89 | ISRGINTUITIVE SURGICAL INC | 27,665 | $11.0M | 0.2% |
| 90 | VUGVANGUARD INDEX FDS | 125,740 | $10.8M | 0.2% |
| 91 | IEMGISHARES INC | 129,616 | $10.7M | 0.2% |
| 92 | AMGNAMGEN INC | 29,219 | $10.6M | 0.2% |
| 93 | BPBP PLC | 264,265 | $9.8M | 0.2% |
| 94 | ENBENBRIDGE INC | 179,464 | $9.7M | 0.2% |
| 95 | LITELUMENTUM HLDGS INC | 10,874 | $9.3M | 0.2% |
| 96 | SIGHT SCIENCES INC | 1.7M | $9.1M | 0.2% |
| 97 | TXNTEXAS INSTRS INC | 29,892 | $8.9M | 0.2% |
| 98 | GSGOLDMAN SACHS GROUP INC | 8,785 | $8.9M | 0.2% |
| 99 | MAMASTERCARD INCORPORATED | 17,123 | $8.8M | 0.2% |
| 100 | VNQVANGUARD INDEX FDS | 88,379 | $8.5M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.