Americana Partners, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 372
Total Value: 2572586208
Accession Number: 0001172661-25-001686
Form Type: 13F-HR
CIK: 0001797678
Manager Name: Americana Partners, LLC

Data Enrichment

80% identified

299 identified73 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

372 positions • $2,572,586.208K total value

372 positions

Manager:

SEC FilingSEC DataHachi Filing

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ELI LILLY & Co

LLY|532457108

22845(+13.4%)

Value:

$18.9B(+21.4%)

VISA INC.

V|92826C839

51512(-1.3%)

Value:

$18.1B(+9.4%)

921908844

VIG|921908844

90377(+2.5%)

Value:

$17.5B(+1.6%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

385598(+2.5%)

Value:

$17.5B(+16.2%)

PEPSICO INC

PEP|713448108

115819(+1.5%)

Value:

$17.4B(+0.1%)

Shell plc

SHEL|780259305

235675(+0.1%)

Value:

$17.3B(+17.1%)

CITIGROUP INC

C|172967424

214630(+19.1%)

Value:

$15.2B(+20.1%)

46434G822

EWJ|46434G822

221277(-4.0%)

Value:

$15.2B(-1.9%)

Palantir Technologies Inc.

PLTR|69608A108

175196(+4.9%)

Value:

$14.8B(+17.1%)

Targa Resources Corp.

TRGP|87612G101

73231(+0.1%)

Value:

$14.7B(+12.4%)

HOME DEPOT, INC.

HD|437076102

39706(+2.3%)

Value:

$14.6B(-3.6%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

14744(+4.5%)

Value:

$13.9B(+7.9%)

922908363

VOO|922908363

26277(-12.7%)

Value:

$13.5B(-16.7%)

LOCKHEED MARTIN CORP

LMT|539830109

29897(+1.0%)

Value:

$13.4B(-7.2%)

BRISTOL MYERS SQUIBB CO

BMY|110122108

214301(+0.3%)

Value:

$13.1B(+8.2%)

BLACKROCK MUNICIPAL INCOME QUALITY TRUST

BYM|092479104

1151291(-26.7%)

Value:

$12.4B(-27.2%)

UNITEDHEALTH GROUP INC

UNH|91324P102

23630(-6.5%)

Value:

$12.4B(-3.2%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

20956(-25.7%)

Value:

$11.7B(-29.1%)

GENERAL ELECTRIC CO

GE|369604301

58464(+7.0%)

Value:

$11.7B(+28.4%)

922908744

VTV|922908744

66139(-3.0%)

Value:

$11.4B(-1.1%)

Instrument	Shares		Other Manager	Value
Eli Lilly & Co(LLYcusip532457108)	22.8K	QoQ +13.43% (+2.7K) YoY +50.96% (+7.7K)	All Managers (Combined)	$18.9M	QoQ +21.35% (+$3.3M) YoY +60.26% (+$7.1M)
Visa Inc.(Vcusip92826C839)	51.5K	QoQ -1.33% (-695) YoY +49.47% (+17.1K)	All Managers (Combined)	$18.1M	QoQ +9.41% (-$1.6M) YoY +87.70% (+$8.4M)
(VIGcusip921908844)	90.4K	QoQ +2.55% (+2.2K) YoY +55.67% (+32.3K)	All Managers (Combined)	$17.5M	QoQ +1.58% (+$273.8K) YoY +65.37% (+$6.9M)
Verizon Communications Inc(VZcusip92343V104)	385.6K	QoQ +2.46% (+9.3K) YoY +330.16% (+296.0K)	All Managers (Combined)	$17.5M	QoQ +16.22% (+$2.4M) YoY +365.02% (+$13.7M)
Pepsico Inc(PEPcusip713448108)	115.8K	QoQ +1.51% (+1.7K) YoY +97.88% (+57.3K)	All Managers (Combined)	$17.4M	QoQ +0.10% (+$17.5K) YoY +69.54% (+$7.1M)
Shell Plc(SHELcusip780259305)	235.7K	QoQ +0.08% (+208) YoY +387.72% (+187.4K)	All Managers (Combined)	$17.3M	QoQ +17.07% (+$2.5M) YoY +433.12% (+$14.0M)
Citigroup Inc(Ccusip172967424)	214.6K	QoQ +19.12% (+34.5K) YoY +55.16% (+76.3K)	All Managers (Combined)	$15.2M	QoQ +20.14% (+$2.6M) YoY +74.18% (+$6.5M)
(EWJcusip46434G822)	221.3K	QoQ -3.99% (-9.2K) YoY +17.88% (+33.6K)	All Managers (Combined)	$15.2M	QoQ -1.90% (-$294.5K) YoY +13.27% (+$1.8M)
Palantir Technologies Inc.(PLTRcusip69608A108)	175.2K	QoQ +4.89% (+8.2K) YoY NEW(+175.2K)	All Managers (Combined)	$14.8M	QoQ +17.05% (+$2.2M) YoY NEW(+$14.8M)
Targa Resources Corp.(TRGPcusip87612G101)	73.2K	QoQ +0.12% (+95) YoY +585.61% (+62.5K)	All Managers (Combined)	$14.7M	QoQ +12.45% (+$1.6M) YoY +1127.32% (+$13.5M)
Home Depot, Inc.(HDcusip437076102)	39.7K	QoQ +2.25% (-876) YoY +52.92% (+13.7K)	All Managers (Combined)	$14.6M	QoQ -3.65% (-$552.7K) YoY +46.09% (+$4.6M)
Costco Wholesale Corp /New(COSTcusip22160K105)	14.7K	QoQ +4.55% (+643) YoY +57.43% (+5.4K)	All Managers (Combined)	$13.9M	QoQ +7.92% (+$1.0M) YoY +103.24% (+$7.1M)
(VOOcusip922908363)	26.3K	QoQ -12.66% (-3.8K) YoY +47.69% (+8.5K)	All Managers (Combined)	$13.5M	QoQ -16.70% (-$2.7M) YoY +57.90% (+$5.0M)
Lockheed Martin Corp(LMTcusip539830109)	29.9K	QoQ +1.00% (-297) YoY +192.87% (+19.7K)	All Managers (Combined)	$13.4M	QoQ -7.15% (-$1.0M) YoY +187.61% (+$8.7M)
Bristol Myers Squibb Co(BMYcusip110122108)	214.3K	QoQ +0.31% (+664) YoY +3971.84% (+209.0K)	All Managers (Combined)	$13.1M	QoQ +8.16% (+$986.9K) YoY +4479.54% (+$12.8M)
Blackrock Municipal Income Quality Trust(BYMcusip092479104)	1.2M	QoQ -26.70% (-419.4K) YoY -15.66% (-213.8K)	All Managers (Combined)	$12.4M	QoQ -27.17% (-$4.6M) YoY -21.62% (-$3.4M)
Unitedhealth Group Inc(UNHcusip91324P102)	23.6K	QoQ -6.51% (-1.6K) YoY +28.81% (+5.3K)	All Managers (Combined)	$12.4M	QoQ -3.20% (-$409.8K) YoY +36.38% (+$3.3M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	21.0K	QoQ -25.72% (-7.3K) YoY -26.44% (-7.5K)	All Managers (Combined)	$11.7M	QoQ -29.10% (-$4.8M) YoY -21.34% (-$3.2M)
General Electric Co(GEcusip369604301)	58.5K	QoQ +6.96% (+3.8K) YoY +48.26% (+19.0K)	All Managers (Combined)	$11.7M	QoQ +28.35% (+$2.6M) YoY +69.06% (+$4.8M)
(VTVcusip922908744)	66.1K	QoQ -3.02% (-2.1K) YoY -0.93% (-621)	All Managers (Combined)	$11.4M	QoQ -1.05% (-$121.2K) YoY +5.07% (-$552.3K)