Americana Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

Americana Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 372 holdings worth $2.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Search and click to pin securities to the top

Page 1 of 19

Sort by:

MICROSOFT CORP

MSFT|594918104

422124(+1.3%)

Value:

$158.5B(-9.8%)

092528603

1932189(+6683.2%)

Value:

$101.2B(+6730.1%)

Apple Inc.

AAPL|037833100

407228(+2.1%)

Value:

$90.5B(-9.4%)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

2013498(+4.3%)

Value:

$68.7B(+13.5%)

AbbVie Inc.

ABBV|00287Y109

270170(-0.8%)

Value:

$56.6B(+17.0%)

JPMORGAN CHASE & CO

JPM|46625H100

203626(+3.3%)

Value:

$49.9B(+5.8%)

78464A854

SPLG|78464A854

755318(-7.1%)

Value:

$49.7B(-11.4%)

EXXON MOBIL CORP

XOM|30231G102

407843(+2.4%)

Value:

$48.5B(+13.2%)

CHEVRON CORP

CVX|166764100

254362(+0.5%)

Value:

$42.6B(+16.0%)

Energy Transfer LP

ET|29273V100

2271767(+25.1%)

Value:

$42.2B(+18.7%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

169638(+0.5%)

Value:

$42.2B(+13.7%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

83761(+1.1%)

Value:

$41.7B(-3.3%)

464288679

373845(+54.9%)

Value:

$41.3B(+55.4%)

AMAZON COM INC

AMZN|023135106

213270(+1.2%)

Value:

$40.6B(-12.2%)

Eaton Corp plc

ETN|G29183103

147676(+1.2%)

Value:

$40.1B(-17.1%)

092528801

1337989

Value:

$39.2B

464288620

738321(+13.4%)

Value:

$37.7B(+15.2%)

46641Q167

531445(+236.1%)

Value:

$33.8B(+237.4%)

46434V738

551841(-1.2%)

Value:

$33.2B(+10.1%)

Walmart Inc.

WMT|931142103

369302(+0.3%)

Value:

$32.4B(-2.5%)

Instrument	Shares		Other Manager	Value
Microsoft Corp(MSFTcusip594918104)	422.1K	QoQ +1.28% (-5.3K) YoY +312.61% (+319.8K)	All Managers (Combined)	$158.5M	QoQ -9.79% (-$17.2M) YoY +268.15% (+$115.4M)
(cusip092528603)✕	1.9M	QoQ +6683.18% (+1.9M) YoY NEW(+1.9M)	All Managers (Combined)	$101.2M	QoQ +6730.12% (+$99.7M) YoY NEW(+$101.2M)
Apple Inc.(AAPLcusip037833100)	407.2K	QoQ +2.10% (-8.4K) YoY +128.70% (+229.2K)	All Managers (Combined)	$90.5M	QoQ -9.42% (-$9.4M) YoY +196.25% (+$59.9M)
Enterprise Products Partners L.P.(EPDcusip293792107)	2.0M	QoQ +4.27% (+82.5K) YoY +18.80% (+318.7K)	All Managers (Combined)	$68.7M	QoQ +13.51% (+$8.2M) YoY +39.00% (+$19.3M)
Abbvie Inc.(ABBVcusip00287Y109)	270.2K	QoQ -0.75% (-2.0K) YoY +284.89% (+200.0K)	All Managers (Combined)	$56.6M	QoQ +17.01% (-$8.2M) YoY +342.85% (+$43.8M)
Jpmorgan Chase & Co(JPMcusip46625H100)	203.6K	QoQ +3.34% (+6.6K) YoY +582.87% (+173.8K)	All Managers (Combined)	$49.9M	QoQ +5.75% (+$2.7M) YoY +736.28% (+$44.0M)
(SPLGcusip78464A854)	755.3K	QoQ -7.10% (-57.7K) YoY +174.25% (+479.9K)	All Managers (Combined)	$49.7M	QoQ -11.38% (-$6.4M) YoY +193.10% (+$32.7M)
Exxon Mobil Corp(XOMcusip30231G102)	407.8K	QoQ +2.42% (+9.7K) YoY +98.09% (+202.0K)	All Managers (Combined)	$48.5M	QoQ +13.24% (+$5.7M) YoY +102.68% (+$24.6M)
Chevron Corp(CVXcusip166764100)	254.4K	QoQ +0.45% (+1.1K) YoY +175.06% (+161.9K)	All Managers (Combined)	$42.6M	QoQ +16.02% (+$5.9M) YoY +191.71% (+$28.0M)
Energy Transfer Lp(ETcusip29273V100)	2.3M	QoQ +25.05% (+455.2K) YoY +228.09% (+1.6M)	All Managers (Combined)	$42.2M	QoQ +18.67% (+$6.6M) YoY +287.75% (+$31.3M)
International Business Machines Corp(IBMcusip459200101)	169.6K	QoQ +0.51% (+868) YoY +175.82% (+108.1K)	All Managers (Combined)	$42.2M	QoQ +13.69% (+$5.1M) YoY +259.16% (+$30.4M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	83.8K	QoQ +1.14% (-952) YoY +1474.45% (+78.4K)	All Managers (Combined)	$41.7M	QoQ -3.25% (-$1.4M) YoY +1247.95% (+$38.6M)
(cusip464288679)✕	373.8K	QoQ +54.87% (+132.5K) YoY +41.96% (+110.5K)	All Managers (Combined)	$41.3M	QoQ +55.36% (+$14.7M) YoY +41.86% (+$12.2M)
Amazon Com Inc(AMZNcusip023135106)	213.3K	QoQ +1.24% (-2.6K) YoY +61.89% (+81.5K)	All Managers (Combined)	$40.6M	QoQ -12.20% (-$5.6M) YoY +70.76% (+$16.8M)
Eaton Corp Plc(ETNcusipG29183103)	147.7K	QoQ +1.20% (-1.8K) YoY +605.30% (+126.7K)	All Managers (Combined)	$40.1M	QoQ -17.10% (-$8.3M) YoY +513.15% (+$33.6M)
(cusip092528801)✕	1.3M	QoQ NEW(+1.3M) YoY NEW(+1.3M)	All Managers (Combined)	$39.2M	QoQ NEW(+$39.2M) YoY NEW(+$39.2M)
(cusip464288620)✕	738.3K	QoQ +13.38% (+87.2K) YoY +30.73% (+173.6K)	All Managers (Combined)	$37.7M	QoQ +15.18% (+$5.0M) YoY +31.53% (+$9.0M)
(cusip46641Q167)✕	531.4K	QoQ +236.10% (+373.3K) YoY +244.52% (+377.2K)	All Managers (Combined)	$33.8M	QoQ +237.37% (+$23.8M) YoY +265.52% (+$24.5M)
(cusip46434V738)✕	551.8K	QoQ -1.18% (-6.6K) YoY +16.98% (+80.1K)	All Managers (Combined)	$33.2M	QoQ +10.11% (-$3.0M) YoY +21.63% (+$5.9M)
Walmart Inc.(WMTcusip931142103)	369.3K	QoQ +0.28% (-1.1K) YoY +2386.37% (+354.4K)	All Managers (Combined)	$32.4M	QoQ -2.55% (-$849.2K) YoY +3527.79% (+$31.5M)