Americana Partners, LLC

CIK

1797678

Location

Houston, TX

Portfolio Value

Mid $2,893,911,067

Diversification

Diversified

Filing Date

Global Rank

#955 / 8,623 ▲ 71 · as of Mar 2026

Top Industry

Oil & Gas Midstream 13.4%

3Y Alpha vs SPY

-1.4%

Period ended 4 months ago

Filed May 12, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+64.7%

SPY

+65.3%

Annualised alpha

-0.2%

Max drawdown

−16.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

341 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.6%

−1.8 pts

Top 5

20.5%

−2.1 pts

Top 10

32.2%

−2.6 pts

HHI

183

Diversified−31

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.9%	$750,049,010	59
Energy	20.8%	$601,756,564	43
Healthcare	11.4%	$329,379,268	33
Industrials	10.0%	$290,514,867	41
Financial Services	9.7%	$279,795,248	65
Consumer Cyclical	5.7%	$165,544,282	32
Consumer Defensive	5.6%	$163,117,554	15
Communication Services	5.1%	$146,290,362	13
Basic Materials	2.6%	$75,225,385	17
Unclassified	1.6%	$47,116,465	7
Real Estate	1.1%	$33,157,990	8
Utilities	0.4%	$11,964,072	8

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SGHT	Sight Sciences, Inc.	+300,037	1,679,017	$6,329,894
PR	Permian Resources Corp	+158,608	249,986	$5,329,701
PFE	Pfizer Inc	+128,398	926,212	$26,008,032
PLTR	Palantir Technologies Inc.	+63,672	130,508	$19,090,710
NVDA	Nvidia Corp	+62,342	459,452	$80,128,428
NOW	ServiceNow, Inc.	+55,519	137,670	$14,393,398
MSFT	Microsoft Corp	+54,275	515,180	$190,704,180
CSGP	Costar Group, Inc.	+50,190	57,568	$2,322,293
NKE	NIKE, Inc.	+47,555	181,222	$9,572,146
ET	Energy Transfer LP	+46,678	3,232,925	$62,395,452
AMZN	Amazon Com Inc	+46,276	346,698	$72,206,792
MRK	Merck & Co., Inc.	+45,626	266,031	$32,000,868
EPD	Enterprise Products Partners L.P.	+37,748	2,285,210	$86,472,346
WMT	Walmart Inc.	+33,436	512,428	$63,684,551
PANW	Palo Alto Networks Inc	+31,695	74,884	$12,005,402
AAPL	Apple Inc.	+31,485	613,573	$155,718,691
BA	Boeing Co	+30,551	155,289	$30,907,169
AVGO	Broadcom Inc.	+29,391	230,733	$71,414,170
CAI	Caris Life Sciences, Inc.	+25,934	38,367	$686,001
XOM	ExxonMobil Holdings Corp	+25,632	472,674	$80,193,870
SHOP	Shopify Inc.	+23,458	72,766	$8,631,502
GENI	Genius Sports Ltd	+23,253	35,241	$156,117
KO	Coca Cola Co	+21,873	132,245	$10,057,232
VTRS	Viatris Inc	+20,200	79,544	$1,074,639
HSBC	Hsbc Holdings PLC	+20,066	74,548	$6,149,464
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MSDL	Morgan Stanley Direct Lending Fund	−294,592	257,184	$3,590,288
WFC	Wells Fargo & Company/Mn	−139,860	20,513	$1,633,039
SCHW	Schwab Charles Corp	−45,537	69,569	$6,538,094
CSCO	Cisco Systems, Inc.	−38,999	169,285	$13,134,823
KVUE	Kenvue Inc.	−36,551	47,514	$819,141
DHI	Horton D R Inc /De/	−27,594	3,999	$548,742
ABT	Abbott Laboratories	−27,369	6,871	$705,445
ARCC	Ares Capital Corp	−20,773	15,727	$283,400
WTTR	Select Water Solutions, Inc.	−20,000	110,169	$1,685,585
UBER	Uber Technologies, Inc	−17,875	64,509	$4,640,132
NU	Nu Holdings Ltd.	−15,979	31,719	$455,802
SAP	Sap SE	−14,524	4,040	$691,688
ADBE	Adobe Inc.	−12,861	9,180	$2,231,474
CSX	Csx Corp	−11,719	23,501	$964,716
BSM	Black Stone Minerals, L.P.	−8,880	117,547	$1,777,310
FANG	Diamondback Energy, Inc.	−7,877	7,829	$1,548,497
ADP	Automatic Data Processing Inc	−7,099	10,661	$2,166,101
MCO	Moodys Corp /De/	−6,485	9,958	$4,344,177
AMAT	Applied Materials Inc /De	−6,193	1,400	$478,506
SPGI	S&P Global Inc.	−5,487	9,990	$4,249,146
DHR	Danaher Corp /De/	−5,054	13,837	$2,623,495
NFLX	Netflix Inc	−3,957	36,745	$3,533,031
AMD	Advanced Micro Devices Inc	−3,918	10,320	$2,099,397
WMB	Williams Companies, Inc.	−3,710	451,426	$32,854,784
ECAT	BlackRock ESG Capital Allocation Term Trust	−3,500	108,605	$1,474,855
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LHX	L3harris Technologies, Inc. /De/	27,583	$9,520,272
AZN	Astrazeneca PLC	34,660	$6,835,645
CIEN	Ciena Corp	13,884	$5,390,185
HII	Huntington Ingalls Industries, Inc.	13,719	$5,211,848
NEM	NEWMONT Corp /DE/	29,286	$3,170,209
HBAN	Huntington Bancshares Inc /Md/	112,966	$1,767,917
TER	Teradyne, Inc	4,548	$1,348,300
FIX	Comfort Systems USA Inc	790	$1,089,402
CRM	Salesforce, Inc.	4,899	$914,496
ALB	Albemarle Corp	3,913	$702,500
STLD	Steel Dynamics Inc	3,867	$696,060
ROL	Rollins Inc	12,209	$652,082
BWIN	Baldwin Insurance Group, Inc.	24,156	$529,982
GLW	Corning Inc /Ny	3,851	$523,620
FDX	Fedex Corp	1,194	$425,278
MUFG	Mitsubishi Ufj Financial Group Inc	24,985	$423,995
KINS	Kingstone Companies, Inc.	26,513	$386,294
MRSH	Marsh & Mclennan Companies, Inc.	2,136	$370,489
DOCN	DigitalOcean Holdings, Inc.	4,000	$343,120
PCG	PG&E Corp	19,027	$334,304
FTI	TechnipFMC plc	4,512	$311,914
SOLS	Solstice Advanced Materials Inc.	3,813	$290,398
EIX	Edison International	3,899	$285,328
DG	Dollar General Corp	2,371	$281,508
OMC	Omnicom Group Inc.	3,717	$279,927
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
APO	Apollo Global Management, Inc.	10,631	$1,538,943
ETD	Ethan Allen Interiors Inc	37,953	$866,846
BXP	BXP, Inc.	12,536	$845,929
PAYC	Paycom Software, Inc.	3,806	$606,524
GBDC	GOLUB CAPITAL BDC, Inc.	35,915	$487,366
BSX	Boston Scientific Corp	4,602	$438,800
SHOO	Steven Madden, Ltd.	8,722	$363,184
HOOD	Robinhood Markets, Inc.	3,141	$355,247
NET	Cloudflare, Inc.	1,739	$342,843
USAC	USA Compression Partners, LP	14,069	$323,587
MDB	MongoDB, Inc.	750	$314,767
SUI	Sun Communities Inc	2,020	$250,298
MAA	Mid America Apartment Communities Inc.	1,785	$247,954
DY	Dycom Industries Inc	681	$230,109
RGEN	Repligen Corp	1,367	$223,996
DECK	Deckers Outdoor Corp	2,157	$223,616
ALAB	Astera Labs, Inc.	1,335	$222,090
CLH	Clean Harbors Inc	932	$218,535
RKLB	Rocket Lab Corp	2,869	$200,141
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

341 tracked positions · $2,893,911,067 total · filing declares 510 positions · $3,850,858,822 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 341 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	515,180	+54,275	$190,704,180	−14.4%	6.59%
AAPL	Apple Inc. Technology	Added	613,573	+31,485	$155,718,691	−1.6%	5.38%
EPD	Enterprise Products Partners L.P. Energy	Added	2,285,210	+37,748	$86,472,346	+20.0%	2.99%
XOM	ExxonMobil Holdings Corp Energy	Added	472,674	+25,632	$80,193,870	+49.1%	2.77%
NVDA	Nvidia Corp Technology	Added	459,452	+62,342	$80,128,428	+8.2%	2.77%
AMZN	Amazon Com Inc Consumer Cyclical	Added	346,698	+46,276	$72,206,792	+4.1%	2.50%
AVGO	Broadcom Inc. Technology	Added	230,733	+29,391	$71,414,170	+2.5%	2.47%
JPM	Jpmorgan Chase & Co Financial Services	Added	223,365	+5,566	$65,705,048	−6.4%	2.27%
GOOGL	Alphabet Inc. Communication Services	Added	225,153	+8,062	$64,744,996	−4.7%	2.24%
WMT	Walmart Inc. Consumer Defensive	Added	512,428	+33,436	$63,684,551	+19.3%	2.20%
ET	Energy Transfer LP Energy	Added	3,232,925	+46,678	$62,395,452	+18.8%	2.16%
ABBV	AbbVie Inc. Healthcare	Reduced	268,643	-2,468	$58,427,166	−5.7%	2.02%
CVX	Chevron Corp Energy	Added	278,095	+14,089	$57,537,855	+43.0%	1.99%
ETN	Eaton Corp plc Industrials	Added	159,359	+6,152	$56,997,933	+16.8%	1.97%
JNJ	Johnson & Johnson Healthcare	Added	213,366	+16,296	$52,155,185	+27.9%	1.80%
MPLX	Mplx LP Energy	Added	765,467	+5,161	$43,685,201	+7.7%	1.51%
IBM	International Business Machines Corp Technology	Added	178,783	+11,084	$43,335,211	−12.8%	1.50%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	81,840	-1,526	$40,226,815	−16.7%	1.39%
RTX	RTX Corp Industrials	Reduced	201,338	-179	$38,838,100	+5.1%	1.34%
LLY	ELI LILLY & Co Healthcare	Added	40,704	+7,461	$37,438,318	+4.8%	1.29%
KMI	Kinder Morgan, Inc. Energy	Added	1,100,133	+12,737	$36,887,459	+23.4%	1.27%
HON	Honeywell International Inc Industrials	Added	153,221	+13,594	$34,632,548	+27.1%	1.20%
WMB	Williams Companies, Inc. Energy	Reduced	451,426	-3,710	$32,854,784	+20.1%	1.14%
CAT	Caterpillar Inc Industrials	Added	45,328	+10,110	$32,113,074	+59.2%	1.11%
MRK	Merck & Co., Inc. Healthcare	Added	266,031	+45,626	$32,000,868	+37.9%	1.11%
BA	Boeing Co Industrials	Added	155,289	+30,551	$30,907,169	+14.1%	1.07%
META	Meta Platforms, Inc. Communication Services	Added	51,507	+4,578	$29,468,699	−4.9%	1.02%
SPY	Spdr S&P 500 ETF Trust	Reduced	44,995	-3,196	$29,262,048	−11.0%	1.01%
RY	Royal Bank Of Canada Financial Services	Added	180,045	+526	$29,127,680	−4.8%	1.01%
V	Visa Inc. Financial Services	Added	90,401	+10,356	$27,322,798	−2.7%	0.94%
PM	Philip Morris International Inc. Consumer Defensive	Added	165,169	+6,616	$27,309,042	+7.4%	0.94%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	90,489	+12	$26,286,149	+17.6%	0.91%
PFE	Pfizer Inc Healthcare	Added	926,212	+128,398	$26,008,032	+30.9%	0.90%
OKE	Oneok Inc /New/ Energy	Added	284,827	+4,809	$25,745,512	+25.1%	0.89%
MCD	Mcdonalds Corp Consumer Cyclical	Added	82,436	+5,524	$25,620,284	+9.0%	0.89%
IRM	Iron Mountain Inc Real Estate	Added	244,174	+2,825	$24,939,932	+24.6%	0.86%
GE	General Electric Co Industrials	Added	85,299	+14,242	$24,205,297	+10.6%	0.84%
C	Citigroup Inc Financial Services	Added	205,453	+2,448	$23,300,424	−1.6%	0.81%
GS	Goldman Sachs Group Inc Financial Services	Added	27,355	+5,740	$23,142,056	+21.8%	0.80%
SHEL	Shell plc Energy	Added	245,707	+776	$22,850,751	+27.0%	0.79%
T	At&T Inc. Communication Services	Added	751,883	+3,927	$21,797,088	+17.3%	0.75%
SBR	Sabine Royalty Trust Energy	Added	278,281	+8,348	$20,965,690	+13.3%	0.72%
VZ	Verizon Communications Inc Communication Services	Reduced	405,650	-782	$20,363,630	+23.0%	0.70%
TRGP	Targa Resources Corp. Energy	Reduced	76,929	-249	$19,288,408	+35.5%	0.67%
PLTR	Palantir Technologies Inc. Technology	Added	130,508	+63,672	$19,090,710	+60.7%	0.66%
PEP	Pepsico Inc Consumer Defensive	Added	120,749	+3,386	$18,751,112	+11.3%	0.65%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	18,640	+2,183	$18,573,455	+30.9%	0.64%
LMT	Lockheed Martin Corp Industrials	Added	30,703	+483	$18,556,586	+27.0%	0.64%
HD	Home Depot, Inc. Consumer Cyclical	Added	52,366	+5,250	$17,222,653	+6.2%	0.60%
ASML	Asml Holding NV Technology	Added	12,085	+583	$15,962,230	+29.7%	0.55%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.