Americana Partners, LLC

CIK

1797678

Location

Houston, TX

Portfolio Value

Mid $2,817,406,948

Diversification

Diversified

Filing Date

Global Rank

#972 / 8,603 ▲ 62 · as of Mar 2026

Top Industry

Oil & Gas Midstream 13.7%

3Y Alpha vs SPY

-1.7%

Period ended 3 months ago

Filed May 12, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.7%

SPY

+76.5%

Annualised alpha

-1.6%

Max drawdown

−16.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

6.8%

−1.8 pts

Top 5

20.8%

−2.2 pts

Top 10

32.4%

−3.0 pts

HHI

185

Diversified−34

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.5%	$746,325,084	59
Energy	18.5%	$521,562,694	42
Healthcare	11.7%	$329,379,268	33
Industrials	10.4%	$292,121,228	41
Financial Services	9.9%	$279,566,107	65
Consumer Cyclical	5.9%	$164,885,451	32
Consumer Defensive	5.8%	$163,117,554	15
Communication Services	5.2%	$146,290,362	13
Basic Materials	2.9%	$81,920,673	17
Unclassified	1.7%	$47,116,465	7
Real Estate	1.2%	$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
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
ORCL	Oracle Corp	+19,707	63,356	$9,320,301
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	$4,020,005
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
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
FDX	Fedex Corp	1,194	$342,690
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

340 positions · $2,817,406,948 total · 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 340 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%	6.77%
AAPL	Apple Inc. Technology	Added	613,573	+31,485	$155,718,691	−1.6%	5.53%
EPD	Enterprise Products Partners L.P. Energy	Added	2,285,210	+37,748	$86,472,346	+20.0%	3.07%
NVDA	Nvidia Corp Technology	Added	459,452	+62,342	$80,128,428	+8.2%	2.84%
AMZN	Amazon Com Inc Consumer Cyclical	Added	346,698	+46,276	$72,206,792	+4.1%	2.56%
AVGO	Broadcom Inc. Technology	Added	230,733	+29,391	$71,414,170	+2.5%	2.53%
JPM	Jpmorgan Chase & Co Financial Services	Added	223,365	+5,566	$65,705,048	−6.4%	2.33%
GOOGL	Alphabet Inc. Communication Services	Added	225,153	+8,062	$64,744,996	−4.7%	2.30%
WMT	Walmart Inc. Consumer Defensive	Added	512,428	+33,436	$63,684,551	+19.3%	2.26%
ET	Energy Transfer LP Energy	Added	3,232,925	+46,678	$62,395,452	+18.8%	2.21%
ABBV	AbbVie Inc. Healthcare	Reduced	268,643	-2,468	$58,427,166	−5.7%	2.07%
CVX	Chevron Corp Energy	Added	278,095	+14,089	$57,537,855	+43.0%	2.04%
ETN	Eaton Corp plc Industrials	Added	159,359	+6,152	$56,997,933	+16.8%	2.02%
JNJ	Johnson & Johnson Healthcare	Added	213,366	+16,296	$52,155,185	+27.9%	1.85%
MPLX	Mplx LP Energy	Added	765,467	+5,161	$43,685,201	+7.7%	1.55%
IBM	International Business Machines Corp Technology	Added	178,783	+11,084	$43,335,211	−12.8%	1.54%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	81,840	-1,526	$40,226,815	−16.7%	1.43%
RTX	RTX Corp Industrials	Reduced	201,338	-179	$38,838,100	+5.1%	1.38%
LLY	ELI LILLY & Co Healthcare	Added	40,704	+7,461	$37,438,318	+4.8%	1.33%
KMI	Kinder Morgan, Inc. Energy	Added	1,100,133	+12,737	$36,887,459	+23.4%	1.31%
HON	Honeywell International Inc Industrials	Added	153,221	+13,594	$36,321,497	+27.1%	1.29%
WMB	Williams Companies, Inc. Energy	Reduced	451,426	-3,710	$32,854,784	+20.1%	1.17%
CAT	Caterpillar Inc Industrials	Added	45,328	+10,110	$32,113,074	+59.2%	1.14%
MRK	Merck & Co., Inc. Healthcare	Added	266,031	+45,626	$32,000,868	+37.9%	1.14%
BA	Boeing Co Industrials	Added	155,289	+30,551	$30,907,169	+14.1%	1.10%
META	Meta Platforms, Inc. Communication Services	Added	51,507	+4,578	$29,468,699	−4.9%	1.05%
SPY	Spdr S&P 500 ETF Trust	Reduced	44,995	-3,196	$29,262,048	−11.0%	1.04%
RY	Royal Bank Of Canada Financial Services	Added	180,045	+526	$29,127,680	−4.8%	1.03%
V	Visa Inc. Financial Services	Added	90,401	+10,356	$27,322,798	−2.7%	0.97%
PM	Philip Morris International Inc. Consumer Defensive	Added	165,169	+6,616	$27,309,042	+7.4%	0.97%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	90,489	+12	$26,286,149	+17.6%	0.93%
PFE	Pfizer Inc Healthcare	Added	926,212	+128,398	$26,008,032	+30.9%	0.92%
OKE	Oneok Inc /New/ Energy	Added	284,827	+4,809	$25,745,512	+25.1%	0.91%
MCD	Mcdonalds Corp Consumer Cyclical	Added	82,436	+5,524	$25,620,284	+9.0%	0.91%
IRM	Iron Mountain Inc Real Estate	Added	244,174	+2,825	$24,939,932	+24.6%	0.89%
GE	General Electric Co Industrials	Added	85,299	+14,242	$24,205,297	+10.6%	0.86%
C	Citigroup Inc Financial Services	Added	205,453	+2,448	$23,300,424	−1.6%	0.83%
GS	Goldman Sachs Group Inc Financial Services	Added	27,355	+5,740	$23,142,056	+21.8%	0.82%
SHEL	Shell plc Energy	Added	245,707	+776	$22,850,751	+27.0%	0.81%
T	At&T Inc. Communication Services	Added	751,883	+3,927	$21,797,088	+17.3%	0.77%
SBR	Sabine Royalty Trust Energy	Added	278,281	+8,348	$20,965,690	+13.3%	0.74%
VZ	Verizon Communications Inc Communication Services	Reduced	405,650	-782	$20,363,630	+23.0%	0.72%
TRGP	Targa Resources Corp. Energy	Reduced	76,929	-249	$19,288,408	+35.5%	0.68%
PLTR	Palantir Technologies Inc. Technology	Added	130,508	+63,672	$19,090,710	+60.7%	0.68%
PEP	Pepsico Inc Consumer Defensive	Added	120,749	+3,386	$18,751,112	+11.3%	0.67%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	18,640	+2,183	$18,573,455	+30.9%	0.66%
LMT	Lockheed Martin Corp Industrials	Added	30,703	+483	$18,556,586	+27.0%	0.66%
HD	Home Depot, Inc. Consumer Cyclical	Added	52,366	+5,250	$17,222,653	+6.2%	0.61%
ASML	Asml Holding NV Technology	Added	12,085	+583	$15,962,230	+29.7%	0.57%
SNDK	Sandisk Corp Technology	Added	24,677	+10,652	$15,678,285	+370.9%	0.56%