Americana Partners, LLC

CIK
1797678
City
Houston
State / Country
TX

Top Portfolio Positions

340 positions · $2,884,267,163 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
Technology
515,180 $190,704,180 6.61%
AAPL
Apple Inc.
Technology
613,573 $155,718,691 5.40%
EPD
Enterprise Products Partners L.P.
Energy
2,285,210 $86,472,346 3.00%
XOM
Exxon Mobil Corp
Energy
472,674 $80,193,870 2.78%
NVDA
Nvidia Corp
Technology
459,452 $80,128,428 2.78%
AMZN
Amazon Com Inc
Consumer Cyclical
346,698 $72,206,792 2.50%
AVGO
Broadcom Inc.
Technology
230,733 $71,414,170 2.48%
JPM
Jpmorgan Chase & Co
Financial Services
223,365 $65,705,048 2.28%
GOOGL
Alphabet Inc.
Communication Services
225,153 $64,744,996 2.24%
WMT
Walmart Inc.
Consumer Defensive
512,428 $63,684,551 2.21%

Portfolio Trend

25 quarters · across all stocks

Holdings in EPD

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $86,472,346 2,285,210
2025-12-31 $72,053,631 2,247,462
2025-09-30 $63,904,310 2,043,630
2025-06-30 $61,792,169 1,992,653
2025-03-31 $68,740,821 2,013,498
2024-12-31 $60,555,564 1,930,981
2024-09-30 $49,884,322 1,713,649
2024-06-30 $49,307,847 1,701,444
2024-03-31 $49,452,892 1,694,753
2023-12-31 $41,596,215 1,578,604
2023-09-30 $41,638,090 1,521,304
2023-06-30 $37,332,390 1,416,789
2023-03-31 $37,377,170 1,443,134
2022-12-31 $34,662,417 1,437,082
2022-09-30 $35,094,500 1,475,799
2022-06-30 $34,768,776 1,426,704
2022-03-31 $25,461,306 986,490
2021-12-31 $25,404,579 1,156,857
2021-09-30 $22,524,232 1,040,861
2021-06-30 $20,629,195 854,919
2021-03-31 $17,119,162 777,437
2020-12-31 $12,752,737 650,982
2020-09-30 $10,052,829 636,658
2020-06-30 $11,360,992 625,261
2020-03-31 $8,137,572 569,061