Americana Partners, LLC
Net buyer this quarter
$4.44B
431
+$189M
24.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $197M | 4.45% | 0.00% | +11.2% | Q4 2019 |
 MSFT | $197M | 4.43% | 0.01% | +2.5% | Q4 2019 |
 NVDA | $99.3M | 2.24% | 0.00% | +8.0% | Q4 2019 |
 AVGO | $98.1M | 2.21% | 0.01% | +12.6% | Q4 2019 |
 EPD | $89.1M | 2.01% | 0.11% | +6.1% | Q4 2019 |
 GOOGL | $88.6M | 2.00% | 0.00% | +10.1% | Q4 2019 |
 AMZN | $88.4M | 1.99% | 0.00% | +7.0% | Q4 2019 |
 JPM | $78.3M | 1.76% | 0.01% | +7.1% | Q4 2019 |
 ETN | $73.9M | 1.66% | 0.04% | +8.8% | Q2 2023 |
 ET | $67.9M | 1.53% | 0.10% | +9.9% | Q4 2019 |
 ABBV | $67.3M | 1.52% | 0.02% | -0.5% | Q4 2019 |
 WMT | $63.4M | 1.43% | 0.01% | +9.2% | Q4 2019 |
 JNJ | $55.9M | 1.26% | 0.01% | +3.1% | Q4 2019 |
 LLY | $55.8M | 1.26% | 0.00% | +14.2% | Q4 2019 |
 CVX | $52.3M | 1.18% | 0.02% | +13.4% | Q4 2019 |
 IBM | $50M | 1.13% | 0.02% | -0.6% | Q4 2019 |
 CAT | $49.2M | 1.11% | 0.01% | +1.9% | Q2 2023 |
 MPLX | $48.3M | 1.09% | 0.08% | +11.9% | Q4 2019 |
 GE | $46.4M | 1.05% | 0.01% | +45.6% | Q3 2021 |
 SPY | $41.6M | 0.94% | Not reported | +23.8% | Q4 2019 |
 TMO | $40.5M | 0.91% | 0.02% | -1.3% | Q3 2021 |
 SNDK | $38.1M | 0.86% | 0.01% | -32.0% | Q4 2025 |
 RTX | $37.9M | 0.85% | 0.01% | -0.9% | Q2 2020 |
 RY | $37.2M | 0.84% | 0.01% | -0.2% | Q2 2021 |
 MRK | $36M | 0.81% | 0.01% | +5.3% | Q4 2019 |
 WMB | $35.9M | 0.81% | 0.04% | +7.0% | Q4 2019 |
 BA | $35.6M | 0.80% | 0.02% | +5.9% | Q4 2019 |
 PANW | $34.9M | 0.79% | 0.01% | +36.8% | Q1 2024 |
 META | $34.5M | 0.78% | Not reported | +18.9% | Q4 2019 |
 KMI | $34.2M | 0.77% | 0.05% | -2.8% | Q4 2019 |
| GOOG | $30.9M | 0.70% | Not reported | +3.6% | Q4 2019 |
 V | $30.5M | 0.69% | 0.00% | -1.6% | Q4 2019 |
 IRM | $30.5M | 0.69% | 0.08% | -1.2% | Q4 2025 |
 JAVA | $30.1M | 0.68% | Not reported | -0.5% | Q3 2023 |
 PM | $29.1M | 0.65% | 0.01% | -2.8% | Q4 2019 |
 APD | $26.5M | 0.60% | 0.04% | +0.1% | Q4 2024 |
 OKE | $24.1M | 0.54% | 0.04% | -2.7% | Q4 2019 |
 ASML | $24M | 0.54% | 0.00% | -0.4% | Q4 2019 |
 MCD | $23.6M | 0.53% | 0.01% | +6.1% | Q4 2019 |
 TSM | $23.4M | 0.53% | 0.00% | +8.3% | Q4 2019 |
 LIN | $22.1M | 0.50% | 0.01% | +51.7% | Q3 2021 |
| SBR | $21.6M | 0.49% | Not reported | +6.3% | Q2 2025 |
 TRGP | $20.8M | 0.47% | 0.04% | +0.8% | Q4 2019 |
 VRTX | $19.3M | 0.44% | 0.02% | +30.7% | Q4 2019 |
 CSCO | $19.2M | 0.43% | 0.00% | -3.6% | Q4 2019 |
 SHEL | $19.1M | 0.43% | 0.00% | +0.2% | Q1 2022 |
 PLTR | $18.3M | 0.41% | 0.01% | +20.5% | Q2 2024 |
 HD | $18M | 0.41% | 0.01% | -2.4% | Q4 2019 |
 HON | $17.5M | 0.40% | 0.02% | +2.3% | Q4 2019 |
 QQQ | $17.4M | 0.39% | Not reported | +45.4% | Q4 2019 |
| Q1 2026 | |||||
| MSFT | $191M | 4.95% | 0.01% | +11.8% | Q4 2019 |
| AAPL | $156M | 4.04% | 0.00% | +5.4% | Q4 2019 |
| EPD | $86.5M | 2.25% | 0.11% | +1.7% | Q4 2019 |
 XOM | $80.2M | 2.08% | 0.01% | +5.7% | Q4 2019 |
| NVDA | $80.1M | 2.08% | 0.00% | +15.7% | Q4 2019 |
| AMZN | $72.2M | 1.88% | 0.00% | +15.4% | Q4 2019 |
| AVGO | $71.4M | 1.85% | 0.00% | +14.6% | Q4 2019 |
| JPM | $65.7M | 1.71% | 0.01% | +2.6% | Q4 2019 |
| GOOGL | $64.7M | 1.68% | 0.00% | +3.7% | Q4 2019 |
| WMT | $63.7M | 1.65% | 0.01% | +7.0% | Q4 2019 |
| ET | $62.4M | 1.62% | 0.09% | +1.5% | Q4 2019 |
| ABBV | $58.4M | 1.52% | 0.02% | -0.9% | Q4 2019 |
| CVX | $57.5M | 1.49% | 0.01% | +5.3% | Q4 2019 |
| ETN | $57M | 1.48% | 0.04% | +4.0% | Q2 2023 |
| JNJ | $52.2M | 1.35% | 0.01% | +8.3% | Q4 2019 |
| MPLX | $43.7M | 1.13% | 0.08% | +0.7% | Q4 2019 |
| IBM | $43.3M | 1.13% | 0.02% | +6.6% | Q4 2019 |
| TMO | $40.2M | 1.04% | 0.02% | -1.8% | Q3 2021 |
| RTX | $38.8M | 1.01% | 0.02% | -0.1% | Q2 2020 |
| LLY | $37.4M | 0.97% | 0.00% | +22.4% | Q4 2019 |
| KMI | $36.9M | 0.96% | 0.05% | +1.2% | Q4 2019 |
| HON | $34.6M | 0.90% | 0.02% | +9.7% | Q4 2019 |
| WMB | $32.9M | 0.85% | 0.04% | -0.8% | Q4 2019 |
| CAT | $32.1M | 0.83% | 0.01% | +28.7% | Q2 2023 |
| MRK | $32M | 0.83% | 0.01% | +20.7% | Q4 2019 |
| BA | $30.9M | 0.80% | 0.02% | +24.5% | Q4 2019 |
| META | $29.5M | 0.77% | Not reported | +9.8% | Q4 2019 |
| SPY | $29.3M | 0.76% | Not reported | -6.6% | Q4 2019 |
| RY | $29.1M | 0.76% | 0.01% | +0.3% | Q2 2021 |
| V | $27.3M | 0.71% | 0.00% | +12.9% | Q4 2019 |
| PM | $27.3M | 0.71% | 0.01% | +4.2% | Q4 2019 |
| JAVA | $27.3M | 0.71% | Not reported | -30.2% | Q3 2023 |
| APD | $26.3M | 0.68% | 0.04% | 0.0% | Q4 2024 |
 PFE | $26M | 0.68% | 0.02% | +16.1% | Q4 2019 |
| OKE | $25.7M | 0.67% | 0.05% | +1.7% | Q4 2019 |
| MCD | $25.6M | 0.67% | 0.01% | +7.2% | Q4 2019 |
| IRM | $24.9M | 0.65% | 0.08% | +1.2% | Q4 2025 |
| GE | $24.2M | 0.63% | 0.01% | +20.0% | Q3 2021 |
| GOOG | $24.2M | 0.63% | Not reported | +23.4% | Q4 2019 |
 C | $23.3M | 0.61% | 0.01% | +1.2% | Q4 2019 |
 GS | $23.1M | 0.60% | 0.01% | +26.6% | Q4 2019 |
| SHEL | $22.9M | 0.59% | 0.00% | +0.3% | Q1 2022 |
 T | $21.8M | 0.57% | 0.01% | +0.5% | Q4 2019 |
| SBR | $20.9M | 0.54% | Not reported | +3.1% | Q2 2025 |
 VZ | $20.4M | 0.53% | 0.01% | -0.2% | Q4 2019 |
| TRGP | $19.3M | 0.50% | 0.04% | -0.3% | Q4 2019 |
| PLTR | $19.1M | 0.50% | 0.01% | +95.3% | Q2 2024 |
 PEP | $18.8M | 0.49% | 0.01% | +2.9% | Q4 2019 |
 COST | $18.6M | 0.48% | 0.00% | +13.3% | Q4 2019 |
 LMT | $18.6M | 0.48% | 0.01% | +1.6% | Q4 2019 |
| Q4 2025 | |||||
| MSFT | $223M | 6.12% | 0.01% | +5.8% | Q4 2019 |
| AAPL | $158M | 4.34% | 0.00% | +27.5% | Q4 2019 |
| NVDA | $74.1M | 2.03% | 0.00% | +4.6% | Q4 2019 |
| EPD | $72.1M | 1.98% | 0.10% | +10.0% | Q4 2019 |
| JPM | $70.2M | 1.93% | 0.01% | +3.3% | Q4 2019 |
| AVGO | $69.7M | 1.91% | 0.00% | +2.4% | Q4 2019 |
| AMZN | $69.3M | 1.90% | 0.00% | +19.5% | Q4 2019 |
| GOOGL | $67.9M | 1.87% | 0.00% | +12.1% | Q4 2019 |
| ABBV | $61.9M | 1.70% | 0.02% | -0.6% | Q4 2019 |
| XOM | $53.8M | 1.48% | 0.01% | +5.5% | Q4 2019 |
| WMT | $53.4M | 1.46% | 0.01% | +15.9% | Q4 2019 |
| ET | $52.5M | 1.44% | 0.09% | +13.4% | Q4 2019 |
| IBM | $49.7M | 1.36% | 0.02% | +0.2% | Q4 2019 |
| ETN | $48.8M | 1.34% | 0.04% | +0.5% | Q2 2023 |
| TMO | $48.3M | 1.33% | 0.02% | -1.0% | Q3 2021 |
| JNJ | $40.8M | 1.12% | 0.01% | +6.3% | Q4 2019 |
| MPLX | $40.6M | 1.11% | 0.07% | +38.6% | Q4 2019 |
| CVX | $40.2M | 1.10% | 0.01% | +2.2% | Q4 2019 |
| JAVA | $39.1M | 1.07% | Not reported | -0.3% | Q3 2023 |
| RTX | $37M | 1.01% | 0.02% | -2.1% | Q2 2020 |
| LLY | $35.7M | 0.98% | 0.00% | +14.1% | Q4 2019 |
| SPY | $32.9M | 0.90% | Not reported | +48.8% | Q4 2019 |
| META | $31M | 0.85% | Not reported | -2.6% | Q4 2019 |
| RY | $30.6M | 0.84% | 0.01% | +0.2% | Q2 2021 |
| KMI | $29.9M | 0.82% | 0.05% | -1.8% | Q4 2019 |
| SPAB | $28.8M | 0.79% | Not reported | +3.5% | Q2 2023 |
| V | $28.1M | 0.77% | 0.00% | +28.5% | Q4 2019 |
| WMB | $27.4M | 0.75% | 0.04% | +1.3% | Q4 2019 |
| HON | $27.2M | 0.75% | 0.02% | -1.8% | Q4 2019 |
| BA | $27.1M | 0.74% | 0.01% | +9.8% | Q4 2019 |
| PM | $25.4M | 0.70% | 0.01% | +1.8% | Q4 2019 |
| C | $23.7M | 0.65% | 0.01% | -2.7% | Q4 2019 |
| MCD | $23.5M | 0.65% | 0.01% | +5.3% | Q4 2019 |
| MRK | $23.2M | 0.64% | 0.01% | -0.2% | Q4 2019 |
| APD | $22.3M | 0.61% | 0.04% | 0.0% | Q4 2024 |
| GE | $21.9M | 0.60% | 0.01% | +0.7% | Q3 2021 |
| GOOG | $21.4M | 0.59% | Not reported | +37.8% | Q4 2019 |
| OKE | $20.6M | 0.56% | 0.04% | +3.3% | Q4 2019 |
| CAT | $20.2M | 0.55% | 0.01% | +12.4% | Q2 2023 |
| IRM | $20M | 0.55% | 0.08% | New | Q4 2025 |
| PFE | $19.9M | 0.55% | 0.01% | -15.4% | Q4 2019 |
| GS | $19M | 0.52% | 0.01% | +22.1% | Q4 2019 |
| T | $18.6M | 0.51% | 0.01% | -0.8% | Q4 2019 |
| SBR | $18.5M | 0.51% | Not reported | +2.1% | Q2 2025 |
| SHEL | $18M | 0.49% | 0.00% | +0.5% | Q1 2022 |
| PEP | $16.8M | 0.46% | 0.01% | +0.1% | Q4 2019 |
| VZ | $16.6M | 0.45% | 0.01% | +8.4% | Q4 2019 |
| HD | $16.2M | 0.45% | 0.00% | +1.6% | Q4 2019 |
| CSCO | $16M | 0.44% | 0.01% | +9.1% | Q4 2019 |
 WFC | $14.9M | 0.41% | 0.01% | +16.4% | Q4 2019 |
| Q3 2025 | |||||
| MSFT | $226M | 6.79% | 0.01% | +4.1% | Q4 2019 |
| AAPL | $116M | 3.50% | 0.00% | +12.5% | Q4 2019 |
| NVDA | $70.8M | 2.13% | 0.00% | +24.8% | Q4 2019 |
| JPM | $66.5M | 2.00% | 0.01% | +2.3% | Q4 2019 |
| AVGO | $64.9M | 1.95% | 0.00% | +4.8% | Q4 2019 |
| EPD | $63.9M | 1.92% | 0.09% | +2.6% | Q4 2019 |
| ABBV | $63.1M | 1.90% | 0.02% | +0.4% | Q4 2019 |
| ETN | $57M | 1.72% | 0.04% | +3.5% | Q2 2023 |
| AMZN | $55.2M | 1.66% | 0.00% | +11.8% | Q4 2019 |
| ET | $48.2M | 1.45% | 0.08% | +5.0% | Q4 2019 |
| XOM | $47.8M | 1.44% | 0.01% | +0.1% | Q4 2019 |
| IBM | $47.2M | 1.42% | 0.02% | -0.6% | Q4 2019 |
| GOOGL | $47.1M | 1.42% | 0.00% | +9.2% | Q4 2019 |
| WMT | $42.6M | 1.28% | 0.01% | +11.6% | Q4 2019 |
| TMO | $40.8M | 1.23% | 0.02% | -0.1% | Q3 2021 |
| CVX | $40.1M | 1.21% | 0.01% | +1.4% | Q4 2019 |
| JAVA | $37.7M | 1.13% | Not reported | +1.6% | Q3 2023 |
| META | $35.4M | 1.06% | Not reported | +5.6% | Q4 2019 |
| RTX | $34.5M | 1.04% | 0.02% | +2.0% | Q2 2020 |
| JNJ | $34.4M | 1.03% | 0.01% | +0.3% | Q4 2019 |
| KMI | $31.3M | 0.94% | 0.05% | +0.8% | Q4 2019 |
| HON | $29.9M | 0.90% | 0.02% | +1.2% | Q4 2019 |
| WMB | $28.5M | 0.86% | 0.04% | +1.0% | Q4 2019 |
| SPAB | $28M | 0.84% | Not reported | +12.6% | Q2 2023 |
| MPLX | $27.4M | 0.82% | 0.05% | +5.5% | Q4 2019 |
| RY | $26.4M | 0.79% | 0.01% | -0.2% | Q2 2021 |
| PM | $25.3M | 0.76% | 0.01% | +0.7% | Q4 2019 |
| APD | $24.7M | 0.74% | 0.04% | 0.0% | Q4 2024 |
| BA | $24.5M | 0.74% | 0.02% | +32.9% | Q4 2019 |
| PFE | $24M | 0.72% | 0.02% | +6.1% | Q4 2019 |
| LLY | $22.2M | 0.67% | 0.00% | +23.7% | Q4 2019 |
| MCD | $22.2M | 0.67% | 0.01% | +1.0% | Q4 2019 |
| SPY | $21.6M | 0.65% | Not reported | +9.0% | Q4 2019 |
| T | $21.3M | 0.64% | 0.01% | -0.1% | Q4 2019 |
| V | $21.3M | 0.64% | 0.00% | +14.8% | Q4 2019 |
| GE | $21.2M | 0.64% | 0.01% | +21.4% | Q3 2021 |
| C | $21.2M | 0.64% | 0.01% | -5.1% | Q4 2019 |
| SBR | $21M | 0.63% | Not reported | +611.6% | Q2 2025 |
| OKE | $19.8M | 0.60% | 0.04% | +1.7% | Q4 2019 |
| PLTR | $19M | 0.57% | 0.00% | -28.5% | Q2 2024 |
| HD | $18.8M | 0.57% | 0.00% | +20.5% | Q4 2019 |
| MRK | $18.5M | 0.56% | 0.01% | +1.0% | Q4 2019 |
| SHEL | $17.4M | 0.52% | 0.00% | +2.6% | Q1 2022 |
| VZ | $16.5M | 0.50% | 0.01% | -0.6% | Q4 2019 |
| PEP | $16.5M | 0.50% | 0.01% | +1.0% | Q4 2019 |
| LMT | $15.1M | 0.45% | 0.01% | +0.1% | Q4 2019 |
| COST | $15M | 0.45% | 0.00% | +17.1% | Q4 2019 |
| CAT | $15M | 0.45% | 0.01% | +21.7% | Q2 2023 |
 ORCL | $14.1M | 0.43% | 0.00% | +115.7% | Q4 2019 |
| GS | $14.1M | 0.42% | 0.01% | +12.8% | Q4 2019 |