13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001797678
Total reported value
$4.4B
$4.4B
372 檔
10.7%
The Q1 2025 SEC filing reveals that Americana Partners, LLC held a total portfolio value of $4.4B, covering 372 public equity positions.
In Q1 2025, Americana Partners, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, BINC, AAPL) accounted for 10.7% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 372 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.15% | -0.52% | +1.28% | |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.93% | -0.16% | +6683.18% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.51% | +0.41% | +2.11% | |
| 4 | EPD | Enterprise Products Partners | Stock-Energy | 2.67% | -0.24% | +4.27% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 2.20% | — | -0.75% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.94% | +0.05% | +3.35% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.93% | -0.02% | -7.10% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 1.88% | -2.02% | +2.43% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 1.65% | -0.31% | +0.45% | |
| 10 | ET | Energy Transfer LP | Stock-Energy | 1.64% | -0.09% | +25.06% | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 1.64% | — | +0.51% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.62% | -0.13% | +1.15% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.60% | -0.33% | +54.87% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | +0.11% | +1.24% | |
| 15 | ETN | Eaton Corporation plc | Stock-Industrials | 1.56% | +0.18% | +1.21% | |
| 16 | IVVB | Ishares Large Cap Deep Quart | ETF-Large Cap & Growth | 1.52% | -0.02% | EXIT | |
| 17 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.46% | -0.01% | +13.39% | |
| 18 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.31% | -0.03% | +236.10% | |
| 19 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.29% | +0.11% | -1.18% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.26% | -0.22% | +0.29% | |
| 21 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.22% | -0.19% | -0.51% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.20% | -0.09% | +0.96% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.20% | +0.36% | +0.83% | |
| 24 | HON | Honeywell International Inc | Stock-Industrials | 1.16% | -0.90% | EXIT | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | +0.16% | +12.49% | |
| 26 | MPLX | Mplx LP | Stock-Energy | 1.08% | -0.04% | +8.82% | |
| 27 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.04% | -0.08% | -0.32% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | +0.32% | +13.09% | |
| 29 | WMB | Williams Cos Inc | Stock-Energy | 1.02% | -0.04% | — | |
| 30 | OKE | Oneok Inc | Stock-Energy | 1.02% | -0.13% | -2.23% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 1.02% | -0.16% | -0.66% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.94% | -0.06% | — | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | +0.01% | +11.82% | |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.89% | -0.01% | +48.17% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.88% | -0.14% | -1.47% | |
| 36 | PFE | Pfizer Inc | Stock-Healthcare | 0.84% | -0.42% | +72.41% | |
| 37 | T | At&t Inc | Stock-Comm Services | 0.83% | -0.22% | -0.95% | |
| 38 | RY | Royal Bank Of Canada | Stock-Financials | 0.78% | +0.08% | +0.17% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.77% | -0.02% | +0.74% | |
| 40 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.75% | -0.15% | — | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.29% | +13.43% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | -0.02% | -1.33% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.68% | +0.03% | +2.55% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.68% | -0.17% | +2.47% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.67% | -0.13% | +1.52% | |
| 46 | SHEL | Shell Plc-adr | Stock-Energy | 0.67% | -0.16% | +0.09% | |
| 47 | C | Citigroup Inc | Stock-Financials | 0.59% | -0.23% | +19.13% | |
| 48 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.59% | +0.03% | -3.99% | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.57% | -0.09% | +4.89% | |
| 50 | TRGP | Targa Resources CORP | Stock-Energy | 0.57% | -0.03% | +0.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 5 | ABBV | Abbvie Inc | — | NEW | New buy |
| 6 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 8 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 9 | CVX | Chevron CORP | — | NEW | New buy |
| 10 | ET | Energy Transfer LP | — | NEW | New buy |
| 11 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 12 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | New buy |
| 14 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 15 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 16 | IVVB | Ishares Large Cap Deep Quart | — | NEW | New buy |
| 17 | USIG | Ishares Broad Usd Investment | — | NEW | New buy |
| 18 | JAVA | Jpmorgan Active Value ETF | — | NEW | New buy |
| 19 | IEUR | Ishares Core Msci Europe ETF | — | NEW | New buy |
| 20 | WMT | Walmart Inc | — | NEW | New buy |
| 21 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 22 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 23 | AVGO | Broadcom Inc | — | NEW | New buy |
| 24 | HON | Honeywell International Inc | — | NEW | New buy |
| 25 | NVDA | Nvidia CORP | — | NEW | New buy |
| 26 | MPLX | Mplx LP | — | NEW | New buy |
| 27 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 28 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 29 | WMB | Williams Cos Inc | — | NEW | New buy |
| 30 | OKE | Oneok Inc | — | NEW | New buy |
| 31 | RTX | Rtx CORP | — | NEW | New buy |
| 32 | PM | Philip Morris International | — | NEW | New buy |
| 33 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | — | NEW | New buy |
| 35 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 36 | PFE | Pfizer Inc | — | NEW | New buy |
| 37 | T | At&t Inc | — | NEW | New buy |
| 38 | RY | Royal Bank Of Canada | — | NEW | New buy |
| 39 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 40 | NEAR | Ishares Sh Dba ETF Usd Inc | — | NEW | New buy |
| 41 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 42 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 43 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 44 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 45 | PEP | Pepsico Inc | — | NEW | New buy |
| 46 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 47 | C | Citigroup Inc | — | NEW | New buy |
| 48 | EWJ | Ishares Msci Japan ETF | — | NEW | New buy |
| 49 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 50 | TRGP | Targa Resources CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Americana Partners, LLC reported a total U.S. public equity portfolio value of $4.4B across 372 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
MSFT
市值: $158.5M
During Q1 2025, Americana Partners, LLC's top holdings by market value included MSFT (6.2%)、BINC (3.9%)、AAPL (3.5%). The largest single position, MSFT, represented 6.2% of total portfolio value.
In Q1 2025, Americana Partners, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.