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CIK: 0001797678
Total reported value
$4.4B
$4.4B
510 檔
13.7%
In Q1 2026, Americana Partners, LLC's U.S. equity holdings reached a combined market value of $4.4B, distributed across 510 disclosed stock positions.
In Q1 2026, Americana Partners, LLC displayed an active expansion posture, initiating 19 new positions and adding to 108 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 510 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.95% | -0.52% | +11.78% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.04% | +0.41% | +5.41% | |
| 3 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 2.29% | +0.73% | +854.81% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.25% | -0.33% | +90.69% | |
| 5 | EPD | Enterprise Products Partners | Stock-Energy | 2.25% | -0.24% | +1.68% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.08% | -2.02% | +5.73% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.08% | +0.16% | +15.70% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.05% | -0.21% | +11164.70% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.95% | — | -4.32% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | +0.11% | +15.40% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.85% | +0.36% | +14.60% | |
| 12 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.75% | -0.16% | -38.76% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.71% | +0.05% | +2.56% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | +0.32% | +3.71% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.65% | -0.22% | +6.98% | |
| 16 | ET | Energy Transfer LP | Stock-Energy | 1.62% | -0.09% | +1.47% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.52% | — | -0.91% | |
| 18 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.50% | -0.15% | +170.43% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.49% | -0.31% | +5.34% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 1.48% | +0.18% | +4.02% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.35% | -0.09% | +8.27% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.19% | -0.02% | +3.23% | |
| 23 | MPLX | Mplx LP | Stock-Energy | 1.13% | -0.04% | +0.68% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.13% | — | +6.61% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.03% | +152.08% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.04% | -0.13% | -1.83% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 1.01% | -0.16% | -0.09% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.29% | +22.44% | |
| 29 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.96% | -0.19% | +1.17% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 0.90% | -0.90% | EXIT | |
| 31 | WMB | Williams Cos Inc | Stock-Energy | 0.85% | -0.04% | -0.82% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.83% | +0.28% | +28.71% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.83% | -0.02% | +20.70% | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.80% | — | +24.49% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | +0.01% | +9.76% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.76% | +0.18% | -6.63% | |
| 37 | RY | Royal Bank Of Canada | Stock-Financials | 0.76% | +0.08% | +0.29% | |
| 38 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.74% | +0.11% | +39.46% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.02% | +12.94% | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.71% | -0.06% | +4.17% | |
| 41 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.71% | -0.03% | -30.21% | |
| 42 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.68% | -0.08% | +0.01% | |
| 43 | PFE | Pfizer Inc | Stock-Healthcare | 0.68% | -0.42% | +16.09% | |
| 44 | OKE | Oneok Inc | Stock-Energy | 0.67% | -0.13% | +1.72% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.67% | -0.14% | +7.18% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.65% | +0.03% | +1.06% | |
| 47 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.65% | +0.04% | +1.17% | |
| 48 | GE | General Electric | Stock-Industrials | 0.63% | +0.42% | +20.04% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.07% | +23.35% | |
| 50 | C | Citigroup Inc | Stock-Financials | 0.61% | -0.23% | +1.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SFLR | Innovator Eqty Mgd Floor ETF | +2% | +854.81% | Add |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | +2% | +11164.70% | Add |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | +1% | +90.69% | Add |
| 4 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.9% | +170.43% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.6% | +152.08% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.6% | +5.73% | Add |
| 7 | CVX | Chevron CORP | +0.4% | +5.34% | Add |
| 8 | SNDK | Sandisk CORP | +0.3% | +75.95% | Add |
| 9 | CAT | Caterpillar Inc | +0.3% | +28.71% | Add |
| 10 | EPD | Enterprise Products Partners | +0.3% | +1.68% | Add |
| 11 | JNJ | Johnson & Johnson | +0.2% | +8.27% | Add |
| 12 | WMT | Walmart Inc | +0.2% | +6.98% | Add |
| 13 | MRK | Merck & Co. Inc. | +0.2% | +20.70% | Add |
| 14 | ET | Energy Transfer LP | +0.2% | +1.47% | Add |
| 15 | IEUR | Ishares Core Msci Europe ETF | +0.2% | +39.46% | Add |
| 16 | PLTR | Palantir Technologies Inc-a | +0.2% | +95.27% | Add |
| 17 | WDC | Western Digital CORP | +0.2% | +216.91% | Add |
| 18 | HON | Honeywell International Inc | +0.2% | +9.74% | Add |
| 19 | ETN | Eaton Corporation plc | +0.1% | +4.02% | Add |
| 20 | KMI | Kinder Morgan, Inc. | +0.1% | +1.17% | Add |
| 21 | PFE | Pfizer Inc | +0.1% | +16.09% | Add |
| 22 | OKE | Oneok Inc | +0.1% | +1.72% | Add |
| 23 | TRGP | Targa Resources CORP | +0.1% | -0.32% | Trim |
| 24 | WMB | Williams Cos Inc | +0.1% | -0.82% | Trim |
| 25 | IRM | Iron Mountain Inc | +0.1% | +1.17% | Add |
| 26 | SHEL | Shell Plc-adr | +0.1% | +0.32% | Add |
| 27 | PR | Permian Resources Corp-cl A | +0.1% | +173.57% | Add |
| 28 | COST | Costco Wholesale CORP | +0.1% | +13.26% | Add |
| 29 | PANW | Palo Alto Networks Inc | +0.1% | +73.39% | Add |
| 30 | GS | Goldman Sachs Group Inc | +0.1% | +26.56% | Add |
| 31 | LMT | Lockheed Martin CORP | +0.1% | +1.60% | Add |
| 32 | VZ | Verizon Communications Inc | +0.1% | -0.19% | Trim |
| 33 | LIN | Linde plc | +0.1% | +17.21% | Add |
| 34 | TXN | Texas Instruments Inc | +0.1% | +79.44% | Add |
| 35 | APD | Air Products & Chemicals Inc | +0.1% | +0.01% | Add |
| 36 | ASML | ASML Holding N.V. | +0.1% | +5.07% | Add |
| 37 | BP | Bp Plc-spons Adr | +0.1% | — | Unchanged |
| 38 | SHW | Sherwin-williams Co/the | +0.1% | +583.73% | Add |
| 39 | BA | Boeing Co/the | +0.1% | +24.49% | Add |
| 40 | T | At&t Inc | +0.1% | +0.53% | Add |
| 41 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +10.90% | Add |
| 42 | NVDA | Nvidia CORP | +0.1% | +15.70% | Add |
| 43 | BMY | Bristol-myers Squibb Co | +0.1% | +9.24% | Add |
| 44 | PAA | Plains All Amer Pipeline LP | +0.1% | +0.09% | Add |
| 45 | KO | Coca-cola Co/the | +0.1% | +19.82% | Add |
| 46 | INTU | Intuit Inc | +0.1% | +99.59% | Add |
| 47 | AMGN | Amgen Inc | +0.1% | +29.35% | Add |
| 48 | TRV | Travelers Cos Inc/the | +0.1% | +158.38% | Add |
| 49 | CSGP | Costar Group Inc | +0.1% | +680.27% | Add |
| 50 | GOOG | Alphabet Inc-cl C | 0% | +23.35% | Add |
According to official SEC Form 13F filings, Americana Partners, LLC reported a total U.S. public equity portfolio value of $4.4B across 510 disclosed positions in Q1 2026.
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.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, SFLR) accounted for 13.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
LHX
市值: $9.5M
Top Position Liquidated / Trimmed
TAFM
前期市值: $4.8M
During Q1 2026, Americana Partners, LLC's top holdings by market value included MSFT (5.0%)、AAPL (4.0%)、SFLR (2.3%). The largest single position, MSFT, represented 5.0% of total portfolio value.
In Q1 2026, Americana Partners, LLC made 194 total portfolio adjustments, initiating 19 new buys, adding to 108 positions, trimming 61 holdings, and fully liquidating 6 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.
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