1y return+13.9%S&P 500 +20.9%
3y return+45.5%S&P 500 +68.5%
5y return+43.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $151 against $232 in the S&P 500.2
Americana Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $197.5M | 4.4% | +11.2% |
| MSFTMicrosoft Corp | $196.9M | 4.4% | +2.5% |
| SFLRInnovator Etfs Trust | $133.9M | 3.0% | +39.7% |
| NVDANvidia Corporation | $99.3M | 2.2% | +8.0% |
| AVGOBroadcom Inc | $98.1M | 2.2% | +12.6% |
| EPDEnterprise Prods Partners L | $89.1M | 2.0% | +6.1% |
| GOOGLAlphabet Inc | $88.6M | 2.0% | +10.1% |
| AMZNAmazon Com Inc | $88.4M | 2.0% | +7.0% |
| IWFIshares Tr | $86.6M | 2.0% | |
| SHVIshares Tr | $85.2M | 1.9% | −1.6% |
| SHYIshares Tr | $81.6M | 1.8% | +4.1% |
| JPMJpmorgan Chase & Co | $78.3M | 1.8% | +7.1% |
| Eaton Corp PLCCUSIP G29183103 | $73.9M | 1.7% | +8.8% |
| BINCBlackrock Etf Trust II | $70.6M | 1.6% | +3.7% |
| ETEnergy Transfer L P | $67.9M | 1.5% | +9.9% |
| ABBVAbbvie Inc | $67.3M | 1.5% | |
| WMTWalmart Inc | $63.4M | 1.4% | +9.2% |
| NEARIshares U S Etf Tr | $59.9M | 1.3% | +4.0% |
| JNJJohnson & Johnson | $55.9M | 1.3% | +3.1% |
| LLYEli Lilly & Co | $55.8M | 1.3% | +14.2% |
| CVXChevron Corporation | $52.3M | 1.2% | +13.4% |
| IWDIshares Tr | $51.8M | 1.2% | |
| VOOVanguard Index Fds | $50.8M | 1.1% | +2.4% |
| IBMInternational Business Machs | $50.0M | 1.1% | |
| CATCaterpillar Inc | $49.2M | 1.1% | +1.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2020 | +1378.8% | $99.3M |
| AVGOBroadcom Inc | December 31, 2020 | +762.7% | $98.1M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $88.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $30.9M |
| CATCaterpillar Inc | March 31, 2023 | +365.3% | $49.2M |
| WMBWilliams Cos Inc | June 30, 2020 | +290.8% | $35.9M |
| LLYEli Lilly & Co | June 30, 2022 | +270.0% | $55.8M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $78.3M |
| MPLXMplx LP | June 30, 2020 | +226.0% | $48.3M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $197.5M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $34.6M
- GMAYFirst Tr Exchng Traded Fd Vi was $8.6M
- GAPRFirst Tr Exchng Traded Fd Vi was $4.0M
- Dupont De Nemours IncCUSIP 26614N102 was $3.4M
- XFEBFirst Tr Exchng Traded Fd Vi was $2.8M
- ZTSZoetis Inc was $2.6M
- CSGPCostar Group Inc was $2.3M
- Accenture PLC IrelandCUSIP G1151C101 was $1.4M
- XMARFirst Tr Exchng Traded Fd Vi was $1.0M
- IVVBBlackrock Etf Trust II was $920K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.7% | +14.8% |
| March 31, 2026 | −0.2% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +5.2% | +7.8% |
| June 30, 2025 | +6.1% | +10.5% |
| March 31, 2025 | −0.9% | −4.6% |
| December 31, 2024 | +0.7% | +2.1% |
| September 30, 2024 | +4.3% | +5.4% |
| June 30, 2024 | +1.9% | +4.0% |
| March 31, 2024 | +8.0% | +10.0% |
| December 31, 2023 | +7.6% | +11.2% |
| September 30, 2023 | −2.3% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +3.1% | +7.0% |
| December 31, 2022 | +10.3% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −11.9% | −16.5% |
| March 31, 2022 | −2.0% | −4.9% |
| December 31, 2021 | +5.3% | +10.7% |
| September 30, 2021 | −2.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Americana Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1797678&type=13F-HR&dateb=&owner=include&count=40CIK 1797678
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1797678/000117266126003084/Filed August 5, 2026 · accession 0001172661-26-003084