Americana Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Americana Partners, LLC reported 596 stock positions worth $4.4 billion. Its top holding was Apple (AAPL) at 4.4% of the portfolio, followed by Microsoft (MSFT, 4.4%) and Innovator Eqty MGD Floor ETF (SFLR, 3.0%). Compared with Q1 2026, it opened 133 new positions, sold out of 48, added to 237 and reduced 175. The biggest buy was Innovator Eqty MGD Floor ETF (SFLR, shares +40%) and the biggest sale Exxon Mobil (XOM, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- Houston, TX
- CIK
- 0001797678
- Portfolio Value
- $4.4B (Q2 2026)
- SEC Filing
- 0001172661-26-003084 ↗ filed Aug 5, 2026
Holdings Value
Holdings 596 stocks · $4.4B
| AAPL Apple Inc. | 4.45% | 682,459 | $197.5M | Add +11.2% |
| MSFT Microsoft Corp. | 4.43% | 527,809 | $196.9M | Add +2.5% |
| SFLR Innovator Eqty MGD Floor ETF | 3.02% | 3,471,601 | $133.9M | Add +39.7% |
| NVDA Nvidia Corp. | 2.24% | 496,037 | $99.3M | Add +8.0% |
| AVGO Broadcom Inc. | 2.21% | 259,765 | $98.1M | Add +12.6% |
| EPD Enterprise Products Partners | 2.01% | 2,425,057 | $89.1M | Add +6.1% |
| GOOGL Alphabet Inc. Class A | 2.00% | 247,872 | $88.6M | Add +10.1% |
| AMZN Amazon.com Inc. | 1.99% | 370,851 | $88.4M | Add +7.0% |
| IWF iShares Russell 1000 Growth | 1.95% | 697,445 | $86.6M | Reduce -0.8% |
| SHV iShares 0-1 Year Treasury Bo | 1.92% | 772,181 | $85.2M | Reduce -1.6% |
| SHY iShares 1-3 Year Treasury Bo | 1.84% | 993,588 | $81.6M | Add +4.1% |
| JPM JPMorgan Chase & Co. | 1.76% | 239,187 | $78.3M | Add +7.1% |
| ETN Eaton Corp. PLC | 1.66% | 173,373 | $73.9M | Add +8.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.59% | 1,349,181 | $70.6M | Add +3.7% |
| ET Energy Transfer LP | 1.53% | 3,553,524 | $67.9M | Add +9.9% |
| ABBV Abbvie Inc. | 1.52% | 267,299 | $67.3M | Reduce -0.5% |
| WMT Walmart Inc. | 1.43% | 559,418 | $63.4M | Add +9.2% |
| NEAR iShares SH Dba ETF Usd Inc. | 1.35% | 1,182,187 | $59.9M | Add +4.0% |
| JNJ Johnson & Johnson | 1.26% | 219,916 | $55.9M | Add +3.1% |
| LLY Eli Lilly & Co. | 1.26% | 46,496 | $55.8M | Add +14.2% |
| CVX Chevron Corp. | 1.18% | 315,327 | $52.3M | Add +13.4% |
| IWD iShares Russell 1000 Value E | 1.17% | 213,798 | $51.8M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 1.15% | 74,037 | $50.8M | Add +2.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.13% | 177,721 | $50.0M | Reduce -0.6% |
| CAT Caterpillar Inc. | 1.11% | 46,206 | $49.2M | Add +1.9% |
| MPLX MPLX LP | 1.09% | 856,711 | $48.3M | Add +11.9% |
| GE General Electric filed as GE AEROSPACE | 1.05% | 124,233 | $46.4M | Add +45.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.94% | 55,689 | $41.6M | Add +23.8% |
| TMO Thermo Fisher Scientific Inc. | 0.91% | 80,783 | $40.5M | Reduce -1.3% |
| SNDK Sandisk Corp. | 0.86% | 16,775 | $38.1M | Reduce -32.0% |
| RTX RTX Corp. | 0.85% | 199,606 | $37.9M | Reduce -0.9% |
| IEUR iShares Core MSCI Europe ETF | 0.85% | 500,648 | $37.6M | Add +24.2% |
| RY Royal Bank of Canada | 0.84% | 179,636 | $37.2M | Reduce -0.2% |
| MRK Merck & Co. Inc. | 0.81% | 280,165 | $36.0M | Add +5.3% |
| WMB Williams Cos Inc. | 0.81% | 482,937 | $35.9M | Add +7.0% |
| BA The Boeing Co. | 0.80% | 164,440 | $35.6M | Add +5.9% |
| PANW Palo Alto Networks Inc. | 0.79% | 102,475 | $34.9M | Add +36.8% |
| META Meta Platforms Inc. Class A | 0.78% | 61,214 | $34.5M | Add +18.9% |
| KMI Kinder Morgan Inc. | 0.77% | 1,069,624 | $34.2M | Reduce -2.8% |
| GOOG Alphabet Inc. Class C | 0.70% | 87,330 | $30.9M | Add +3.6% |
| V Visa Inc. Class A | 0.69% | 88,989 | $30.5M | Reduce -1.6% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.69% | 241,330 | $30.5M | Reduce -1.2% |
| VIG Vanguard Dividend Apprec ETF | 0.68% | 127,651 | $30.2M | Add +10.0% |
| JAVA JPMorgan Active Value ETF | 0.68% | 378,711 | $30.1M | Reduce -0.5% |
| PM Philip Morris International | 0.65% | 160,578 | $29.1M | Reduce -2.8% |
| APD Air Products & Chemicals Inc. | 0.60% | 90,543 | $26.5M | Add +0.1% |
| OKE Oneok Inc. | 0.54% | 277,263 | $24.1M | Reduce -2.7% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.54% | 12,039 | $24.0M | Reduce -0.4% |
| MCD McDonald's Corp. | 0.53% | 87,484 | $23.6M | Add +6.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.53% | 49,021 | $23.4M | Add +8.3% |
| LIN Linde PLC | 0.50% | 42,493 | $22.1M | Add +51.7% |
| SBR Sabine Royalty Trust | 0.49% | 295,755 | $21.6M | Add +6.3% |
| TRGP Targa Resources Corp. | 0.47% | 77,544 | $20.8M | Add +0.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.44% | 38,914 | $19.3M | Add +30.7% |
| CSCO Cisco Systems Inc. | 0.43% | 163,190 | $19.2M | Reduce -3.6% |
| SHEL Shell PLC-ADR | 0.43% | 246,248 | $19.1M | Add +0.2% |
| PLTR Palantir Technologies Inc. Class A | 0.41% | 157,219 | $18.3M | Add +20.5% |
| HD Home Depot Inc. | 0.41% | 51,095 | $18.0M | Reduce -2.4% |
| HON Honeywell International Inc. | 0.40% | 78,376 | $17.5M | Add +2.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.39% | 23,606 | $17.4M | Add +45.4% |
| JEPI JPMorgan Equity Premium Inco | 0.38% | 300,653 | $17.0M | Reduce -0.5% |
| C Citigroup Inc. | 0.38% | 119,624 | $16.7M | Reduce -41.8% |
| ANET Arista Networks Inc. | 0.37% | 97,679 | $16.6M | Add +587.5% |
| APH Amphenol Corp. Class A | 0.36% | 91,446 | $16.1M | Add +46.2% |
| VZ Verizon Communications Inc. | 0.36% | 380,575 | $16.1M | Reduce -6.2% |
| WDC Western Digital Corp. | 0.36% | 25,204 | $16.1M | Reduce -11.0% |
| PEP Pepsico Inc. | 0.36% | 117,933 | $16.0M | Reduce -2.3% |
| NOW ServiceNow Inc. | 0.36% | 160,563 | $15.9M | Add +16.6% |
| HONA Honeywell Aerospace Inc. | 0.35% | 70,068 | $15.5M | Reduce -8.5% |
| T AT&T Inc. | 0.35% | 745,879 | $15.4M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 30,731 | $15.4M | Add +52.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.34% | 189,951 | $15.3M | Add +166.7% |
| LMT Lockheed Martin Corp. | 0.34% | 29,976 | $15.3M | Reduce -2.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.34% | 69,487 | $15.1M | Add +1.6% |
| PFEB Innovator U.S. Equity Power | 0.32% | 334,853 | $14.4M | Add +154.8% |
| LHX L3HARRIS Technologies Inc. | 0.32% | 49,096 | $14.3M | Add +78.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.32% | 46,780 | $14.2M | Add +237.4% |
| EWJ iShares MSCI Japan ETF | 0.31% | 148,635 | $13.9M | Add +17.1% |
| CDNS Cadence Design SYS Inc. | 0.31% | 36,427 | $13.7M | New |
| BMY Bristol-Myers Squibb Co. | 0.30% | 231,744 | $13.4M | Add +0.4% |
| PAA Plains All Amer Pipeline LP | 0.28% | 565,825 | $12.6M | Reduce -2.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.27% | 15,878 | $12.1M | Add +24.9% |
| UNH Unitedhealth Group Inc. | 0.27% | 29,074 | $12.1M | Add +20.8% |
| KO The Coca-Cola Co. | 0.27% | 147,678 | $12.0M | Add +11.7% |
| PFE Pfizer Inc. | 0.26% | 475,179 | $11.4M | Reduce -48.7% |
| PG The Procter & Gamble Co. | 0.25% | 76,659 | $11.2M | Add +41.7% |
| INTC Intel Corp. | 0.25% | 79,826 | $11.1M | Add +13.2% |
| SWK Stanley Black & Decker Inc. | 0.25% | 117,962 | $11.1M | Reduce -1.2% |
| ISRG Intuitive Surgical Inc. | 0.25% | 27,665 | $11.0M | Add +128.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 125,740 | $10.8M | Add +230.0% |
| IEMG iShares Core MSCI Emerging | 0.24% | 129,616 | $10.7M | Add +12.4% |
| AMGN Amgen Inc. | 0.24% | 29,219 | $10.6M | Add +32.2% |
| BP BP PLC-Spons ADR | 0.22% | 264,265 | $9.8M | Add +0.6% |
| ENB Enbridge Inc. | 0.22% | 179,464 | $9.7M | Reduce -0.3% |
| LITE Lumentum Holdings Inc. | 0.21% | 10,874 | $9.3M | Add +3277.0% |
| SGHT Sight Sciences Inc. | 0.20% | 1,679,069 | $9.1M | Add +0.0% |
| TXN Texas Instruments Inc. | 0.20% | 29,892 | $8.9M | Reduce -4.1% |
| GS Goldman Sachs Group Inc. | 0.20% | 8,785 | $8.9M | Reduce -67.9% |
| MA Mastercard Inc. Class A | 0.20% | 17,123 | $8.8M | Reduce -20.4% |
| VNQ Vanguard Real Estate ETF | 0.19% | 88,379 | $8.5M | Add +7.2% |
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Reduce -95.9% | 0.06% | −2.02 |
| PFE Pfizer Inc. | Reduce -48.7% | 0.26% | −0.42 |
| GS Goldman Sachs Group Inc. | Reduce -67.9% | 0.20% | −0.40 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -1.6% | 1.92% | −0.33 |
| COST Costco Wholesale Corp. | Reduce -53.0% | 0.18% | −0.30 |
| C Citigroup Inc. | Reduce -41.8% | 0.38% | −0.23 |
| INTU Intuit Inc. | Reduce -79.5% | 0.03% | −0.23 |
| GMAY FT Vest U.S. Equity Moderate | Sold out | 0.00% | −0.22 |
| T AT&T Inc. | Reduce -0.8% | 0.35% | −0.22 |
| KMI Kinder Morgan Inc. | Reduce -2.8% | 0.77% | −0.19 |
| VZ Verizon Communications Inc. | Reduce -6.2% | 0.36% | −0.17 |
| RTX RTX Corp. | Reduce -0.9% | 0.85% | −0.16 |
| LMT Lockheed Martin Corp. | Reduce -2.4% | 0.34% | −0.14 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.3% | 0.91% | −0.13 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -69.1% | 0.05% | −0.13 |
| PEP Pepsico Inc. | Reduce -2.3% | 0.36% | −0.13 |
| OKE Oneok Inc. | Reduce -2.7% | 0.54% | −0.13 |
| NKE Nike Inc. Class B | Reduce -18.3% | 0.14% | −0.11 |
| GAPR FT Vest US Equity Moderate B | Sold out | 0.00% | −0.10 |
| ORCL Oracle Corp. | Reduce -34.1% | 0.14% | −0.10 |
| CIEN Ciena Corp. | Reduce -71.0% | 0.04% | −0.10 |
| DLR Digital Realty Trust Inc. | Reduce -78.4% | 0.02% | −0.09 |
| HONA Honeywell Aerospace Inc. | Reduce -8.5% | 0.35% | −0.09 |
| IMAY Innov Intl Dev PB ETF - May | Reduce -94.3% | 0.00% | −0.09 |
| SHOP Shopify Inc. Class A | Reduce -26.3% | 0.14% | −0.09 |
| IAPR Innovator International Deve | Reduce -80.9% | 0.02% | −0.09 |
| MS Morgan Stanley | Reduce -69.3% | 0.04% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -20.4% | 0.20% | −0.08 |
| SDY SS SPDR S&P Dividend ETF | Reduce -26.8% | 0.15% | −0.08 |
| XFEB FT Vest Enh Mod Buff - Feb | Sold out | 0.00% | −0.07 |
| GAUG FT Vest US Equity Moderate B | Reduce -40.5% | 0.09% | −0.07 |
| MSCI MSCI Inc. | Reduce -39.8% | 0.08% | −0.07 |
| GJUN FT Vest US Equity Moderate B | Reduce -65.9% | 0.03% | −0.07 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.07 |
| SLB SLB Ltd. | Reduce -15.9% | 0.13% | −0.07 |
| JEPI JPMorgan Equity Premium Inco | Reduce -0.5% | 0.38% | −0.06 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.06 |
| COP Conocophillips | Reduce -10.4% | 0.09% | −0.06 |
| IDXX Idexx Laboratories Inc. | Reduce -43.4% | 0.05% | −0.06 |
| PM Philip Morris International | Reduce -2.8% | 0.65% | −0.05 |
| IMAR Innovator Intdevpow Buf-Mar | Reduce -73.8% | 0.02% | −0.05 |
| PAA Plains All Amer Pipeline LP | Reduce -2.3% | 0.28% | −0.05 |
| HII Huntington Ingalls Industrie | Reduce -2.3% | 0.08% | −0.05 |
| SBUX Starbucks Corp. | Reduce -57.7% | 0.04% | −0.05 |
| SCCO Southern Copper Corp. | Reduce -15.1% | 0.13% | −0.04 |
| GNOV FT Vest US Equity Moderate B | Reduce -40.6% | 0.05% | −0.04 |
| HD Home Depot Inc. | Reduce -2.4% | 0.41% | −0.04 |
| GJAN FT Vest US Equity Moderate B | Reduce -32.5% | 0.07% | −0.04 |
| ABNB Airbnb Inc. Class A | Reduce -36.5% | 0.06% | −0.04 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| SFLR Innovator Eqty MGD Floor ETF | Add +39.7% | 3.02% | +0.73 |
| PANW Palo Alto Networks Inc. | Add +36.8% | 0.79% | +0.48 |
| GE General Electric | Add +45.6% | 1.05% | +0.42 |
| AAPL Apple Inc. | Add +11.2% | 4.45% | +0.40 |
| AVGO Broadcom Inc. | Add +12.6% | 2.21% | +0.36 |
| ANET Arista Networks Inc. | Add +587.5% | 0.37% | +0.33 |
| GOOGL Alphabet Inc. Class A | Add +10.1% | 2.00% | +0.31 |
| CDNS Cadence Design SYS Inc. | New | 0.31% | +0.31 |
| LLY Eli Lilly & Co. | Add +14.2% | 1.26% | +0.28 |
| CAT Caterpillar Inc. | Add +1.9% | 1.11% | +0.27 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +237.4% | 0.32% | +0.23 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +166.7% | 0.34% | +0.21 |
| LITE Lumentum Holdings Inc. | Add +3277.0% | 0.21% | +0.20 |
| PFEB Innovator U.S. Equity Power | Add +154.8% | 0.32% | +0.19 |
| ETN Eaton Corp. PLC | Add +8.8% | 1.66% | +0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +23.8% | 0.94% | +0.18 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +230.0% | 0.24% | +0.17 |
| INTC Intel Corp. | Add +13.2% | 0.25% | +0.17 |
| APH Amphenol Corp. Class A | Add +46.2% | 0.36% | +0.16 |
| NVDA Nvidia Corp. | Add +8.0% | 2.24% | +0.15 |
| QQQ Invesco QQQ Trust Series 1 | Add +45.4% | 0.39% | +0.15 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +24.9% | 0.27% | +0.14 |
| USB US Bancorp | New | 0.14% | +0.14 |
| LIN Linde PLC | Add +51.7% | 0.50% | +0.14 |
| KLAC KLA Corp. | New | 0.13% | +0.13 |
| TSM Taiwan Semiconductor-SP ADR | Add +8.3% | 0.53% | +0.13 |
| ADP Automatic Data Processing | Add +227.3% | 0.18% | +0.12 |
| AMZN Amazon.com Inc. | Add +7.0% | 1.99% | +0.12 |
| MDT Medtronic PLC | New | 0.11% | +0.11 |
| IEUR iShares Core MSCI Europe ETF | Add +24.2% | 0.85% | +0.11 |
| TGT Target Corp. | New | 0.11% | +0.11 |
| UNH Unitedhealth Group Inc. | Add +20.8% | 0.27% | +0.10 |
| ISRG Intuitive Surgical Inc. | Add +128.2% | 0.25% | +0.10 |
| VGSH Vanguard Short-Term Treasury | New | 0.10% | +0.10 |
| SRLN SS Blackstone Sr Loan ETF | New | 0.10% | +0.10 |
| VGIT Vanguard Intermediate-Term T | Add +429.7% | 0.12% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +52.7% | 0.35% | +0.10 |
| BE Bloom Energy Corp. Class A | New | 0.09% | +0.09 |
| IWM iShares Russell 2000 ETF | Add +91.6% | 0.18% | +0.09 |
| VRTX Vertex Pharmaceuticals Inc. | Add +30.7% | 0.44% | +0.09 |
| GEV GE Vernova Inc. | Add +59.5% | 0.17% | +0.08 |
| CCJ Cameco Corp. | New | 0.08% | +0.08 |
| LHX L3HARRIS Technologies Inc. | Add +78.0% | 0.32% | +0.07 |
| AER Aercap Holdings NV | Add +163.1% | 0.12% | +0.07 |
| HWM Howmet Aerospace Inc. | New | 0.07% | +0.07 |
| VTES Vanguard SH Term Tax-Ex Bond | New | 0.07% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +3.6% | 0.70% | +0.07 |
| COHR Coherent Corp. | New | 0.06% | +0.06 |
| MELI MercadoLibre Inc. | Add +84.3% | 0.17% | +0.06 |
| BBUS JPMorgan Betabuilders US Equ | New | 0.06% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 596 | $4.4B | AAPL, MSFT, SFLR, NVDA, AVGO |
| Q1 2026 | 510 | $3.9B | MSFT, AAPL, SFLR, SHV, EPD |
| Q4 2025 | 475 | $3.6B | MSFT, AAPL, BINC, IWF, NVDA |
| Q3 2025 | 457 | $3.3B | MSFT, AAPL, BINC, NVDA, JPM |
| Q2 2025 | 421 | $2.9B | MSFT, BINC, AAPL, EPD, JPM |
| Q1 2025 | 371 | $2.6B | MSFT, BINC, AAPL, EPD, ABBV |
| Q4 2024 | 380 | $2.4B | MSFT, AAPL, EPD, SPYM, ETN |
| Q3 2024 | 361 | $1.5B | SPYM, EPD, MSFT, AAPL, USIG |
| Q2 2024 | 346 | $1.3B | EPD, MSFT, SPYM, AAPL, USIG |
| Q1 2024 | 336 | $1.2B | EPD, JEPI, MSFT, AAPL, SHV |