Americana Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Americana Partners, LLC reported 475 stock positions worth $3.6 billion. Its top holding was Microsoft (MSFT) at 6.1% of the portfolio, followed by Apple (AAPL, 4.3%) and iShares Flex I A ETF-Usd (BINC, 3.1%). Compared with Q3 2025, it opened 55 new positions, sold out of 37, added to 213 and reduced 156. The biggest buy was Apple (AAPL, shares +27%) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- Houston, TX
- CIK
- 0001797678
- Portfolio Value
- $3.6B (Q4 2025)
- SEC Filing
- 0001172661-26-000527 ↗ filed Feb 6, 2026
Holdings Value
Holdings 475 stocks · $3.6B
| MSFT Microsoft Corp. | 6.12% | 460,905 | $222.9M | Add +5.8% |
| AAPL Apple Inc. | 4.34% | 582,088 | $158.2M | Add +27.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 3.08% | 2,124,508 | $112.1M | Add +1.4% |
| IWF iShares Russell 1000 Growth | 2.39% | 183,774 | $87.0M | Add +44.9% |
| NVDA Nvidia Corp. | 2.03% | 397,110 | $74.1M | Add +4.6% |
| EPD Enterprise Products Partners | 1.98% | 2,247,462 | $72.1M | Add +10.0% |
| JPM JPMorgan Chase & Co. | 1.93% | 217,799 | $70.2M | Add +3.3% |
| AVGO Broadcom Inc. | 1.91% | 201,342 | $69.7M | Add +2.4% |
| AMZN Amazon.com Inc. | 1.90% | 300,422 | $69.3M | Add +19.5% |
| GOOGL Alphabet Inc. Class A | 1.87% | 217,091 | $67.9M | Add +12.1% |
| ABBV Abbvie Inc. | 1.70% | 271,111 | $61.9M | Reduce -0.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.62% | 733,516 | $58.8M | Reduce -8.3% |
| XOM Exxon Mobil Corp. | 1.48% | 447,042 | $53.8M | Add +5.5% |
| WMT Walmart Inc. | 1.46% | 478,992 | $53.4M | Add +15.9% |
| ET Energy Transfer LP | 1.44% | 3,186,247 | $52.5M | Add +13.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.36% | 167,699 | $49.7M | Add +0.2% |
| ETN Eaton Corp. PLC | 1.34% | 153,207 | $48.8M | Add +0.5% |
| TMO Thermo Fisher Scientific Inc. | 1.33% | 83,366 | $48.3M | Reduce -1.0% |
| SHV iShares 0-1 Year Treasury Bo | 1.24% | 411,460 | $45.3M | Reduce -16.4% |
| IWD iShares Russell 1000 Value E | 1.20% | 207,378 | $43.6M | Add +21.6% |
| USIG iShares Broad Usd Investment | 1.15% | 811,715 | $42.0M | Reduce -3.2% |
| IAPR Innovator International Deve | 1.15% | 1,361,198 | $42.0M | Add +0.7% |
| JNJ Johnson & Johnson | 1.12% | 197,070 | $40.8M | Add +6.3% |
| MPLX MPLX LP | 1.11% | 760,306 | $40.6M | Add +38.6% |
| CVX Chevron Corp. | 1.10% | 264,006 | $40.2M | Add +2.2% |
| JAVA JPMorgan Active Value ETF | 1.07% | 545,212 | $39.1M | Reduce -0.3% |
| RTX RTX Corp. | 1.01% | 201,517 | $37.0M | Reduce -2.1% |
| LLY Eli Lilly & Co. | 0.98% | 33,243 | $35.7M | Add +14.1% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.93% | 644,407 | $34.0M | Reduce -12.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.90% | 48,191 | $32.9M | Add +48.8% |
| META Meta Platforms Inc. Class A | 0.85% | 46,929 | $31.0M | Reduce -2.6% |
| RY Royal Bank of Canada | 0.84% | 179,519 | $30.6M | Add +0.2% |
| KMI Kinder Morgan Inc. | 0.82% | 1,087,396 | $29.9M | Reduce -1.8% |
| SPAB SS SPDR P Agg Bond ETF | 0.79% | 1,119,972 | $28.8M | Add +3.5% |
| V Visa Inc. Class A | 0.77% | 80,045 | $28.1M | Add +28.5% |
| WMB Williams Cos Inc. | 0.75% | 455,136 | $27.4M | Add +1.3% |
| HON Honeywell International Inc. | 0.75% | 139,627 | $27.2M | Reduce -1.8% |
| BA The Boeing Co. | 0.74% | 124,738 | $27.1M | Add +9.8% |
| PM Philip Morris International | 0.70% | 158,553 | $25.4M | Add +1.8% |
| VIG Vanguard Dividend Apprec ETF | 0.69% | 114,868 | $25.2M | Add +9.4% |
| C Citigroup Inc. | 0.65% | 203,005 | $23.7M | Reduce -2.7% |
| MCD McDonald's Corp. | 0.65% | 76,912 | $23.5M | Add +5.3% |
| MRK Merck & Co. Inc. | 0.64% | 220,405 | $23.2M | Reduce -0.2% |
| APD Air Products & Chemicals Inc. | 0.61% | 90,477 | $22.3M | Reduce -0.0% |
| GE General Electric filed as GE AEROSPACE | 0.60% | 71,057 | $21.9M | Add +0.7% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.59% | 420,219 | $21.5M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 0.59% | 68,339 | $21.4M | Add +37.8% |
| OKE Oneok Inc. | 0.56% | 280,018 | $20.6M | Add +3.3% |
| IEUR iShares Core MSCI Europe ETF | 0.56% | 289,136 | $20.5M | Add +1.3% |
| CAT Caterpillar Inc. | 0.55% | 35,218 | $20.2M | Add +12.4% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.55% | 241,349 | $20.0M | New |
| PFE Pfizer Inc. | 0.55% | 797,814 | $19.9M | Reduce -15.4% |
| GS Goldman Sachs Group Inc. | 0.52% | 21,615 | $19.0M | Add +22.1% |
| T AT&T Inc. | 0.51% | 747,956 | $18.6M | Reduce -0.8% |
| SBR Sabine Royalty Trust | 0.51% | 269,933 | $18.5M | Add +2.1% |
| SHEL Shell PLC-ADR | 0.49% | 244,931 | $18.0M | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 0.49% | 28,693 | $18.0M | Add +3.3% |
| JEPI JPMorgan Equity Premium Inco | 0.47% | 302,296 | $17.3M | Add +992.3% |
| PEP Pepsico Inc. | 0.46% | 117,363 | $16.8M | Add +0.1% |
| VZ Verizon Communications Inc. | 0.45% | 406,432 | $16.6M | Add +8.4% |
| HD Home Depot Inc. | 0.45% | 47,116 | $16.2M | Add +1.6% |
| CSCO Cisco Systems Inc. | 0.44% | 208,284 | $16.0M | Add +9.1% |
| WFC Wells Fargo & Co. | 0.41% | 160,373 | $14.9M | Add +16.4% |
| LMT Lockheed Martin Corp. | 0.40% | 30,220 | $14.6M | Reduce -0.2% |
| TRGP Targa Resources Corp. | 0.39% | 77,178 | $14.2M | Add +4.2% |
| COST Costco Wholesale Corp. | 0.39% | 16,457 | $14.2M | Add +1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.35% | 66,167 | $12.6M | Reduce -4.3% |
| NOW ServiceNow Inc. | 0.35% | 82,151 | $12.6M | Add +15.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.34% | 40,826 | $12.4M | Reduce -2.9% |
| SDY SS SPDR S&P Dividend ETF | 0.34% | 89,017 | $12.4M | Add +88.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.34% | 11,502 | $12.3M | Add +3.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.34% | 27,133 | $12.3M | Add +10.9% |
| PLTR Palantir Technologies Inc. Class A | 0.33% | 66,836 | $11.9M | Reduce -35.8% |
| SCHW Schwab (charles) Corp. | 0.32% | 115,106 | $11.5M | Add +11.8% |
| XFEB FT Vest Enh Mod Buff - Feb | 0.31% | 320,062 | $11.4M | Reduce -5.9% |
| BMY Bristol-Myers Squibb Co. | 0.31% | 211,328 | $11.4M | Add +1.7% |
| GMAY FT Vest U.S. Equity Moderate | 0.31% | 271,134 | $11.2M | Reduce -6.3% |
| SGHT Sight Sciences Inc. | 0.30% | 1,378,980 | $10.9M | Add +12.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 17,238 | $10.6M | Add +7.6% |
| PAA Plains All Amer Pipeline LP | 0.29% | 578,541 | $10.4M | Add +110.9% |
| LIN Linde PLC | 0.28% | 23,904 | $10.2M | Reduce -7.0% |
| EWJ iShares MSCI Japan ETF | 0.27% | 122,234 | $9.9M | Add +1.0% |
| SFLR Innovator Eqty MGD Floor ETF | 0.26% | 260,323 | $9.6M | New |
| MA Mastercard Inc. Class A | 0.25% | 16,247 | $9.3M | Add +70.7% |
| BP BP PLC-Spons ADR | 0.25% | 262,644 | $9.1M | Reduce -0.3% |
| MSDL Morgan Stanley Direct Lendin | 0.25% | 551,776 | $9.1M | Add +2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 17,776 | $8.9M | Add +42.3% |
| TLT iShares 20+ Year Treasury BD | 0.24% | 99,530 | $8.7M | Add +23.1% |
| ENB Enbridge Inc. | 0.24% | 179,922 | $8.6M | Add +0.8% |
| NKE Nike Inc. Class B | 0.23% | 133,667 | $8.5M | Add +6.9% |
| ORCL Oracle Corp. | 0.23% | 43,649 | $8.5M | Reduce -13.1% |
| GAUG FT Vest US Equity Moderate B | 0.23% | 215,961 | $8.5M | Reduce -20.2% |
| XMAR FT Vest US Equity Enhance & | 0.23% | 211,509 | $8.4M | Reduce -1.3% |
| APH Amphenol Corp. Class A | 0.23% | 62,484 | $8.4M | Reduce -3.9% |
| SWK Stanley Black & Decker Inc. | 0.23% | 113,260 | $8.4M | Reduce -3.6% |
| MCO Moody's Corp. | 0.23% | 16,443 | $8.4M | Add +22.3% |
| SPGI S&P Global Inc. | 0.22% | 15,477 | $8.1M | Add +19.6% |
| PANW Palo Alto Networks Inc. | 0.22% | 43,189 | $8.0M | Reduce -14.6% |
| SHOP Shopify Inc. Class A | 0.22% | 49,308 | $7.9M | Add +61.4% |
| KO The Coca-Cola Co. | 0.21% | 110,372 | $7.7M | Add +26.0% |
Portfolio Sells Q3 2025 → Q4 2025
| SHV iShares 0-1 Year Treasury Bo | Reduce -16.4% | 1.24% | −0.39 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -8.3% | 1.62% | −0.27 |
| PLTR Palantir Technologies Inc. Class A | Reduce -35.8% | 0.33% | −0.25 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Reduce -12.0% | 0.93% | −0.22 |
| META Meta Platforms Inc. Class A | Reduce -2.6% | 0.85% | −0.21 |
| ABBV Abbvie Inc. | Reduce -0.6% | 1.70% | −0.20 |
| ORCL Oracle Corp. | Reduce -13.1% | 0.23% | −0.19 |
| XJAN FT Vest Enh Mod Buff - Jan | Sold out | 0.00% | −0.19 |
| BYM BlackRock Muni Inc. QLTY | Reduce -97.8% | 0.00% | −0.18 |
| PFE Pfizer Inc. | Reduce -15.4% | 0.55% | −0.18 |
| USIG iShares Broad Usd Investment | Reduce -3.2% | 1.15% | −0.16 |
| DHI D.R. Horton Inc. | Reduce -44.0% | 0.12% | −0.16 |
| HON Honeywell International Inc. | Reduce -1.8% | 0.75% | −0.15 |
| XNOV FT Vest US Equity Enhance & | Sold out | 0.00% | −0.14 |
| XDEC FT Vest US Equity Enhance & | Sold out | 0.00% | −0.14 |
| T AT&T Inc. | Reduce -0.8% | 0.51% | −0.13 |
| APD Air Products & Chemicals Inc. | Reduce -0.0% | 0.61% | −0.13 |
| KMI Kinder Morgan Inc. | Reduce -1.8% | 0.82% | −0.12 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.12 |
| SLB SLB Ltd. | Reduce -41.9% | 0.15% | −0.10 |
| DD Dupont DE Nemours Inc. | Reduce -0.4% | 0.08% | −0.09 |
| PANW Palo Alto Networks Inc. | Reduce -14.6% | 0.22% | −0.09 |
| LIN Linde PLC | Reduce -7.0% | 0.28% | −0.09 |
| GAUG FT Vest US Equity Moderate B | Reduce -20.2% | 0.23% | −0.08 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -69.2% | 0.03% | −0.07 |
| JAVA JPMorgan Active Value ETF | Reduce -0.3% | 1.07% | −0.06 |
| GJUN FT Vest US Equity Moderate B | Reduce -24.9% | 0.13% | −0.06 |
| VT Vanguard Tot World STK ETF | Reduce -49.6% | 0.05% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -0.2% | 0.40% | −0.05 |
| ADP Automatic Data Processing | Reduce -9.7% | 0.13% | −0.05 |
| HPQ HP Inc. | Reduce -0.4% | 0.14% | −0.05 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -59.2% | 0.03% | −0.05 |
| GJUL FT Vest US Equity Moderate B | Reduce -12.6% | 0.20% | −0.05 |
| GMAY FT Vest U.S. Equity Moderate | Reduce -6.3% | 0.31% | −0.05 |
| XFEB FT Vest Enh Mod Buff - Feb | Reduce -5.9% | 0.31% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.3% | 0.35% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -4.9% | 0.17% | −0.04 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.04 |
| LYB Lyondellbasell Indu Class A | Reduce -33.7% | 0.04% | −0.04 |
| IVVB iShares Large Cap Deep Quart | Reduce -30.9% | 0.06% | −0.04 |
| GSEP FT Vest US Equity Moderate B | Reduce -10.4% | 0.17% | −0.03 |
| COP Conocophillips | Reduce -15.1% | 0.11% | −0.03 |
| BLK BlackRock Inc. | Reduce -12.5% | 0.09% | −0.03 |
| SWK Stanley Black & Decker Inc. | Reduce -3.6% | 0.23% | −0.03 |
| IAUG Innov in DVLP PWRB ETF - Aug | Reduce -17.6% | 0.10% | −0.03 |
| UNP Union Pacific Corp. | Reduce -11.7% | 0.10% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.03 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.03 |
| KHC The Kraft Heinz Co. | Reduce -0.1% | 0.15% | −0.03 |
| SYK Stryker Corp. | Reduce -39.5% | 0.03% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| AAPL Apple Inc. | Add +27.5% | 4.34% | +0.85 |
| IWF iShares Russell 1000 Growth | Add +44.9% | 2.39% | +0.60 |
| IRM Iron Mountain Inc. | New | 0.55% | +0.55 |
| GOOGL Alphabet Inc. Class A | Add +12.1% | 1.87% | +0.45 |
| JEPI JPMorgan Equity Premium Inco | Add +992.3% | 0.47% | +0.43 |
| LLY Eli Lilly & Co. | Add +14.1% | 0.98% | +0.31 |
| MPLX MPLX LP | Add +38.6% | 1.11% | +0.29 |
| SFLR Innovator Eqty MGD Floor ETF | New | 0.26% | +0.26 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +48.8% | 0.90% | +0.25 |
| AMZN Amazon.com Inc. | Add +19.5% | 1.90% | +0.24 |
| GOOG Alphabet Inc. Class C | Add +37.8% | 0.59% | +0.23 |
| WMT Walmart Inc. | Add +15.9% | 1.46% | +0.18 |
| SGHT Sight Sciences Inc. | Add +12.1% | 0.30% | +0.17 |
| IWD iShares Russell 1000 Value E | Add +21.6% | 1.20% | +0.15 |
| HESM Hess Midstream LP Class A | Add +836.0% | 0.17% | +0.15 |
| PAA Plains All Amer Pipeline LP | Add +110.9% | 0.29% | +0.14 |
| GNOV FT Vest US Equity Moderate B | New | 0.14% | +0.14 |
| SDY SS SPDR S&P Dividend ETF | Add +88.3% | 0.34% | +0.14 |
| GDEC FT Vest US Equity Moderate B | New | 0.13% | +0.13 |
| V Visa Inc. Class A | Add +28.5% | 0.77% | +0.13 |
| GOCT FT Vest US Equity Moderate B | New | 0.13% | +0.13 |
| CAT Caterpillar Inc. | Add +12.4% | 0.55% | +0.10 |
| DLR Digital Realty Trust Inc. | New | 0.10% | +0.10 |
| GS Goldman Sachs Group Inc. | Add +22.1% | 0.52% | +0.10 |
| MA Mastercard Inc. Class A | Add +70.7% | 0.25% | +0.09 |
| SNDK Sandisk Corp. | New | 0.09% | +0.09 |
| JNJ Johnson & Johnson | Add +6.3% | 1.12% | +0.08 |
| SHOP Shopify Inc. Class A | Add +61.4% | 0.22% | +0.08 |
| AMLP Alerian MLP ETF | Add +167.2% | 0.11% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +93.9% | 0.12% | +0.06 |
| WFC Wells Fargo & Co. | Add +16.4% | 0.41% | +0.06 |
| MSCI MSCI Inc. | Add +116.9% | 0.12% | +0.06 |
| IDXX Idexx Laboratories Inc. | Add +228.7% | 0.08% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +42.3% | 0.25% | +0.06 |
| AMJB Alerian MLP ETN2044 | New | 0.06% | +0.06 |
| EPD Enterprise Products Partners | Add +10.0% | 1.98% | +0.06 |
| INTC Intel Corp. | Add +590.2% | 0.06% | +0.06 |
| PULS Pgim Ultra Short Bond ETF | Add +93.6% | 0.12% | +0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Add +10.9% | 0.34% | +0.05 |
| CSCO Cisco Systems Inc. | Add +9.1% | 0.44% | +0.05 |
| RY Royal Bank of Canada | Add +0.2% | 0.84% | +0.05 |
| IUSG iShares Core S&P U.S. Growth | Add +50.7% | 0.16% | +0.05 |
| VONV Vanguard Russell 1000 Value | New | 0.04% | +0.04 |
| AXP American Express Co. | Add +41.0% | 0.14% | +0.04 |
| AMGN Amgen Inc. | Add +31.4% | 0.15% | +0.04 |
| WDC Western Digital Corp. | New | 0.04% | +0.04 |
| APO Apollo Global Management Inc. | New | 0.04% | +0.04 |
| MU Micron Technology Inc. | Add +124.6% | 0.06% | +0.04 |
| XOM Exxon Mobil Corp. | Add +5.5% | 1.48% | +0.04 |
| MCO Moody's Corp. | Add +22.3% | 0.23% | +0.04 |
Options Activity Q3 2025 → Q4 2025
| XOM Exxon Mobil Corp. | call | New | 0 | $0 |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |