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Portfolio (Quarterly) Guide ↗

Americana Partners, LLC

· CIK 0001797678
13F Portfolio $4.4B AUM 596 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 596 New
Page 15 of 30  ·  596 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IVW ISHARES TR 9,768.0 $1.3M 0.03% NEW $137.53 +0.8%
282 PMAR INNOVATOR ETFS TRUST 27,829.0 $1.3M 0.03% NEW $47.77 +1.8%
283 GJUN FIRST TR EXCHNG TRADED FD VI 32,256.0 $1.3M 0.03% NEW $41.19 +1.6%
284 DIA STATE STR SPDR DOW JONES IND Financial Services 2,523.0 $1.3M 0.03% NEW $522.44 +1.5%
285 COF CAPITAL ONE FINL CORP Financial Services 6,491.0 $1.3M 0.03% NEW $200.62 +8.8%
286 JCI JOHNSON CONTROLS INTERNATION Industrials 8,879.0 $1.3M 0.03% NEW $146.11 -0.7%
287 AMAT APPLIED MATLS INC Technology 1,779.0 $1.3M 0.03% NEW $723.05 -32.3%
288 XBI SPDR SERIES TRUST 7,990.0 $1.3M 0.03% NEW $158.25 +5.3%
289 IBIT ISHARES BITCOIN TRUST ETF Financial Services 37,929.0 $1.3M 0.03% NEW $33.29 +31.4%
290 FN FABRINET Technology 2,242.0 $1.3M 0.03% NEW $562.08 -22.0%
291 WFC WELLS FARGO & CO Financial Services 15,167.0 $1.3M 0.03% NEW $82.64 +2.2%
292 MGV VANGUARD WORLD FD 7,594.0 $1.2M 0.03% NEW $163.45 +2.9%
293 INTU INTUIT Technology 4,646.0 $1.2M 0.03% NEW $261.00 +39.6%
294 DFAX DIMENSIONAL ETF TRUST 32,821.0 $1.2M 0.03% NEW $36.84 +3.7%
295 SDVY FIRST TR EXCHANGE TRADED FD 27,885.0 $1.2M 0.03% NEW $43.14 +1.6%
296 PDI PIMCO DYNAMIC INCOME FD Financial Services 71,975.0 $1.2M 0.03% NEW $16.70 -10.4%
297 MRVL MARVELL TECHNOLOGY INC Technology 3,977.0 $1.2M 0.03% NEW $297.89 -17.3%
298 FNF FIDELITY NATL FINL INC Financial Services 25,085.0 $1.2M 0.03% NEW $47.16 +0.7%
299 SPGM SPDR INDEX SHS FDS 13,493.0 $1.2M 0.03% NEW $85.67 +2.4%
300 PAAA PGIM ETF TR 22,485.0 $1.2M 0.03% NEW $51.27 +0.3%
Page 15 of 30  ·  596 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.3%
Energy 15.6%
Healthcare 11.6%
Financial Services 10.8%
Industrials 10.8%
Communication Services 6.1%
Consumer Cyclical 5.4%
Consumer Defensive 4.9%
Basic Materials 2.5%
Real Estate 1.1%