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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 13 of 30  ·  596 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VT VANGUARD INTL EQUITY INDEX F 12,355.0 $1.9M 0.04% NEW $156.95 +2.2%
242 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 36,779.0 $1.9M 0.04% NEW $52.65 +29.8%
243 FCX FREEPORT MCMORAN INC Basic Materials 30,530.0 $1.9M 0.04% NEW $62.89 +12.0%
244 VEU VANGUARD INTL EQUITY INDEX F 22,339.0 $1.9M 0.04% NEW $83.75 +1.5%
245 GOCT FIRST TR EXCHNG TRADED FD VI 44,986.0 $1.9M 0.04% NEW $41.54 +1.8%
246 MS MORGAN STANLEY Financial Services 8,802.0 $1.8M 0.04% NEW $209.06 +1.2%
247 VGT VANGUARD WORLD FD 15,395.0 $1.8M 0.04% NEW $119.52 -0.6%
248 IDT IDT CORP Communication Services 31,288.0 $1.8M 0.04% NEW $58.16 +16.2%
249 ARM ARM HOLDINGS PLC Technology 5,072.0 $1.8M 0.04% NEW $354.57 -30.2%
250 ADBE ADOBE INC Technology 8,435.0 $1.7M 0.04% NEW $205.02 +33.1%
251 IYW ISHARES TR 6,840.0 $1.7M 0.04% NEW $252.23 -1.8%
252 IAUG INNOVATOR ETFS TRUST 56,711.0 $1.7M 0.04% NEW $30.17 +2.2%
253 VTI VANGUARD INDEX FDS 4,611.0 $1.7M 0.04% NEW $370.04 +2.3%
254 HPK HIGHPEAK ENERGY INC Energy 241,277.0 $1.7M 0.04% NEW $6.99 +20.4%
255 CME CME GROUP INC Financial Services 7,457.0 $1.6M 0.04% NEW $220.83 +23.0%
256 XLE SELECT SECTOR SPDR TR 30,948.0 $1.6M 0.04% NEW $53.11 +20.6%
257 ECAT BLACKROCK ESG CAP ALLC TERM Financial Services 104,534.0 $1.6M 0.04% NEW $15.72 -4.0%
258 PH PARKER-HANNIFIN CORP Industrials 1,675.0 $1.6M 0.04% NEW $978.12 +4.0%
259 EZPW EZCORP INC Financial Services 47,318.0 $1.6M 0.04% NEW $34.57 -18.2%
260 CEG CONSTELLATION ENERGY CORP Utilities 6,570.0 $1.6M 0.04% NEW $248.37 +10.1%
Page 13 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%