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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 29 of 30  ·  596 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 PGR PROGRESSIVE CORP Financial Services 1,011.0 $221K 0.01% NEW $218.45 -0.5%
562 ED CONSOLIDATED EDISON INC Utilities 1,990.0 $220K 0.01% NEW $110.63 -2.4%
563 EEMA ISHARES INC 1,872.0 $219K 0.01% NEW $116.96 -1.5%
564 DUK DUKE ENERGY CORP NEW Utilities 1,724.0 $218K 0.01% NEW $126.58 -2.4%
565 EWC ISHARES INC 3,776.0 $218K 0.01% NEW $57.64 +7.3%
566 DDOG DATADOG INC Technology 833.0 $217K 0.01% NEW $260.36 -10.3%
567 CW CURTISS WRIGHT CORP Industrials 286.0 $217K 0.01% NEW $757.76 -11.1%
568 RKLB ROCKET LAB CORP Industrials 2,119.0 $215K 0.01% NEW $101.65 -25.4%
569 KB KB FINL GROUP INC Financial Services 2,051.0 $215K 0.01% NEW $104.96 +10.6%
570 FITB FIFTH THIRD BANCORP Financial Services 3,809.0 $215K 0.01% NEW $56.37 -2.5%
571 SPG SIMON PPTY GROUP INC NEW Real Estate 957.0 $214K 0.01% NEW $223.65 -0.2%
572 FIRST TR EXCHNG TRADED FD VI 6,316.0 $214K 0.01% NEW $33.84
573 BK BANK OF NY MELLON CORP Financial Services 1,473.0 $213K 0.01% NEW $144.65 -1.9%
574 WELL WELLTOWER INC Real Estate 931.0 $211K 0.01% NEW $226.97 +3.9%
575 CHTR CHARTER COMMUNICATIONS INC Communication Services 1,483.0 $211K 0.01% NEW $142.21 +7.2%
576 SPAB SPDR SERIES TRUST 8,233.0 $210K 0.01% NEW $25.52 -1.3%
577 IMAY INNOVATOR ETFS TRUST 6,594.0 $209K 0.01% NEW $31.73 +2.5%
578 MMIN NEW YORK LIFE INVTS ACTIVE E 8,540.0 $207K 0.01% NEW $24.21 -2.3%
579 IGV ISHARES TR 2,263.0 $205K 0.01% NEW $90.60 +13.5%
580 ICVT ISHARES TR 1,666.0 $203K 0.01% NEW $121.74 -4.8%
Page 29 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%