Americana Partners, LLC Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$2.9B
Holdings
422
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (422 positions)
| Stock | Value |
|---|---|
ORLYOREILLY AUTOMOTIVE INC | $519K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $513K |
VTIVANGUARD INDEX FDS | $510K |
MTSIMACOM TECH SOLUTIONS HLDGS I | $502K |
CQPCHENIERE ENERGY PARTNERS LP | $499K |
CRKCOMSTOCK RES INC | $493K |
MPCMARATHON PETE CORP | $491K |
DUKDUKE ENERGY CORP NEW | $490K |
AQLTISHARES TR | $489K |
CARRCARRIER GLOBAL CORPORATION | $486K |
—MAC COPPER LIMITED | $484K |
EOGEOG RES INC | $479K |
CCLCARNIVAL CORP | $477K |
AGGISHARES TR | $470K |
SPMDSPDR SERIES TRUST | $469K |
CIBRFIRST TR EXCHANGE TRADED FD | $465K |
VCRVANGUARD WORLD FD | $462K |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $461K |
PYPLPAYPAL HLDGS INC | $456K |
ITWILLINOIS TOOL WKS INC | $443K |
XLCSELECT SECTOR SPDR TR | $442K |
PRPERMIAN RESOURCES CORP | $433K |
IUSVISHARES TR | $432K |
SPYGSPDR SERIES TRUST | $429K |
SONYSONY GROUP CORP | $426K |
WFCWELLS FARGO CO NEW | $416K |
URIUNITED RENTALS INC | $415K |
DOCUDOCUSIGN INC | $412K |
EXEEXPAND ENERGY CORPORATION | $412K |
ARESARES MANAGEMENT CORPORATION | $410K |
RDWREDWIRE CORPORATION | $408K |
HESMHESS MIDSTREAM LP | $404K |
INFYINFOSYS LTD | $402K |
SOBOSOUTH BOW CORP | $398K |
SPTISPDR SERIES TRUST | $398K |
VEEVVEEVA SYS INC | $393K |
TFIITFI INTL INC | $380K |
TPRTAPESTRY INC | $374K |
ONONON HLDG AG | $371K |
NUNU HLDGS LTD | $371K |
BNDVANGUARD BD INDEX FDS | $370K |
XLESELECT SECTOR SPDR TR | $370K |
KNSLKINSALE CAP GROUP INC | $356K |
IYWISHARES TR | $352K |
DHID R HORTON INC | $351K |
XLISELECT SECTOR SPDR TR | $348K |
EFVISHARES TR | $348K |
OTISOTIS WORLDWIDE CORP | $344K |
USACUSA COMPRESSION PARTNERS LP | $342K |
GSKGSK PLC | $339K |
CITHE CIGNA GROUP | $339K |
VWOVANGUARD INTL EQUITY INDEX F | $332K |
FTGCFIRST TR EXCHANGE TRAD FD VI | $325K |
SMHVANECK ETF TRUST | $325K |
CALFPACER FDS TR | $320K |
JMBSJANUS DETROIT STR TR | $311K |
XLGINVESCO EXCHANGE TRADED FD T | $310K |
BFSTBUSINESS FIRST BANCSHARES IN | $304K |
XLFSELECT SECTOR SPDR TR | $304K |
FXHFIRST TR EXCHANGE TRADED FD | $303K |
SOCSABLE OFFSHORE CORP | $297K |
VFHVANGUARD WORLD FD | $297K |
PFFISHARES TR | $295K |
TYLTYLER TECHNOLOGIES INC | $295K |
AQLTISHARES TR | $295K |
TXSTEXAS CAPITAL FUNDS TRUST | $293K |
SHYGISHARES TR | $293K |
FCXFREEPORT-MCMORAN INC | $289K |
SCHBSCHWAB STRATEGIC TR | $284K |
KEYSKEYSIGHT TECHNOLOGIES INC | $283K |
IGSBISHARES TR | $283K |
AXONAXON ENTERPRISE INC | $277K |
FEZSPDR INDEX SHS FDS | $274K |
MUMICRON TECHNOLOGY INC | $273K |
ROSTROSS STORES INC | $270K |
TILINSTIL BIO INC | $269K |
PGRPROGRESSIVE CORP | $267K |
GPIXGOLDMAN SACHS ETF TR | $265K |
MCKMCKESSON CORP | $265K |
XFEBFIRST TR EXCHNG TRADED FD VI | $257K |
ZMZOOM COMMUNICATIONS INC | $256K |
IWYISHARES TR | $250K |
BDXBECTON DICKINSON & CO | $249K |
FLRFLUOR CORP NEW | $246K |
FXLFIRST TR EXCHANGE TRADED FD | $245K |
MRVLMARVELL TECHNOLOGY INC | $238K |
VTWGVANGUARD SCOTTSDALE FDS | $236K |
ECGEVERUS CONSTR GROUP | $235K |
ASTSAST SPACEMOBILE INC | $234K |
EMBISHARES TR | $232K |
SPYVSPDR SERIES TRUST | $230K |
MCHPMICROCHIP TECHNOLOGY INC. | $228K |
EMXCISHARES INC | $227K |
CHRCHURCHILL DOWNS INC | $222K |
IYFISHARES TR | $221K |
CMGCHIPOTLE MEXICAN GRILL INC | $220K |
AG8AGILENT TECHNOLOGIES INC | $218K |
VNTVONTIER CORPORATION | $217K |
AAXJISHARES TR | $217K |
OSWONESPAWORLD HOLDINGS LIMITED | $216K |