Americana Partners, LLC
SEC Form 13F institutional filer · CIK 0001797678
13F-HR · 235 reported holdings · 2026-03-31
Wealth management firm.
Reported long-US-equity value
$2.80B
Top-10 concentration
35.2%
Americana Partners, LLC — $2.8B AUM allocation strategy
Americana Partners, LLC files SEC Form 13F and reports $2.8B of long US equity value across 235 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.3%, followed by Energy 6.5% and Health Care 5.4%.
The top 10 holdings account for 35% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Americana Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$2.8B
total across 235 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
35% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$PFE +128K sh · +$6.14M+$PLTR +63.7K sh · +$7.21M+$NVDA +62.3K sh · +$6.07M
Biggest trims (shares)
−$BLK −814K sh · −$44.6M−$IVV −693K sh · −$36.2M−$SPYM −688K sh · −$55.3M
Exited to nil (held last quarter, gone now)
$APO ($1.54M last qtr)$BXP ($846K last qtr)$BSX ($439K last qtr)$HOOD ($355K last qtr)$MAA ($248K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Systems Software6.8%—
- Technology Hardware, Storage & Peripherals5.6%—
- Semiconductors5.4%—
- Integrated Oil & Gas4.9%—
- Asset Management & Custody Banks2.6%—
- Broadline Retail2.6%—
- Diversified Banks2.4%—
- Interactive Media & Services2.3%—
- Other holdings67.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 515K | $191M | +54.3K | 6.8% |
| $AAPL | Apple Inc | 614K | $156M | +31.5K | 5.6% |
| $XOM | ExxonMobil Holdings Corporation | 473K | $80.2M | +25.6K | 2.9% |
| $NVDA | NVIDIA Corporation | 459K | $80.1M | +62.3K | 2.9% |
| $BLK | BlackRock Inc | 1.33M | $72.3M | -814K | 2.6% |
| $AMZN | Amazon.com Inc | 347K | $72.2M | +46.3K | 2.6% |
| $AVGO | Broadcom Inc | 231K | $71.4M | +29.4K | 2.5% |
| $JPM | JP Morgan Chase & Co | 294K | $68.2M | +8K | 2.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 225K | $64.7M | +8.06K | 2.3% |
…and 226 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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