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Americana Partners, LLC

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13F filer, CIK 1797678, Houston, TX

Americana Partners, LLC reported $3,850,858,822 across 510 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12. Its ten largest share positions make up 25.81% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001697

Period
2026-03-31
Reported value
$3.85B
Holdings
510
Top 10 weight
25.81%
New
63
Sold out
29

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SFLRadded+2,225,262$78.8M
SHYadded+946,208$78.1M
SHVadded+373,133$41.2M
NEARadded+716,172$36.4M
VOOadded+43,635$26.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPYMreduced-687,625-$52.6M
BINCreduced-823,562-$42.8M
USIGreduced-794,407-$40.7M
IAPRreduced-1,234,653-$39.1M
GPIXreduced-629,732-$31.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-001697, largest first. % of portfolio is the value over $3,850,858,822, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MBCMASTERBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,669 shares; 2025Q3: 15,919 shares; 2025Q4: 17,566 shares; 2026Q1: 21,259 shares 21,259$177K<0.01%+3,693Timeline
NWGNATWEST GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,253 shares; 2026Q1: 11,294 shares 11,294$168K<0.01%+41Timeline
LEGLEGGETT & PLATT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,999 shares; 2024Q4: 15,999 shares; 2025Q1: 15,999 shares; 2025Q2: 15,999 shares; 2025Q3: 15,999 shares; 2025Q4: 15,999 shares; 2026Q1: 15,999 shares 15,999$158K<0.01%0Timeline
GENIGENIUS SPORTS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,129 shares; 2025Q2: 14,129 shares; 2025Q3: 12,035 shares; 2025Q4: 11,988 shares; 2026Q1: 35,241 shares 35,241$156K<0.01%+23,253Timeline
TILINSTIL BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,926 shares; 2025Q3: 10,676 shares; 2025Q4: 16,176 shares; 2026Q1: 16,176 shares 16,176$133K<0.01%0Timeline
LUXELUXEXPERIENCE BVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,105 shares; 2025Q4: 15,256 shares; 2026Q1: 15,852 shares 15,852$127K<0.01%+596Timeline
FSKFS KKR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,895 shares; 2026Q1: 10,895 shares 10,895$111K<0.01%0Timeline
RFLRAFAEL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,793 shares; 2025Q3: 43,793 shares; 2025Q4: 43,793 shares; 2026Q1: 43,793 shares 43,793$54.7K<0.01%0Timeline
RNTXREIN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,102 shares; 2025Q2: 17,302 shares; 2025Q3: 17,302 shares; 2025Q4: 17,302 shares; 2026Q1: 27,302 shares 27,302$35.5K<0.01%+10,000Timeline
LUCDLUCID DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,427 shares; 2025Q1: 26,427 shares; 2025Q2: 26,427 shares; 2025Q3: 26,427 shares; 2025Q4: 26,427 shares; 2026Q1: 26,427 shares 26,427$30.4K<0.01%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TAFMAB ACTIVE ETFS INC190,402$4.84Mshares
BILSPDR SERIES TRUST19,136$1.75Mshares
APOAPOLLO GLOBAL MGMT INC10,631$1.54Mshares
ETDETHAN ALLEN INTERIORS INC37,953$867Kshares
BXPBXP INC12,536$846Kshares
PAYCPAYCOM SOFTWARE INC3,806$607Kshares
VGKVANGUARD INTL EQUITY INDEX F6,225$520Kshares
GBDCGOLUB CAP BDC INC35,915$487Kshares
IUSVISHARES TR4,376$449Kshares
BSXBOSTON SCIENTIFIC CORP4,602$439Kshares
SHOOMADDEN STEVEN LTD8,722$363Kshares
HOODROBINHOOD MKTS INC3,141$355Kshares
TRUTVANECK ETF TRUST13,378$354Kshares
NETCLOUDFLARE INC1,739$343Kshares
USACUSA COMPRESSION PARTNERS LP14,069$324Kshares
SMHVANECK ETF TRUST892$321Kshares
SCHBSCHWAB STRATEGIC TR12,003$315Kshares
MDBMONGODB INC750$315Kshares
SUISUN CMNTYS INC2,020$250Kshares
MAAMID-AMER APT CMNTYS INC1,785$248Kshares
DYDYCOM INDS INC681$230Kshares
RGENREPLIGEN CORP1,367$224Kshares
DECKDECKERS OUTDOOR CORP2,157$224Kshares
ALABASTERA LABS INC1,335$222Kshares
CLHCLEAN HARBORS INC932$219Kshares
RKLBROCKET LAB CORP2,869$200Kshares
BLACKROCK MUNICIPAL INCOME …BLACKROCK MUNICIPAL INCOME QUA12,751$139Kshares
CLEARSIGN TECHNOLOGIES CORPCLEARSIGN TECHNOLOGIES CORP55,000$30.6Kshares
XOMEXXON MOBIL CORP0$0call

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-001697 base2026-05-12acceptance time not in the bulk data set