Americana Partners, LLC - Portfolio overview

Americana Partners, LLC has 557 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

  1. MSFT - MICROSOFT CORP, 4.82%
  2. AAPL - APPLE INC, 3.93%
  3. SFLR - INNOVATOR ETFS TRUST, 2.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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