Americana Partners, LLC
Annual return '25
+21.1%
SPY '25
+17.7%
Alpha
+3.4ptsvs SPY
Invested
$3.9B
Holdings
509
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 83%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Q1 2026: Sold 0.5% (34.2k → 34.0k shares)
5.0%
02
$AAPL
APPLE INC
Q1 2026: Increased +2.3% (163.8k → 167.5k shares)
4.0%
03
$SFLR
INNOVATOR ETFS TRUST
Q1 2026: Increased +16.4% (173.6k → 202.0k shares)
2.3%
04
$SHV
ISHARES TR
Q4 2025: Exited (was 492.2k shares)
2.2%
05
$EPD
ENTERPRISE PRODS PARTNERS L
Q1 2026: New position (5.7k shares)
2.2%
06
$XOM
EXXON MOBIL CORP
Q4 2025: Sold 96.9% (423.8k → 13.1k shares)
2.1%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +79533.8% (400 → 318.5k shares)
2.1%
08
$SHY
ISHARES TR
Q4 2025: Exited (was 8.1k shares)
2.0%
09
$IWF
ISHARES TR
Q1 2026: Increased +1.4% (7.5k → 7.6k shares)
1.9%
10
$AMZN
AMAZON COM INC
Q1 2026: Increased +4.8% (73.3k → 76.9k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:28 UTC.