Americana Partners, LLC Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$2.9T
Holdings
422
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (422 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | ORLYOREILLY AUTOMOTIVE INC | 5,757 | $518.9M | 0.02% | |
| 302 | GBTCGRAYSCALE BITCOIN TRUST ETF | 6,049 | $513.1M | 0.02% | |
| 303 | VTIVANGUARD INDEX FDS | 1,677 | $509.7M | 0.02% | |
| 304 | MTSIMACOM TECH SOLUTIONS HLDGS I | 3,500 | $501.5M | 0.02% | |
| 305 | CQPCHENIERE ENERGY PARTNERS LP | 8,911 | $499.5M | 0.02% | |
| 306 | CRKCOMSTOCK RES INC | 17,802 | $492.6M | 0.02% | |
| 307 | MPCMARATHON PETE CORP | 2,956 | $491.1M | 0.02% | |
| 308 | DUKDUKE ENERGY CORP NEW | 4,151 | $489.8M | 0.02% | |
| 309 | AQLTISHARES TR | 21,272 | $488.8M | 0.02% | |
| 310 | CARRCARRIER GLOBAL CORPORATION | 6,637 | $485.8M | 0.02% | |
| 311 | —MAC COPPER LIMITED | 40,044 | $484.1M | 0.02% | |
| 312 | EOGEOG RES INC | 4,007 | $479.3M | 0.02% | |
| 313 | CCLCARNIVAL CORP | 16,956 | $476.8M | 0.02% | |
| 314 | AGGISHARES TR | 4,739 | $470.1M | 0.02% | |
| 315 | SPMDSPDR SERIES TRUST | 8,631 | $469.4M | 0.02% | |
| 316 | CIBRFIRST TR EXCHANGE TRADED FD | 6,155 | $465.2M | 0.02% | |
| 317 | VCRVANGUARD WORLD FD | 1,276 | $462.4M | 0.02% | |
| 318 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 9,922 | $460.9M | 0.02% | |
| 319 | PYPLPAYPAL HLDGS INC | 6,132 | $455.7M | 0.02% | |
| 320 | ITWILLINOIS TOOL WKS INC | 1,791 | $442.9M | 0.02% | |
| 321 | XLCSELECT SECTOR SPDR TR | 4,071 | $441.8M | 0.02% | |
| 322 | PRPERMIAN RESOURCES CORP | 31,776 | $432.8M | 0.01% | |
| 323 | IUSVISHARES TR | 4,568 | $432.3M | 0.01% | |
| 324 | SPYGSPDR SERIES TRUST | 4,505 | $429.4M | 0.01% | |
| 325 | SONYSONY GROUP CORP | 16,370 | $426.1M | 0.01% | |
| 326 | WFCWELLS FARGO CO NEW | 5,197 | $416.4M | 0.01% | |
| 327 | URIUNITED RENTALS INC | 551 | $415.1M | 0.01% | |
| 328 | DOCUDOCUSIGN INC | 5,291 | $412.1M | 0.01% | |
| 329 | EXEEXPAND ENERGY CORPORATION | 3,524 | $412.1M | 0.01% | |
| 330 | ARESARES MANAGEMENT CORPORATION | 2,367 | $410.0M | 0.01% | |
| 331 | RDWREDWIRE CORPORATION | 25,000 | $407.5M | 0.01% | |
| 332 | HESMHESS MIDSTREAM LP | 10,487 | $403.9M | 0.01% | |
| 333 | INFYINFOSYS LTD | 21,714 | $402.4M | 0.01% | |
| 334 | SOBOSOUTH BOW CORP | 15,370 | $398.2M | 0.01% | |
| 335 | SPTISPDR SERIES TRUST | 13,820 | $397.6M | 0.01% | |
| 336 | VEEVVEEVA SYS INC | 1,366 | $393.4M | 0.01% | |
| 337 | TFIITFI INTL INC | 4,243 | $380.5M | 0.01% | |
| 338 | TPRTAPESTRY INC | 4,256 | $373.7M | 0.01% | |
| 339 | ONONON HLDG AG | 7,124 | $370.8M | 0.01% | |
| 340 | NUNU HLDGS LTD | 27,020 | $370.7M | 0.01% | |
| 341 | BNDVANGUARD BD INDEX FDS | 5,030 | $370.4M | 0.01% | |
| 342 | XLESELECT SECTOR SPDR TR | 4,356 | $369.5M | 0.01% | |
| 343 | KNSLKINSALE CAP GROUP INC | 735 | $355.7M | 0.01% | |
| 344 | IYWISHARES TR | 2,033 | $352.3M | 0.01% | |
| 345 | DHID R HORTON INC | 2,721 | $350.8M | 0.01% | |
| 346 | XLISELECT SECTOR SPDR TR | 2,362 | $348.4M | 0.01% | |
| 347 | EFVISHARES TR | 5,488 | $348.4M | 0.01% | |
| 348 | OTISOTIS WORLDWIDE CORP | 3,476 | $344.2M | 0.01% | |
| 349 | USACUSA COMPRESSION PARTNERS LP | 14,069 | $342.0M | 0.01% | |
| 350 | GSKGSK PLC | 8,822 | $338.8M | 0.01% | |
| 351 | CITHE CIGNA GROUP | 1,024 | $338.5M | 0.01% | |
| 352 | VWOVANGUARD INTL EQUITY INDEX F | 6,711 | $331.9M | 0.01% | |
| 353 | FTGCFIRST TR EXCHANGE TRAD FD VI | 13,188 | $325.4M | 0.01% | |
| 354 | SMHVANECK ETF TRUST | 1,164 | $324.6M | 0.01% | |
| 355 | CALFPACER FDS TR | 8,048 | $320.4M | 0.01% | |
| 356 | JMBSJANUS DETROIT STR TR | 6,898 | $310.8M | 0.01% | |
| 357 | XLGINVESCO EXCHANGE TRADED FD T | 5,954 | $310.2M | 0.01% | |
| 358 | BFSTBUSINESS FIRST BANCSHARES IN | 12,338 | $304.1M | 0.01% | |
| 359 | XLFSELECT SECTOR SPDR TR | 5,806 | $304.1M | 0.01% | |
| 360 | FXHFIRST TR EXCHANGE TRADED FD | 2,917 | $302.5M | 0.01% | |
| 361 | SOCSABLE OFFSHORE CORP | 13,491 | $296.5M | 0.01% | |
| 362 | VFHVANGUARD WORLD FD | 2,329 | $296.5M | 0.01% | |
| 363 | PFFISHARES TR | 9,629 | $295.4M | 0.01% | |
| 364 | TYLTYLER TECHNOLOGIES INC | 498 | $295.2M | 0.01% | |
| 365 | AQLTISHARES TR | 12,636 | $295.2M | 0.01% | |
| 366 | TXSTEXAS CAPITAL FUNDS TRUST | 8,450 | $293.4M | 0.01% | |
| 367 | SHYGISHARES TR | 6,792 | $293.0M | 0.01% | |
| 368 | FCXFREEPORT-MCMORAN INC | 6,656 | $288.5M | 0.01% | |
| 369 | SCHBSCHWAB STRATEGIC TR | 11,930 | $284.3M | 0.01% | |
| 370 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,725 | $282.7M | 0.01% | |
| 371 | IGSBISHARES TR | 5,355 | $282.5M | 0.01% | |
| 372 | AXONAXON ENTERPRISE INC | 334 | $276.5M | 0.01% | |
| 373 | FEZSPDR INDEX SHS FDS | 4,584 | $273.8M | 0.01% | |
| 374 | MUMICRON TECHNOLOGY INC | 2,211 | $272.5M | 0.01% | |
| 375 | ROSTROSS STORES INC | 2,117 | $270.1M | 0.01% | |
| 376 | TILINSTIL BIO INC | 12,926 | $269.2M | 0.01% | |
| 377 | PGRPROGRESSIVE CORP | 999 | $266.6M | 0.01% | |
| 378 | GPIXGOLDMAN SACHS ETF TR | 5,313 | $264.7M | 0.01% | |
| 379 | MCKMCKESSON CORP | 361 | $264.5M | 0.01% | |
| 380 | XFEBFIRST TR EXCHNG TRADED FD VI | 6,581 | $256.6M | 0.01% | |
| 381 | ZMZOOM COMMUNICATIONS INC | 3,285 | $256.2M | 0.01% | |
| 382 | IWYISHARES TR | 1,013 | $249.7M | 0.01% | |
| 383 | BDXBECTON DICKINSON & CO | 1,445 | $248.9M | 0.01% | |
| 384 | FLRFLUOR CORP NEW | 4,800 | $246.1M | 0.01% | |
| 385 | FXLFIRST TR EXCHANGE TRADED FD | 1,554 | $244.5M | 0.01% | |
| 386 | MRVLMARVELL TECHNOLOGY INC | 3,073 | $237.8M | 0.01% | |
| 387 | VTWGVANGUARD SCOTTSDALE FDS | 1,132 | $236.0M | 0.01% | |
| 388 | ECGEVERUS CONSTR GROUP | 3,696 | $234.8M | 0.01% | |
| 389 | ASTSAST SPACEMOBILE INC | 5,000 | $233.7M | 0.01% | |
| 390 | EMBISHARES TR | 2,500 | $231.6M | 0.01% | |
| 391 | SPYVSPDR SERIES TRUST | 4,386 | $229.6M | 0.01% | |
| 392 | MCHPMICROCHIP TECHNOLOGY INC. | 3,234 | $227.6M | 0.01% | |
| 393 | EMXCISHARES INC | 3,595 | $227.0M | 0.01% | |
| 394 | CHRCHURCHILL DOWNS INC | 2,200 | $222.2M | 0.01% | |
| 395 | IYFISHARES TR | 1,827 | $221.0M | 0.01% | |
| 396 | CMGCHIPOTLE MEXICAN GRILL INC | 3,926 | $220.4M | 0.01% | |
| 397 | AG8AGILENT TECHNOLOGIES INC | 1,850 | $218.3M | 0.01% | |
| 398 | VNTVONTIER CORPORATION | 5,878 | $216.9M | 0.01% | |
| 399 | AAXJISHARES TR | 2,622 | $216.6M | 0.01% | |
| 400 | OSWONESPAWORLD HOLDINGS LIMITED | 10,612 | $216.4M | 0.01% |