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Portfolio (Quarterly) Guide ↗

Americana Partners, LLC

· CIK 0001797678
13F Portfolio $4.4B AUM 596 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 596 New
Page 11 of 30  ·  596 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XLK SELECT SECTOR SPDR TR 13,701.0 $2.6M 0.06% NEW $190.52 -3.9%
202 PRU PRUDENTIAL FINL INC Financial Services 24,022.0 $2.6M 0.06% NEW $107.93 +11.7%
203 IFEB INNOVATOR ETFS TRUST 82,774.0 $2.6M 0.06% NEW $31.28 +2.4%
204 GDEC FIRST TR EXCHNG TRADED FD VI 64,952.0 $2.6M 0.06% NEW $39.80 +1.7%
205 AMJB JPMORGAN CHASE FINL CO LLC Financial Services 73,667.0 $2.5M 0.06% NEW $34.49 +8.5%
206 DRI DARDEN RESTAURANTS INC Consumer Cyclical 12,263.0 $2.5M 0.06% NEW $206.01 +5.8%
207 IUSB ISHARES TR 54,362.0 $2.5M 0.06% NEW $46.15 -1.4%
208 VOT VANGUARD INDEX FDS 8,130.0 $2.5M 0.06% NEW $306.30 -1.1%
209 GNE GENIE ENERGY LTD Utilities 171,982.0 $2.5M 0.06% NEW $14.45 +4.0%
210 UNILEVER PLC 41,181.0 $2.5M 0.06% NEW $60.12
211 GPOR GULFPORT ENERGY CORP Energy 14,505.0 $2.5M 0.06% NEW $169.70 +2.7%
212 AESI ATLAS ENERGY SOLUTIONS INC Energy 148,123.0 $2.5M 0.06% NEW $16.61 -21.8%
213 IAU ISHARES GOLD TR Financial Services 31,758.0 $2.4M 0.05% NEW $75.51 +12.7%
214 TSLA TESLA INC Consumer Cyclical 5,569.0 $2.3M 0.05% NEW $420.60 -17.9%
215 GSEP FIRST TR EXCHNG TRADED FD VI 57,026.0 $2.3M 0.05% NEW $40.96 +1.7%
216 GNOV FIRST TR EXCHNG TRADED FD VI 55,135.0 $2.3M 0.05% NEW $41.80 +1.6%
217 VST VISTRA CORP Utilities 14,331.0 $2.3M 0.05% NEW $158.63 -12.4%
218 EFA ISHARES TR 21,721.0 $2.3M 0.05% NEW $103.88 +3.3%
219 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 32,333.0 $2.3M 0.05% NEW $69.74 -14.6%
220 CRS CARPENTER TECHNOLOGY CORP Industrials 3,642.0 $2.2M 0.05% NEW $616.84 -20.7%
Page 11 of 30  ·  596 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.3%
Energy 15.6%
Healthcare 11.6%
Financial Services 10.8%
Industrials 10.8%
Communication Services 6.1%
Consumer Cyclical 5.4%
Consumer Defensive 4.9%
Basic Materials 2.5%
Real Estate 1.1%