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Alex C. Zengo

Americana Partners, Llc

Assets Managed
$3.851B
Holdings
510
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
5.72%(2Q avg: 7.66%)
Sustained Growth
16 quarters

Portfolio positions

This chart displays the top 10 holdings in Americana Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 510 positions.

Assets under management

The assets under management (AUM) of Americana Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 16 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.851B in assets, with a quarterly growth rate of 5.72% and a 2-quarter average growth rate of 7.66%. The portfolio is managed by Alex C. Zengo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Increased 11.78%
4.96%
$190.704M
515,180 shares@ $370.18 avg price
AAPL
Apple Inc
Recent Activity
Increased 5.41%
4.05%
$155.719M
613,573 shares@ $253.79 avg price
SFLR
Innovator Eqty Mgd Floor Etf
Recent Activity
Increased 854.81%
2.29%
$88.015M
2.486M shares@ $35.42 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Increased 90.69%
2.25%
$86.611M
784,593 shares@ $110.39 avg price
EPD
Enterprise Products Partners
Recent Activity
Increased 1.68%
2.25%
$86.472M
2.285M shares@ $37.85 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 5.74%
2.09%
$80.194M
472,674 shares@ $169.67 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 15.7%
2.09%
$80.128M
459,452 shares@ $174.41 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 11164.7%
2.05%
$78.828M
954,683 shares@ $82.57 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -4.31%
1.95%
$74.976M
175,835 shares@ $426.4 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 15.41%
1.88%
$72.207M
346,698 shares@ $208.27 avg price

1-10 of 510