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Americana Partners, LLC
RIA/Wealth
Americana Partners, LLC is a RIA/Wealth based in Houston, TX led by Jason Lawrence Fertitta, reporting $6.1B in AUM as of Q3 2025 with MSFT as the largest holding (7% allocation).
CEOJason Lawrence Fertitta
- Portfolio Value
- $3.3B
- Positions
- 450
- Top Holding
- MSFT at 6.8%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Americana Partners, LLC's portfolio (27.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $225.6M | 6.80% | +$8.8M Bought | 0.01% 435.6K shares | |
Consumer Electronics Technology | $116.3M | 3.51% | +$12.9M Bought | 0.00% 456.6K shares | |
ETF ETF | $111.6M | 3.36% | +$5.8M Bought | — 2.1M shares | |
Semiconductors Technology | $70.8M | 2.14% | +$14.1M Bought | 0.00% 379.6K shares | |
Banks - Diversified Financial Services | $66.5M | 2.01% | +$1.5M Bought | 0.01% 210.9K shares | |
Semiconductors Technology | $64.9M | 1.96% | +$2.9M Bought | 0.00% 196.7K shares | |
Oil & Gas Midstream Energy | $63.9M | 1.93% | +$1.6M Bought | 0.09% 2.0M shares | |
Drug Manufacturers - General Healthcare | $63.1M | 1.90% | +$223.7K Bought | 0.02% 272.7K shares | |
ETF ETF | $62.7M | 1.89% | +$531.9K Bought | — 800.1K shares | |
ETF ETF | $59.4M | 1.79% | +$33.6M Bought | — 126.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Americana Partners, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for Americana Partners, LLC
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