Managing Director/Chief Compliance Officer

0001172661-24-002031.txt : 20240507 0001172661-24-002031.hdr.sgml : 20240507 20240507110228 ACCESSION NUMBER: 0001172661-24-002031 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240507 DATE AS OF CHANGE: 20240507 EFFECTIVENESS DATE: 20240507 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Americana Partners, LLC CENTRAL INDEX KEY: 0001797678 ORGANIZATION NAME: IRS NUMBER: 834557516 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19998 FILM NUMBER: 24920310 BUSINESS ADDRESS: STREET 1: 811 LOUISIANA STREET STREET 2: SUITE 2420 CITY: HOUSTON STATE: TX ZIP: 77002 BUSINESS PHONE: 713-429-5552 MAIL ADDRESS: STREET 1: 811 LOUISIANA STREET STREET 2: SUITE 2420 CITY: HOUSTON STATE: TX ZIP: 77002 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001797678 XXXXXXXX 03-31-2024 03-31-2024 false Americana Partners, LLC

811 Louisiana Street Suite 2420 Houston TX 77002

13F HOLDINGS REPORT 028-19998 000301354 801-115018 N Alex C. Zengo Managing Director/Chief Compliance Officer 713-429-5552 /s/ Alex C. 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37500 SERVICENOW INC COM 81762P102 6659564 8735 SH SOLE 0 0 8735 SHELL PLC SPON ADS 780259305 3239440 48321 SH SOLE 0 0 48321 SL GREEN RLTY CORP COM 78440X887 311540 5651 SH SOLE 0 0 5651 SONY GROUP CORP SPONSORED ADR 835699307 980008 11430 SH SOLE 0 0 11430 SOUTHERN CO COM 842587107 1981529 27621 SH SOLE 0 0 27621 SOUTHERN COPPER CORP COM 84265V105 4580573 43002 SH SOLE 0 0 43002 SOUTHWESTERN ENERGY CO COM 845467109 308256 40667 SH SOLE 0 0 40667 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 329743 829 SH SOLE 0 0 829 SPDR GOLD TR GOLD SHS 78463V107 1693693 8233 SH SOLE 0 0 8233 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 462870 12790 SH SOLE 0 0 12790 SPDR INDEX SHS FDS PORTFLI MSCI GBL 78463X475 960251 16090 SH SOLE 0 0 16090 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 240889 4584 SH SOLE 0 0 4584 SPDR S&P 500 ETF TR TR UNIT 78462F103 14903390 28492 SH SOLE 0 0 28492 SPDR SER TR S&P DIVID ETF 78464A763 6443359 49096 SH SOLE 0 0 49096 SPDR SER TR PORTFOLIO AGRGTE 78464A649 12701422 502430 SH SOLE 0 0 502430 SPDR SER TR PORTFOLIO S&P500 78464A854 16945917 275409 SH SOLE 0 0 275409 SPDR SER TR PORTFOLIO S&P400 78464A847 460378 8631 SH SOLE 0 0 8631 SPDR SER TR PRTFLO S&P500 GW 78464A409 329541 4505 SH SOLE 0 0 4505 SPDR SER TR PORTFLI INTRMDIT 78464A672 865943 30729 SH SOLE 0 0 30729 STANLEY BLACK & DECKER INC COM 854502101 3917588 40004 SH SOLE 0 0 40004 STRYKER CORPORATION COM 863667101 1919973 5365 SH SOLE 0 0 5365 SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109 351973 5838 SH SOLE 0 0 5838 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2583998 18993 SH SOLE 0 0 18993 TARGA RES CORP COM 87612G101 1196143 10681 SH SOLE 0 0 10681 TESLA INC COM 88160R101 574130 3266 SH SOLE 0 0 3266 TEXAS CAP TEX EQUITY INDEX E TEXAS CAP TEX EQ 88224A102 239590 8450 SH SOLE 0 0 8450 TEXAS INSTRS INC COM 882508104 2667337 15311 SH SOLE 0 0 15311 TFI INTL INC COM 87241L109 686316 4304 SH SOLE 0 0 4304 THE CIGNA GROUP COM 125523100 344563 949 SH SOLE 0 0 949 THERMO FISHER SCIENTIFIC INC COM 883556102 3092045 5320 SH SOLE 0 0 5320 TJX COS INC NEW COM 872540109 206187 2033 SH SOLE 0 0 2033 T-MOBILE US INC COM 872590104 1375455 8427 SH SOLE 0 0 8427 TORTOISE ENERGY INFRA CORP COM 89147L886 472830 15297 SH SOLE 0 0 15297 TOTALENERGIES SE SPONSORED ADS 89151E109 543000 7889 SH SOLE 0 0 7889 TOYOTA MOTOR CORP ADS 892331307 698664 2776 SH SOLE 0 0 2776 TRANSDIGM GROUP INC COM 893641100 3884555 3154 SH SOLE 0 0 3154 TRIUMPH FINANCIAL INC COM 89679E300 399218 5033 SH SOLE 0 0 5033 UBER TECHNOLOGIES INC COM 90353T100 569880 7402 SH SOLE 0 0 7402 ULTA BEAUTY INC COM 90384S303 2306424 4411 SH SOLE 0 0 4411 UNILEVER PLC SPON ADR NEW 904767704 1673636 33346 SH SOLE 0 0 33346 UNION PAC CORP COM 907818108 5438496 22114 SH SOLE 0 0 22114 UNITED PARCEL SERVICE INC CL B 911312106 2465287 16587 SH SOLE 0 0 16587 UNITED RENTALS INC COM 911363109 401658 557 SH SOLE 0 0 557 UNITEDHEALTH GROUP INC COM 91324P102 9074557 18344 SH SOLE 0 0 18344 VANECK ETF TRUST GOLD MINERS ETF 92189F106 261023 8255 SH SOLE 0 0 8255 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1116059 14557 SH SOLE 0 0 14557 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 273960 3772 SH SOLE 0 0 3772 VANGUARD INDEX FDS VALUE ETF 922908744 10872534 66760 SH SOLE 0 0 66760 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8551944 17791 SH SOLE 0 0 17791 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1828551 7755 SH SOLE 0 0 7755 VANGUARD INDEX FDS TOTAL STK MKT 922908769 435852 1677 SH SOLE 0 0 1677 VANGUARD INDEX FDS GROWTH ETF 922908736 1049466 3049 SH SOLE 0 0 3049 VANGUARD INDEX FDS MID CAP ETF 922908629 654512 2620 SH SOLE 0 0 2620 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 275688 6600 SH SOLE 0 0 6600 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2214038 37750 SH SOLE 0 0 37750 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2868470 25959 SH SOLE 0 0 25959 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1127166 22276 SH SOLE 0 0 22276 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 1175157 20071 SH SOLE 0 0 20071 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 223117 1132 SH SOLE 0 0 1132 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 10601430 58055 SH SOLE 0 0 58055 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3920355 78141 SH SOLE 0 0 78141 VANGUARD WORLD FD INF TECH ETF 92204A702 846675 1615 SH SOLE 0 0 1615 VANGUARD WORLD FD FINANCIALS ETF 92204A405 357689 3493 SH SOLE 0 0 3493 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 457119 1439 SH SOLE 0 0 1439 VANGUARD WORLD FD MEGA GRWTH IND 921910816 2292020 7997 SH SOLE 0 0 7997 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 2219181 18569 SH SOLE 0 0 18569 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 212899 787 SH SOLE 0 0 787 VEEVA SYS INC CL A COM 922475108 293783 1268 SH SOLE 0 0 1268 VERIZON COMMUNICATIONS INC COM 92343V104 3761261 89639 SH SOLE 0 0 89639 VERTEX PHARMACEUTICALS INC COM 92532F100 2770570 6628 SH SOLE 0 0 6628 VERTIV HOLDINGS CO COM CL A 92537N108 238721 2923 SH SOLE 0 0 2923 VISA INC COM CL A 92826C839 9617414 34461 SH SOLE 0 0 34461 WALMART INC COM 931142103 893684 14853 SH SOLE 0 0 14853 WASTE MGMT INC DEL COM 94106L109 820614 3850 SH SOLE 0 0 3850 WATSCO INC COM 942622200 1260098 2917 SH SOLE 0 0 2917 WELLS FARGO CO NEW COM 949746101 463745 8001 SH SOLE 0 0 8001 WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 4959759 139515 SH SOLE 0 0 139515 WHIRLPOOL CORP COM 963320106 1112043 9296 SH SOLE 0 0 9296 WILLIAMS COS INC COM 969457100 4002804 102715 SH SOLE 0 0 102715 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 7740850 168499 SH SOLE 0 0 168499 WORKDAY INC CL A 98138H101 448128 1643 SH SOLE 0 0 1643 ZOETIS INC CL A 98978V103 603951 3569 SH SOLE 0 0 3569 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 249321 3814 SH SOLE 0 0 3814