Act Two Investors

Latest statistics and disclosures from Act Two Investors's latest quarterly 13F-HR filing:

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Positions held by Act Two Investors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Act Two Investors

Companies in the Act Two Investors portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 14.1 $18M -68% 58k 308.31
Alphabet Cap Stk Cl C (GOOG) 13.6 $17M -65% 6.2k 2793.09
Apple (AAPL) 12.5 $16M -34% 91k 174.61
Amazon (AMZN) 8.0 $10M -68% 3.1k 3259.89
Nxp Semiconductors N V (NXPI) 7.3 $9.2M -75% 50k 185.09
Visa Com Cl A (V) 5.9 $7.4M +19% 33k 221.78
Northrop Grumman Corporation (NOC) 4.7 $5.9M -80% 13k 447.25
Metropcs Communications (TMUS) 4.3 $5.5M -76% 43k 128.35
Thermo Fisher Scientific (TMO) 3.6 $4.5M 7.7k 590.59
Canadian Natl Ry (CNI) 3.5 $4.4M 33k 134.13
JPMorgan Chase & Co. (JPM) 3.0 $3.8M 28k 136.32
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.5 $3.1M -85% 64k 49.11
Canadian Pacific Railway (CP) 2.4 $3.0M 37k 82.54
General Motors Company (GM) 2.3 $2.9M -77% 66k 43.75

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UnitedHealth (UNH) 2.2 $2.7M -91% 5.4k 500.18
General Electric Com New (GE) 2.1 $2.6M NEW 29k 91.50
McKesson Corporation (MCK) 1.9 $2.4M 7.7k 306.16
Starbucks Corporation (SBUX) 1.8 $2.3M NEW 25k 90.97
Walt Disney Company (DIS) 1.6 $2.1M -51% 15k 137.15
McDonald's Corporation (MCD) 1.3 $1.7M 6.7k 247.32
AFLAC Incorporated (AFL) 0.6 $766k -88% 12k 64.42
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $246k -94% 1.8k 136.82
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $239k NEW 3.1k 75.99
Select Sector Spdr Tr Financial (XLF) 0.2 $222k -96% 5.8k 38.36
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $212k NEW 4.4k 48.29

Past Filings by Act Two Investors

SEC 13F filings are viewable for Act Two Investors going back to 2018