Act Two Investors

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

  • Top 5 stock holdings are GOOG, MSFT, AMZN, TMUS, V, and represent 48.77% of Act Two Investors's stock portfolio.
  • Added to shares of these 6 stocks: SLM (+$14M), ADP (+$9.5M), INTU (+$5.0M), DIS, V, NVDA.
  • Started 2 new stock positions in INTU, ADP.
  • Reduced shares in these 10 stocks: AstraZeneca (-$32M), , CNI (-$12M), NFLX (-$6.2M), GOOG (-$5.0M), IEF, AAPL, MSFT, TMUS, ES.
  • Sold out of its positions in ADBE, AstraZeneca, PRU, XLF.
  • Act Two Investors was a net seller of stock by $-54M.
  • Act Two Investors has $453M in assets under management (AUM), dropping by -18.48%.
  • Central Index Key (CIK): 0001766907

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Portfolio Holdings for Act Two Investors

Act Two Investors holds 36 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl C (GOOG) 15.0 $68M -6% 237k 286.86
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Microsoft Corporation (MSFT) 11.7 $53M -2% 143k 370.17
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Amazon (AMZN) 8.2 $37M -2% 178k 208.27
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Metropcs Communications (TMUS) 7.0 $32M -3% 152k 210.03
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Visa Com Cl A (V) 6.9 $32M 104k 302.24
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Eversource Energy (ES) 6.3 $28M -3% 409k 69.28
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Iqvia Holdings (IQV) 6.0 $27M -3% 159k 170.54
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 4.4 $20M -13% 208k 95.44
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Apple (AAPL) 4.3 $20M -5% 77k 253.79
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Walt Disney Company (DIS) 4.3 $19M +18% 201k 96.38
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NVIDIA Corporation (NVDA) 4.0 $18M 105k 174.40
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SLM Corporation (SLM) 3.3 $15M +1786% 708k 21.41
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Automatic Data Processing (ADP) 2.1 $9.5M NEW 47k 203.18
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.9 $8.7M -4% 350k 24.91
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JPMorgan Chase & Co. (JPM) 1.8 $8.1M -2% 28k 294.16
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McKesson Corporation (MCK) 1.7 $7.7M 8.9k 865.36
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Eli Lilly & Co. (LLY) 1.7 $7.5M -3% 8.2k 919.77
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.3 $5.9M -15% 243k 24.27
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.2 $5.4M -9% 98k 55.35
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Intuit (INTU) 1.1 $5.0M NEW 12k 432.38
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Stryker Corporation (SYK) 0.9 $3.9M 12k 328.60
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $3.6M -13% 13k 287.56
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Canadian Natl Ry (CNI) 0.7 $3.4M -77% 33k 102.77
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Thermo Fisher Scientific (TMO) 0.7 $3.3M 6.7k 491.53
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Canadian Pacific Kansas City (CP) 0.6 $2.8M 35k 78.66
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McDonald's Corporation (MCD) 0.5 $2.1M 6.8k 310.79
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Meta Platforms Cl A (META) 0.4 $2.0M 3.6k 572.13
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.4M -9% 2.9k 479.20
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Aon Shs Cl A (AON) 0.2 $734k 2.3k 322.78
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $702k 2.1k 337.95
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Netflix (NFLX) 0.1 $631k -90% 6.6k 96.15
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Booking Holdings (BKNG) 0.1 $594k 141.00 4210.32
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East West Ban (EWBC) 0.1 $563k 5.3k 106.76
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American Express Company (AXP) 0.1 $296k 979.00 302.48
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Oracle Corporation (ORCL) 0.1 $256k -53% 1.7k 147.11
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Nxp Semiconductors N V (NXPI) 0.1 $234k -74% 1.2k 196.86
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Past Filings by Act Two Investors

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

View all past filings