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, V, IQV, and represent 47.64% of Act Two Investors's stock portfolio.
  • Added to shares of these 10 stocks: LLY (+$13M), SYK (+$12M), ACN (+$8.6M), ADP (+$7.3M), NFLX (+$5.1M), INTU, MA, BKNG, SCHO, SLM.
  • Started 2 new stock positions in ACN, MA.
  • Reduced shares in these 10 stocks: DIS (-$19M), ES (-$12M), GOOG (-$9.7M), VGLT, GOOGL, AMZN, TMUS, IEF, BRK.B, TSM.
  • Sold out of its position in DIS.
  • Act Two Investors was a net buyer of stock by $6.7M.
  • Act Two Investors has $495M in assets under management (AUM), dropping by 9.17%.
  • Central Index Key (CIK): 0001766907

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Portfolio Holdings for Act Two Investors

Act Two Investors holds 37 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl C (GOOG) 14.9 $74M -11% 209k 353.33
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Microsoft Corporation (MSFT) 10.8 $53M 143k 373.02
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Amazon (AMZN) 8.5 $42M 176k 238.34
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Visa Com Cl A (V) 7.2 $36M 104k 343.09
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Iqvia Holdings (IQV) 6.2 $31M 159k 193.22
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Metropcs Communications (TMUS) 5.1 $25M 151k 167.73
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Eli Lilly & Co. (LLY) 4.7 $23M +136% 19k 1199.43
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Apple (AAPL) 4.5 $22M 77k 289.36
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NVIDIA Corporation (NVDA) 4.3 $21M 105k 200.09
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 4.0 $20M 207k 94.57
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SLM Corporation (SLM) 3.8 $19M 717k 25.94
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Automatic Data Processing (ADP) 3.6 $18M +69% 80k 223.95
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Eversource Energy (ES) 3.5 $17M -41% 238k 72.27
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Stryker Corporation (SYK) 3.2 $16M +319% 50k 314.84
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JPMorgan Chase & Co. (JPM) 1.8 $9.0M 28k 327.33
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.8 $8.7M 355k 24.66
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Accenture Plc Ireland Shs Class A (ACN) 1.7 $8.6M NEW 69k 124.44
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McKesson Corporation (MCK) 1.4 $6.7M 8.9k 755.60
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.3 $6.2M +5% 256k 24.14
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Netflix (NFLX) 1.1 $5.6M +1087% 78k 71.40
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Intuit (INTU) 0.9 $4.6M +50% 18k 261.00
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.8 $4.1M -23% 75k 55.18
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Canadian Natl Ry (CNI) 0.8 $3.9M 33k 119.24
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $3.9M -14% 11k 357.37
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Thermo Fisher Scientific (TMO) 0.7 $3.4M 6.7k 501.36
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Canadian Pacific Kansas City (CP) 0.6 $3.0M 35k 86.65
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Meta Platforms Cl A (META) 0.4 $2.0M 3.6k 563.29
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McDonald's Corporation (MCD) 0.4 $1.8M 6.8k 270.31
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.4M -4% 2.8k 500.40
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Mastercard Incorporated Cl A (MA) 0.2 $1.2M NEW 2.3k 513.60
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $985k 2.1k 477.57
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Aon Shs Cl A (AON) 0.2 $755k 2.3k 331.69
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East West Ban (EWBC) 0.1 $680k 5.3k 129.09
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Booking Holdings (BKNG) 0.1 $628k +2400% 3.5k 178.24
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Nxp Semiconductors N V (NXPI) 0.1 $334k 1.2k 281.03
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American Express Company (AXP) 0.1 $331k 979.00 338.25
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Oracle Corporation (ORCL) 0.1 $255k 1.7k 146.55
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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