Act Two Investors as of March 31, 2020
Portfolio Holdings for Act Two Investors
Act Two Investors holds 28 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 12.5 | $27M | 171k | 157.71 | |
| Amazon (AMZN) | 7.3 | $16M | 8.1k | 1949.76 | |
| Alphabet Inc Class C cs (GOOG) | 7.2 | $16M | 13k | 1162.84 | |
| Kansas City Southern | 6.6 | $14M | 113k | 127.18 | |
| Schwab Strategic Tr sht tm us tres (SCHO) | 6.4 | $14M | 268k | 51.73 | |
| At&t (T) | 5.9 | $13M | 441k | 29.15 | |
| Enbridge (ENB) | 5.8 | $13M | 428k | 29.09 | |
| Facebook Inc cl a (META) | 5.4 | $12M | 70k | 166.80 | |
| Nxp Semiconductors N V (NXPI) | 5.2 | $11M | 135k | 82.93 | |
| Booking Holdings (BKNG) | 4.9 | $11M | 7.9k | 1345.36 | |
| Apple (AAPL) | 4.5 | $9.8M | 39k | 254.28 | |
| General Motors Company (GM) | 4.2 | $9.1M | 440k | 20.78 | |
| Technology SPDR (XLK) | 4.2 | $9.1M | 113k | 80.37 | |
| Select Sector Spdr Tr Communic etfeqty (XLC) | 3.5 | $7.6M | 172k | 44.24 | |
| Walt Disney Company (DIS) | 2.7 | $5.9M | 61k | 96.60 | |
| Berkshire Hathaway (BRK.B) | 2.6 | $5.7M | 31k | 182.83 | |
| Visa (V) | 2.1 | $4.6M | 29k | 161.13 | |
| Metropcs Communications (TMUS) | 1.6 | $3.6M | 43k | 83.90 | |
| Canadian Natl Ry (CNI) | 1.2 | $2.6M | 33k | 77.64 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $2.5M | 28k | 90.03 | |
| Johnson & Johnson (JNJ) | 1.1 | $2.5M | 19k | 131.12 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $2.2M | 7.7k | 283.66 | |
| Canadian Pacific Railway | 0.7 | $1.6M | 7.3k | 219.63 | |
| Schwab Strategic Tr intrm trm (SCHR) | 0.5 | $1.1M | 19k | 58.80 | |
| McDonald's Corporation (MCD) | 0.5 | $1.1M | 6.6k | 165.41 | |
| McKesson Corporation (MCK) | 0.5 | $1.0M | 7.7k | 135.24 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $545k | 469.00 | 1162.05 | |
| AFLAC Incorporated (AFL) | 0.2 | $407k | 12k | 34.23 |
