Act Two Investors as of March 31, 2025
Portfolio Holdings for Act Two Investors
Act Two Investors holds 41 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 12.1 | $57M | 152k | 375.39 | |
| Metropcs Communications (TMUS) | 9.8 | $46M | 173k | 266.71 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.2 | $43M | 277k | 156.23 | |
| Visa Com Cl A (V) | 8.0 | $38M | 107k | 350.46 | |
| Amazon (AMZN) | 7.6 | $36M | 190k | 190.26 | |
| SYSCO Corporation (SYY) | 5.3 | $25M | 336k | 75.04 | |
| Prudential Financial (PRU) | 5.2 | $25M | 222k | 111.68 | |
| Nxp Semiconductors N V (NXPI) | 4.4 | $21M | 109k | 190.06 | |
| Astrazeneca Sponsored Adr (AZN) | 4.2 | $20M | 272k | 73.50 | |
| Apple (AAPL) | 4.1 | $19M | 88k | 222.13 | |
| Eversource Energy (ES) | 4.0 | $19M | 307k | 62.11 | |
| Fiserv (FI) | 3.9 | $18M | 83k | 220.83 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 3.8 | $18M | 189k | 95.37 | |
| NVIDIA Corporation (NVDA) | 2.5 | $12M | 108k | 108.38 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 1.9 | $9.0M | 364k | 24.86 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.9 | $8.8M | 360k | 24.34 | |
| Blackstone Group Inc Com Cl A (BX) | 1.5 | $7.1M | 51k | 139.78 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $6.9M | 28k | 245.30 | |
| McKesson Corporation (MCK) | 1.3 | $6.1M | 9.0k | 672.99 | |
| Stryker Corporation (SYK) | 1.2 | $5.5M | 15k | 372.26 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.9 | $4.1M | 56k | 73.45 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $3.3M | 6.7k | 497.60 | |
| Canadian Natl Ry (CNI) | 0.7 | $3.2M | 33k | 97.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $3.2M | 21k | 154.64 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.6M | 4.8k | 532.58 | |
| Canadian Pacific Kansas City (CP) | 0.5 | $2.4M | 35k | 70.21 | |
| SLM Corporation (SLM) | 0.5 | $2.3M | 79k | 29.37 | |
| McDonald's Corporation (MCD) | 0.4 | $2.1M | 6.7k | 312.37 | |
| Meta Platforms Cl A (META) | 0.4 | $2.1M | 3.6k | 576.36 | |
| Aon Shs Cl A (AON) | 0.2 | $847k | 2.1k | 399.09 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $772k | 9.4k | 81.76 | |
| Booking Holdings (BKNG) | 0.2 | $765k | 166.00 | 4606.91 | |
| Oracle Corporation (ORCL) | 0.1 | $584k | 4.2k | 139.81 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $507k | 10k | 49.81 | |
| East West Ban (EWBC) | 0.1 | $473k | 5.3k | 89.76 | |
| Willis Towers Watson SHS (WTW) | 0.1 | $348k | 1.0k | 337.95 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $345k | 2.1k | 166.00 | |
| American Express Company (AXP) | 0.1 | $285k | 1.1k | 269.05 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $269k | 526.00 | 512.01 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $267k | 970.00 | 274.84 | |
| Netflix (NFLX) | 0.1 | $261k | 280.00 | 932.53 |
