Act Two Investors as of June 30, 2025
Portfolio Holdings for Act Two Investors
Act Two Investors holds 37 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 15.3 | $75M | 151k | 497.41 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.6 | $47M | 265k | 177.39 | |
| Amazon (AMZN) | 8.5 | $41M | 189k | 219.39 | |
| Visa Com Cl A (V) | 7.7 | $38M | 106k | 355.05 | |
| Metropcs Communications (TMUS) | 7.6 | $37M | 156k | 238.26 | |
| Eversource Energy (ES) | 5.7 | $28M | 437k | 63.62 | |
| Iqvia Holdings (IQV) | 5.4 | $27M | 168k | 157.59 | |
| Astrazeneca Sponsored Adr | 5.2 | $26M | 365k | 69.88 | |
| Fiserv (FI) | 5.0 | $25M | 142k | 172.41 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 4.7 | $23M | 243k | 95.77 | |
| Apple (AAPL) | 3.7 | $18M | 88k | 205.17 | |
| NVIDIA Corporation (NVDA) | 3.5 | $17M | 107k | 157.99 | |
| Amgen (AMGN) | 2.6 | $13M | 46k | 279.21 | |
| Nxp Semiconductors N V (NXPI) | 2.0 | $9.8M | 45k | 218.49 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 2.0 | $9.6M | 395k | 24.38 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 1.9 | $9.3M | 371k | 25.03 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $8.2M | 28k | 289.91 | |
| McKesson Corporation (MCK) | 1.3 | $6.6M | 9.0k | 732.78 | |
| Stryker Corporation (SYK) | 1.2 | $5.8M | 15k | 395.64 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $3.4M | 20k | 176.23 | |
| Canadian Natl Ry (CNI) | 0.7 | $3.4M | 33k | 104.04 | |
| Canadian Pacific Kansas City (CP) | 0.6 | $2.7M | 35k | 79.27 | |
| Thermo Fisher Scientific (TMO) | 0.6 | $2.7M | 6.7k | 405.46 | |
| Meta Platforms Cl A (META) | 0.5 | $2.7M | 3.6k | 738.09 | |
| SLM Corporation (SLM) | 0.5 | $2.6M | 79k | 32.79 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.3M | 4.8k | 485.77 | |
| McDonald's Corporation (MCD) | 0.4 | $2.0M | 6.7k | 292.17 | |
| Oracle Corporation (ORCL) | 0.2 | $913k | 4.2k | 218.63 | |
| Aon Shs Cl A (AON) | 0.2 | $757k | 2.1k | 356.76 | |
| Booking Holdings (BKNG) | 0.2 | $741k | 128.00 | 5789.24 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $533k | 10k | 52.37 | |
| East West Ban (EWBC) | 0.1 | $532k | 5.3k | 100.98 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $471k | 2.1k | 226.49 | |
| Netflix (NFLX) | 0.1 | $375k | 280.00 | 1339.13 | |
| American Express Company (AXP) | 0.1 | $338k | 1.1k | 318.98 | |
| Willis Towers Watson SHS (WTW) | 0.1 | $315k | 1.0k | 306.50 | |
| Prudential Financial (PRU) | 0.0 | $214k | 2.0k | 107.44 |
