Act Two Investors as of Dec. 31, 2025
Portfolio Holdings for Act Two Investors
Act Two Investors holds 38 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 14.3 | $80M | 254k | 313.80 | |
| Microsoft Corporation (MSFT) | 12.7 | $71M | 146k | 483.62 | |
| Amazon (AMZN) | 7.5 | $42M | 182k | 230.82 | |
| Iqvia Holdings (IQV) | 6.7 | $37M | 165k | 225.41 | |
| Visa Com Cl A (V) | 6.5 | $36M | 103k | 350.71 | |
| Astrazeneca Sponsored Adr | 5.8 | $32M | 352k | 91.93 | |
| Metropcs Communications (TMUS) | 5.7 | $32M | 157k | 203.04 | |
| Eversource Energy (ES) | 5.1 | $29M | 425k | 67.33 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 4.1 | $23M | 240k | 96.16 | |
| Apple (AAPL) | 4.0 | $22M | 82k | 271.86 | |
| NVIDIA Corporation (NVDA) | 3.5 | $19M | 104k | 186.50 | |
| Walt Disney Company (DIS) | 3.5 | $19M | 169k | 113.77 | |
| Adobe Systems Incorporated (ADBE) | 3.1 | $17M | 49k | 349.99 | |
| Canadian Natl Ry (CNI) | 2.6 | $15M | 146k | 98.85 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 1.7 | $9.2M | 368k | 25.08 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $9.1M | 28k | 322.22 | |
| Eli Lilly & Co. (LLY) | 1.6 | $9.1M | 8.4k | 1074.68 | |
| McKesson Corporation (MCK) | 1.3 | $7.3M | 8.9k | 820.29 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.3 | $7.0M | 286k | 24.37 | |
| Netflix (NFLX) | 1.2 | $6.7M | 71k | 93.76 | |
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.1 | $6.0M | 108k | 55.80 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $4.5M | 15k | 313.00 | |
| Stryker Corporation (SYK) | 0.8 | $4.2M | 12k | 351.48 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $3.9M | 6.7k | 579.45 | |
| Canadian Pacific Kansas City (CP) | 0.5 | $2.6M | 35k | 73.63 | |
| Meta Platforms Cl A (META) | 0.4 | $2.3M | 3.6k | 660.09 | |
| McDonald's Corporation (MCD) | 0.4 | $2.1M | 6.8k | 305.63 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.6M | 3.2k | 502.62 | |
| Nxp Semiconductors N V (NXPI) | 0.2 | $1.0M | 4.7k | 217.06 | |
| SLM Corporation (SLM) | 0.2 | $1.0M | 38k | 27.06 | |
| Aon Shs Cl A (AON) | 0.1 | $803k | 2.3k | 352.88 | |
| Booking Holdings (BKNG) | 0.1 | $755k | 141.00 | 5355.33 | |
| Oracle Corporation (ORCL) | 0.1 | $730k | 3.7k | 194.91 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $632k | 2.1k | 303.89 | |
| East West Ban (EWBC) | 0.1 | $592k | 5.3k | 112.39 | |
| American Express Company (AXP) | 0.1 | $362k | 979.00 | 369.95 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $321k | 5.9k | 54.77 | |
| Prudential Financial (PRU) | 0.0 | $225k | 2.0k | 112.88 |
