Act Two Investors as of March 31, 2026
Portfolio Holdings for Act Two Investors
Act Two Investors holds 36 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 15.0 | $68M | 237k | 286.86 | |
| Microsoft Corporation (MSFT) | 11.7 | $53M | 143k | 370.17 | |
| Amazon (AMZN) | 8.2 | $37M | 178k | 208.27 | |
| Metropcs Communications (TMUS) | 7.0 | $32M | 152k | 210.03 | |
| Visa Com Cl A (V) | 6.9 | $32M | 104k | 302.24 | |
| Eversource Energy (ES) | 6.3 | $28M | 409k | 69.28 | |
| Iqvia Holdings (IQV) | 6.0 | $27M | 159k | 170.54 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 4.4 | $20M | 208k | 95.44 | |
| Apple (AAPL) | 4.3 | $20M | 77k | 253.79 | |
| Walt Disney Company (DIS) | 4.3 | $19M | 201k | 96.38 | |
| NVIDIA Corporation (NVDA) | 4.0 | $18M | 105k | 174.40 | |
| SLM Corporation (SLM) | 3.3 | $15M | 708k | 21.41 | |
| Automatic Data Processing (ADP) | 2.1 | $9.5M | 47k | 203.18 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 1.9 | $8.7M | 350k | 24.91 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $8.1M | 28k | 294.16 | |
| McKesson Corporation (MCK) | 1.7 | $7.7M | 8.9k | 865.36 | |
| Eli Lilly & Co. (LLY) | 1.7 | $7.5M | 8.2k | 919.77 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.3 | $5.9M | 243k | 24.27 | |
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.2 | $5.4M | 98k | 55.35 | |
| Intuit (INTU) | 1.1 | $5.0M | 12k | 432.38 | |
| Stryker Corporation (SYK) | 0.9 | $3.9M | 12k | 328.60 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $3.6M | 13k | 287.56 | |
| Canadian Natl Ry (CNI) | 0.7 | $3.4M | 33k | 102.77 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $3.3M | 6.7k | 491.53 | |
| Canadian Pacific Kansas City (CP) | 0.6 | $2.8M | 35k | 78.66 | |
| McDonald's Corporation (MCD) | 0.5 | $2.1M | 6.8k | 310.79 | |
| Meta Platforms Cl A (META) | 0.4 | $2.0M | 3.6k | 572.13 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.4M | 2.9k | 479.20 | |
| Aon Shs Cl A (AON) | 0.2 | $734k | 2.3k | 322.78 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $702k | 2.1k | 337.95 | |
| Netflix (NFLX) | 0.1 | $631k | 6.6k | 96.15 | |
| Booking Holdings (BKNG) | 0.1 | $594k | 141.00 | 4210.32 | |
| East West Ban (EWBC) | 0.1 | $563k | 5.3k | 106.76 | |
| American Express Company (AXP) | 0.1 | $296k | 979.00 | 302.48 | |
| Oracle Corporation (ORCL) | 0.1 | $256k | 1.7k | 147.11 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $234k | 1.2k | 196.86 |
