Act Two Investors as of June 30, 2026
Portfolio Holdings for Act Two Investors
Act Two Investors holds 37 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 14.9 | $74M | 209k | 353.33 | |
| Microsoft Corporation (MSFT) | 10.8 | $53M | 143k | 373.02 | |
| Amazon (AMZN) | 8.5 | $42M | 176k | 238.34 | |
| Visa Com Cl A (V) | 7.2 | $36M | 104k | 343.09 | |
| Iqvia Holdings (IQV) | 6.2 | $31M | 159k | 193.22 | |
| Metropcs Communications (TMUS) | 5.1 | $25M | 151k | 167.73 | |
| Eli Lilly & Co. (LLY) | 4.7 | $23M | 19k | 1199.43 | |
| Apple (AAPL) | 4.5 | $22M | 77k | 289.36 | |
| NVIDIA Corporation (NVDA) | 4.3 | $21M | 105k | 200.09 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 4.0 | $20M | 207k | 94.57 | |
| SLM Corporation (SLM) | 3.8 | $19M | 717k | 25.94 | |
| Automatic Data Processing (ADP) | 3.6 | $18M | 80k | 223.95 | |
| Eversource Energy (ES) | 3.5 | $17M | 238k | 72.27 | |
| Stryker Corporation (SYK) | 3.2 | $16M | 50k | 314.84 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $9.0M | 28k | 327.33 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 1.8 | $8.7M | 355k | 24.66 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.7 | $8.6M | 69k | 124.44 | |
| McKesson Corporation (MCK) | 1.4 | $6.7M | 8.9k | 755.60 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.3 | $6.2M | 256k | 24.14 | |
| Netflix (NFLX) | 1.1 | $5.6M | 78k | 71.40 | |
| Intuit (INTU) | 0.9 | $4.6M | 18k | 261.00 | |
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.8 | $4.1M | 75k | 55.18 | |
| Canadian Natl Ry (CNI) | 0.8 | $3.9M | 33k | 119.24 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $3.9M | 11k | 357.37 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $3.4M | 6.7k | 501.36 | |
| Canadian Pacific Kansas City (CP) | 0.6 | $3.0M | 35k | 86.65 | |
| Meta Platforms Cl A (META) | 0.4 | $2.0M | 3.6k | 563.29 | |
| McDonald's Corporation (MCD) | 0.4 | $1.8M | 6.8k | 270.31 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.4M | 2.8k | 500.40 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.2M | 2.3k | 513.60 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $985k | 2.1k | 477.57 | |
| Aon Shs Cl A (AON) | 0.2 | $755k | 2.3k | 331.69 | |
| East West Ban (EWBC) | 0.1 | $680k | 5.3k | 129.09 | |
| Booking Holdings (BKNG) | 0.1 | $628k | 3.5k | 178.24 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $334k | 1.2k | 281.03 | |
| American Express Company (AXP) | 0.1 | $331k | 979.00 | 338.25 | |
| Oracle Corporation (ORCL) | 0.1 | $255k | 1.7k | 146.55 |
