Universe · entity
Act Two Investors LLC
Institutional manager (13F) · CIK 1766907
13F holdings · as of 2026-03-31 · top 36 · reported portfolio $453M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ALPHABET INC | $68M | 236,600 |
| 2 | MICROSOFT CORP | $53M | 142,660 |
| 3 | AMAZON COM INC | $37M | 177,475 |
| 4 | T-MOBILE US INC | $32M | 151,750 |
| 5 | VISA INC | $31M | 104,171 |
| 6 | EVERSOURCE ENERGY | $28M | 409,326 |
| 7 | IQVIA HLDGS INC | $27M | 158,622 |
| 8 | ISHARES TR | $20M | 207,870 |
| 9 | APPLE INC | $20M | 77,212 |
| 10 | DISNEY WALT CO | $19M | 201,332 |
| 11 | NVIDIA CORPORATION | $18M | 104,852 |
| 12 | SLM CORP | $15M | 707,577 |
| 13 | AUTOMATIC DATA PROCESSING IN | $10M | 46,829 |
| 14 | SCHWAB STRATEGIC TR | $9M | 349,960 |
| 15 | JPMORGAN CHASE & CO | $8M | 27,491 |
| 16 | MCKESSON CORP | $8M | 8,920 |
| 17 | ELI LILLY & CO | $8M | 8,174 |
| 18 | SCHWAB STRATEGIC TR | $6M | 242,756 |
| 19 | VANGUARD SCOTTSDALE FDS | $5M | 97,830 |
| 20 | INTUIT | $5M | 11,672 |
| 21 | STRYKER CORPORATION | $4M | 11,965 |
| 22 | ALPHABET INC | $4M | 12,590 |
| 23 | CANADIAN NATL RY CO | $3M | 33,020 |
| 24 | THERMO FISHER SCIENTIFIC INC | $3M | 6,710 |
| 25 | CANADIAN PACIFIC KANSAS CITY | $3M | 35,181 |
| 26 | MCDONALDS CORP | $2M | 6,820 |
| 27 | META PLATFORMS INC | $2M | 3,550 |
| 28 | BERKSHIRE HATHAWAY INC DEL | $1M | 2,946 |
| 29 | AON PLC | $734k | 2,275 |
| 30 | TAIWAN SEMICONDUCTOR MANUFAC | $702k | 2,078 |
| 31 | NETFLIX INC. | $631k | 6,560 |
| 32 | BOOKING HOLDINGS INC | $594k | 141 |
| 33 | EAST WEST BANCORP INC | $563k | 5,270 |
| 34 | AMERICAN EXPRESS CO | $296k | 979 |
| 35 | ORACLE CORP | $256k | 1,740 |
| 36 | NXP SEMICONDUCTORS N V | $234k | 1,189 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.