Act Two Investors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Act Two Investors LLC held in its portfolio 38 assets valued at $555,939,258 (i.e. $555.94M).
The most valuable assets in the portfolio included: ALPHABET INC ($79.77M), MICROSOFT CORP ($70.59M), and AMAZON COM INC ($41.90M).
The chart below shows the top 10 valuable assets, and the table below shows the top 38 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Act Two Investors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC | 254199 | 79767646 | CAP STK CL C |
| MICROSOFT CORP | 145970 | 70593832 | COM |
| AMAZON COM INC | 181545 | 41904217 | COM |
| IQVIA HLDGS INC | 164754 | 37137199 | COM |
| VISA INC | 102647 | 35999442 | COM CL A |
| ASTRAZENECA PLC | 351775 | 32338676 | SPONSORED ADR |
| T-MOBILE US INC | 157109 | 31899411 | COM |
| EVERSOURCE ENERGY | 425104 | 28622252 | COM |
| ISHARES TR | 239751 | 23054456 | 7-10 YR TRSY BD |
| APPLE INC | 82079 | 22313997 | COM |
| NVIDIA CORPORATION | 103915 | 19380148 | COM |
| DISNEY WALT CO | 169355 | 19267518 | COM |
| ADOBE INC | 48599 | 17009164 | COM |
| CANADIAN NATL RY CO | 146385 | 14470157 | COM |
| SCHWAB STRATEGIC TR | 368270 | 9236212 | INT-TRM U.S TRES |
| JPMORGAN CHASE & CO. | 28287 | 9114637 | COM |
| ELI LILLY & CO | 8440 | 9070299 | COM |
| MCKESSON CORP | 8920 | 7316987 | COM |
| SCHWAB STRATEGIC TR | 286062 | 6971331 | SHT TM US TRES |
| NETFLIX INC | 71354 | 6690151 | COM |
| VANGUARD SCOTTSDALE FDS | 107689 | 6009046 | LONG TERM TREAS |
| ALPHABET INC | 14522 | 4545386 | CAP STK CL A |
| STRYKER CORPORATION | 12053 | 4236385 | COM |
| THERMO FISHER SCIENTIFIC | 6710 | 3888110 | COM |
| CANADIAN PACIFIC KANSAS | 35181 | 2590377 | COM |
| META PLATFORMS INC | 3550 | 2343320 | CL A |
| MCDONALDS CORP | 6820 | 2084397 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3240 | 1628504 | CL B NEW |
| NXP SEMICONDUCTORS N V | 4704 | 1021050 | COM |
| SLM CORP | 37514 | 1015129 | COM |
| AON PLC | 2275 | 802802 | SHS CL A |
| BOOKING HOLDINGS INC | 141 | 755102 | COM |
| ORACLE CORP | 3745 | 729938 | COM |
| TAIWAN SEMICONDUCTOR MFG | 2078 | 631483 | SPONSORED ADS |
| EAST WEST BANCORP INC | 5270 | 592295 | COM |
| AMERICAN EXPRESS CO | 979 | 362181 | COM |
| SELECT SECTOR SPDR TR | 5868 | 321390 | STATE STREET FIN |
| PRUDENTIAL FINL INC | 1990 | 224631 | COM |
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