Act Two Investors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$453.2M
Q ending 2026-03-31
Prior quarter
$555.9M
Q ending 2025-12-31
Change
-18.5% QoQ · -4.0% YoY
Positions
36
reported holdings
Largest positions
All 36 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc | GOOG | Shares | $67.9M | 237K |
| Microsoft Corp | MSFT | Shares | $52.8M | 143K |
| Amazon Com Inc | AMZN | Shares | $37.0M | 177K |
| T-Mobile Us Inc | TMUS | Shares | $31.9M | 152K |
| Visa Inc | V | Shares | $31.5M | 104K |
| Eversource Energy | ES | Shares | $28.4M | 409K |
| Iqvia Hldgs Inc | IQV | Shares | $27.1M | 159K |
| Ishares Tr | IEF | Shares | $19.8M | 208K |
| Apple Inc | AAPL | Shares | $19.6M | 77K |
| Disney Walt Co | DIS | Shares | $19.4M | 201K |
| Nvidia Corporation | NVDA | Shares | $18.3M | 105K |
| Slm Corp | SLM | Shares | $15.1M | 708K |
| Automatic Data Processing In | ADP | Shares | $9.5M | 47K |
| Schwab Strategic Tr | SCHR | Shares | $8.7M | 350K |
| Jpmorgan Chase & Co | JPM | Shares | $8.1M | 27K |
| Mckesson Corp | MCK | Shares | $7.7M | 9K |
| Eli Lilly & Co | LLY | Shares | $7.5M | 8K |
| Schwab Strategic Tr | SCHO | Shares | $5.9M | 243K |
| Vanguard Scottsdale Fds | VGLT | Shares | $5.4M | 98K |
| Intuit | INTU | Shares | $5.0M | 12K |
| Stryker Corporation | SYK | Shares | $3.9M | 12K |
| Alphabet Inc | GOOGL | Shares | $3.6M | 13K |
| Canadian Natl Ry Co | CNI | Shares | $3.4M | 33K |
| Thermo Fisher Scientific Inc | TMO | Shares | $3.3M | 7K |
| Canadian Pacific Kansas City | CP | Shares | $2.8M | 35K |
| Mcdonalds Corp | MCD | Shares | $2.1M | 7K |
| Meta Platforms Inc | META | Shares | $2.0M | 4K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.4M | 3K |
| Aon Plc | Shares | $734K | 2K | |
| Taiwan Semiconductor Manufac | TSM | Shares | $702K | 2K |
| Netflix Inc. | NFLX | Shares | $631K | 7K |
| Booking Holdings Inc | BKNG | Shares | $594K | 141 |
| East West Bancorp Inc | EWBC | Shares | $563K | 5K |
| American Express Co | AXP | Shares | $296K | 979 |
| Oracle Corp | ORCL | Shares | $256K | 2K |
| Nxp Semiconductors N V | Shares | $234K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.