Act Two Investors LLC

13F filer · CIK 0001766907

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$495MU.S. long equity reported on 13F

Positions332 new · 1 closed

Net flow last quarter+$7.1MBuys minus sells

Top 10 positions weight70.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 202633 positions
GOOGAlphabet Inc.	$73.9M	14.94%	Not reported	-11.6%	Q4 2018
MSFTMicrosoft Corp	$53.4M	10.79%	0.00%	+0.4%	Q4 2018
AMZNAmazon Com Inc	$41.9M	8.47%	0.00%	-0.9%	Q4 2018
VVisa Inc.	$35.8M	7.23%	0.01%	+0.1%	Q4 2018
IQVIqvia Holdings Inc.	$30.7M	6.20%	0.10%	+0.1%	Q2 2025
TMUST-Mobile US, Inc.	$25.3M	5.12%	0.01%	-0.4%	Q4 2019
LLYELI LILLY & Co	$23.2M	4.68%	0.00%	+136.1%	Q3 2025
AAPLApple Inc.	$22.3M	4.52%	0.00%	0.0%	Q4 2018
NVDANvidia Corp	$21M	4.25%	0.00%	+0.3%	Q1 2024
SLMSLM Corp	$18.6M	3.76%	0.38%	+1.3%	Q3 2023
ADPAutomatic Data Processing Inc	$17.8M	3.60%	0.02%	+70.0%	Q1 2026
ESEversource Energy	$17.2M	3.48%	0.06%	-41.8%	Q1 2025
SYKStryker Corp	$15.8M	3.20%	0.01%	+319.7%	Q3 2022
JPMJPMorgan Chase & Co	$9M	1.82%	0.00%	Not reported	Q4 2018
ACNAccenture plc	$8.63M	1.74%	0.01%	New	Q2 2026
MCKMckesson Corp	$6.74M	1.36%	0.01%	Not reported	Q4 2018
NFLXNetflix Inc	$5.56M	1.12%	0.00%	+1087.6%	Q1 2019
INTUIntuit Inc.	$4.59M	0.93%	0.01%	+50.8%	Q1 2026
CNICanadian National Railway Co	$3.94M	0.80%	0.01%	Not reported	Q4 2018
GOOGLAlphabet Inc.	$3.86M	0.78%	0.00%	-14.2%	Q4 2018
TMOThermo Fisher Scientific Inc.	$3.36M	0.68%	0.00%	Not reported	Q4 2018
CPCanadian Pacific Kansas City Ltd	$3.05M	0.62%	0.00%	Not reported	Q4 2018
METAMeta Platforms, Inc.	$2M	0.40%	Not reported	Not reported	Q1 2020
MCDMcdonalds Corp	$1.84M	0.37%	0.00%	Not reported	Q4 2018
BRK.BBerkshire Hathaway Inc	$1.41M	0.29%	Not reported	-4.2%	Q4 2018
MAMastercard Inc	$1.2M	0.24%	0.00%	New	Q2 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$985K	0.20%	0.00%	-0.8%	Q4 2023
AONAon plc	$755K	0.15%	0.00%	Not reported	Q3 2019
EWBCEast West Bancorp Inc	$680K	0.14%	0.00%	Not reported	Q4 2019
BKNGBooking Holdings Inc.	$628K	0.13%	0.00%	Not reported	Q4 2018
NXPINXP Semiconductors N.V.	$334K	0.07%	0.00%	Not reported	Q4 2018
AXPAmerican Express Co	$331K	0.07%	0.00%	Not reported	Q4 2023
ORCLOracle Corp	$255K	0.05%	0.00%	Not reported	Q4 2018
Q1 2026Reported May 8, 202632 positions
GOOGAlphabet Inc.	$67.9M	14.98%	Not reported	-6.9%	Q4 2018
MSFTMicrosoft Corp	$52.8M	11.65%	0.00%	-2.3%	Q4 2018
AMZNAmazon Com Inc	$37M	8.16%	0.00%	-2.2%	Q4 2018
TMUST-Mobile US, Inc.	$31.9M	7.03%	0.01%	-3.4%	Q4 2019
VVisa Inc.	$31.5M	6.95%	0.01%	+1.5%	Q4 2018
ESEversource Energy	$28.4M	6.26%	0.11%	-3.7%	Q1 2025
IQVIqvia Holdings Inc.	$27.1M	5.97%	0.10%	-3.7%	Q2 2025
AAPLApple Inc.	$19.6M	4.32%	0.00%	-5.9%	Q4 2018
DISWalt Disney Co	$19.4M	4.28%	0.01%	+18.9%	Q4 2018
NVDANvidia Corp	$18.3M	4.04%	0.00%	+0.9%	Q1 2024
SLMSLM Corp	$15.1M	3.34%	0.38%	+1786.2%	Q3 2023
ADPAutomatic Data Processing Inc	$9.51M	2.10%	0.01%	New	Q1 2026
JPMJPMorgan Chase & Co	$8.09M	1.78%	0.00%	-2.8%	Q4 2018
MCKMckesson Corp	$7.72M	1.70%	0.01%	Not reported	Q4 2018
LLYELI LILLY & Co	$7.52M	1.66%	0.00%	-3.2%	Q3 2025
INTUIntuit Inc.	$5.05M	1.11%	0.00%	New	Q1 2026
SYKStryker Corp	$3.93M	0.87%	0.00%	-0.7%	Q3 2022
GOOGLAlphabet Inc.	$3.62M	0.80%	0.00%	-13.3%	Q4 2018
CNICanadian National Railway Co	$3.39M	0.75%	0.01%	-77.4%	Q4 2018
TMOThermo Fisher Scientific Inc.	$3.3M	0.73%	0.00%	Not reported	Q4 2018
CPCanadian Pacific Kansas City Ltd	$2.77M	0.61%	0.00%	Not reported	Q4 2018
MCDMcdonalds Corp	$2.12M	0.47%	0.00%	Not reported	Q4 2018
METAMeta Platforms, Inc.	$2.03M	0.45%	Not reported	Not reported	Q1 2020
BRK.BBerkshire Hathaway Inc	$1.41M	0.31%	Not reported	-9.1%	Q4 2018
AONAon plc	$734K	0.16%	0.00%	Not reported	Q3 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$702K	0.15%	0.00%	Not reported	Q4 2023
NFLXNetflix Inc	$631K	0.14%	0.00%	-90.8%	Q1 2019
BKNGBooking Holdings Inc.	$594K	0.13%	0.00%	Not reported	Q4 2018
EWBCEast West Bancorp Inc	$563K	0.12%	0.00%	Not reported	Q4 2019
AXPAmerican Express Co	$296K	0.07%	0.00%	Not reported	Q4 2023
ORCLOracle Corp	$256K	0.06%	0.00%	-53.5%	Q4 2018
NXPINXP Semiconductors N.V.	$234K	0.05%	0.00%	-74.7%	Q4 2018
Q4 2025Reported Feb 10, 202633 positions
GOOGAlphabet Inc.	$79.8M	14.35%	Not reported	-1.5%	Q4 2018
MSFTMicrosoft Corp	$70.6M	12.70%	0.00%	-2.6%	Q4 2018
AMZNAmazon Com Inc	$41.9M	7.54%	0.00%	-3.3%	Q4 2018
IQVIqvia Holdings Inc.	$37.1M	6.68%	0.10%	-3.3%	Q2 2025
VVisa Inc.	$36M	6.48%	0.01%	-2.8%	Q4 2018
AZNAstrazeneca PLC	$32.3M	5.82%	Not reported	-3.4%	Q1 2024
TMUST-Mobile US, Inc.	$31.9M	5.74%	0.01%	+1.2%	Q4 2019
ESEversource Energy	$28.6M	5.15%	0.11%	+1.2%	Q1 2025
AAPLApple Inc.	$22.3M	4.01%	0.00%	-6.6%	Q4 2018
NVDANvidia Corp	$19.4M	3.49%	0.00%	-2.6%	Q1 2024
DISWalt Disney Co	$19.3M	3.47%	0.01%	Not reported	Q4 2018
ADBEAdobe Inc.	$17M	3.06%	0.01%	+12.5%	Q3 2025
CNICanadian National Railway Co	$14.5M	2.60%	0.02%	+35.9%	Q4 2018
JPMJPMorgan Chase & Co	$9.11M	1.64%	0.00%	Not reported	Q4 2018
LLYELI LILLY & Co	$9.07M	1.63%	0.00%	-0.1%	Q3 2025
MCKMckesson Corp	$7.32M	1.32%	0.01%	-1.1%	Q4 2018
NFLXNetflix Inc	$6.69M	1.20%	0.00%	+2448.4%	Q1 2019
GOOGLAlphabet Inc.	$4.55M	0.82%	0.00%	-25.0%	Q4 2018
SYKStryker Corp	$4.24M	0.76%	0.00%	-15.0%	Q3 2022
TMOThermo Fisher Scientific Inc.	$3.89M	0.70%	0.00%	Not reported	Q4 2018
CPCanadian Pacific Kansas City Ltd	$2.59M	0.47%	0.00%	Not reported	Q4 2018
METAMeta Platforms, Inc.	$2.34M	0.42%	Not reported	-1.2%	Q1 2020
MCDMcdonalds Corp	$2.08M	0.37%	0.00%	Not reported	Q4 2018
BRK.BBerkshire Hathaway Inc	$1.63M	0.29%	Not reported	-32.5%	Q4 2018
NXPINXP Semiconductors N.V.	$1.02M	0.18%	0.00%	-73.2%	Q4 2018
SLMSLM Corp	$1.02M	0.18%	0.02%	-82.3%	Q3 2023
AONAon plc	$803K	0.14%	0.00%	Not reported	Q3 2019
BKNGBooking Holdings Inc.	$755K	0.14%	0.00%	Not reported	Q4 2018
ORCLOracle Corp	$730K	0.13%	0.00%	-20.4%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$631K	0.11%	0.00%	Not reported	Q4 2023
EWBCEast West Bancorp Inc	$592K	0.11%	0.00%	Not reported	Q4 2019
AXPAmerican Express Co	$362K	0.07%	0.00%	Not reported	Q4 2023
PRUPrudential Financial Inc	$225K	0.04%	0.00%	Not reported	Q4 2020
Q3 2025Reported Nov 12, 202534 positions
MSFTMicrosoft Corp	$77.6M	13.76%	0.00%	-0.4%	Q4 2018
GOOGAlphabet Inc.	$62.8M	11.14%	Not reported	-2.6%	Q4 2018
AMZNAmazon Com Inc	$41.2M	7.30%	0.00%	-0.6%	Q4 2018
TMUST-Mobile US, Inc.	$37.2M	6.59%	0.01%	-0.6%	Q4 2019
VVisa Inc.	$36M	6.39%	0.01%	-0.5%	Q4 2018
IQVIqvia Holdings Inc.	$32.4M	5.73%	0.10%	+1.2%	Q2 2025
ESEversource Energy	$29.9M	5.30%	0.11%	-3.9%	Q1 2025
AZNAstrazeneca PLC	$27.9M	4.95%	Not reported	-0.1%	Q1 2024
AREAlexandria Real Estate Equities, Inc.	$22.9M	4.07%	0.16%	New	Q3 2025
AAPLApple Inc.	$22.4M	3.97%	0.00%	+0.5%	Q4 2018
FISVFiserv Inc	$20.1M	3.57%	0.03%	+9.8%	Q2 2024
NVDANvidia Corp	$19.9M	3.53%	0.00%	-0.4%	Q1 2024
ADBEAdobe Inc.	$15.2M	2.70%	0.01%	New	Q3 2025
CNICanadian National Railway Co	$10.2M	1.80%	0.02%	+226.2%	Q4 2018
JPMJPMorgan Chase & Co	$8.92M	1.58%	0.00%	Not reported	Q4 2018
MCKMckesson Corp	$6.97M	1.23%	0.01%	Not reported	Q4 2018
LLYELI LILLY & Co	$6.45M	1.14%	0.00%	New	Q3 2025
SLMSLM Corp	$5.86M	1.04%	0.10%	+167.3%	Q3 2023
SYKStryker Corp	$5.24M	0.93%	0.00%	-2.9%	Q3 2022
GOOGLAlphabet Inc.	$4.71M	0.83%	0.00%	-0.7%	Q4 2018
NXPINXP Semiconductors N.V.	$4M	0.71%	0.01%	-61.0%	Q4 2018
TMOThermo Fisher Scientific Inc.	$3.25M	0.58%	0.00%	Not reported	Q4 2018
METAMeta Platforms, Inc.	$2.64M	0.47%	Not reported	Not reported	Q1 2020
CPCanadian Pacific Kansas City Ltd	$2.62M	0.46%	0.00%	+1.4%	Q4 2018
BRK.BBerkshire Hathaway Inc	$2.41M	0.43%	Not reported	+0.4%	Q4 2018
MCDMcdonalds Corp	$2.07M	0.37%	0.00%	+1.5%	Q4 2018
ORCLOracle Corp	$1.32M	0.23%	0.00%	+12.6%	Q4 2018
AONAon plc	$811K	0.14%	0.00%	+7.3%	Q3 2019
BKNGBooking Holdings Inc.	$761K	0.13%	0.00%	+10.2%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$580K	0.10%	0.00%	Not reported	Q4 2023
EWBCEast West Bancorp Inc	$561K	0.10%	0.00%	Not reported	Q4 2019
NFLXNetflix Inc	$336K	0.06%	0.00%	Not reported	Q1 2019
AXPAmerican Express Co	$325K	0.06%	0.00%	-7.6%	Q4 2023
PRUPrudential Financial Inc	$206K	0.04%	0.00%	Not reported	Q4 2020

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