Act Two Investors LLC Top Holdings and 13F Report (2025) About Act Two Investors LLCInvestment ActivityAct Two Investors LLC has $489.89 million in total holdings as of June 30, 2025.Act Two Investors LLC owns shares of 37 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 14.40% of the portfolio was purchased this quarter.About 17.02% of the portfolio was sold this quarter.This quarter, Act Two Investors LLC has purchased 41 new stocks and bought additional shares in 6 stocks.Act Two Investors LLC sold shares of 12 stocks and completely divested from 6 stocks this quarter.Largest Holdings Microsoft $74,852,062Alphabet $46,987,773Amazon.com $41,403,939Visa $37,694,352T-Mobile US $37,205,729 Largest New Holdings this Quarter 46266C105 - IQVIA $26,528,070 Holding031162100 - Amgen $12,905,086 Holding Largest Purchases this Quarter IQVIA 168,336 shares (about $26.53M)Amgen 46,220 shares (about $12.91M)Fiserv 59,058 shares (about $10.18M)Eversource Energy 129,883 shares (about $8.26M)AstraZeneca 92,175 shares (about $6.44M) Largest Sales this Quarter Prudential Financial 219,474 shares (about $23.58M)NXP Semiconductors 63,951 shares (about $13.97M)T-Mobile US 17,079 shares (about $4.07M)Alphabet 12,300 shares (about $2.18M)Microsoft 1,282 shares (about $637.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAct Two Investors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$74,852,062$637,678 ▼-0.8%150,48415.3%Computer and TechnologyGOOGAlphabet$46,987,773$2,181,897 ▼-4.4%264,8849.6%Computer and TechnologyAMZNAmazon.com$41,403,939$215,002 ▼-0.5%188,7238.5%Retail/WholesaleVVisa$37,694,352$350,080 ▼-0.9%106,1667.7%Business ServicesTMUST-Mobile US$37,205,729$4,069,243 ▼-9.9%156,1567.6%Computer and TechnologyESEversource Energy$27,802,703$8,263,156 ▲42.3%437,0125.7%UtilitiesIQVIQVIA$26,528,070$26,528,070 ▲New Holding168,3365.4%MedicalAZNAstraZeneca$25,472,099$6,441,189 ▲33.8%364,5125.2%MedicalFIFiserv$24,512,737$10,182,190 ▲71.1%142,1775.0%Business ServicesIEFiShares 7-10 Year Treasury Bond ETF$23,249,029$5,167,366 ▲28.6%242,7594.7%ETFAAPLApple$17,944,9890.0%87,4643.7%Computer and TechnologyNVDANVIDIA$16,925,153$171,419 ▼-1.0%107,1283.5%Computer and TechnologyAMGNAmgen$12,905,086$12,905,086 ▲New Holding46,2202.6%MedicalNXPINXP Semiconductors$9,836,420$13,972,654 ▼-58.7%45,0202.0%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$9,627,881$860,760 ▲9.8%394,9092.0%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$9,289,084$178,139 ▲2.0%371,1181.9%ETFJPMJPMorgan Chase & Co.$8,200,6840.0%28,2871.7%FinanceMCKMcKesson$6,607,4770.0%9,0171.3%MedicalSYKStryker$5,778,308$87,832 ▼-1.5%14,6051.2%MedicalGOOGLAlphabet$3,435,956$214,119 ▼-5.9%19,4970.7%Computer and TechnologyCNICanadian National Railway$3,435,4010.0%33,0200.7%TransportationCPCanadian Pacific Kansas City$2,749,4800.0%34,6850.6%TransportationTMOThermo Fisher Scientific$2,720,6370.0%6,7100.6%MedicalMETAMeta Platforms$2,652,6950.0%3,5940.5%Computer and TechnologySLMSLM$2,595,6560.0%79,1600.5%FinanceBRK.BBerkshire Hathaway$2,321,009$5,829 ▼-0.3%4,7780.5%FinanceMCDMcDonald's$1,963,3820.0%6,7200.4%Retail/WholesaleORCLOracle$913,2180.0%4,1770.2%Computer and TechnologyAONAON$756,6880.0%2,1210.2%FinanceBKNGBooking$741,023$219,991 ▼-22.9%1280.2%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$532,4980.0%10,1680.1%ETFEWBCEast West Bancorp$532,1650.0%5,2700.1%FinanceTSMTaiwan Semiconductor Manufacturing$470,6460.0%2,0780.1%Computer and TechnologyNFLXNetflix$374,9560.0%2800.1%Consumer DiscretionaryAXPAmerican Express$338,1190.0%1,0600.1%FinanceWTWWillis Towers Watson Public$315,3890.0%1,0290.1%FinancePRUPrudential Financial$213,806$23,580,331 ▼-99.1%1,9900.0%FinanceSYYSysco$0$25,209,688 ▼-100.0%00.0%Consumer StaplesBXBlackstone$0$7,059,449 ▼-100.0%00.0%FinanceBNDVanguard Total Bond Market ETF$0$4,088,080 ▼-100.0%00.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$0$772,141 ▼-100.0%00.0%ETFNOCNorthrop Grumman$0$269,317 ▼-100.0%00.0%AerospaceVTIVanguard Total Stock Market ETF$0$266,595 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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