Act Two Investors LLC Top Holdings and 13F Report (2026) About Act Two Investors LLCInvestment ActivityAct Two Investors LLC has $494.74 million in total holdings as of June 30, 2026.Act Two Investors LLC owns shares of 37 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 10.27% of the portfolio was purchased this quarter.About 8.91% of the portfolio was sold this quarter.This quarter, Act Two Investors LLC has purchased 36 new stocks and bought additional shares in 13 stocks.Act Two Investors LLC sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Alphabet $73,924,056Microsoft $53,404,065Amazon.com $41,900,410Visa $35,787,828IQVIA $30,672,902 Largest New Holdings this Quarter G1151C101 - Accenture $8,626,803 Holding57636Q104 - Mastercard $1,203,878 Holding Largest Purchases this Quarter Eli Lilly and Company 11,128 shares (about $13.35M)Stryker 38,252 shares (about $12.04M)Accenture 69,325 shares (about $8.63M)Automatic Data Processing 32,778 shares (about $7.34M)Netflix 71,347 shares (about $5.09M) Largest Sales this Quarter Eversource Energy 171,269 shares (about $12.38M)Alphabet 27,379 shares (about $9.67M)Vanguard Long-Term Treasury ETF 23,300 shares (about $1.29M)Alphabet 1,786 shares (about $638.26K)Amazon.com 1,674 shares (about $398.98K) 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 PortfolioSectorGOOGAlphabet$73,924,056$9,673,822 â–¼-11.6%209,22114.9%Communication ServicesMSFTMicrosoft$53,404,065$189,121 â–²0.4%143,16710.8%TechnologyAMZNAmazon.com$41,900,410$398,981 â–¼-0.9%175,8018.5%Consumer DiscretionaryVVisa$35,787,828$47,690 â–²0.1%104,3107.2%FinanceIQVIQVIA$30,672,902$23,959 â–²0.1%158,7466.2%HealthcareTMUST-Mobile US$25,340,984$112,044 â–¼-0.4%151,0825.1%Communication ServicesLLYEli Lilly and Company$23,151,398$13,347,257 â–²136.1%19,3024.7%HealthcareAAPLApple$22,338,881$3,183 â–¼0.0%77,2014.5%TechnologyNVDANVIDIA$21,033,861$54,024 â–²0.3%105,1224.3%TechnologyIEFiShares 7-10 Year Treasury Bond ETF$19,554,428$103,838 â–¼-0.5%206,7724.0%ETFSLMSLM$18,593,066$238,518 â–²1.3%716,7723.8%FinanceADPAutomatic Data Processing$17,827,988$7,340,633 â–²70.0%79,6073.6%IndustrialsESEversource Energy$17,204,379$12,377,610 â–¼-41.8%238,0573.5%UtilitiesSYKStryker$15,810,425$12,043,339 â–²319.7%50,2173.2%HealthcareJPMJPMorgan Chase & Co.$8,998,6290.0%27,4911.8%FinanceSCHRSchwab Intermediate-Term U.S. Treasury ETF$8,743,302$113,288 â–²1.3%354,5541.8%ETFACNAccenture$8,626,803$8,626,803 â–²New Holding69,3251.7%TechnologyMCKMcKesson$6,739,9520.0%8,9201.4%HealthcareSCHOSchwab Short-Term U.S. Treasury ETF$6,184,909$324,780 â–²5.5%256,2101.3%ETFNFLXNetflix$5,562,560$5,094,176 â–²1,087.6%77,9071.1%Communication ServicesINTUIntuit$4,592,295$1,545,903 â–²50.7%17,5950.9%TechnologyVGLTVanguard Long-Term Treasury ETF$4,112,565$1,285,694 â–¼-23.8%74,5300.8%ETFCNICanadian National Railway$3,937,3050.0%33,0200.8%IndustrialsGOOGLAlphabet$3,861,025$638,263 â–¼-14.2%10,8040.8%Communication ServicesTMOThermo Fisher Scientific$3,364,1260.0%6,7100.7%HealthcareCPCanadian Pacific Kansas City$3,048,4340.0%35,1810.6%IndustrialsMETAMeta Platforms$1,999,6800.0%3,5500.4%Communication ServicesMCDMcDonald's$1,843,5140.0%6,8200.4%Consumer DiscretionaryBRK.BBerkshire Hathaway$1,411,616$62,549 â–¼-4.2%2,8210.3%FinanceMAMastercard$1,203,878$1,203,878 â–²New Holding2,3440.2%FinanceTSMTaiwan Semiconductor Manufacturing$984,749$7,641 â–¼-0.8%2,0620.2%TechnologyAONAON$754,5950.0%2,2750.2%FinanceEWBCEast West Bancorp$680,3040.0%5,2700.1%FinanceBKNGBooking$628,296$603,164 â–²2,400.0%3,5250.1%Consumer DiscretionaryNXPINXP Semiconductors$334,1450.0%1,1890.1%TechnologyAXPAmerican Express$331,1470.0%9790.1%FinanceORCLOracle$254,9970.0%1,7400.1%TechnologyDISWalt Disney$0$19,404,378 â–¼-100.0%00.0%Communication ServicesShowing largest 100 holdings. 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