Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Act Two Investors LLC (CIK 1766907) reported $453.2M across 36 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($67.9M, 14.98%), MSFT ($52.8M, 11.65%), AMZN ($37.0M, 8.16%), TMUS ($31.9M, 7.03%), V ($31.5M, 6.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $67.9M | 14.98% | 236,600 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $52.8M | 11.65% | 142,660 | Trimmed |
| 3 | AMZN | AMAZON COM INC | $37.0M | 8.16% | 177,475 | Trimmed |
| 4 | TMUS | T-MOBILE US INC | $31.9M | 7.03% | 151,750 | Trimmed |
| 5 | V | VISA INC | $31.5M | 6.95% | 104,171 | Added |
| 6 | ES | EVERSOURCE ENERGY | $28.4M | 6.26% | 409,326 | Trimmed |
| 7 | IQV | IQVIA HLDGS INC | $27.1M | 5.97% | 158,622 | Trimmed |
| 8 | IEF | ISHARES TR | $19.8M | 4.38% | 207,870 | Trimmed |
| 9 | AAPL | APPLE INC | $19.6M | 4.32% | 77,212 | Trimmed |
| 10 | DIS | DISNEY WALT CO | $19.4M | 4.28% | 201,332 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $18.3M | 4.04% | 104,852 | Added |
| 12 | SLM | SLM CORP | $15.1M | 3.34% | 707,577 | Added |
| 13 | ADP | AUTOMATIC DATA PROCESSING IN | $9.5M | 2.10% | 46,829 | New |
| 14 | SCHR | SCHWAB STRATEGIC TR | $8.7M | 1.92% | 349,960 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO | $8.1M | 1.78% | 27,491 | Trimmed |
| 16 | MCK | MCKESSON CORP | $7.7M | 1.70% | 8,920 | Hold |
| 17 | LLY | ELI LILLY & CO | $7.5M | 1.66% | 8,174 | Trimmed |
| 18 | SCHO | SCHWAB STRATEGIC TR | $5.9M | 1.30% | 242,756 | Trimmed |
| 19 | VGLT | VANGUARD SCOTTSDALE FDS | $5.4M | 1.19% | 97,830 | Trimmed |
| 20 | INTU | INTUIT | $5.0M | 1.11% | 11,672 | New |
| 21 | SYK | STRYKER CORPORATION | $3.9M | 0.87% | 11,965 | Trimmed |
| 22 | GOOGL | ALPHABET INC | $3.6M | 0.80% | 12,590 | Trimmed |
| 23 | CNI | CANADIAN NATL RY CO | $3.4M | 0.75% | 33,020 | Trimmed |
| 24 | TMO | THERMO FISHER SCIENTIFIC INC | $3.3M | 0.73% | 6,710 | Hold |
| 25 | CP | CANADIAN PACIFIC KANSAS CITY | $2.8M | 0.61% | 35,181 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31