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Disclosery

13F-HR filed by Act Two Investors LLC

Act Two Investors LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-12, with 41 holding rows worth $471,828,369.

Accession
0001214659-25-007361
Filer
CIK 1766907
Filed
2025-05-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 41 entries on the cover page, a total value of $471,828,369 stated on the cover page (in dollars after the unit check, H1), rows summing to $471,828,369 with VALUE read as dollars as filed, 13F file number 028-19219. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Microsoft Corp594918104COM151,766$56,971,299dollars as filed
T-Mobile US,Inc.872590104COM173,235$46,203,507dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM277,184$43,304,456dollars as filed
Visa Inc92826C839COM107,152$37,552,602dollars as filed
Amazon.com, Inc023135106COM189,703$36,092,893dollars as filed
SYSCOCORP871829107COM335,950$25,209,688dollars as filed
PRUDENTIAL FINL INC COM744320102Stock221,464$24,733,100dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock108,971$20,711,028dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR272,337$20,016,770dollars as filed
Apple Inc037833100COM87,464$19,428,378dollars as filed
EVERSOURCE ENERGY COM30040W108Stock307,129$19,075,782dollars as filed
FISERV INC337738108COM83,119$18,355,169dollars as filed
ISHARES TR4642874407-10 YR TRSY BD188,803$18,006,142dollars as filed
NVIDIA Corp67066G104COM108,213$11,728,125dollars as filed
Schwab Intermediate-Term US Treasury ETF808524854SHS364,001$9,049,065dollars as filed
Schwab Short Term US Treasury ETF808524862SHS359,603$8,752,737dollars as filed
BLACKSTONE INC09260D107COM50,504$7,059,449dollars as filed
JPMorgan Chase & Co46625H100COM28,287$6,938,801dollars as filed
MCKESSON CORP COM58155Q103Stock9,017$6,068,351dollars as filed
Stryker Corporation863667101COM14,827$5,519,474dollars as filed
Vanguard Total Bond Market ETF921937835SHS55,658$4,088,080dollars as filed
Thermo Fisher Scientific Inc.883556102COM6,710$3,338,896dollars as filed
CANADIANNATLRYCOF136375102STOK33,020$3,218,129dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM20,712$3,202,904dollars as filed
Berkshire Hathaway Inc084670702COM4,790$2,551,058dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock34,685$2,435,234dollars as filed
SLM CORP COM78442P106Stock79,160$2,324,929dollars as filed
McDonalds Corporation580135101COM6,720$2,099,126dollars as filed
META PLATFORMS INC CL A30303M102COM3,594$2,071,438dollars as filed
AON PLC SHS CL AG0403H108Stock2,121$846,470dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS9,444$772,141dollars as filed
Booking Holdings Inc.09857L108COM166$764,747dollars as filed
Oracle Corporation68389X105COM4,177$583,986dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS10,168$506,468dollars as filed
EAST WEST BANCORP INC COM27579R104Stock5,270$473,035dollars as filed
WILLIS TOWERS WATSON PLC LTD SHSG96629103Stock1,029$347,751dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,078$344,948dollars as filed
American Express Company025816109COM1,060$285,193dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock526$269,317dollars as filed
VTI922908769COM970$266,595dollars as filed
Netflix, Inc64110L106COM280$261,108dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-25-007361this filing2025-05-12acceptance time not in the bulk data set