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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 2025-09-30, filed 2025-11-12, with 39 holding rows worth $564,194,778.

Accession
0001214659-25-016270
Filer
CIK 1766907
Filed
2025-11-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 39 entries on the cover page, a total value of $564,194,778 stated on the cover page (in dollars after the unit check, H1), rows summing to $564,194,778 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 Corp594918104COM149,873$77,626,528dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM258,056$62,849,539dollars as filed
Amazon.com, Inc023135106COM187,667$41,206,043dollars as filed
T-Mobile US,Inc.872590104COM155,259$37,165,899dollars as filed
Visa Inc92826C839COM105,590$36,046,423dollars as filed
IQVIA HLDGS INC COM46266C105Stock170,320$32,350,581dollars as filed
EVERSOURCE ENERGY COM30040W108Stock420,052$29,882,499dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR364,066$27,931,144dollars as filed
ISHARES TR4642874407-10 YR TRSY BD239,935$23,144,130dollars as filed
ALEXANDRIA REAL ESTATE EQ INC COM015271109REIT275,290$22,942,669dollars as filed
Apple Inc037833100COM87,901$22,382,232dollars as filed
FISERV INC337738108COM156,060$20,120,816dollars as filed
NVIDIA Corp67066G104COM106,700$19,908,086dollars as filed
Adobe Inc00724F101COM43,193$15,236,331dollars as filed
CANADIANNATLRYCOF136375102STOK107,697$10,155,827dollars as filed
Schwab Short Term US Treasury ETF808524862SHS391,611$9,555,308dollars as filed
Schwab Intermediate-Term US Treasury ETF808524854SHS368,764$9,267,039dollars as filed
JPMorgan Chase & Co46625H100COM28,287$8,922,568dollars as filed
MCKESSON CORP COM58155Q103Stock9,017$6,965,993dollars as filed
Eli Lilly and Company532457108COM8,449$6,446,587dollars as filed
SLM CORP COM78442P106Stock211,582$5,856,590dollars as filed
VANGUARD SCOTTSDALE FDS92206C847COM102,573$5,832,301dollars as filed
Stryker Corporation863667101COM14,181$5,242,413dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM19,361$4,706,659dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock17,565$4,000,077dollars as filed
Thermo Fisher Scientific Inc.883556102COM6,710$3,254,484dollars as filed
META PLATFORMS INC CL A30303M102COM3,594$2,639,362dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock35,181$2,620,633dollars as filed
Berkshire Hathaway Inc084670702COM4,798$2,412,147dollars as filed
McDonalds Corporation580135101COM6,820$2,072,530dollars as filed
Oracle Corporation68389X105COM4,702$1,322,390dollars as filed
AON PLC SHS CL AG0403H108Stock2,275$811,220dollars as filed
Booking Holdings Inc.09857L108COM141$761,297dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,078$580,365dollars as filed
EAST WEST BANCORP INC COM27579R104Stock5,270$560,992dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS10,168$547,750dollars as filed
Netflix, Inc64110L106COM280$335,698dollars as filed
American Express Company025816109COM979$325,185dollars as filed
PRUDENTIAL FINL INC COM744320102Stock1,990$206,443dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-25-016270this filing2025-11-12acceptance time not in the bulk data set