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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 2025-12-31, filed 2026-02-10, with 38 holding rows worth $555,939,258.

Accession
0001214659-26-001385
Filer
CIK 1766907
Filed
2026-02-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 38 entries on the cover page, a total value of $555,939,258 stated on the cover page (in dollars after the unit check, H1), rows summing to $555,939,258 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
Alphabet Inc. Reg. Shares C02079K107COM254,199$79,767,646dollars as filed
Microsoft Corp594918104COM145,970$70,593,832dollars as filed
Amazon.com, Inc023135106COM181,545$41,904,217dollars as filed
IQVIA HLDGS INC COM46266C105Stock164,754$37,137,199dollars as filed
Visa Inc92826C839COM102,647$35,999,442dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR351,775$32,338,676dollars as filed
T-Mobile US,Inc.872590104COM157,109$31,899,411dollars as filed
EVERSOURCE ENERGY COM30040W108Stock425,104$28,622,252dollars as filed
ISHARES TR4642874407-10 YR TRSY BD239,751$23,054,456dollars as filed
Apple Inc037833100COM82,079$22,313,997dollars as filed
NVIDIA Corp67066G104COM103,915$19,380,148dollars as filed
Walt Disney Co254687106COM169,355$19,267,518dollars as filed
Adobe Inc00724F101COM48,599$17,009,164dollars as filed
CANADIANNATLRYCOF136375102STOK146,385$14,470,157dollars as filed
Schwab Intermediate-Term US Treasury ETF808524854SHS368,270$9,236,212dollars as filed
JPMorgan Chase & Co46625H100COM28,287$9,114,637dollars as filed
Eli Lilly and Company532457108COM8,440$9,070,299dollars as filed
MCKESSON CORP COM58155Q103Stock8,920$7,316,987dollars as filed
Schwab Short Term US Treasury ETF808524862SHS286,062$6,971,331dollars as filed
Netflix, Inc64110L106COM71,354$6,690,151dollars as filed
VANGUARD SCOTTSDALE FDS92206C847COM107,689$6,009,046dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM14,522$4,545,386dollars as filed
Stryker Corporation863667101COM12,053$4,236,385dollars as filed
Thermo Fisher Scientific Inc.883556102COM6,710$3,888,110dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock35,181$2,590,377dollars as filed
META PLATFORMS INC CL A30303M102COM3,550$2,343,320dollars as filed
McDonalds Corporation580135101COM6,820$2,084,397dollars as filed
Berkshire Hathaway Inc084670702COM3,240$1,628,504dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock4,704$1,021,050dollars as filed
SLM CORP COM78442P106Stock37,514$1,015,129dollars as filed
AON PLC SHS CL AG0403H108Stock2,275$802,802dollars as filed
Booking Holdings Inc.09857L108COM141$755,102dollars as filed
Oracle Corporation68389X105COM3,745$729,938dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,078$631,483dollars as filed
EAST WEST BANCORP INC COM27579R104Stock5,270$592,295dollars as filed
American Express Company025816109COM979$362,181dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS5,868$321,390dollars as filed
PRUDENTIAL FINL INC COM744320102Stock1,990$224,631dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-26-001385this filing2026-02-10acceptance time not in the bulk data set