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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 2026-06-30, filed 2026-08-10, with 37 holding rows worth $494,743,497.

Accession
0001214659-26-009810
Filer
CIK 1766907
Filed
2026-08-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 37 entries on the cover page, a total value of $494,743,497 stated on the cover page (in dollars after the unit check, H1), rows summing to $494,743,497 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 C02079K107COM209,221$73,924,056dollars as filed
Microsoft Corp594918104COM143,167$53,404,065dollars as filed
Amazon.com, Inc023135106COM175,801$41,900,410dollars as filed
Visa Inc92826C839COM104,310$35,787,828dollars as filed
IQVIA HLDGS INC COM46266C105Stock158,746$30,672,902dollars as filed
T-Mobile US,Inc.872590104COM151,082$25,340,984dollars as filed
Eli Lilly and Company532457108COM19,302$23,151,398dollars as filed
Apple Inc037833100COM77,201$22,338,881dollars as filed
NVIDIA Corp67066G104COM105,122$21,033,861dollars as filed
ISHARES TR4642874407-10 YR TRSY BD206,772$19,554,428dollars as filed
SLM CORP COM78442P106Stock716,772$18,593,066dollars as filed
Automatic Data Processing,Inc.053015103COM79,607$17,827,988dollars as filed
EVERSOURCE ENERGY COM30040W108Stock238,057$17,204,379dollars as filed
Stryker Corporation863667101COM50,217$15,810,425dollars as filed
JPMorgan Chase & Co46625H100COM27,491$8,998,629dollars as filed
Schwab Intermediate-Term US Treasury ETF808524854SHS354,554$8,743,302dollars as filed
Accenture Plc Class AG1151C101COM69,325$8,626,803dollars as filed
MCKESSON CORP COM58155Q103Stock8,920$6,739,952dollars as filed
Schwab Short Term US Treasury ETF808524862SHS256,210$6,184,909dollars as filed
Netflix, Inc64110L106COM77,907$5,562,560dollars as filed
Intuit Inc.461202103COM17,595$4,592,295dollars as filed
VANGUARD SCOTTSDALE FDS92206C847COM74,530$4,112,565dollars as filed
CANADIANNATLRYCOF136375102STOK33,020$3,937,305dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM10,804$3,861,025dollars as filed
Thermo Fisher Scientific Inc.883556102COM6,710$3,364,126dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock35,181$3,048,434dollars as filed
META PLATFORMS INC CL A30303M102COM3,550$1,999,680dollars as filed
McDonalds Corporation580135101COM6,820$1,843,514dollars as filed
Berkshire Hathaway Inc084670702COM2,821$1,411,616dollars as filed
MasterCard, Inc57636Q104COM2,344$1,203,878dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,062$984,749dollars as filed
AON PLC SHS CL AG0403H108Stock2,275$754,595dollars as filed
EAST WEST BANCORP INC COM27579R104Stock5,270$680,304dollars as filed
Booking Holdings Inc.09857L108COM3,525$628,296dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock1,189$334,145dollars as filed
American Express Company025816109COM979$331,147dollars as filed
Oracle Corporation68389X105COM1,740$254,997dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-26-009810this filing2026-08-10acceptance time not in the bulk data set