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Act Two Investors LLC

Q4 2025 13F Holdings

  • Location
    santa cruz, CA
  • Num holdings

    38

  • Value ($000)

    $555,939

  • Date Filed
    02/10/2026
  • Form type
    13F-HR
  • CIK
    0001766907
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$79.77M
14 %

254,199

M
MSFT

MICROSOFT CORP

COM
594918104
$70.59M
13 %

145,970

A
AMZN

AMAZON COM INC

COM
023135106
$41.9M
8 %

181,545

I
IQV

IQVIA HLDGS INC

COM
46266C105
$37.14M
7 %

164,754

V
V

VISA INC

COM CL A
92826C839
$36M
7 %

102,647

A
AZN

ASTRAZENECA PLC

SPONSORED ADR
046353108
$32.34M
6 %

351,775

T
TMUS

T-MOBILE US INC

COM
872590104
$31.9M
6 %

157,109

E
ES

EVERSOURCE ENERGY

COM
30040W108
$28.62M
5 %

425,104

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$23.05M
4 %

239,751

A
AAPL

APPLE INC

COM
037833100
$22.31M
4 %

82,079

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