Act Two Investors LLC

data from 30/09/2025

Capitalization

$ 564.195 M 15.17 %

Average holding period

12 ans

Performance

$ 372.742 M 110.27 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Act Two Investors LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 13.76% 77.627 M $ 149873 2018/12/31 3.091 M $ 4.13 %
2025/09/30 GOOG ALPHABET INC 11.14% 62.850 M $ 258056 2018/12/31 17.525 M $ 37.30 %
2025/09/30 AMZN AMAZON COM INC 7.30% 41.206 M $ 187667 2018/12/31 33.970 K $ 0.08 %
2025/09/30 TMUS T-MOBILE US INC 6.59% 37.166 M $ 155259 2019/12/31 174.894 K $ 0.47 %
2025/09/30 V VISA INC 6.39% 36.046 M $ 105590 2018/12/31 -1.451 M $ -3.85 %
2025/09/30 IQV IQVIA HLDGS INC 5.73% 32.351 M $ 170320 2025/06/30 5.446 M $ 20.53 %
2025/09/30 ES EVERSOURCE ENERGY 5.30% 29.882 M $ 420052 2025/03/31 3.286 M $ 11.82 %
2025/09/30 AZN ASTRAZENECA PLC 4.95% 27.931 M $ 364066 2024/03/31 2.493 M $ 9.79 %
2025/09/30 IEF ISHARES TR 4.10% 23.144 M $ 239935 2022/09/30 167.503 K $ 0.72 %
2025/09/30 ARE ALEXANDRIA REAL ESTATE EQ IN 4.07% 22.943 M $ 275290 2025/09/30 0.000 $ 0.00 %
2025/09/30 AAPL APPLE INC 3.97% 22.382 M $ 87901 2018/12/31 4.326 M $ 24.11 %
2025/09/30 FI FISERV INC 3.57% 20.121 M $ 156060 2024/06/30 -6.182 M $ -25.22 %
2025/09/30 NVDA NVIDIA CORPORATION 3.53% 19.908 M $ 106700 2024/03/31 3.063 M $ 18.10 %
2025/09/30 ADBE ADOBE INC 2.70% 15.236 M $ 43193 2025/09/30 0.000 $ 0.00 %
2025/09/30 CNI CANADIAN NATL RY CO 1.80% 10.156 M $ 107697 2018/12/31 -321.614 K $ -9.36 %
2025/09/30 SCHO SCHWAB STRATEGIC TR 1.69% 9.555 M $ 391611 2024/12/31 7.898 K $ 0.08 %
2025/09/30 SCHR SCHWAB STRATEGIC TR 1.64% 9.267 M $ 368764 2024/06/30 37.111 K $ 0.40 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.58% 8.923 M $ 28287 2018/12/31 721.884 K $ 8.80 %
2025/09/30 MCK MCKESSON CORP 1.23% 6.966 M $ 9017 2018/12/31 358.515 K $ 5.43 %
2025/09/30 LLY ELI LILLY & CO 1.14% 6.447 M $ 8449 2025/09/30 0.000 $ 0.00 %
2025/09/30 SLM SLM CORP 1.04% 5.857 M $ 211582 2023/09/30 -404.507 K $ -15.58 %
2025/09/30 VGLT VANGUARD SCOTTSDALE FDS 1.03% 5.832 M $ 102573 2025/09/30 0.000 $ 0.00 %
2025/09/30 SYK STRYKER CORPORATION 0.93% 5.242 M $ 14181 2022/09/30 -379.145 K $ -6.56 %
2025/09/30 GOOGL ALPHABET INC 0.83% 4.707 M $ 19361 2023/03/31 1.304 M $ 37.94 %
2025/09/30 NXPI NXP SEMICONDUCTORS N V 0.71% 4.000 M $ 17565 2018/12/31 415.984 K $ 4.23 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.58% 3.254 M $ 6710 2018/12/31 533.847 K $ 19.62 %
2025/09/30 META META PLATFORMS INC 0.47% 2.639 M $ 3594 2023/03/31 -13.333 K $ -0.50 %
2025/09/30 CP CANADIAN PACIFIC KANSAS CITY 0.46% 2.621 M $ 35181 2023/06/30 -165.794 K $ -6.03 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.43% 2.412 M $ 4798 2023/03/31 81.082 K $ 3.49 %
2025/09/30 MCD MCDONALDS CORP 0.37% 2.073 M $ 6820 2018/12/31 78.758 K $ 4.01 %
2025/09/30 ORCL ORACLE CORP 0.23% 1.322 M $ 4702 2023/12/31 261.521 K $ 28.64 %
2025/09/30 AON AON PLC 0.14% 811.220 K $ 2275 2023/12/31 -381.000 $ -0.05 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.13% 761.297 K $ 141 2023/12/31 -49.916 K $ -6.74 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.10% 580.365 K $ 2078 2023/12/31 109.718 K $ 23.31 %
2025/09/30 EWBC EAST WEST BANCORP INC 0.10% 560.992 K $ 5270 2023/12/31 28.826 K $ 5.42 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.10% 547.750 K $ 10168 2023/03/31 15.252 K $ 2.86 %
2025/09/30 NFLX NETFLIX INC 0.06% 335.698 K $ 280 2024/12/31 -39.258 K $ -10.47 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.06% 325.185 K $ 979 2023/12/31 13.970 K $ 4.13 %
2025/09/30 PRU PRUDENTIAL FINL INC 0.04% 206.443 K $ 1990 2023/12/31 -7.363 K $ -3.44 %
2025/09/30 AMGN AMGEN INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 WTW WILLIS TOWERS WATSON PLC LTD 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %