Act Two Investors LLC
Q2 2025 13F Holdings
- Locationsanta cruz, CA
- Num holdings
37
- Value ($000)
$489,886
- Date Filed08/12/2025
- Form type13F-HR
- CIK0001766907
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $74.85M | 15 % | 150,484 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $46.99M | 10 % | 264,884 | ||
AMZN AMAZON COM INC | COM | 023135106 | $41.40M | 9 % | 188,723 | ||
V VISA INC | COM CL A | 92826C839 | $37.69M | 8 % | 106,166 | ||
TMUS T-MOBILE US INC | COM | 872590104 | $37.21M | 8 % | 156,156 | ||
ES EVERSOURCE ENERGY | COM | 30040W108 | $27.80M | 6 % | 437,012 | ||
IQV IQVIA HLDGS INC | COM | 46266C105 | $26.53M | 5 % | 168,336 | ||
AZN ASTRAZENECA PLC | SPONSORED ADR | 046353108 | $25.47M | 5 % | 364,512 | ||
FI FISERV INC | COM | 337738108 | $24.51M | 5 % | 142,177 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $23.25M | 5 % | 242,759 |
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