Act Two Investors LLC

Q3 2025 13F Holdings

  • Location
    santa cruz, CA
  • Num holdings

    39

  • Value ($000)

    $564,195

  • Date Filed
    11/12/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP

COM
594918104
$77.63M
14 %

149,873

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$62.85M
11 %

258,056

A
AMZN

AMAZON COM INC

COM
023135106
$41.21M
7 %

187,667

T
TMUS

T-MOBILE US INC

COM
872590104
$37.17M
7 %

155,259

V
V

VISA INC

COM CL A
92826C839
$36.05M
6 %

105,590

I
IQV

IQVIA HLDGS INC

COM
46266C105
$32.35M
6 %

170,320

E
ES

EVERSOURCE ENERGY

COM
30040W108
$29.88M
5 %

420,052

A
AZN

ASTRAZENECA PLC

SPONSORED ADR
046353108
$27.93M
5 %

364,066

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$23.14M
4 %

239,935

A
ARE

ALEXANDRIA REAL ESTATE EQ IN

COM
015271109
$22.94M
4 %

275,290

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