Act Two Investors LLC 13F Holdings

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Disclosed positions

Act Two Investors LLC: source evidence dated 2026-08-11T03:59:59.999Z.

Issuer: ALPHABET INC
Ticker: GOOG
Class: CAP STK CL C
Reported value: $73,924,056
Reported amount: 209,221
Unit: SH
Option: None

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What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001214659-26-009810

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Disclosed positions

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ALPHABET INC	GOOG	CAP STK CL C	$73,924,056	209,221	SH	None
MICROSOFT CORP	MSFT	COM	$53,404,065	143,167	SH	None
AMAZON COM INC	AMZN	COM	$41,900,410	175,801	SH	None
VISA INC	V	COM CL A	$35,787,828	104,310	SH	None
IQVIA HLDGS INC	IQV	COM	$30,672,902	158,746	SH	None
T-MOBILE US INC	TMUS	COM	$25,340,984	151,082	SH	None
ELI LILLY & CO	LLY	COM	$23,151,398	19,302	SH	None
APPLE INC	AAPL	COM	$22,338,881	77,201	SH	None
NVIDIA CORPORATION	NVDA	COM	$21,033,861	105,122	SH	None
ISHARES TR	IEF	7-10 YR TRSY BD	$19,554,428	206,772	SH	None
SLM CORP	SLM	COM	$18,593,066	716,772	SH	None
AUTOMATIC DATA PROCESSING IN	ADP	COM	$17,827,988	79,607	SH	None
EVERSOURCE ENERGY	ES	COM	$17,204,379	238,057	SH	None
STRYKER CORPORATION	SYK	COM	$15,810,425	50,217	SH	None
JPMORGAN CHASE & CO	JPM	COM	$8,998,629	27,491	SH	None
SCHWAB STRATEGIC TR	SCHR	INT-TRM U.S TRES	$8,743,302	354,554	SH	None
ACCENTURE PLC IRELAND	ACN	SHS CLASS A	$8,626,803	69,325	SH	None
MCKESSON CORP	MCK	COM	$6,739,952	8,920	SH	None
SCHWAB STRATEGIC TR	SCHO	SHT TM US TRES	$6,184,909	256,210	SH	None
NETFLIX INC.	NFLX	COM	$5,562,560	77,907	SH	None
INTUIT	INTU	COM	$4,592,295	17,595	SH	None
VANGUARD SCOTTSDALE FDS	VGLT	LONG TERM TREAS	$4,112,565	74,530	SH	None
CANADIAN NATL RY CO	CNI	COM	$3,937,305	33,020	SH	None
ALPHABET INC	GOOGL	CAP STK CL A	$3,861,025	10,804	SH	None
THERMO FISHER SCIENTIFIC INC	TMO	COM	$3,364,126	6,710	SH	None
CANADIAN PACIFIC KANSAS CITY	CP	COM	$3,048,434	35,181	SH	None
META PLATFORMS INC	META	CL A	$1,999,680	3,550	SH	None
MCDONALDS CORP	MCD	COM	$1,843,514	6,820	SH	None
BERKSHIRE HATHAWAY INC DEL	BRK.B	CL B NEW	$1,411,616	2,821	SH	None
MASTERCARD INCORPORATED	MA	CL A	$1,203,878	2,344	SH	None
TAIWAN SEMICONDUCTOR MANUFAC	TSM	SPONSORED ADS	$984,749	2,062	SH	None
AON PLC	AON	SHS CL A	$754,595	2,275	SH	None
EAST WEST BANCORP INC	EWBC	COM	$680,304	5,270	SH	None
BOOKING HOLDINGS INC	BKNG	COM	$628,296	3,525	SH	None
NXP SEMICONDUCTORS N V	NXPI	COM	$334,145	1,189	SH	None
AMERICAN EXPRESS CO	AXP	COM	$331,147	979	SH	None
ORACLE CORP	ORCL	COM	$254,997	1,740	SH	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.