Portfolio (Quarterly) Guide ↗

Act Two Investors LLC

· CIK 0001766907

13F Portfolio $556M AUM 38 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 1 New 6 Added 18 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ARE	ALEXANDRIA REAL ESTATE EQ IN	Real Estate	275,290	$22.9M	4.07%	SOLD
2	FISV	FISERV INC	Technology	156,060	$20.1M	3.57%	SOLD

Sector Allocation

Communication Services 33.1%

Technology 30.2%

Financial Services 11.0%

Consumer Cyclical 10.2%

Utilities 6.6%

Healthcare 5.6%

Industrials 3.3%