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Portfolio (Quarterly) Guide ↗

Act Two Investors LLC

· CIK 0001766907
13F Portfolio $495M AUM 37 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 4 New 7 Added 18 Reduced 5 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 INTU INTUIT Technology 17,595.0 $4.6M 0.93% NEW $261.00 +38.7%
22 VGLT VANGUARD SCOTTSDALE FDS 74,530.0 $4.1M 0.83% -33K -30.8% $55.18 -3.4%
23 CNI CANADIAN NATL RY CO Industrials 33,020.0 $3.9M 0.80% -113K -77.4% $119.24 +6.4%
24 GOOGL ALPHABET INC Communication Services 10,804.0 $3.9M 0.78% -4K -25.6% $357.37 -2.6%
25 TMO THERMO FISHER SCIENTIFIC INC Healthcare 6,710.0 $3.4M 0.68% $501.36 +25.7%
26 CANADIAN PACIFIC KANSAS CITY 35,181.0 $3.0M 0.62% $86.65
27 META META PLATFORMS INC Communication Services 3,550.0 $2.0M 0.40% $563.29 +0.3%
28 MCD MCDONALDS CORP Consumer Cyclical 6,820.0 $1.8M 0.37% $270.31 +0.3%
29 BERKSHIRE HATHAWAY INC DEL 2,821.0 $1.4M 0.28% -419.0 -12.9% $500.40
30 MA MASTERCARD INCORPORATED Financial Services 2,344.0 $1.2M 0.24% NEW $513.60 +16.3%
31 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,062.0 $985K 0.20% -16.0 -0.8% $477.57 -12.9%
32 AON AON PLC Financial Services 2,275.0 $755K 0.15% $331.69 +7.7%
33 EWBC EAST WEST BANCORP INC Financial Services 5,270.0 $680K 0.14% $129.09 -0.3%
34 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,525.0 $628K 0.13% +3K +2400.0% $178.24 +19.5%
35 NXPI NXP SEMICONDUCTORS N V Technology 1,189.0 $334K 0.07% -4K -74.7% $281.03 -21.0%
36 AXP AMERICAN EXPRESS CO Financial Services 979.0 $331K 0.07% $338.25 -0.6%
37 ORCL ORACLE CORP Technology 1,740.0 $255K 0.05% -2K -53.5% $146.55 -1.1%
Page 2 of 2  ·  37 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.1%
Financial Services 19.1%
Healthcare 14.1%
Consumer Cyclical 12.8%
Communication Services 10.6%
Industrials 6.3%
Utilities 5.0%