Act Two Investors LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
32 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.4% | $129,397,870 |
| Communication Services | 24.3% | $110,688,301 |
| Healthcare | 17.5% | $79,738,698 |
| Financial Services | 14.9% | $67,760,933 |
| Consumer Cyclical | 9.7% | $44,372,220 |
| Utilities | 3.8% | $17,204,379 |
| Industrials | 1.5% | $6,985,737 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NFLX | Netflix Inc | +71,347 | 77,907 | $5,562,559 | |
| SYK | Stryker Corp | +38,252 | 50,217 | $15,810,320 | |
| ADP | Automatic Data Processing Inc | +32,778 | 79,607 | $17,827,987 | |
| LLY | ELI LILLY & Co | +11,128 | 19,302 | $23,151,399 | |
| SLM | SLM Corp | +9,195 | 716,772 | $18,593,065 | |
| INTU | Intuit Inc. | +5,923 | 17,595 | $4,592,295 | |
| BKNG | Booking Holdings Inc. | +3,384 | 3,525 | $628,296 | |
| MSFT | Microsoft Corp | +507 | 143,167 | $53,404,154 | |
| NVDA | Nvidia Corp | +270 | 105,122 | $21,033,860 | |
| V | Visa Inc. | +139 | 104,310 | $35,787,717 | |
| IQV | Iqvia Holdings Inc. | +124 | 158,746 | $30,672,902 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ES | Eversource Energy | −171,269 | 238,057 | $17,204,379 | |
| GOOGL | Alphabet Inc. | −29,165 | 220,025 | $77,785,080 | |
| AMZN | Amazon Com Inc | −1,674 | 175,801 | $41,900,410 | |
| TMUS | T-Mobile US, Inc. | −668 | 151,082 | $25,340,983 | |
| BRK-B | Berkshire Hathaway Inc | −125 | 2,821 | $1,411,600 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −16 | 2,062 | $984,749 | |
| AAPL | Apple Inc. | −11 | 77,201 | $22,338,881 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DIS | Walt Disney Co | 201,332 | $19,404,378 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 220,025 | $77,785,080 | 17.05% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 143,167 | $53,404,154 | 11.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 175,801 | $41,900,410 | 9.19% | |
| V |
Visa Inc.
Financial Services
|
Added | 104,310 | $35,787,717 | 7.85% | |
| IQV |
Iqvia Holdings Inc.
Healthcare
|
Added | 158,746 | $30,672,902 | 6.72% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Reduced | 151,082 | $25,340,983 | 5.56% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 19,302 | $23,151,399 | 5.08% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 77,201 | $22,338,881 | 4.90% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 105,122 | $21,033,860 | 4.61% | |
| SLM |
SLM Corp
Financial Services
|
Added | 716,772 | $18,593,065 | 4.08% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 79,607 | $17,827,987 | 3.91% | |
| ES |
Eversource Energy
Utilities
|
Reduced | 238,057 | $17,204,379 | 3.77% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 50,217 | $15,810,320 | 3.47% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 27,491 | $8,998,629 | 1.97% | |
| ACN |
Accenture plc
Technology
|
NEW | 69,325 | $8,626,803 | 1.89% | |
| MCK |
Mckesson Corp
Healthcare
|
Held | 8,920 | $6,739,952 | 1.48% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 77,907 | $5,562,559 | 1.22% | |
| INTU |
Intuit Inc.
Technology
|
Added | 17,595 | $4,592,295 | 1.01% | |
| CNI |
Canadian National Railway Co
Industrials
|
Held | 33,020 | $3,937,304 | 0.86% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 6,710 | $3,364,125 | 0.74% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Held | 35,181 | $3,048,433 | 0.67% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 3,550 | $1,999,679 | 0.44% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 6,820 | $1,843,514 | 0.40% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,821 | $1,411,600 | 0.31% | |
| MA |
Mastercard Inc
Financial Services
|
NEW | 2,344 | $1,203,878 | 0.26% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 2,062 | $984,749 | 0.22% | |
| AON |
Aon plc
Financial Services
|
Held | 2,275 | $754,594 | 0.17% | |
| EWBC |
East West Bancorp Inc
Financial Services
|
Held | 5,270 | $680,304 | 0.15% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 3,525 | $628,296 | 0.14% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Held | 1,189 | $334,144 | 0.07% | |
| AXP |
American Express Co
Financial Services
|
Held | 979 | $331,146 | 0.07% | |
| ORCL |
Oracle Corp
Technology
|
Held | 1,740 | $254,997 | 0.06% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.