Act Two Investors LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 70.5%; sector active share 25.8% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
37 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.2% | $129,397,870 |
| Communication Services | 22.4% | $110,688,301 |
| Healthcare | 16.1% | $79,738,698 |
| Financial Services | 13.7% | $67,760,933 |
| Consumer Cyclical | 9.0% | $44,372,220 |
| Unclassified | 7.8% | $38,595,203 |
| Utilities | 3.5% | $17,204,379 |
| Industrials | 1.4% | $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 | |
| SCHO | Schwab Short-Term U.S. Treasury ETF | +13,454 | 256,210 | $6,184,909 | |
| 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 | |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | +4,594 | 354,554 | $8,743,301 | |
| 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 | |
| GOOG | Alphabet Inc. | −27,379 | 209,221 | $73,924,055 | |
| VGLT | VANGUARD LONG-TERM TREASURY INDEX FUND | −23,300 | 74,530 | $4,112,565 | |
| GOOGL | Alphabet Inc. | −1,786 | 10,804 | $3,861,025 | |
| AMZN | Amazon Com Inc | −1,674 | 175,801 | $41,900,410 | |
| IEF | iShares 7-10 Year Treasury Bond ETF | −1,098 | 206,772 | $19,554,428 | |
| 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 |
|---|---|---|---|---|---|---|
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 209,221 | $73,924,055 | 14.94% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 143,167 | $53,404,154 | 10.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 175,801 | $41,900,410 | 8.47% | |
| V |
Visa Inc.
Financial Services
|
Added | 104,310 | $35,787,717 | 7.23% | |
| IQV |
Iqvia Holdings Inc.
Healthcare
|
Added | 158,746 | $30,672,902 | 6.20% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Reduced | 151,082 | $25,340,983 | 5.12% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 19,302 | $23,151,399 | 4.68% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 77,201 | $22,338,881 | 4.52% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 105,122 | $21,033,860 | 4.25% | |
| IEF |
iShares 7-10 Year Treasury Bond ETF
|
Reduced | 206,772 | $19,554,428 | 3.95% | |
| SLM |
SLM Corp
Financial Services
|
Added | 716,772 | $18,593,065 | 3.76% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 79,607 | $17,827,987 | 3.60% | |
| ES |
Eversource Energy
Utilities
|
Reduced | 238,057 | $17,204,379 | 3.48% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 50,217 | $15,810,320 | 3.20% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 27,491 | $8,998,629 | 1.82% | |
| SCHR |
Schwab Intermediate-Term U.S. Treasury ETF
|
Added | 354,554 | $8,743,301 | 1.77% | |
| ACN |
Accenture plc
Technology
|
NEW | 69,325 | $8,626,803 | 1.74% | |
| MCK |
Mckesson Corp
Healthcare
|
Held | 8,920 | $6,739,952 | 1.36% | |
| SCHO |
Schwab Short-Term U.S. Treasury ETF
|
Added | 256,210 | $6,184,909 | 1.25% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 77,907 | $5,562,559 | 1.12% | |
| INTU |
Intuit Inc.
Technology
|
Added | 17,595 | $4,592,295 | 0.93% | |
| VGLT |
VANGUARD LONG-TERM TREASURY INDEX FUND
|
Reduced | 74,530 | $4,112,565 | 0.83% | |
| CNI |
Canadian National Railway Co
Industrials
|
Held | 33,020 | $3,937,304 | 0.80% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 10,804 | $3,861,025 | 0.78% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 6,710 | $3,364,125 | 0.68% | |
| CP |
Canadian Pacific Kansas City Ltd
Industrials
|
Held | 35,181 | $3,048,433 | 0.62% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 3,550 | $1,999,679 | 0.40% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 6,820 | $1,843,514 | 0.37% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,821 | $1,411,600 | 0.29% | |
| MA |
Mastercard Inc
Financial Services
|
NEW | 2,344 | $1,203,878 | 0.24% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 2,062 | $984,749 | 0.20% | |
| AON |
Aon plc
Financial Services
|
Held | 2,275 | $754,594 | 0.15% | |
| EWBC |
East West Bancorp Inc
Financial Services
|
Held | 5,270 | $680,304 | 0.14% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 3,525 | $628,296 | 0.13% | |
| 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 | 0.05% |
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.