Back to Act Two Investors LLC
Q2 2026 13F filing
Updated 31 days ago37 disclosed positions worth $494.7M
Portfolio value
$494.7M
Total holdings
37
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-10
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN ALPHABET INC | $73.9M | 209.2K | 14.94% | — |
| 2 | M MSFT MICROSOFT CORP | $53.4M | 143.2K | 10.79% | — |
| 3 | A AMZN AMAZON COM INC | $41.9M | 175.8K | 8.47% | — |
| 4 | V V VISA INC | $35.8M | 104.3K | 7.23% | — |
| 5 | I IQV IQVIA HLDGS INC | $30.7M | 158.7K | 6.20% | — |
| 6 | T TMUSL T-MOBILE US INC | $25.3M | 151.1K | 5.12% | — |
| 7 | L LLY ELI LILLY & CO | $23.2M | 19.3K | 4.68% | — |
| 8 | A AAPL APPLE INC | $22.3M | 77.2K | 4.52% | — |
| 9 | N NVDA NVIDIA CORPORATION | $21M | 105.1K | 4.25% | — |
| 10 | E ETHA ISHARES TR | $19.6M | 206.8K | 3.95% | — |
| 11 | S SLMBP SLM CORP | $18.6M | 716.8K | 3.76% | — |
| 12 | A ADP AUTOMATIC DATA PROCESSING IN | $17.8M | 79.6K | 3.60% | — |
| 13 | E ES EVERSOURCE ENERGY | $17.2M | 238.1K | 3.48% | — |
| 14 | S SYK STRYKER CORPORATION | $15.8M | 50.2K | 3.20% | — |
| 15 | J JPM-PM JPMORGAN CHASE & CO | $9M | 27.5K | 1.82% | — |
| 16 | S SCHW-PJ SCHWAB STRATEGIC TR | $8.7M | 354.6K | 1.77% | — |
| 17 | A ACN ACCENTURE PLC IRELAND | $8.6M | 69.3K | 1.74% | — |
| 18 | M MCK MCKESSON CORP | $6.7M | 8.9K | 1.36% | — |
| 19 | S SCHW-PJ SCHWAB STRATEGIC TR | $6.2M | 256.2K | 1.25% | — |
| 20 | N NFLX NETFLIX INC. | $5.6M | 77.9K | 1.12% | — |
| 21 | I INTU INTUIT | $4.6M | 17.6K | 0.93% | — |
| 22 | V VGES VANGUARD SCOTTSDALE FDS | $4.1M | 74.5K | 0.83% | — |
| 23 | C CNI CANADIAN NATL RY CO | $3.9M | 33.0K | 0.80% | — |
| 24 | G GOOGN ALPHABET INC | $3.9M | 10.8K | 0.78% | — |
| 25 | T TMO THERMO FISHER SCIENTIFIC INC | $3.4M | 6.7K | 0.68% | — |
| 26 | C CP CANADIAN PACIFIC KANSAS CITY | $3M | 35.2K | 0.62% | — |
| 27 | M META META PLATFORMS INC | $2M | 3.5K | 0.40% | — |
| 28 | M MCD MCDONALDS CORP | $1.8M | 6.8K | 0.37% | — |
| 29 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $1.4M | 2.8K | 0.29% | — |
| 30 | M MA MASTERCARD INCORPORATED | $1.2M | 2.3K | 0.24% | — |
| 31 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $985K | 2.1K | 0.20% | — |
| 32 | A AON AON PLC | $755K | 2.3K | 0.15% | — |
| 33 | E EWBC EAST WEST BANCORP INC | $680K | 5.3K | 0.14% | — |
| 34 | B BKNG BOOKING HOLDINGS INC | $628K | 3.5K | 0.13% | — |
| 35 | N NXPI NXP SEMICONDUCTORS N V | $334K | 1.2K | 0.07% | — |
| 36 | A AXP AMERICAN EXPRESS CO | $331K | 979 | 0.07% | — |
| 37 | O ORCL-PD ORACLE CORP | $255K | 1.7K | 0.05% | — |