ACT TWO INVESTORS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ES | 425K | $28.62M |
 | AZN | 352K | $32.34M |
 | GOOG | 254K | $79.77M |
 | AMZN | 182K | $41.90M |
 | DIS | 169K | $19.27M |
 | IQV | 165K | $37.14M |
 | TMUS | 157K | $31.90M |
 | CNI | 146K | $14.47M |
 | MSFT | 146K | $70.59M |
 | NVDA | 104K | $19.38M |
 | V | 103K | $36.00M |
 | AAPL | 82K | $22.31M |
 | NFLX | 71K | $6.69M |
 | ADBE | 49K | $17.01M |
 | SLM | 38K | $1.02M |
 | CP | 35K | $2.59M |
 | JPM | 28K | $9.11M |
 | GOOGL | 15K | $4.55M |
 | SYK | 12K | $4.24M |
 | MCK | 9K | $7.32M |
Eversource Energy
ES
Shares Held
425K
Value
$28.62M
AstraZeneca PLC
AZN
Shares Held
352K
Value
$32.34M
Alphabet Inc.
GOOG
Shares Held
254K
Value
$79.77M
Amazon.com, Inc.
AMZN
Shares Held
182K
Value
$41.90M
The Walt Disney Company
DIS
Shares Held
169K
Value
$19.27M
IQVIA Holdings Inc.
IQV
Shares Held
165K
Value
$37.14M
T-Mobile US, Inc.
TMUS
Shares Held
157K
Value
$31.90M
Canadian National Railway Company
CNI
Shares Held
146K
Value
$14.47M
Microsoft Corporation
MSFT
Shares Held
146K
Value
$70.59M
NVIDIA Corporation
NVDA
Shares Held
104K
Value
$19.38M
Visa Inc.
V
Shares Held
103K
Value
$36.00M
Apple Inc.
AAPL
Shares Held
82K
Value
$22.31M
Netflix, Inc.
NFLX
Shares Held
71K
Value
$6.69M
Adobe Inc.
ADBE
Shares Held
49K
Value
$17.01M
SLM Corporation
SLM
Shares Held
38K
Value
$1.02M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
35K
Value
$2.59M
JPMorgan Chase & Co.
JPM
Shares Held
28K
Value
$9.11M
Alphabet Inc.
GOOGL
Shares Held
15K
Value
$4.55M
Stryker Corporation
SYK
Shares Held
12K
Value
$4.24M
McKesson Corporation
MCK
Shares Held
9K
Value
$7.32M