ACT TWO INVESTORS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SLM | 708K | $15.15M |
 | ES | 409K | $28.36M |
 | GOOG | 237K | $67.87M |
 | DIS | 201K | $19.40M |
 | AMZN | 177K | $36.96M |
 | IQV | 159K | $27.05M |
 | TMUS | 152K | $31.87M |
 | MSFT | 143K | $52.81M |
 | NVDA | 105K | $18.29M |
 | V | 104K | $31.48M |
 | AAPL | 77K | $19.60M |
 | ADP | 47K | $9.51M |
 | CP | 35K | $2.77M |
 | CNI | 33K | $3.39M |
 | JPM | 27K | $8.09M |
 | GOOGL | 13K | $3.62M |
 | SYK | 12K | $3.93M |
 | INTU | 12K | $5.05M |
 | MCK | 9K | $7.72M |
 | LLY | 8K | $7.52M |
SLM Corporation
SLM
Shares Held
708K
Value
$15.15M
Eversource Energy
ES
Shares Held
409K
Value
$28.36M
Alphabet Inc.
GOOG
Shares Held
237K
Value
$67.87M
The Walt Disney Company
DIS
Shares Held
201K
Value
$19.40M
Amazon.com, Inc.
AMZN
Shares Held
177K
Value
$36.96M
IQVIA Holdings Inc.
IQV
Shares Held
159K
Value
$27.05M
T-Mobile US, Inc.
TMUS
Shares Held
152K
Value
$31.87M
Microsoft Corporation
MSFT
Shares Held
143K
Value
$52.81M
NVIDIA Corporation
NVDA
Shares Held
105K
Value
$18.29M
Visa Inc.
V
Shares Held
104K
Value
$31.48M
Apple Inc.
AAPL
Shares Held
77K
Value
$19.60M
Automatic Data Processing, Inc.
ADP
Shares Held
47K
Value
$9.51M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
35K
Value
$2.77M
Canadian National Railway Company
CNI
Shares Held
33K
Value
$3.39M
JPMorgan Chase & Co.
JPM
Shares Held
27K
Value
$8.09M
Alphabet Inc.
GOOGL
Shares Held
13K
Value
$3.62M
Stryker Corporation
SYK
Shares Held
12K
Value
$3.93M
Intuit Inc.
INTU
Shares Held
12K
Value
$5.05M
McKesson Corporation
MCK
Shares Held
9K
Value
$7.72M
Eli Lilly and Company
LLY
Shares Held
8K
Value
$7.52M