ACT TWO INVESTORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ES | 420K | $29.88M |
 | AZN | 364K | $27.93M |
 | ARE | 275K | $22.94M |
 | GOOG | 258K | $62.85M |
 | SLM | 212K | $5.86M |
 | AMZN | 188K | $41.21M |
 | IQV | 170K | $32.35M |
 | FI | 156K | $20.12M |
 | TMUS | 155K | $37.17M |
 | MSFT | 150K | $77.63M |
 | CNI | 108K | $10.16M |
 | NVDA | 107K | $19.91M |
 | V | 106K | $36.05M |
 | AAPL | 88K | $22.38M |
 | ADBE | 43K | $15.24M |
 | CP | 35K | $2.62M |
 | JPM | 28K | $8.92M |
 | GOOGL | 19K | $4.71M |
 | NXPI | 18K | $4.00M |
 | SYK | 14K | $5.24M |
Eversource Energy
ES
Shares Held
420K
Value
$29.88M
AstraZeneca PLC
AZN
Shares Held
364K
Value
$27.93M
Alexandria Real Estate Equities, Inc.
ARE
Shares Held
275K
Value
$22.94M
Alphabet Inc.
GOOG
Shares Held
258K
Value
$62.85M
SLM Corporation
SLM
Shares Held
212K
Value
$5.86M
Amazon.com, Inc.
AMZN
Shares Held
188K
Value
$41.21M
IQVIA Holdings Inc.
IQV
Shares Held
170K
Value
$32.35M
Fiserv, Inc.
FI
Shares Held
156K
Value
$20.12M
T-Mobile US, Inc.
TMUS
Shares Held
155K
Value
$37.17M
Microsoft Corporation
MSFT
Shares Held
150K
Value
$77.63M
Canadian National Railway Company
CNI
Shares Held
108K
Value
$10.16M
NVIDIA Corporation
NVDA
Shares Held
107K
Value
$19.91M
Visa Inc.
V
Shares Held
106K
Value
$36.05M
Apple Inc.
AAPL
Shares Held
88K
Value
$22.38M
Adobe Inc.
ADBE
Shares Held
43K
Value
$15.24M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
35K
Value
$2.62M
JPMorgan Chase & Co.
JPM
Shares Held
28K
Value
$8.92M
Alphabet Inc.
GOOGL
Shares Held
19K
Value
$4.71M
NXP Semiconductors N.V.
NXPI
Shares Held
18K
Value
$4.00M
Stryker Corporation
SYK
Shares Held
14K
Value
$5.24M