ACT TWO INVESTORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MCK | 9K | $6.97M |
 | LLY | 8K | $6.45M |
 | MCD | 7K | $2.07M |
 | TMO | 7K | $3.25M |
 | EWBC | 5K | $560.99K |
 | BRK-B | 5K | $2.41M |
 | ORCL | 5K | $1.32M |
 | META | 4K | $2.64M |
 | AON | 2K | $811.22K |
 | TSM | 2K | $580.37K |
 | PRU | 2K | $206.44K |
 | AXP | 979 | $325.19K |
 | NFLX | 280 | $335.70K |
 | BKNG | 141 | $761.30K |
McKesson Corporation
MCK
Shares Held
9K
Value
$6.97M
Eli Lilly and Company
LLY
Shares Held
8K
Value
$6.45M
McDonald's Corporation
MCD
Shares Held
7K
Value
$2.07M
Thermo Fisher Scientific Inc.
TMO
Shares Held
7K
Value
$3.25M
East West Bancorp, Inc.
EWBC
Shares Held
5K
Value
$560.99K
Berkshire Hathaway Inc.
BRK-B
Shares Held
5K
Value
$2.41M
Oracle Corporation
ORCL
Shares Held
5K
Value
$1.32M
Meta Platforms, Inc.
META
Shares Held
4K
Value
$2.64M
Aon plc
AON
Shares Held
2K
Value
$811.22K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2K
Value
$580.37K
Prudential Financial, Inc.
PRU
Shares Held
2K
Value
$206.44K
American Express Company
AXP
Shares Held
979
Value
$325.19K
Netflix, Inc.
NFLX
Shares Held
280
Value
$335.70K
Booking Holdings Inc.
BKNG
Shares Held
141
Value
$761.30K