Stock Taper 
ACT TWO INVESTORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American Express Company | AXP | 979 | $331.15K |
 NXP Semiconductors N.V. | NXPI | 1.19K | $334.14K |
 Oracle Corporation | ORCL | 1.74K | $255K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 2.06K | $984.75K |
 Aon plc | AON | 2.27K | $754.6K |
 Mastercard Incorporated | MA | 2.34K | $1.2M |
 Berkshire Hathaway Inc. | BRK-B | 2.82K | $1.41M |
 Booking Holdings Inc. | BKNG | 3.52K | $628.3K |
 Meta Platforms, Inc. | META | 3.55K | $2M |
 East West Bancorp, Inc. | EWBC | 5.27K | $680.3K |
 Thermo Fisher Scientific Inc. | TMO | 6.71K | $3.36M |
 McDonald's Corporation | MCD | 6.82K | $1.84M |
 McKesson Corporation | MCK | 8.92K | $6.74M |
 Alphabet Inc. | GOOGL | 10.8K | $3.86M |
 Intuit Inc. | INTU | 17.59K | $4.59M |
 Eli Lilly and Company | LLY | 19.3K | $23.15M |
 JPMorgan Chase & Co. | JPM | 27.49K | $9M |
 Canadian National Railway Company | CNI | 33.02K | $3.94M |
 Canadian Pacific Kansas City Ltd. | CP | 35.18K | $3.05M |
 Stryker Corporation | SYK | 50.22K | $15.81M |