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CIK: 0001766907
Total reported value
$494.7M
$494.7M
46 檔
47.1%
As reported in its official Q4 2024 Form 13F filing, Act Two Investors LLC's tracked investment portfolio stood at $494.7M with 46 total positions.
During Q4 2024, Act Two Investors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GOOG, AMZN) accounted for 47.1% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 12.21% | -0.86% | -1.43% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 10.30% | -0.04% | -1.26% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.36% | +0.31% | -1.56% | |
| 4 | TMUS | T-mobile US Inc | Stock-Comm Services | 7.96% | -1.91% | -12.15% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 6.51% | +0.28% | -1.18% | |
| 6 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 5.34% | +0.02% | -6.39% | |
| 7 | SYY | Sysco CORP | Stock-Consumer Staples | 4.74% | — | +411.42% | |
| 8 | NOC | Northrop Grumman CORP | Stock-Industrials | 4.66% | — | -1.24% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 4.56% | +0.20% | -0.63% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.35% | -0.43% | +29.88% | |
| 11 | SLB | Slb LTD | Stock-Energy | 3.70% | — | -1.50% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.48% | — | -45.33% | |
| 13 | FISV | Fiserv Inc | Stock-Other | 3.25% | — | +812.96% | |
| 14 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.37% | +0.05% | +262.57% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.05% | — | — | |
| 16 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.70% | — | -58.42% | |
| 17 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.70% | -0.15% | +104.05% | |
| 18 | BX | Blackstone Inc | Stock-Financials | 1.67% | — | -2.59% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | +0.04% | — | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.06% | +2.33% | -3.35% | |
| 21 | MCK | Mckesson CORP | Stock-Healthcare | 1.00% | -0.34% | — | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.85% | — | -73.76% | |
| 23 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.84% | -0.05% | — | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | -0.02% | +0.48% | |
| 25 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.68% | -0.05% | — | |
| 26 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.53% | — | -84.97% | |
| 27 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.51% | +0.01% | — | |
| 28 | SLM | Slm CORP | Stock-Financials | 0.43% | +0.42% | +36.45% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.02% | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.05% | — | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.10% | — | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.28% | -4.28% | EXIT | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.20% | -0.01% | -28.66% | |
| 34 | PRU | Prudential Financial Inc | Stock-Financials | 0.19% | — | — | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.18% | — | — | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.17% | — | — | |
| 37 | AON | Aon plc | Stock-Financials | 0.15% | -0.01% | — | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.12% | — | — | |
| 39 | EWBC | East West Bancorp Inc | Stock-Financials | 0.10% | +0.02% | — | |
| 40 | AXP | American Express Co | Stock-Financials | 0.10% | — | — | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.09% | +0.21% | — | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.08% | +0.04% | — | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.07% | — | — | |
| 44 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.06% | — | — | |
| 45 | MKL | Markel Group Inc | Stock-Financials | 0.06% | — | — | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.05% | +0.98% | — |
According to official SEC Form 13F filings, Act Two Investors LLC reported a total U.S. public equity portfolio value of $494.7M across 46 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2024, Act Two Investors LLC's top holdings by market value included MSFT (12.2%)、GOOG (10.3%)、AMZN (8.4%). The largest single position, MSFT, represented 12.2% of total portfolio value.
In Q4 2024, Act Two Investors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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