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CIK: 0001766907
Total reported value
$494.7M
$494.7M
41 檔
44.5%
The Q1 2025 SEC filing reveals that Act Two Investors LLC held a total portfolio value of $494.7M, covering 41 public equity positions.
In Q1 2025, Act Two Investors LLC displayed an active expansion posture, initiating 41 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, TMUS, GOOG) accounted for 44.5% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 12.07% | -0.86% | +2.07% | |
| 2 | TMUS | T-mobile US Inc | Stock-Comm Services | 9.79% | -1.91% | -6.48% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 9.18% | -0.04% | -0.17% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 7.96% | +0.28% | +1.35% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.65% | +0.31% | -3.09% | |
| 6 | SYY | Sysco CORP | Stock-Consumer Staples | 5.34% | — | +5.65% | |
| 7 | PRU | Prudential Financial Inc | Stock-Financials | 5.24% | — | +2578.24% | |
| 8 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 4.39% | +0.02% | -17.34% | |
| 9 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 4.24% | — | +104.16% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 4.12% | +0.20% | -6.48% | |
| 11 | ES | Eversource Energy | Stock-Utilities | 4.04% | -2.78% | — | |
| 12 | FISV | Fiserv Inc | Stock-Other | 3.89% | — | +2.36% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.82% | -0.43% | -21.91% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.49% | +0.21% | +3169.27% | |
| 15 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.92% | -0.15% | +1.32% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.86% | -0.05% | +100.96% | |
| 17 | BX | Blackstone Inc | Stock-Financials | 1.50% | — | +1.60% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.47% | +0.04% | -0.16% | |
| 19 | MCK | Mckesson CORP | Stock-Healthcare | 1.29% | -0.34% | — | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.17% | +2.33% | -1.81% | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 0.87% | — | -7.97% | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.71% | -0.05% | — | |
| 23 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.68% | +0.05% | -72.42% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | -0.02% | -0.81% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.02% | -0.52% | |
| 26 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.52% | +0.01% | -4.36% | |
| 27 | SLM | Slm CORP | Stock-Financials | 0.49% | +0.42% | — | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.44% | -0.10% | — | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.05% | -1.26% | |
| 30 | AON | Aon plc | Stock-Financials | 0.18% | -0.01% | — | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.16% | — | -12.34% | |
| 32 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.16% | — | -12.17% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.12% | -0.01% | -33.19% | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.11% | — | -20.21% | |
| 35 | EWBC | East West Bancorp Inc | Stock-Financials | 0.10% | +0.02% | — | |
| 36 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.07% | — | — | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.07% | +0.04% | — | |
| 38 | AXP | American Express Co | Stock-Financials | 0.06% | — | -35.56% | |
| 39 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.06% | — | -98.97% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.06% | — | -26.40% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.06% | +0.98% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 3 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 4 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | SYY | Sysco CORP | — | NEW | New buy |
| 7 | PRU | Prudential Financial Inc | — | NEW | New buy |
| 8 | NXPI | NXP Semiconductors N.V. | — | NEW | New buy |
| 9 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | New buy |
| 10 | AAPL | Apple Inc | — | NEW | New buy |
| 11 | ES | Eversource Energy | — | NEW | New buy |
| 12 | FISV | Fiserv Inc | — | NEW | New buy |
| 13 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 14 | NVDA | Nvidia CORP | — | NEW | New buy |
| 15 | SCHR | Schwab Intermediate-term US | — | NEW | New buy |
| 16 | SCHO | Schwab Short-term US Treas | — | NEW | New buy |
| 17 | BX | Blackstone Inc | — | NEW | New buy |
| 18 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 19 | MCK | Mckesson CORP | — | NEW | New buy |
| 20 | SYK | Stryker CORP | — | NEW | New buy |
| 21 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 22 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 23 | CNI | Canadian Natl Railway Co | — | NEW | New buy |
| 24 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 26 | CP | Canadian Pacific Kansas City | — | NEW | New buy |
| 27 | SLM | Slm CORP | — | NEW | New buy |
| 28 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 29 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 30 | AON | Aon plc | — | NEW | New buy |
| 31 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 32 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 33 | ORCL | Oracle CORP | — | NEW | New buy |
| 34 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 35 | EWBC | East West Bancorp Inc | — | NEW | New buy |
| 36 | WTW | Willis Towers Watson Public Limited Company | — | NEW | New buy |
| 37 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 38 | AXP | American Express Co | — | NEW | New buy |
| 39 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 40 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 41 | NFLX | Netflix Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Act Two Investors LLC reported a total U.S. public equity portfolio value of $494.7M across 41 disclosed positions in Q1 2025.
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.
Top New Position Initiated
MSFT
市值: $57.0M
During Q1 2025, Act Two Investors LLC's top holdings by market value included MSFT (12.1%)、TMUS (9.8%)、GOOG (9.2%). The largest single position, MSFT, represented 12.1% of total portfolio value.
In Q1 2025, Act Two Investors LLC made 41 total portfolio adjustments, initiating 41 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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