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CIK: 0001766907
Total reported value
$494.7M
$494.7M
38 檔
53.6%
According to the latest 13F quarterly dataset, Act Two Investors LLC managed an equity portfolio of $494.7M at the end of Q4 2025, spanning 38 distinct U.S. exchange-listed positions.
In Q4 2025, Act Two Investors LLC adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 14.35% | -0.04% | -1.49% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 12.70% | -0.86% | -2.60% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.54% | +0.31% | -3.26% | |
| 4 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 6.68% | +0.23% | -3.27% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 6.48% | +0.28% | -2.79% | |
| 6 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 5.82% | — | -3.38% | |
| 7 | TMUS | T-mobile US Inc | Stock-Comm Services | 5.74% | -1.91% | +1.19% | |
| 8 | ES | Eversource Energy | Stock-Utilities | 5.15% | -2.78% | +1.20% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.15% | -0.43% | -0.08% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 4.01% | +0.20% | -6.62% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 3.49% | +0.21% | -2.61% | |
| 12 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.47% | -4.28% | EXIT | |
| 13 | ADBE | Adobe Inc | Stock-Tech | 3.06% | — | +12.52% | |
| 14 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.60% | +0.05% | +35.92% | |
| 15 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.66% | -0.15% | -0.13% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.64% | +0.04% | — | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.63% | +3.02% | -0.11% | |
| 18 | MCK | Mckesson CORP | Stock-Healthcare | 1.32% | -0.34% | -1.08% | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.25% | -0.05% | -26.95% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.20% | +0.98% | +25383.57% | |
| 21 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.08% | -0.37% | +4.99% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | -0.02% | -24.99% | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 0.76% | +2.33% | -15.01% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.70% | -0.05% | — | |
| 25 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.47% | +0.01% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.05% | -1.22% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -0.10% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | -0.02% | -32.47% | |
| 29 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.18% | +0.02% | -73.22% | |
| 30 | SLM | Slm CORP | Stock-Financials | 0.18% | +0.42% | -82.27% | |
| 31 | AON | Aon plc | Stock-Financials | 0.14% | -0.01% | — | |
| 32 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.14% | — | — | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.13% | -0.01% | -20.35% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.11% | +0.04% | — | |
| 35 | EWBC | East West Bancorp Inc | Stock-Financials | 0.11% | +0.02% | — | |
| 36 | AXP | American Express Co | Stock-Financials | 0.07% | — | — | |
| 37 | XLF | Ss Financial Select Sector | ETF-Other | 0.06% | — | -42.29% | |
| 38 | PRU | Prudential Financial Inc | Stock-Financials | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +3.2% | -1.49% | Trim |
| 2 | NFLX | Netflix Inc | +1.1% | +25383.57% | Add |
| 3 | IQV | Iqvia Holdings Inc | +1% | -3.27% | Trim |
| 4 | AZNN | Astrazeneca Plc-spons Adr | +0.9% | -3.38% | Trim |
| 5 | CNI | Canadian Natl Railway Co | +0.8% | +35.92% | Add |
| 6 | LLY | Eli Lilly & Co | +0.5% | -0.11% | Trim |
| 7 | ADBE | Adobe Inc | +0.4% | +12.52% | Add |
| 8 | AMZN | Amazon.com Inc | +0.2% | -3.26% | Trim |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.1% | — | Unchanged |
| 10 | MCK | Mckesson CORP | +0.1% | -1.08% | Trim |
| 11 | V | Visa Inc-class A Shares | +0.1% | -2.79% | Trim |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 13 | VGLT | Vanguard Long-term Treasury | +0.1% | +4.99% | Add |
| 14 | IEF | Ishares 7-10 Year Treasury B | +0.1% | -0.08% | Trim |
| 15 | AAPL | Apple Inc | 0% | -6.62% | Trim |
| 16 | SCHR | Schwab Intermediate-term US | 0% | -0.13% | Trim |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 18 | AXP | American Express Co | 0% | — | Unchanged |
| 19 | EWBC | East West Bancorp Inc | 0% | — | Unchanged |
| 20 | CP | Canadian Pacific Kansas City | 0% | — | Unchanged |
| 21 | BKNG | Booking Holdings Inc | 0% | — | Unchanged |
| 22 | PRU | Prudential Financial Inc | — | — | Unchanged |
| 23 | MCD | Mcdonald's CORP | — | — | Unchanged |
| 24 | AON | Aon plc | — | — | Unchanged |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | -24.99% | Trim |
| 26 | NVDA | Nvidia CORP | 0% | -2.61% | Trim |
| 27 | XLF | Ss Financial Select Sector | 0% | -42.29% | Trim |
| 28 | META | Meta Platforms Inc-class A | -0.1% | -1.22% | Trim |
| 29 | ORCL | Oracle CORP | -0.1% | -20.35% | Trim |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -32.47% | Trim |
| 31 | ES | Eversource Energy | -0.2% | +1.20% | Add |
| 32 | SYK | Stryker CORP | -0.2% | -15.01% | Trim |
| 33 | SCHO | Schwab Short-term US Treas | -0.4% | -26.95% | Trim |
| 34 | NXPI | NXP Semiconductors N.V. | -0.5% | -73.22% | Trim |
| 35 | TMUS | T-mobile US Inc | -0.9% | +1.19% | Add |
| 36 | SLM | Slm CORP | -0.9% | -82.27% | Trim |
| 37 | MSFT | Microsoft CORP | -1.1% | -2.60% | Trim |
| 38 | ARE | Alexandria Real Estate Equit | — | EXIT | Sold out |
| 39 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 40 | DIS | Walt Disney Co/the | — | 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 38 disclosed positions in Q4 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.
In terms of portfolio concentration, the top 5 core holdings (including GOOG, MSFT, AMZN) accounted for 53.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
DIS
市值: $19.3M
Top Position Liquidated / Trimmed
ARE
前期市值: $22.9M
During Q4 2025, Act Two Investors LLC's top holdings by market value included GOOG (14.3%)、MSFT (12.7%)、AMZN (7.5%). The largest single position, GOOG, represented 14.3% of total portfolio value.
In Q4 2025, Act Two Investors LLC made 30 total portfolio adjustments, initiating 1 new buys, adding to 6 positions, trimming 21 holdings, and fully liquidating 2 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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