Act Two Investors LLC holds a focused book of 37 stocks worth $494.7M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Accenture PLC-CL A and trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 15% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
92% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Act Two Investors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Corient Private Wealth LLC | 58 / 37 | $19.5B |
| HUNTINGTON NATIONAL BANK | 58 / 37 | $5.8B |
| BlackRock, Inc. | 57 / 37 | $1.9T |
| FMR LLC | 57 / 37 | $722.8B |
| JPMORGAN CHASE & CO | 57 / 37 | $463.0B |
| MORGAN STANLEY | 57 / 37 | $459.7B |
| BANK OF AMERICA CORP /DE/ | 57 / 37 | $267.0B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 57 / 37 | $187.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Act Two Investors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL C | $73.9M | 209.2K | 14.9% | ▼−12% Reduced · −27K sh | |
| 2 | Microsoft Corp COM | $53.4M | 143.2K | 10.8% | ▲+0.3% Added · +507 sh | |
| 3 | Amazon Com Inc COM | $41.9M | 175.8K | 8.5% | ▼−0.9% Reduced · −2K sh | |
| 4 | Visa Inc COM CL A | $35.8M | 104.3K | 7.2% | ▲+0.1% Added · +139 sh | |
| 5 | Iqvia Hldgs Inc COM | $30.7M | 158.7K | 6.2% | ▲+0.1% Added · +124 sh | |
| 6 | T-Mobile US Inc COM | $25.3M | 151.1K | 5.1% | ▼−0.4% Reduced · −668 sh | |
| 7 | Eli Lilly & Co COM | $23.2M | 19.3K | 4.7% | ▲+136% Added · +11K sh | |
| 8 | Apple Inc COM | $22.3M | 77.2K | 4.5% | ▼~0% Reduced · −11 sh | |
| 9 | Nvidia Corporation COM | $21.0M | 105.1K | 4.3% | ▲+0.3% Added · +270 sh | |
| 10 | Ishares TR 7-10 YR TRSY BD | $19.6M | 206.8K | 4.0% | ▼−0.5% Reduced · −1K sh | |
| 11 | SLM Corp COM | $18.6M | 716.8K | 3.8% | ▲+1.3% Added · +9K sh | |
| 12 | Automatic Data Processing In COM | $17.8M | 79.6K | 3.6% | ▲+70% Added · +33K sh | |
| 13 | Eversource Energy COM | $17.2M | 238.1K | 3.5% | ▼−42% Reduced · −171K sh | |
| 14 | Stryker Corporation COM | $15.8M | 50.2K | 3.2% | ▲+320% Added · +38K sh | |
| 15 | JPMorgan Chase & Co COM | $9.0M | 27.5K | 1.8% | —Held | |
| 16 | Schwab Strategic TR INT-TRM U.S TRES | $8.7M | 354.6K | 1.8% | ▲+1.3% Added · +5K sh | |
| 17 | Accenture PLC Ireland SHS CLASS A | $8.6M | 69.3K | 1.7% | ▲New New position | |
| 18 | McKesson Corp COM | $6.7M | 8.9K | 1.4% | —Held | |
| 19 | Schwab Strategic TR SHT TM US TRES | $6.2M | 256.2K | 1.3% | ▲+5.5% Added · +13K sh | |
| 20 | Netflix Inc. COM | $5.6M | 77.9K | 1.1% | ▲12× Added · +71K sh | |
| 21 | Intuit COM | $4.6M | 17.6K | 0.9% | ▲+51% Added · +6K sh | |
| 22 | Vanguard Scottsdale FDS LONG TERM TREAS | $4.1M | 74.5K | 0.8% | ▼−24% Reduced · −23K sh | |
| 23 | Canadian Natl Ry Co COM | $3.9M | 33.0K | 0.8% | —Held | |
| 24 | Alphabet Inc CAP STK CL A | $3.9M | 10.8K | 0.8% | ▼−14% Reduced · −2K sh | |
| 25 | Thermo Fisher Scientific Inc COM | $3.4M | 6.7K | 0.7% | —Held | |
| 26 | Canadian Pacific Kansas City COM | $3.0M | 35.2K | 0.6% | —Held | |
| 27 | Meta Platforms Inc CL A | $2.0M | 3.5K | 0.4% | —Held | |
| 28 | McDonalds Corp COM | $1.8M | 6.8K | 0.4% | —Held | |
| 29 | Berkshire Hathaway Inc Del CL B NEW | $1.4M | 2.8K | 0.3% | ▼−4.2% Reduced · −125 sh | |
| 30 | Mastercard Incorporated CL A | $1.2M | 2.3K | 0.2% | ▲New New position | |
| 31 | Taiwan Semiconductor Manufac SPONSORED ADS | $985K | 2.1K | 0.2% | ▼−0.8% Reduced · −16 sh | |
| 32 | Aon PLC SHS CL A | $755K | 2.3K | 0.2% | —Held | |
| 33 | East West Bancorp Inc COM | $680K | 5.3K | 0.1% | —Held | |
| 34 | Booking Holdings Inc COM | $628K | 3.5K | 0.1% | ▲25× Added · +3K sh | |
| 35 | NXP Semiconductors N V COM | $334K | 1.2K | 0.1% | —Held | |
| 36 | American Express Co COM | $331K | 979 | 0.1% | —Held | |
| 37 | Oracle Corp COM | $255K | 1.7K | 0.1% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1766907/holdings"
Use Arkolith to show Act Two Investors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 37 | $494.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 36 | $453.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 38 | $555.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 39 | $564.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 37 | $489.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 41 | $471.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 46 | $513.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 45 | $530.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.