81 is the total number of securities Act Two Investors LLC has owned. The longest Act Two Investors LLC has owned a single stock is 20 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| MSFT | MICROSOFT CORP | 20 | 20 | 8.53% | 11.79% | 14.88% | Q4 2018 | Q3 2023 | 20 |
| GOOG | ALPHABET INC | 20 | 20 | 5.70% | 9.32% | 13.83% | Q4 2018 | Q3 2023 | 20 |
| NXPI | NXP SEMICONDUCTORS N V | 20 | 20 | 0.18% | 6.46% | 9.40% | Q4 2018 | Q3 2023 | 20 |
| AAPL | APPLE INC | 20 | 20 | 3.76% | 6.27% | 12.65% | Q4 2018 | Q3 2023 | 20 |
| AMZN | AMAZON COM INC | 20 | 20 | 0.28% | 5.87% | 8.94% | Q4 2018 | Q3 2023 | 20 |
| SCHO | SCHWAB STRATEGIC TR | 20 | 20 | 1.27% | 3.66% | 6.40% | Q4 2018 | Q3 2023 | 20 |
| V | VISA INC | 20 | 20 | 1.31% | 3.47% | 7.81% | Q4 2018 | Q3 2023 | 20 |
| TMO | THERMO FISHER SCIENTIF... | 20 | 20 | 0.75% | 1.93% | 4.35% | Q4 2018 | Q3 2023 | 20 |
| CNI | CANADIAN NATL RY CO | 20 | 20 | 0.69% | 1.79% | 4.06% | Q4 2018 | Q3 2023 | 20 |
| JPM | JPMORGAN CHASE & CO | 20 | 20 | 0.85% | 1.73% | 3.83% | Q4 2018 | Q3 2023 | 20 |
| MCK | MCKESSON CORP | 20 | 20 | 0.30% | 0.98% | 2.99% | Q4 2018 | Q3 2023 | 20 |
| MCD | MCDONALDS CORP | 20 | 20 | 0.30% | 0.78% | 1.80% | Q4 2018 | Q3 2023 | 20 |
| DIS | DISNEY WALT CO | 19 | 19 | 0.37% | 1.33% | 3.40% | Q4 2018 | Q2 2023 | 19 |
| XLK | SELECT SECTOR SPDR TR | 12 | 6 | 0.05% | 1.56% | 4.20% | Q4 2018 | Q3 2023 | 18 |
| CP | CANADIAN PAC RY LTD | 18 | 18 | 0.55% | 1.22% | 2.84% | Q4 2018 | Q1 2023 | 18 |
| GM | GENERAL MTRS CO | 16 | 1 | 0.09% | 3.12% | 5.68% | Q4 2018 | Q2 2023 | 17 |
| TMUS | T-MOBILE US INC | 16 | 16 | 0.44% | 5.45% | 7.63% | Q4 2019 | Q3 2023 | 16 |
| XLC | SELECT SECTOR SPDR TR | 13 | 2 | 0.20% | 2.03% | 3.84% | Q4 2018 | Q3 2023 | 15 |
| BRKB | BERKSHIRE HATHAWAY INC... | 12 | 3 | 0.09% | 1.89% | 5.63% | Q4 2018 | Q3 2023 | 15 |
| AFL | AFLAC INC | 15 | 15 | 0.14% | 0.60% | 1.43% | Q4 2018 | Q2 2022 | 15 |
| GOOGL | ALPHABET INC | 12 | 3 | 0.24% | 0.33% | 0.51% | Q4 2018 | Q3 2023 | 15 |
| JNJ | JOHNSON & JOHNSON | 12 | 2 | 0.50% | 1.48% | 4.49% | Q4 2018 | Q2 2023 | 14 |
| KSU | KANSAS CITY SOUTHERN | 12 | 12 | 0.05% | 5.83% | 7.40% | Q4 2018 | Q3 2021 | 12 |
| FB | META PLATFORMS INC | 8 | 1 | 0.20% | 3.94% | 7.58% | Q1 2020 | Q3 2023 | 12 |
| NOC | NORTHROP GRUMMAN CORP | 11 | 11 | 0.36% | 4.55% | 7.29% | Q1 2021 | Q3 2023 | 11 |
| UNH | UNITEDHEALTH GROUP INC | 10 | 10 | 1.90% | 4.38% | 7.31% | Q2 2021 | Q3 2023 | 10 |
| XLF | SELECT SECTOR SPDR TR | 7 | 3 | 0.18% | 2.07% | 5.68% | Q3 2020 | Q3 2023 | 10 |
| XLV | SELECT SECTOR SPDR TR | 5 | 1 | 0.12% | 1.22% | 3.40% | Q4 2018 | Q3 2023 | 10 |
| SCHR | SCHWAB STRATEGIC TR | 10 | 10 | 0.11% | 0.35% | 0.56% | Q1 2019 | Q2 2021 | 10 |
| ENB | ENBRIDGE INC | 8 | 1 | 0.06% | 5.01% | 6.34% | Q4 2018 | Q3 2023 | 9 |
| XLP | SELECT SECTOR SPDR TR | 4 | 1 | 0.19% | 1.78% | 3.80% | Q4 2018 | Q3 2023 | 9 |
| T | AT&T INC | 7 | 7 | 5.93% | 6.52% | 7.50% | Q4 2018 | Q2 2020 | 7 |
| ORCL | ORACLE CORP | 5 | 2 | 0.07% | 0.79% | 1.25% | Q4 2018 | Q4 2020 | 7 |
| PRU | PRUDENTIAL FINL INC | 5 | 1 | 0.19% | 5.52% | 9.37% | Q4 2020 | Q1 2023 | 6 |
| BKNG | BOOKING HLDGS INC | 6 | 6 | 4.91% | 5.41% | 5.96% | Q4 2018 | Q1 2020 | 6 |
| CVS | CVS HEALTH CORP | 5 | 1 | 0.05% | 0.46% | 0.79% | Q4 2018 | Q4 2020 | 6 |
| UPS | UNITED PARCEL SERVICE INC | 5 | 5 | 1.14% | 3.49% | 4.94% | Q4 2018 | Q4 2019 | 5 |
| SYK | STRYKER CORPORATION | 5 | 5 | 1.25% | 1.82% | 2.52% | Q3 2022 | Q3 2023 | 5 |
| IEF | ISHARES TR | 5 | 5 | 0.91% | 1.75% | 2.97% | Q3 2022 | Q3 2023 | 5 |
| GENERAL ELECTRIC CO | 5 | 5 | 1.24% | 1.69% | 2.09% | Q4 2021 | Q4 2022 | 5 | |
| SAP | SAP SE | 5 | 5 | 1.26% | 1.54% | 1.76% | Q4 2018 | Q4 2019 | 5 |
| XLRE | SELECT SECTOR SPDR TR | 2 | 1 | 0.17% | 0.51% | 1.21% | Q4 2020 | Q1 2023 | 5 |
| SYY | SYSCO CORP | 4 | 4 | 1.17% | 3.40% | 4.33% | Q4 2022 | Q3 2023 | 4 |
| VGLT | VANGUARD SCOTTSDALE FDS | 2 | 2 | 1.01% | 2.60% | 5.33% | Q1 2021 | Q3 2023 | 4 |
| XLI | SELECT SECTOR SPDR TR | 2 | 1 | 1.21% | 1.97% | 2.88% | Q1 2019 | Q4 2020 | 4 |
| KMX | CARMAX INC | 4 | 4 | 0.87% | 1.02% | 1.17% | Q1 2019 | Q4 2019 | 4 |
| XLY | SELECT SECTOR SPDR TR | 3 | 1 | 0.22% | 0.25% | 0.31% | Q2 2022 | Q2 2023 | 4 |
| CMCSA | COMCAST CORP NEW | 2 | 1 | 0.04% | 0.14% | 0.22% | Q3 2019 | Q2 2021 | 4 |
| NFLX | NETFLIX INC | 2 | 1 | 0.04% | 0.09% | 0.14% | Q1 2019 | Q2 2021 | 4 |
| MRK | MERCK & CO. INC | 3 | 3 | 5.59% | 6.39% | 7.13% | Q3 2020 | Q1 2021 | 3 |
| AGN | ALLERGAN PLC | 3 | 3 | 2.00% | 3.79% | 4.88% | Q4 2018 | Q2 2019 | 3 |
| XLB | SELECT SECTOR SPDR TR | 2 | 1 | 0.22% | 2.43% | 3.53% | Q3 2019 | Q2 2023 | 3 |
| BND | VANGUARD BD INDEX FDS | 3 | 3 | 1.70% | 2.09% | 2.79% | Q1 2023 | Q3 2023 | 3 |
| GE HEALTHCARE TECHNOLO... | 3 | 3 | 0.71% | 1.00% | 1.28% | Q1 2023 | Q3 2023 | 3 | |
| CBS | CBS CORP NEW | 2 | 2 | 4.15% | 4.38% | 4.61% | Q2 2019 | Q3 2019 | 2 |
| SCHW | SCHWAB CHARLES CORP | 2 | 2 | 3.66% | 3.72% | 3.77% | Q2 2023 | Q3 2023 | 2 |
| C | CITIGROUP INC | 2 | 2 | 3.01% | 3.11% | 3.21% | Q4 2018 | Q1 2019 | 2 |
| SBUX | STARBUCKS CORP | 2 | 2 | 1.82% | 1.94% | 2.06% | Q1 2022 | Q2 2022 | 2 |
| BX | BLACKSTONE INC | 2 | 2 | 1.16% | 1.28% | 1.40% | Q2 2023 | Q3 2023 | 2 |
| CANADIAN PACIFIC KANSA... | 2 | 2 | 0.76% | 0.81% | 0.86% | Q2 2023 | Q3 2023 | 2 | |
| PFE | PFIZER INC | 2 | 2 | 0.39% | 0.77% | 1.14% | Q1 2021 | Q2 2021 | 2 |
| STT | STATE STR CORP | 2 | 2 | 0.21% | 0.54% | 0.87% | Q2 2022 | Q3 2022 | 2 |
| CTSH | COGNIZANT TECHNOLOGY S... | 2 | 2 | 0.38% | 0.39% | 0.40% | Q4 2018 | Q1 2019 | 2 |
| AON | AON PLC | 2 | 2 | 0.30% | 0.31% | 0.31% | Q3 2019 | Q4 2019 | 2 |
| VGSH | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.23% | 0.26% | 0.29% | Q4 2018 | Q1 2019 | 2 |
| MSI | MOTOROLA SOLUTIONS INC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q3 2019 | Q4 2019 | 2 |
| VZ | VERIZON COMMUNICATIONS... | 1 | 1 | 0.07% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 2 |
| NWL | NEWELL BRANDS INC | 1 | 1 | 1.95% | 1.95% | 1.95% | Q4 2018 | Q4 2018 | 1 |
| EWBC | EAST WEST BANCORP INC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2019 | Q4 2019 | 1 |
| XOM | EXXON MOBIL CORP | 1 | 1 | 1.48% | 1.48% | 1.48% | Q3 2020 | Q3 2020 | 1 |
| CHL | CHINA MOBILE LIMITED | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2020 | Q4 2020 | 1 |
| USB | US BANCORP DEL | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2022 | Q4 2022 | 1 |
| DAL | DELTA AIR LINES INC DEL | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
| HZNP | HORIZON THERAPEUTICS P... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
| NXP | NUVEEN SELECT TAX FREE... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
| AGG | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
| IFF | INTERNATIONAL FLAVORS&... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
| SLM | SLM CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
| KLAC | KLA CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
| PYPL | PAYPAL HLDGS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
| TMUSR | T-MOBILE US INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Download | |||||||||
The securities at the top of the list , including MICROSOFT CORP, ALPHABET INC, and NXP SEMICONDUCTORS N V, are the highest-conviction holdings of Act Two Investors LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Act Two Investors LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Act Two Investors LLC owns currently or has owned in the past.