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| Act Two Investors LLC
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|---|---|
| CRD # | 294046 |
| SEC # | 801-112940 |
| CIK # | 0001766907 |
| AUM | 647.0 M (2026-04-02) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 831-226-2915 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001766907 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 67.9 | ||
| Microsoft Corp | 52.8 | ||
| Amazon Com Inc | 37.0 | ||
| Metropcs Communications Inc | 31.9 | ||
| Visa Inc | 31.5 | ||
| Northeast Utilities | 28.4 | ||
| Quintiles Transnational Holdings Inc | 27.1 | ||
| Apple Inc | 19.6 | ||
| Walt Disney Co | 19.4 | ||
| Nvidia Corp | 18.3 | ||
| SLM Corp | 15.1 | ||
| Automatic Data Processing Inc | 9.5 | ||
| J P Morgan Chase & Co | 8.1 | ||
| McKesson Corp | 7.7 | ||
| Lilly Eli & Co | 7.5 | ||
| Intuit Inc | 5.0 | ||
| Stryker Corp | 3.9 | ||
| Alphabet Inc | 3.6 | ||
| Canadian National Railway Co | 3.4 | ||
| Thermo Fisher Scientific Inc | 3.3 | ||
| Canadian Pacific Railway Ltd/Cn | 2.8 | ||
| McDonalds Corp | 2.1 | ||
| Facebook Inc | 2.0 | ||
| Aon Corp | 0.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 10.5 |
| (b) Individuals (high net worth individuals) | 260 | 626.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 9.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 311 | 647.0 |
| By Discretionary | ||
| Discretionary | 311 | 647.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 311 | 647.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 647.0 | |
| Total | 311 | 647.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001766907] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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