IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Act Two Investors LLC

Q1 2019 Holdings

Filed 2019-05-13 | 38 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Carmax Inc(KMX)COM143130102$1.8M25,96091.3%
Microsoft Corp(MSFT)COM594918104$14.8K125,6900.7%
Alphabet Inc(GOOG)CAP STK CL C02079K107$11.1K9,4990.6%
AT&T Inc(T)COM00206R102$11.0K351,7310.6%
Enbridge Inc(ENB)COM29250N105$9.9K273,5830.5%
General Mtrs Co(GM)COM37045V100$9.6K259,8330.5%
Kansas City SouthernCOM NEW485170302$9.4K81,2700.5%
Booking Hldgs Inc(BKNG)COM09857L108$8.8K5,0400.4%
Allergan PLCSHSG0177J108$8.5K57,9520.4%
United Parcel Service Inc(UPS)CL B911312106$8.2K73,5850.4%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$8.2K40,6630.4%
Apple Inc(AAPL)COM037833100$7.3K38,5480.4%
Schwab Strategic TR(SCHO)SHT TM US TRES808524862$6.9K137,0030.3%
Citigroup Inc(C)COM NEW172967424$5.6K89,7070.3%
Select Sector Spdr TR(XLC)COMMUNICATION81369Y852$5.2K111,8660.3%
Select Sector Spdr TR(XLP)SBI CONS STPLS81369Y308$5.2K92,3730.3%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$5.1K69,4840.3%
Select Sector Spdr TR(XLI)SBI INT-INDS81369Y704$5.0K66,6170.3%
Visa Inc(V)COM CL A92826C839$4.5K28,8920.2%
Canadian Natl RY Co(CNI)COM136375102$3.0K33,4040.2%
SAP SE(SAP)SPON ADR803054204$2.9K24,7000.1%
JPMorgan Chase & Co(JPM)COM46625H100$2.8K27,2370.1%
Johnson & Johnson(JNJ)COM478160104$2.6K18,7000.1%
Amazon COM Inc(AMZN)COM023135106$2.6K1,4600.1%
Thermo Fisher Scientific Inc(TMO)COM883556102$2.1K7,6500.1%
Oracle Corp(ORCL)COM68389X105$1.8K32,9660.1%
Disney Walt Co(DIS)COM DISNEY254687106$1.6K14,6750.1%
Canadian PAC RY LTDCOM13645T100$1.5K7,2530.1%
Mcdonalds Corp(MCD)COM580135101$1.3K6,6200.1%
CVS Health Corp(CVS)COM126650100$91216,9150.0%
Mckesson Corp(MCK)COM58155Q103$9027,7050.0%
NXP Semiconductors N V(NXPI)COMN6596X109$8179,2400.0%
Cognizant Technology Solutio(CTSH)CL A192446102$6589,0800.0%
Aflac Inc(AFL)COM001055102$59511,8900.0%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$5174390.0%
Schwab Strategic TR(SCHR)INTRM TRM TRES808524854$4558,4630.0%
Vanguard Scottsdale FDS(VGSH)SHORT TERM TREAS92206C102$3946,5240.0%
Netflix Inc(NFLX)COM64110L106$2406730.0%