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Act Two Investors LLC

Q1 2020 Holdings

Filed 2020-05-14 | 28 holdings | $216.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Microsoft Corp(MSFT)COM594918104$26.9K170,83212.5%
Amazon COM Inc(AMZN)COM023135106$15.8K8,0827.3%
Alphabet Inc(GOOG)CAP STK CL C02079K107$15.6K13,4247.2%
Kansas City SouthernCOM NEW485170302$14.4K112,9326.6%
Schwab Strategic TR(SCHO)SHT TM US TRES808524862$13.8K267,6636.4%
AT&T Inc(T)COM00206R102$12.8K440,4515.9%
Enbridge Inc(ENB)COM29250N105$12.5K428,3945.8%
Facebook Inc(META)CL A30303M102$11.7K70,3375.4%
NXP Semiconductors N V(NXPI)COMN6596X109$11.2K135,3435.2%
Booking Hldgs Inc(BKNG)COM09857L108$10.6K7,9024.9%
Apple Inc(AAPL)COM037833100$9.8K38,5124.5%
General Mtrs Co(GM)COM37045V100$9.1K439,5964.2%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$9.1K112,9564.2%
Select Sector Spdr TR(XLC)COMMUNICATION81369Y852$7.6K172,1893.5%
Disney Walt Co(DIS)COM DISNEY254687106$5.9K61,3272.7%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$5.7K31,0462.6%
Visa Inc(V)COM CL A92826C839$4.6K28,5742.1%
T Mobile US Inc(TMUS)COM872590104$3.6K42,4771.6%
Canadian Natl RY Co(CNI)COM136375102$2.6K33,3341.2%
JPMorgan Chase & Co(JPM)COM46625H100$2.5K27,9801.2%
Johnson & Johnson(JNJ)COM478160104$2.5K18,7001.1%
Thermo Fisher Scientific Inc(TMO)COM883556102$2.2K7,6501.0%
Canadian PAC RY LTDCOM13645T100$1.6K7,2530.7%
Schwab Strategic TR(SCHR)INTRM TRM TRES808524854$1.1K19,3540.5%
Mcdonalds Corp(MCD)COM580135101$1.1K6,6200.5%
Mckesson Corp(MCK)COM58155Q103$1.0K7,7050.5%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$5454690.3%
Aflac Inc(AFL)COM001055102$40711,8900.2%