StockDriftsStockDriftsTop 36 Act Two Investors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 14.98% | 236.6K | $67.9M | -6.92%(-17.60K) | $87.00(+309.39%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 11.65% | 142.7K | $52.8M | -2.27%(-3.31K) | $228.50(+70.89%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 8.16% | 177.5K | $37.0M | -2.24%(-4.07K) | $104.92(+131.29%) | 2026-03-31 | |
| TMUS | T-MOBILE US INC | 7.03% | 151.8K | $31.9M | -3.41%(-5.36K) | $137.47(+29.13%) | 2026-03-31 | |
| V | VISA INC | 6.95% | 104.2K | $31.5M | +1.48%(+1.52K) | $189.69(+90.91%) | 2026-03-31 | |
| ES | EVERSOURCE ENERGY | 6.26% | 409.3K | $28.4M | -3.71%(-15.78K) | $60.65(+22.75%) | 2026-03-31 | |
| IQV | IQVIA HLDGS INC | 5.97% | 158.6K | $27.1M | -3.72%(-6.13K) | $167.56(+23.56%) | 2026-03-31 | |
| IEF | ISHARES TR | 4.38% | 207.9K | $19.8M | -13.30%(-31.88K) | $95.79(-1.74%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.32% | 77.2K | $19.6M | -5.93%(-4.87K) | $98.16(+214.43%) | 2026-03-31 | |
| DIS | DISNEY WALT CO | 4.28% | 201.3K | $19.4M | +18.88%(+31.98K) | $112.18(-11.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.38% | +38.18% |
| Top 20 Holdings Unweighted | +11.58% | +38.91% |
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