Act Two Investors LLC Buys Facebook Inc, The Walt Disney Co, Schwab Short-Term U.S. Treasury, Sells Materials Select Sector SPDR, SPDR Select Sector Fund - Industrial, East West Bancorp Inc

• New Purchases: FB,
• Added Positions: DIS, SCHO, TMUS, AMZN, ENB, GM, NXPI, BKNG, GOOG, KSU, MSFT, BRK.B,
• Reduced Positions: XLC, T, XLK, AAPL,
• Sold Out: XLB, XLI, EWBC, SAP, XLV, UPS, ORCL, KMX, CVS, AON, CMCSA, MSI,

For the details of Act Two Investors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/act+two+investors+llc/current-portfolio/portfolio

1. Microsoft Corp (MSFT) - 170,832 shares, 12.45% of the total portfolio. Shares added by 2.13%
2. Amazon.com Inc (AMZN) - 8,082 shares, 7.28% of the total portfolio. Shares added by 11.82%
3. Alphabet Inc (GOOG) - 13,424 shares, 7.22% of the total portfolio. Shares added by 4.88%
4. Kansas City Southern (KSU) - 112,932 shares, 6.64% of the total portfolio. Shares added by 4.84%
5. Schwab Short-Term U.S. Treasury (SCHO) - 267,663 shares, 6.40% of the total portfolio. Shares added by 34.50%

Act Two Investors LLC initiated holding in Facebook Inc. The purchase prices were between $146.01 and $223.23, with an estimated average price of $196.62. The stock is now traded at around $206.81. The impact to a portfolio due to this purchase was 5.42%. The holding were 70,337 shares as of .

Act Two Investors LLC added to a holding in The Walt Disney Co by 310.41%. The purchase prices were between $85.76 and $148.2, with an estimated average price of $127.19. The stock is now traded at around $105.91. The impact to a portfolio due to this purchase was 2.07%. The holding were 61,327 shares as of .

Act Two Investors LLC added to a holding in Schwab Short-Term U.S. Treasury by 34.50%. The purchase prices were between $50.48 and $51.73, with an estimated average price of $50.91. The stock is now traded at around $51.68. The impact to a portfolio due to this purchase was 1.64%. The holding were 267,663 shares as of .

Act Two Investors LLC added to a holding in T-Mobile US Inc by 185.52%. The purchase prices were between $74.32 and $100.49, with an estimated average price of $84.66. The stock is now traded at around $94.91. The impact to a portfolio due to this purchase was 1.07%. The holding were 42,477 shares as of .

Act Two Investors LLC sold out a holding in Materials Select Sector SPDR. The sale prices were between $38.35 and $61.42, with an estimated average price of $55.41.

Act Two Investors LLC sold out a holding in SPDR Select Sector Fund - Industrial. The sale prices were between $48.77 and $85.23, with an estimated average price of $76.1.

Act Two Investors LLC sold out a holding in East West Bancorp Inc. The sale prices were between $25.74 and $50.93, with an estimated average price of $41.93.

Act Two Investors LLC sold out a holding in SAP SE. The sale prices were between $94.13 and $139.96, with an estimated average price of $126.64.

Act Two Investors LLC sold out a holding in SPDR Select Sector Fund - Health Care. The sale prices were between $74.62 and $104.73, with an estimated average price of $97.73.

Act Two Investors LLC sold out a holding in United Parcel Service Inc. The sale prices were between $86.17 and $118.61, with an estimated average price of $104.08.