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Two Point Capital Management, Inc. Portfolio
$222.7M across 30 positions as of 2026-09-30, with 65% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| MSFTMicrosoft Corp | $23.4M | 10.5% | 45,662 |
| GOOGLAlphabet Inc | $21.1M | 9.5% | 61,317 |
| DHID.R. Horton Inc | $17.6M | 7.9% | 128,776 |
| EATON CORP PLC | $15.4M | 6.9% | 35,940 |
| CSCOCisco Systems Inc | $14.4M | 6.5% | 134,017 |
| CMICummins Inc | $14.1M | 6.3% | 27,266 |
| PHParker-Hannifin Corp | $10.6M | 4.8% | 11,080 |
| FISVFiserv Inc | $10.2M | 4.6% | 224,929 |
| JJacobs Solutions Inc | $10.1M | 4.6% | 74,943 |
| DISWalt Disney Co | $7M | 3.1% | 66,865 |
| KNXKnight-Swift Transportation Holdings Inc | $6.8M | 3.0% | 106,484 |
| TMOThermo Fisher Scientific Inc | $6.6M | 3.0% | 9,772 |
| MEDTRONIC PLC | $6.2M | 2.8% | 72,297 |
| APDAir Products and Chemicals Inc | $6.2M | 2.8% | 22,110 |
| ACCENTURE PLC IRELAND | $5.8M | 2.6% | 31,727 |
| PAYXPaychex Inc | $5.8M | 2.6% | 58,571 |
| HSYHershey Co | $5.7M | 2.6% | 36,125 |
| SPYState Street SPDR S&P 500 ETF Trust | $5.5M | 2.5% | 7,256 |
| DOVDover Corp | $5.2M | 2.3% | 27,860 |
| SYKStryker Corp | $4.9M | 2.2% | 17,955 |
| ORCLOracle Corp | $4.3M | 2.0% | 31,637 |
| HONHoneywell International Inc | $4.2M | 1.9% | 20,076 |
| HONAHoneywell Aerospace Inc | $3M | 1.4% | 19,621 |
| GLWCorning Inc | $2.4M | 1.1% | 15,637 |
| ARWArrow Electronics Inc | $2M | 0.9% | 8,709 |
| AMDOCS LTD | $1.5M | 0.7% | 26,716 |
| INTUIntuit Inc | $1.5M | 0.7% | 5,298 |
| GOOGAlphabet Inc | $478.7K | 0.2% | 1,405 |
| INDBIndependent Bank Corp (Massachusetts) | $328.8K | 0.1% | 4,234 |
| MAMastercard Inc | $229.4K | 0.1% | 416 |
Quarter ending 2026-09-30.
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