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Two Point Capital Management, Inc. 13F holdings

Filed 2026-07-23 · Two Point Capital Management, Inc. · 30 positions · $248.2M

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TickerCompanySharesValue% of portfolio
GOOGLALPHABET INC63.6K$22.7M9.2%
DHID R HORTON INC130.6K$21.3M8.6%
CMICUMMINS INC27.6K$19.7M7.9%
AAPLAPPLE INC63.3K$18.3M7.4%
MSFTMICROSOFT CORP46.8K$17.5M7.0%
CSCOCISCO SYS INC137.2K$16.1M6.5%
ETNEATON CORP PLC36.5K$15.6M6.3%
FISVFISERV INC233.0K$11.4M4.6%
PHPARKER-HANNIFIN CORP11.2K$11.0M4.4%
JJACOBS SOLUTIONS INC76.0K$9.6M3.9%
KNXKNIGHT-SWIFT TRANSN HLDGS IN109.6K$8.5M3.4%
APDAIR PRODUCTS AND CHEMICALS I22.4K$6.6M2.7%
HSYHERSHEY CO36.4K$6.4M2.6%
DOVDOVER CORP28.1K$6.3M2.5%
PAYXPAYCHEX INC59.3K$5.8M2.3%
SYKSTRYKER CORPORATION18.1K$5.7M2.3%
—MEDTRONIC PLC72.8K$5.7M2.3%
SPYSTATE STR SPDR S&P 500 ETF T7.2K$5.4M2.2%
TMOTHERMO FISHER SCIENTIFIC INC10.0K$5.0M2.0%
ORCLORACLE CORP32.4K$4.7M1.9%
HONHONEYWELL INTL INC20.2K$4.5M1.8%
HONAHONEYWELL AEROSPACE INC20.2K$4.5M1.8%
GLWCORNING INC16.0K$4.1M1.6%
—ACCENTURE PLC IRELAND32.4K$4.0M1.6%
ARWARROW ELECTRS INC18.3K$3.9M1.6%
ISRGINTUIT5.4K$1.4M0.6%
—AMDOCS LTD26.9K$1.4M0.5%
GOOGALPHABET INC1.3K$457,9160.2%
INDBINDEPENDENT BK CORP MASS5.2K$434,0050.2%
BNLBROADSTONE NET LEASE INC16.2K$335,0610.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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