Two Point Capital Management
Latest statistics and disclosures from Two Point Capital Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001962382
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Positions held by Two Point Capital Management consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Two Point Capital Management
Two Point Capital Management holds 22 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.9 | $14M | 58k | 239.82 | ||
| D.R. Horton (DHI) | 8.9 | $14M | 154k | 89.14 | ||
| Accenture Shs Class A (ACN) | 7.4 | $12M | 43k | 266.84 | ||
| Jacobs Engineering Group (J) | 7.0 | $11M | 90k | 120.07 | ||
| Honeywell International (HON) | 6.8 | $11M | 49k | 214.30 | ||
| Apple (AAPL) | 6.5 | $10M | 78k | 129.93 | ||
| Knight-swift Transn Hldgs In Cl A (KNX) | 5.7 | $8.8M | 168k | 52.41 | ||
| Alphabet Inc Cap Stk Cla Cap Stk Cl A (GOOGL) | 5.2 | $8.1M | 92k | 88.23 | ||
| Cisco Systems (CSCO) | 5.0 | $7.8M | 163k | 47.64 | ||
| Paychex (PAYX) | 4.6 | $7.2M | 62k | 115.56 | ||
| Eaton Corporation SHS (ETN) | 4.3 | $6.7M | 42k | 156.95 | ||
| Thermo Fisher Scientific (TMO) | 4.1 | $6.3M | 12k | 550.69 | ||
| Medtronic SHS (MDT) | 4.0 | $6.2M | 80k | 77.72 | ||
| Oracle Corporation (ORCL) | 4.0 | $6.1M | 75k | 81.74 | ||
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| Stryker Corporation (SYK) | 3.7 | $5.7M | 23k | 244.49 | ||
| Dover Corporation (DOV) | 3.3 | $5.1M | 38k | 135.41 | ||
| Parker-Hannifin Corporation (PH) | 3.1 | $4.8M | 17k | 291.00 | ||
| Intuit (INTU) | 2.7 | $4.2M | 11k | 389.22 | ||
| Amdocs Ltd Ord Gbp0.01 SHS (DOX) | 1.9 | $3.0M | 33k | 90.90 | ||
| Corning Incorporated (GLW) | 1.6 | $2.4M | 76k | 31.94 | ||
| Arrow Electronics (ARW) | 1.2 | $1.8M | 17k | 104.57 | ||
| Spdr S&p500 Etf Trusttrust Uni Tr Unit (SPY) | 0.2 | $256k | 668.00 | 382.43 | ||
Past Filings by Two Point Capital Management
SEC 13F filings are viewable for Two Point Capital Management going back to 2022
- Two Point Capital Management 2022 Q4 filed Jan. 23, 2023