Two Point Capital Management

Latest statistics and disclosures from Two Point Capital Management's latest quarterly 13F-HR filing:

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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