Two Point Capital Management as of March 31, 2023
Portfolio Holdings for Two Point Capital Management
Two Point Capital Management holds 22 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.7 | $17M | 57k | 288.30 | |
| D.R. Horton (DHI) | 8.9 | $15M | 154k | 97.69 | |
| Apple (AAPL) | 7.6 | $13M | 78k | 164.90 | |
| Accenture Shs Class A (ACN) | 7.2 | $12M | 43k | 285.81 | |
| Jacobs Engineering Group (J) | 6.2 | $11M | 90k | 117.51 | |
| Alphabet Inc Cap Stk Cla Cap Stk Cl A (GOOGL) | 5.6 | $9.5M | 92k | 103.73 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 5.6 | $9.5M | 168k | 56.58 | |
| Honeywell International (HON) | 5.6 | $9.4M | 49k | 191.12 | |
| Cisco Systems (CSCO) | 5.0 | $8.5M | 164k | 52.27 | |
| Eaton Corporation SHS (ETN) | 4.3 | $7.3M | 42k | 171.34 | |
| Paychex (PAYX) | 4.2 | $7.1M | 62k | 114.59 | |
| Oracle Corporation (ORCL) | 4.1 | $7.0M | 75k | 92.92 | |
| Stryker Corporation (SYK) | 3.9 | $6.6M | 23k | 285.47 | |
| Thermo Fisher Scientific (TMO) | 3.9 | $6.6M | 12k | 576.37 | |
| Medtronic SHS (MDT) | 3.8 | $6.5M | 80k | 80.62 | |
| Dover Corporation (DOV) | 3.4 | $5.8M | 38k | 151.94 | |
| Parker-Hannifin Corporation (PH) | 3.3 | $5.6M | 17k | 336.11 | |
| Intuit (INTU) | 2.8 | $4.8M | 11k | 445.84 | |
| Amdocs Ltd Ord Gbp0.01 SHS (DOX) | 1.8 | $3.1M | 33k | 96.03 | |
| Corning Incorporated (GLW) | 1.6 | $2.7M | 76k | 35.28 | |
| Arrow Electronics (ARW) | 1.3 | $2.2M | 17k | 124.87 | |
| Spdr S&p500 Etf Trusttrust Uni Tr Unit (SPY) | 0.2 | $274k | 668.00 | 409.39 |
