Two Point Capital Management as of June 30, 2024
Portfolio Holdings for Two Point Capital Management
Two Point Capital Management holds 25 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.1 | $25M | 56k | 446.95 | |
| D.R. Horton (DHI) | 9.0 | $22M | 158k | 140.93 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.9 | $17M | 95k | 182.16 | |
| Apple (AAPL) | 6.5 | $16M | 76k | 210.62 | |
| Eaton Corp SHS (ETN) | 5.5 | $14M | 44k | 313.55 | |
| Jacobs Engineering Group (J) | 5.3 | $13M | 94k | 139.71 | |
| Accenture Plc Ireland Shs Class A (ACN) | 5.3 | $13M | 43k | 303.41 | |
| Oracle Corporation (ORCL) | 4.9 | $12M | 85k | 141.20 | |
| Honeywell International (HON) | 4.4 | $11M | 51k | 213.54 | |
| Cummins (CMI) | 3.7 | $9.1M | 33k | 276.93 | |
| Parker-Hannifin Corporation (PH) | 3.5 | $8.8M | 17k | 505.81 | |
| Paychex (PAYX) | 3.4 | $8.4M | 71k | 118.56 | |
| Cisco Systems (CSCO) | 3.3 | $8.3M | 174k | 47.51 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 3.3 | $8.2M | 165k | 49.92 | |
| Fiserv (FI) | 3.0 | $7.5M | 50k | 149.04 | |
| Stryker Corporation (SYK) | 3.0 | $7.3M | 22k | 340.25 | |
| Dover Corporation (DOV) | 2.9 | $7.2M | 40k | 180.45 | |
| Medtronic SHS (MDT) | 2.9 | $7.1M | 91k | 78.71 | |
| Intuit (INTU) | 2.8 | $7.0M | 11k | 657.21 | |
| Air Products & Chemicals (APD) | 2.8 | $6.9M | 27k | 258.05 | |
| Thermo Fisher Scientific (TMO) | 2.7 | $6.6M | 12k | 553.00 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $4.5M | 8.2k | 544.21 | |
| Corning Incorporated (GLW) | 1.2 | $2.9M | 75k | 38.85 | |
| Amdocs SHS (DOX) | 1.1 | $2.6M | 33k | 78.92 | |
| Arrow Electronics (ARW) | 1.0 | $2.6M | 22k | 120.76 |
