Two Point Capital Management as of Sept. 30, 2024
Portfolio Holdings for Two Point Capital Management
Two Point Capital Management holds 25 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| D.R. Horton (DHI) | 11.0 | $30M | 158k | 190.77 | |
| Microsoft Corporation (MSFT) | 8.9 | $24M | 56k | 430.30 | |
| Apple (AAPL) | 6.5 | $18M | 77k | 233.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $16M | 95k | 167.70 | |
| Accenture Plc Ireland Shs Class A (ACN) | 5.6 | $16M | 44k | 353.48 | |
| Oracle Corporation (ORCL) | 5.4 | $15M | 87k | 170.40 | |
| Eaton Corp SHS (ETN) | 5.3 | $15M | 44k | 331.44 | |
| Jacobs Engineering Group (J) | 4.5 | $13M | 95k | 130.90 | |
| Parker-Hannifin Corporation (PH) | 4.0 | $11M | 18k | 631.82 | |
| Cummins (CMI) | 3.9 | $11M | 33k | 323.79 | |
| Honeywell International (HON) | 3.8 | $11M | 51k | 206.71 | |
| Paychex (PAYX) | 3.5 | $9.6M | 72k | 134.19 | |
| Cisco Systems (CSCO) | 3.4 | $9.2M | 173k | 53.22 | |
| Fiserv (FI) | 3.3 | $9.1M | 51k | 179.65 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 3.2 | $8.9M | 165k | 53.95 | |
| Medtronic SHS (MDT) | 3.0 | $8.3M | 92k | 90.03 | |
| Air Products & Chemicals (APD) | 2.9 | $8.0M | 27k | 297.74 | |
| Stryker Corporation (SYK) | 2.9 | $7.9M | 22k | 361.26 | |
| Dover Corporation (DOV) | 2.8 | $7.7M | 40k | 191.74 | |
| Thermo Fisher Scientific (TMO) | 2.7 | $7.4M | 12k | 618.57 | |
| Intuit (INTU) | 2.4 | $6.7M | 11k | 621.00 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $4.2M | 7.3k | 573.74 | |
| Corning Incorporated (GLW) | 1.3 | $3.4M | 76k | 45.15 | |
| Amdocs SHS (DOX) | 1.1 | $3.0M | 34k | 87.48 | |
| Arrow Electronics (ARW) | 1.1 | $2.9M | 22k | 132.83 |
