Two Point Capital Management as of Dec. 31, 2024
Portfolio Holdings for Two Point Capital Management
Two Point Capital Management holds 26 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.6 | $24M | 57k | 428.50 | |
| D.R. Horton (DHI) | 8.1 | $23M | 157k | 143.70 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.7 | $19M | 95k | 198.07 | |
| Apple (AAPL) | 6.0 | $17M | 76k | 222.64 | |
| Accenture Plc Ireland Shs Class A (ACN) | 5.6 | $16M | 44k | 356.42 | |
| Eaton Corp SHS (ETN) | 5.6 | $16M | 43k | 357.63 | |
| Oracle Corporation (ORCL) | 5.3 | $15M | 86k | 172.57 | |
| Jacobs Engineering Group (J) | 4.8 | $13M | 95k | 141.23 | |
| Cummins (CMI) | 4.3 | $12M | 33k | 367.17 | |
| Parker-Hannifin Corporation (PH) | 4.2 | $12M | 17k | 678.43 | |
| Honeywell International (HON) | 4.0 | $11M | 50k | 225.07 | |
| Fiserv (FI) | 3.8 | $11M | 51k | 208.98 | |
| Paychex (PAYX) | 3.7 | $10M | 72k | 145.66 | |
| Cisco Systems (CSCO) | 3.7 | $10M | 171k | 61.03 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 3.2 | $8.9M | 160k | 55.29 | |
| Air Products & Chemicals (APD) | 3.1 | $8.7M | 27k | 319.76 | |
| Stryker Corporation (SYK) | 3.0 | $8.4M | 21k | 395.85 | |
| Medtronic SHS (MDT) | 2.9 | $8.1M | 92k | 88.38 | |
| Dover Corporation (DOV) | 2.9 | $8.0M | 40k | 198.41 | |
| Thermo Fisher Scientific (TMO) | 2.4 | $6.8M | 12k | 573.06 | |
| Intuit (INTU) | 2.3 | $6.5M | 11k | 609.41 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $4.4M | 7.3k | 603.04 | |
| Corning Incorporated (GLW) | 1.4 | $3.8M | 74k | 51.55 | |
| Amdocs SHS (DOX) | 1.0 | $2.9M | 34k | 85.70 | |
| Arrow Electronics (ARW) | 1.0 | $2.7M | 22k | 119.26 | |
| Amentum Holdings (AMTM) | 0.7 | $2.1M | 88k | 23.59 |
