Two Point Capital Management as of June 30, 2025
Portfolio Holdings for Two Point Capital Management
Two Point Capital Management holds 25 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.2 | $24M | 48k | 497.41 | |
| D.R. Horton (DHI) | 7.4 | $18M | 136k | 128.92 | |
| Oracle Corporation (ORCL) | 6.7 | $16M | 72k | 218.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $14M | 81k | 178.55 | |
| Eaton Corp SHS (ETN) | 5.8 | $14M | 38k | 356.99 | |
| Apple (AAPL) | 5.6 | $13M | 64k | 205.17 | |
| Cummins (CMI) | 5.4 | $13M | 39k | 327.50 | |
| Fiserv (FI) | 5.1 | $12M | 69k | 172.41 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.5 | $11M | 36k | 298.89 | |
| Parker-Hannifin Corporation (PH) | 4.4 | $10M | 15k | 698.49 | |
| Jacobs Engineering Group (J) | 4.4 | $10M | 78k | 131.45 | |
| Cisco Systems (CSCO) | 4.2 | $9.9M | 143k | 69.38 | |
| Honeywell International (HON) | 4.1 | $9.7M | 42k | 232.88 | |
| Paychex (PAYX) | 3.7 | $8.8M | 60k | 145.46 | |
| Stryker Corporation (SYK) | 3.1 | $7.3M | 18k | 395.64 | |
| Air Products & Chemicals (APD) | 2.8 | $6.5M | 23k | 282.06 | |
| Medtronic SHS (MDT) | 2.7 | $6.4M | 73k | 87.17 | |
| Dover Corporation (DOV) | 2.3 | $5.5M | 30k | 183.23 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 2.3 | $5.4M | 122k | 44.23 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $4.4M | 7.1k | 617.87 | |
| Intuit (INTU) | 1.8 | $4.3M | 5.5k | 787.65 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $4.1M | 10k | 405.46 | |
| Corning Incorporated (GLW) | 1.4 | $3.2M | 61k | 52.59 | |
| Amdocs SHS (DOX) | 1.1 | $2.7M | 29k | 91.24 | |
| Arrow Electronics (ARW) | 1.0 | $2.4M | 19k | 127.43 |
