Two Point Capital Management as of Sept. 30, 2025
Portfolio Holdings for Two Point Capital Management
Two Point Capital Management holds 25 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.9 | $25M | 47k | 517.95 | |
| D.R. Horton (DHI) | 9.1 | $23M | 133k | 169.47 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.7 | $19M | 79k | 243.11 | |
| Oracle Corporation (ORCL) | 7.2 | $18M | 64k | 281.24 | |
| Cummins (CMI) | 6.5 | $16M | 38k | 422.37 | |
| Apple (AAPL) | 6.5 | $16M | 63k | 254.63 | |
| Eaton Corp SHS (ETN) | 5.6 | $14M | 38k | 374.25 | |
| Jacobs Engineering Group (J) | 4.6 | $12M | 77k | 149.86 | |
| Parker-Hannifin Corporation (PH) | 4.4 | $11M | 15k | 758.17 | |
| Cisco Systems (CSCO) | 3.9 | $9.6M | 141k | 68.42 | |
| Fiserv (FI) | 3.5 | $8.8M | 68k | 128.93 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.5 | $8.7M | 35k | 246.60 | |
| Honeywell International (HON) | 3.5 | $8.6M | 41k | 210.50 | |
| Paychex (PAYX) | 3.0 | $7.5M | 59k | 126.76 | |
| Medtronic SHS (MDT) | 2.8 | $6.9M | 72k | 95.24 | |
| Stryker Corporation (SYK) | 2.7 | $6.7M | 18k | 369.68 | |
| Air Products & Chemicals (APD) | 2.5 | $6.2M | 23k | 272.73 | |
| Corning Incorporated (GLW) | 2.0 | $5.0M | 61k | 82.03 | |
| Dover Corporation (DOV) | 2.0 | $4.9M | 30k | 166.83 | |
| Thermo Fisher Scientific (TMO) | 2.0 | $4.9M | 10k | 485.02 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 1.9 | $4.7M | 120k | 39.51 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $4.7M | 7.1k | 666.18 | |
| Intuit (INTU) | 1.5 | $3.7M | 5.5k | 682.93 | |
| Amdocs SHS (DOX) | 0.9 | $2.4M | 29k | 82.05 | |
| Arrow Electronics (ARW) | 0.9 | $2.3M | 19k | 121.00 |
