Two Point Capital Management as of Dec. 31, 2025
Portfolio Holdings for Two Point Capital Management
Two Point Capital Management holds 25 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 9.9 | $24M | 79k | 308.85 | |
| Microsoft Corporation (MSFT) | 9.3 | $23M | 47k | 483.62 | |
| Cummins (CMI) | 7.9 | $20M | 38k | 510.44 | |
| D.R. Horton (DHI) | 7.8 | $19M | 134k | 144.03 | |
| Apple (AAPL) | 6.9 | $17M | 63k | 271.86 | |
| Parker-Hannifin Corporation (PH) | 5.2 | $13M | 15k | 878.93 | |
| Eaton Corp SHS (ETN) | 4.8 | $12M | 38k | 318.51 | |
| Oracle Corporation (ORCL) | 4.8 | $12M | 61k | 194.91 | |
| Cisco Systems (CSCO) | 4.4 | $11M | 140k | 77.03 | |
| Jacobs Engineering Group (J) | 4.1 | $10M | 77k | 132.46 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.8 | $9.4M | 35k | 268.30 | |
| Honeywell International (HON) | 3.3 | $8.1M | 41k | 195.09 | |
| Medtronic SHS (MDT) | 2.9 | $7.1M | 74k | 96.06 | |
| Fiserv (FI) | 2.8 | $6.8M | 102k | 67.17 | |
| Paychex (PAYX) | 2.7 | $6.7M | 60k | 112.18 | |
| Stryker Corporation (SYK) | 2.6 | $6.4M | 18k | 351.48 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 2.5 | $6.1M | 117k | 52.28 | |
| Thermo Fisher Scientific (TMO) | 2.4 | $5.9M | 10k | 579.46 | |
| Dover Corporation (DOV) | 2.4 | $5.8M | 30k | 195.24 | |
| Air Products & Chemicals (APD) | 2.3 | $5.7M | 23k | 247.02 | |
| Corning Incorporated (GLW) | 2.1 | $5.2M | 60k | 87.56 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $4.7M | 6.8k | 681.95 | |
| Intuit (INTU) | 1.5 | $3.7M | 5.5k | 662.44 | |
| Amdocs SHS (DOX) | 0.9 | $2.3M | 29k | 80.51 | |
| Arrow Electronics (ARW) | 0.8 | $2.1M | 19k | 110.18 |
