Two Point Capital Management as of March 31, 2026
Portfolio Holdings for Two Point Capital Management
Two Point Capital Management holds 28 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 8.0 | $18M | 64k | 287.56 | |
| D.R. Horton (DHI) | 7.9 | $18M | 131k | 137.22 | |
| Microsoft Corporation (MSFT) | 7.6 | $17M | 47k | 370.17 | |
| Apple (AAPL) | 6.9 | $16M | 62k | 253.79 | |
| Cummins (CMI) | 6.5 | $15M | 28k | 538.02 | |
| Eaton Corp SHS (ETN) | 5.8 | $13M | 37k | 357.67 | |
| Fiserv (FISV) | 5.7 | $13M | 233k | 55.80 | |
| Cisco Systems (CSCO) | 4.7 | $11M | 138k | 77.59 | |
| Parker-Hannifin Corporation (PH) | 4.4 | $10M | 11k | 895.21 | |
| Jacobs Engineering Group (J) | 4.2 | $9.7M | 77k | 127.28 | |
| Honeywell International (HON) | 4.0 | $9.2M | 41k | 226.03 | |
| Oracle Corporation (ORCL) | 3.8 | $8.8M | 60k | 147.11 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.9 | $6.6M | 33k | 198.29 | |
| Air Products & Chemicals (APD) | 2.9 | $6.6M | 23k | 290.50 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 2.8 | $6.5M | 113k | 57.58 | |
| Medtronic SHS (MDT) | 2.8 | $6.3M | 73k | 86.65 | |
| Dover Corporation (DOV) | 2.6 | $5.9M | 29k | 208.45 | |
| Stryker Corporation (SYK) | 2.6 | $5.9M | 18k | 328.58 | |
| Paychex (PAYX) | 2.4 | $5.5M | 60k | 92.12 | |
| Corning Incorporated (GLW) | 2.3 | $5.2M | 38k | 135.97 | |
| Thermo Fisher Scientific (TMO) | 2.2 | $4.9M | 10k | 491.54 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.0 | $4.7M | 7.2k | 650.34 | |
| Hershey Company (HSY) | 2.0 | $4.5M | 22k | 207.89 | |
| Arrow Electronics (ARW) | 1.1 | $2.6M | 18k | 143.41 | |
| Intuit (INTU) | 1.0 | $2.4M | 5.5k | 432.40 | |
| Amdocs SHS (DOX) | 0.8 | $1.8M | 27k | 65.26 | |
| Independent Bank (INDB) | 0.2 | $390k | 5.2k | 75.21 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $300k | 1.0k | 286.86 |
