Two Point Capital Management as of June 30, 2026
Portfolio Holdings for Two Point Capital Management
Two Point Capital Management holds 30 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 9.2 | $23M | 64k | 357.37 | |
| D.R. Horton (DHI) | 8.6 | $21M | 131k | 162.88 | |
| Cummins (CMI) | 7.9 | $20M | 28k | 713.21 | |
| Apple (AAPL) | 7.4 | $18M | 63k | 289.36 | |
| Microsoft Corporation (MSFT) | 7.0 | $18M | 47k | 373.02 | |
| Cisco Systems (CSCO) | 6.5 | $16M | 137k | 117.46 | |
| Eaton Corp SHS (ETN) | 6.3 | $16M | 37k | 426.12 | |
| Fiserv (FISV) | 4.6 | $11M | 233k | 49.05 | |
| Parker-Hannifin Corporation (PH) | 4.4 | $11M | 11k | 978.09 | |
| Jacobs Engineering Group (J) | 3.9 | $9.6M | 76k | 126.00 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 3.4 | $8.5M | 110k | 77.87 | |
| Air Products & Chemicals (APD) | 2.7 | $6.6M | 22k | 293.18 | |
| Hershey Company (HSY) | 2.6 | $6.4M | 36k | 175.45 | |
| Dover Corporation (DOV) | 2.5 | $6.3M | 28k | 224.28 | |
| Paychex (PAYX) | 2.3 | $5.8M | 59k | 98.33 | |
| Stryker Corporation (SYK) | 2.3 | $5.7M | 18k | 314.84 | |
| Medtronic SHS (MDT) | 2.3 | $5.7M | 73k | 78.23 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.2 | $5.4M | 7.2k | 746.77 | |
| Thermo Fisher Scientific (TMO) | 2.0 | $5.0M | 10k | 501.37 | |
| Oracle Corporation (ORCL) | 1.9 | $4.7M | 32k | 146.55 | |
| Honeywell International (HON) | 1.8 | $4.5M | 20k | 223.90 | |
| Honeywell Aerospace (HONA) | 1.8 | $4.5M | 20k | 221.08 | |
| Corning Incorporated (GLW) | 1.6 | $4.1M | 16k | 255.42 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.6 | $4.0M | 32k | 124.44 | |
| Arrow Electronics (ARW) | 1.6 | $3.9M | 18k | 213.41 | |
| Intuit (INTU) | 0.6 | $1.4M | 5.4k | 261.01 | |
| Amdocs SHS (DOX) | 0.5 | $1.4M | 27k | 50.54 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $458k | 1.3k | 353.33 | |
| Independent Bank (INDB) | 0.2 | $434k | 5.2k | 83.72 | |
| Broadstone Net Lease (BNL) | 0.1 | $335k | 16k | 20.67 |
