Two Point Capital Management, Inc. 13F Holdings

CIK 0001962382

As of Sep 30, 2025, Two Point Capital Management, Inc. reported 25 positions worth $248.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology47,357$24.5M9.86%
HORTON D R INCDHIConsumer Cyclical133,079$22.6M9.07%
ALPHABET INCGOOGLEquity78,790 9.2M7.70%
ORACLE CORPORCLTechnology63,854 8.0M7.22%
CUMMINS INCCMIIndustrials38,298 6.2M6.50%
APPLE INCAAPLTechnology63,032 6.0M6.45%
EATON CORP PLCETNIndustrials37,474 4.0M5.64%
JACOBS SOLUTIONS INCJIndustrials77,016 1.5M4.64%
PARKER-HANNIFIN CORPPHIndustrials14,566 1.0M4.44%
CISCO SYSTEMS INCCSCOTechnology140,560$9.6M3.87%
FISERV INCFISVTechnology68,176$8.8M3.53%
ACCENTURE PLCACNTechnology35,311$8.7M3.50%
HONEYWELL INTERNATIONAL INCHONIndustrials41,091$8.6M3.48%
PAYCHEX INCPAYXIndustrials59,408$7.5M3.03%
MEDTRONIC PLCMDTHealthcare72,387$6.9M2.77%
STRYKER CORPSYKHealthcare18,061$6.7M2.68%
AIR PRODUCTS & CHEMICALS INCAPDBasic Materials22,692$6.2M2.49%
CORNING INCGLWTechnology60,450$5.0M1.99%
DOVER CORPDOVIndustrials29,629$4.9M1.99%
THERMO FISHER SCIENTIFIC INCTMOHealthcare10,114$4.9M1.97%
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INCKNXIndustrials120,107$4.7M1.91%
SPDR S&P 500 ETF TRUSTSPY—7,059$4.7M1.89%
INTUIT INCINTUTechnology5,473$3.7M1.50%
AMDOCS LTDDOXTechnology28,787$2.4M0.95%
ARROW ELECTRONICS INCARWTechnology19,006$2.3M0.92%