Institutions / Two Point Capital Management, Inc.
Two Point Capital Management, Inc.
CIK 1962382 · Institution · as of Dec 31, 2025
Portfolio value
$246.82M
Positions
25
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $24.36M | 9.9% |
| Microsoft Corp | $22.89M | 9.3% |
| Cummins Inc | $19.57M | 7.9% |
| Horton D R Inc /De | $19.25M | 7.8% |
| Apple Inc. | $17.02M | 6.9% |
| Parker-Hannifin Corp | $12.88M | 5.2% |
| Eaton Corp plc | $11.94M | 4.8% |
| Oracle Corp | $11.93M | 4.8% |
| Cisco Systems, Inc. | $10.74M | 4.4% |
| Jacobs Solutions Inc. | $10.19M | 4.1% |
| Accenture plc | $9.42M | 3.8% |
| Honeywell International Inc | $8.08M | 3.3% |
| Medtronic plc | $7.07M | 2.9% |
| Fiserv Inc | $6.84M | 2.8% |
| Paychex Inc | $6.71M | 2.7% |
| Stryker Corp | $6.40M | 2.6% |
| Knight-Swift Transportation Holdings Inc. | $6.11M | 2.5% |
| Thermo Fisher Scientific Inc. | $5.93M | 2.4% |
| DOVER Corp | $5.84M | 2.4% |
| Air Products & Chemicals, Inc. | $5.67M | 2.3% |
| Corning Inc /Ny | $5.25M | 2.1% |
| SPDR S&P 500 ETF Tr | $4.65M | 1.9% |
| Intuit Inc. | $3.66M | 1.5% |
| Amdocs Ltd | $2.33M | 0.9% |
| Arrow Electronics, Inc. | $2.07M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.