Two Point Capital Management, Inc.
28 holdingsFiling period: 2026-03-31Current AUM: $250.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 63.5K | $18.3M | $22.6M | 9.03% | -15,408 | 2026-03-31 |
| 2 | DHI | D R HORTON INC | 131.1K | $18.0M | $18.8M | 7.50% | -2,547 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 46.8K | $17.3M | $21.8M | 8.70% | -491 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 62.2K | $15.8M | $19.2M | 7.68% | -402 | 2026-03-31 |
| 5 | CMI | CUMMINS INC | 27.6K | $14.9M | $17.5M | 7.00% | -10,717 | 2026-03-31 |
| 6 | — | EATON CORP PLC | 36.9K | $13.2M | $13.2M | 5.27% | -640 | 2026-03-31 |
| 7 | FISV | FISERV INC | 233.2K | $13.0M | $12.6M | 5.03% | +131.3K | 2026-03-31 |
| 8 | CSCO | CISCO SYS INC | 137.5K | $10.7M | $15.9M | 6.37% | -1,965 | 2026-03-31 |
| 9 | PH | PARKER-HANNIFIN CORP | 11.3K | $10.1M | $11.0M | 4.40% | -3,365 | 2026-03-31 |
| 10 | J | JACOBS SOLUTIONS INC | 76.5K | $9.7M | $10.3M | 4.12% | -458 | 2026-03-31 |
| 11 | HON | HONEYWELL INTL INC | 40.8K | $9.2M | $5.0M | 1.98% | -642 | 2026-03-31 |
| 12 | ORCL | ORACLE CORP | 59.6K | $8.8M | $7.7M | 3.09% | -1,643 | 2026-03-31 |
| 13 | — | ACCENTURE PLC IRELAND | 33.2K | $6.6M | $6.6M | 2.63% | -1,904 | 2026-03-31 |
| 14 | APD | AIR PRODUCTS AND CHEMICALS I | 22.6K | $6.6M | $6.7M | 2.66% | -385 | 2026-03-31 |
| 15 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 113.2K | $6.5M | $7.9M | 3.15% | -3,687 | 2026-03-31 |
| 16 | — | MEDTRONIC PLC | 72.9K | $6.3M | $6.3M | 2.52% | -656 | 2026-03-31 |
| 17 | SYK | STRYKER CORPORATION | 18.1K | $5.9M | $5.9M | 2.35% | -123 | 2026-03-31 |
| 18 | DOV | DOVER CORP | 28.5K | $5.9M | $5.8M | 2.33% | -1,384 | 2026-03-31 |
| 19 | PAYX | PAYCHEX INC | 59.8K | $5.5M | $7.0M | 2.79% | -13 | 2026-03-31 |
| 20 | GLW | CORNING INC | 38.1K | $5.2M | $5.3M | 2.11% | -21,835 | 2026-03-31 |
| 21 | TMO | THERMO FISHER SCIENTIFIC INC | 10.1K | $4.9M | $5.8M | 2.31% | -180 | 2026-03-31 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | 7.2K | $4.7M | $5.3M | 2.14% | +342 | 2026-03-31 |
| 23 | HSY | HERSHEY CO | 21.6K | $4.5M | $3.8M | 1.51% | -- | 2026-03-31 |
| 24 | ARW | ARROW ELECTRS INC | 18.2K | $2.6M | $4.0M | 1.58% | -542 | 2026-03-31 |
| 25 | INTU | INTUIT | 5.5K | $2.4M | $1.7M | 0.69% | -59 | 2026-03-31 |
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