Two Point Capital Management, Inc.
30 holdingsFiling period: 2026-06-30Current AUM: $244.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 63.6K | $22.7M | $21.9M | 8.97% | +130 | 2026-06-30 |
| 2 | DHI | D R HORTON INC | 130.6K | $21.3M | $18.3M | 7.49% | -508 | 2026-06-30 |
| 3 | CMI | CUMMINS INC | 27.6K | $19.7M | $14.8M | 6.06% | -58 | 2026-06-30 |
| 4 | AAPL | APPLE INC | 63.3K | $18.3M | $21.0M | 8.58% | +1.1K | 2026-06-30 |
| 5 | MSFT | MICROSOFT CORP | 46.8K | $17.5M | $23.3M | 9.51% | -40 | 2026-06-30 |
| 6 | CSCO | CISCO SYS INC | 137.2K | $16.1M | $15.1M | 6.17% | -328 | 2026-06-30 |
| 7 | — | EATON CORP PLC | 36.5K | $15.6M | $15.6M | 6.36% | -345 | 2026-06-30 |
| 8 | FISV | FISERV INC | 233.0K | $11.4M | $11.7M | 4.76% | -245 | 2026-06-30 |
| 9 | PH | PARKER-HANNIFIN CORP | 11.2K | $11.0M | $10.4M | 4.24% | -84 | 2026-06-30 |
| 10 | J | JACOBS SOLUTIONS INC | 76.0K | $9.6M | $11.0M | 4.50% | -419 | 2026-06-30 |
| 11 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 109.6K | $8.5M | $7.5M | 3.07% | -3,589 | 2026-06-30 |
| 12 | APD | AIR PRODUCTS AND CHEMICALS I | 22.4K | $6.6M | $6.5M | 2.66% | -147 | 2026-06-30 |
| 13 | HSY | HERSHEY CO | 36.4K | $6.4M | $6.2M | 2.54% | +14.8K | 2026-06-30 |
| 14 | DOV | DOVER CORP | 28.1K | $6.3M | $5.3M | 2.17% | -455 | 2026-06-30 |
| 15 | PAYX | PAYCHEX INC | 59.3K | $5.8M | $7.0M | 2.87% | -527 | 2026-06-30 |
| 16 | SYK | STRYKER CORPORATION | 18.1K | $5.7M | $5.1M | 2.08% | +10 | 2026-06-30 |
| 17 | — | MEDTRONIC PLC | 72.8K | $5.7M | $5.7M | 2.33% | -118 | 2026-06-30 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | 7.2K | $5.4M | $5.5M | 2.23% | +45 | 2026-06-30 |
| 19 | TMO | THERMO FISHER SCIENTIFIC INC | 10.0K | $5.0M | $6.4M | 2.61% | -93 | 2026-06-30 |
| 20 | ORCL | ORACLE CORP | 32.4K | $4.7M | $4.5M | 1.86% | -27,236 | 2026-06-30 |
| 21 | HON | HONEYWELL INTL INC | 20.3K | $4.5M | $4.1M | 1.68% | -- | 2026-06-30 |
| 22 | HONA | HONEYWELL AEROSPACE INC | 20.3K | $4.5M | $3.2M | 1.31% | -- | 2026-06-30 |
| 23 | GLW | CORNING INC | 16.0K | $4.1M | $2.3M | 0.94% | -22,131 | 2026-06-30 |
| 24 | — | ACCENTURE PLC IRELAND | 32.4K | $4.0M | $4.0M | 1.65% | -804 | 2026-06-30 |
| 25 | ARW | ARROW ELECTRS INC | 18.3K | $3.9M | $3.9M | 1.59% | +15 | 2026-06-30 |
← Scroll →
Page 1 of 2