Two Point Capital Management, Inc.
Two Point Capital Management, Inc. reported 30 holdings worth US$248M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Two Point Capital Management, Inc. reported 30 holdings worth US$248M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, D.r. Horton, Inc. and Cummins Inc. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 30
- Value as reported
- US$248M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 64,876 | US$23.2M | 9.3% |
| D.r. Horton, Inc. | 131K | US$21.3M | 8.6% |
| Cummins Inc. | 27,572 | US$19.7M | 7.9% |
| Apple Inc | 63,329 | US$18.3M | 7.4% |
| Microsoft Corp. | 46,806 | US$17.5M | 7.0% |
| Cisco Systems, Inc. | 137K | US$16.1M | 6.5% |
| Fiserv, Inc. | 233K | US$11.4M | 4.6% |
| Parker-hannifin Corporation | 11,202 | US$11M | 4.4% |
| Jacobs Solutions Inc. | 76,041 | US$9.58M | 3.9% |
| Knight-swift Transportation Holdings Inc. | 110K | US$8.54M | 3.4% |
| Air Products And Chemicals, Inc. | 22,439 | US$6.58M | 2.7% |
| The Hershey Company | 36,409 | US$6.39M | 2.6% |
| Dover Corporation | 28,060 | US$6.29M | 2.5% |
| Paychex, Inc. | 59,311 | US$5.83M | 2.3% |
| Stryker Corporation | 18,097 | US$5.7M | 2.3% |
| Thermo Fisher Scientific Inc | 9,966 | US$5M | 2.0% |
| Oracle Corporation | 32,353 | US$4.74M | 1.9% |
| Corning Incorporated | 15,979 | US$4.08M | 1.6% |
| Arrow Electronics, Inc. | 18,258 | US$3.9M | 1.6% |
| Intuit Inc. | 5,415 | US$1.41M | 0.57% |
| Independent Bank Corp. | 5,184 | US$434K | 0.17% |
| Broadstone Net Lease, Inc. | 16,210 | US$335K | 0.13% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |