Two Point Capital Management, Inc.
Two Point Capital Management, Inc. reported 30 holdings worth US$223M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 16, 2026
Two Point Capital Management, Inc. reported 30 holdings worth US$223M as of Sep 30, 2026. Largest: Microsoft Corp., Alphabet Inc (google) Class C and D.r. Horton, Inc. Filed Oct 16, 2026 (Form 13F).
- Holdings
- 30
- Value as reported
- US$223M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 45,662 | US$23.4M | 10.5% |
| Alphabet Inc (google) Class C | 62,722 | US$21.6M | 9.7% |
| D.r. Horton, Inc. | 129K | US$17.6M | 7.9% |
| Cisco Systems, Inc. | 134K | US$14.4M | 6.5% |
| Cummins Inc. | 27,266 | US$14.1M | 6.3% |
| Parker-hannifin Corporation | 11,080 | US$10.6M | 4.8% |
| Fiserv, Inc. | 225K | US$10.2M | 4.6% |
| Jacobs Solutions Inc. | 74,943 | US$10.1M | 4.6% |
| Walt Disney Company (the) | 66,865 | US$7.01M | 3.1% |
| Knight-swift Transportation Holdings Inc. | 106K | US$6.77M | 3.0% |
| Thermo Fisher Scientific Inc | 9,772 | US$6.6M | 3.0% |
| Air Products And Chemicals, Inc. | 22,110 | US$6.15M | 2.8% |
| Paychex, Inc. | 58,571 | US$5.77M | 2.6% |
| The Hershey Company | 36,125 | US$5.69M | 2.6% |
| State Street SPDR S&P 500 ETF | 7,256 | US$5.53M | 2.5% |
| Dover Corporation | 27,860 | US$5.21M | 2.3% |
| Stryker Corporation | 17,955 | US$4.94M | 2.2% |
| Oracle Corporation | 31,637 | US$4.34M | 2.0% |
| Honeywell Aerospace Inc | 19,621 | US$3.04M | 1.4% |
| Corning Incorporated | 15,637 | US$2.4M | 1.1% |
| Arrow Electronics, Inc. | 8,709 | US$1.98M | 0.89% |
| Intuit Inc. | 5,298 | US$1.46M | 0.66% |
| Independent Bank Corp. | 4,234 | US$329K | 0.15% |
| Mastercard Incorporated | 416 | US$229K | 0.10% |
| Apple Inc | 0 | US$0 | 0.00% |
| Broadstone Net Lease, Inc. | 0 | US$0 | 0.00% |
Source
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