Holdings
Two Point Capital Management, Inc.
As of Sep 30, 2026, Two Point Capital Management, Inc. reported 24 positions worth US$189M. Largest: Microsoft Corp., Alphabet Inc (google) Class C and D.r. Horton, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 45,662 | US$23.4M | −1,144 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 62,722 | US$21.6M | −2,154 | Sep 30, 2026 |
| D.r. Horton, Inc. | 129K | US$17.6M | −1,836 | Sep 30, 2026 |
| Cisco Systems, Inc. | 134K | US$14.4M | −3,149 | Sep 30, 2026 |
| Cummins Inc. | 27,266 | US$14.1M | −306 | Sep 30, 2026 |
| Parker-hannifin Corporation | 11,080 | US$10.6M | −122 | Sep 30, 2026 |
| Fiserv, Inc. | 225K | US$10.2M | −8,025 | Sep 30, 2026 |
| Jacobs Solutions Inc. | 74,943 | US$10.1M | −1,098 | Sep 30, 2026 |
| Walt Disney Company (the) | 66,865 | US$7.01M | new | Sep 30, 2026 |
| Knight-swift Transportation Holdings Inc. | 106K | US$6.77M | −3,150 | Sep 30, 2026 |