13F HOLDINGS REPORT
Two Point Capital Management, Inc.
Quarter ended Q4 2024 · Filed January 29, 2025 · Accession 0001667731-25-000169
Total Value
$279.7M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 56,450 | $24.2M | 8.65% |
| 2 | D R HORTON INC | 23331A109 | 156,694 | $22.5M | 8.05% |
| 3 | ALPHABET INC | GOOG | 94,781 | $18.8M | 6.71% |
| 4 | APPLE INC | AAPL | 75,916 | $16.9M | 6.04% |
| 5 | ACCENTURE PLC IRELAND | ACN | 43,600 | $15.5M | 5.56% |
| 6 | EATON CORP PLC | ETN | 43,431 | $15.5M | 5.55% |
| 7 | ORACLE CORP | ORCL-PD | 86,007 | $14.8M | 5.31% |
| 8 | JACOBS SOLUTIONS INC | J | 95,155 | $13.4M | 4.80% |
| 9 | CUMMINS INC | CMI | 33,100 | $12.2M | 4.35% |
| 10 | PARKER-HANNIFIN CORP | PH | 17,366 | $11.8M | 4.21% |
| 11 | HONEYWELL INTL INC | 438516106 | 50,282 | $11.3M | 4.05% |
| 12 | FISERV INC | FISV | 50,531 | $10.6M | 3.78% |
| 13 | PAYCHEX INC | PAYX | 71,605 | $10.4M | 3.73% |
| 14 | CISCO SYS INC | CSCO | 170,533 | $10.4M | 3.72% |
| 15 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 160,099 | $8.9M | 3.16% |
| 16 | AIR PRODS & CHEMS INC | AIIR | 27,129 | $8.7M | 3.10% |
| 17 | STRYKER CORPORATION | SYK | 21,292 | $8.4M | 3.01% |
| 18 | MEDTRONIC PLC | MDT | 92,159 | $8.1M | 2.91% |
| 19 | DOVER CORP | DOV | 40,193 | $8.0M | 2.85% |
| 20 | THERMO FISHER SCIENTIFIC INC | TMO | 11,895 | $6.8M | 2.44% |
| 21 | INTUIT | INTU | 10,700 | $6.5M | 2.33% |
| 22 | SPDR S&P 500 ETF TR | SPY | 7,287 | $4.4M | 1.57% |
| 23 | CORNING INC | GLW | 74,134 | $3.8M | 1.37% |
| 24 | AMDOCS LTD | DOX | 34,101 | $2.9M | 1.04% |
| 25 | ARROW ELECTRS INC | 042735100 | 22,428 | $2.7M | 0.96% |
| 26 | AMENTUM HOLDINGS INC | AMTM | 88,129 | $2.1M | 0.74% |