13F HOLDINGS REPORT
Two Point Capital Management, Inc.
Quarter ended Q2 2025 · Filed July 21, 2025 · Accession 0001667731-25-000890
Total Value
$235.0M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 48,296 | $24.0M | 10.22% |
| 2 | D R HORTON INC | 23331A109 | 135,713 | $17.5M | 7.45% |
| 3 | ORACLE CORP | ORCL-PD | 71,888 | $15.7M | 6.69% |
| 4 | ALPHABET INC | GOOG | 80,607 | $14.4M | 6.12% |
| 5 | EATON CORP PLC | ETN | 38,069 | $13.6M | 5.78% |
| 6 | APPLE INC | AAPL | 64,219 | $13.2M | 5.61% |
| 7 | CUMMINS INC | CMI | 38,721 | $12.7M | 5.40% |
| 8 | FISERV INC | FISV | 68,881 | $11.9M | 5.05% |
| 9 | ACCENTURE PLC IRELAND | ACN | 35,735 | $10.7M | 4.55% |
| 10 | PARKER-HANNIFIN CORP | PH | 14,907 | $10.4M | 4.43% |
| 11 | JACOBS SOLUTIONS INC | J | 78,270 | $10.3M | 4.38% |
| 12 | CISCO SYS INC | CSCO | 142,878 | $9.9M | 4.22% |
| 13 | HONEYWELL INTL INC | 438516106 | 41,673 | $9.7M | 4.13% |
| 14 | PAYCHEX INC | PAYX | 60,231 | $8.8M | 3.73% |
| 15 | STRYKER CORPORATION | SYK | 18,403 | $7.3M | 3.10% |
| 16 | AIR PRODS & CHEMS INC | AIIR | 23,080 | $6.5M | 2.77% |
| 17 | MEDTRONIC PLC | MDT | 73,212 | $6.4M | 2.72% |
| 18 | DOVER CORP | DOV | 29,953 | $5.5M | 2.34% |
| 19 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 122,040 | $5.4M | 2.30% |
| 20 | SPDR S&P 500 ETF TR | SPY | 7,147 | $4.4M | 1.88% |
| 21 | INTUIT | INTU | 5,503 | $4.3M | 1.84% |
| 22 | THERMO FISHER SCIENTIFIC INC | TMO | 10,218 | $4.1M | 1.76% |
| 23 | CORNING INC | GLW | 61,061 | $3.2M | 1.37% |
| 24 | AMDOCS LTD | DOX | 29,233 | $2.7M | 1.14% |
| 25 | ARROW ELECTRS INC | 042735100 | 19,083 | $2.4M | 1.03% |