13F HOLDINGS REPORT
Two Point Capital Management, Inc.
Quarter ended Q3 2025 · Filed October 9, 2025 · Accession 0002085853-25-000054
Total Value
$248.7M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 47,357 | $24.5M | 9.86% |
| 2 | D R HORTON INC | 23331A109 | 133,079 | $22.6M | 9.07% |
| 3 | ALPHABET INC | GOOG | 78,790 | $19.2M | 7.70% |
| 4 | ORACLE CORP | ORCL-PD | 63,854 | $18.0M | 7.22% |
| 5 | CUMMINS INC | CMI | 38,298 | $16.2M | 6.50% |
| 6 | APPLE INC | AAPL | 63,032 | $16.0M | 6.45% |
| 7 | EATON CORP PLC | ETN | 37,474 | $14.0M | 5.64% |
| 8 | JACOBS SOLUTIONS INC | J | 77,016 | $11.5M | 4.64% |
| 9 | PARKER-HANNIFIN CORP | PH | 14,566 | $11.0M | 4.44% |
| 10 | CISCO SYS INC | CSCO | 140,560 | $9.6M | 3.87% |
| 11 | FISERV INC | FISV | 68,176 | $8.8M | 3.53% |
| 12 | ACCENTURE PLC IRELAND | ACN | 35,311 | $8.7M | 3.50% |
| 13 | HONEYWELL INTL INC | 438516106 | 41,091 | $8.6M | 3.48% |
| 14 | PAYCHEX INC | PAYX | 59,408 | $7.5M | 3.03% |
| 15 | MEDTRONIC PLC | MDT | 72,387 | $6.9M | 2.77% |
| 16 | STRYKER CORPORATION | SYK | 18,061 | $6.7M | 2.68% |
| 17 | AIR PRODS & CHEMS INC | AIIR | 22,692 | $6.2M | 2.49% |
| 18 | CORNING INC | GLW | 60,450 | $5.0M | 1.99% |
| 19 | DOVER CORP | DOV | 29,629 | $4.9M | 1.99% |
| 20 | THERMO FISHER SCIENTIFIC INC | TMO | 10,114 | $4.9M | 1.97% |
| 21 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 120,107 | $4.7M | 1.91% |
| 22 | SPDR S&P 500 ETF TR | SPY | 7,059 | $4.7M | 1.89% |
| 23 | INTUIT | INTU | 5,473 | $3.7M | 1.50% |
| 24 | AMDOCS LTD | DOX | 28,787 | $2.4M | 0.95% |
| 25 | ARROW ELECTRS INC | 042735100 | 19,006 | $2.3M | 0.92% |