13F HOLDINGS REPORT
Two Point Capital Management, Inc.
Quarter ended Q4 2025 · Filed January 16, 2026 · Accession 0002085853-26-000045
Total Value
$246.8M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 78,873 | $24.4M | 9.87% |
| 2 | MICROSOFT CORP | MSFT | 47,337 | $22.9M | 9.28% |
| 3 | CUMMINS INC | CMI | 38,347 | $19.6M | 7.93% |
| 4 | D R HORTON INC | 23331A109 | 133,667 | $19.3M | 7.80% |
| 5 | APPLE INC | AAPL | 62,604 | $17.0M | 6.90% |
| 6 | PARKER-HANNIFIN CORP | PH | 14,651 | $12.9M | 5.22% |
| 7 | EATON CORP PLC | ETN | 37,500 | $11.9M | 4.84% |
| 8 | ORACLE CORP | ORCL-PD | 61,232 | $11.9M | 4.84% |
| 9 | CISCO SYS INC | CSCO | 139,459 | $10.7M | 4.35% |
| 10 | JACOBS SOLUTIONS INC | J | 76,918 | $10.2M | 4.13% |
| 11 | ACCENTURE PLC IRELAND | ACN | 35,099 | $9.4M | 3.82% |
| 12 | HONEYWELL INTL INC | 438516106 | 41,400 | $8.1M | 3.27% |
| 13 | MEDTRONIC PLC | MDT | 73,553 | $7.1M | 2.86% |
| 14 | FISERV INC | FISV | 101,862 | $6.8M | 2.77% |
| 15 | PAYCHEX INC | PAYX | 59,851 | $6.7M | 2.72% |
| 16 | STRYKER CORPORATION | SYK | 18,210 | $6.4M | 2.59% |
| 17 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 116,910 | $6.1M | 2.48% |
| 18 | THERMO FISHER SCIENTIFIC INC | TMO | 10,239 | $5.9M | 2.40% |
| 19 | DOVER CORP | DOV | 29,899 | $5.8M | 2.37% |
| 20 | AIR PRODS & CHEMS INC | AIIR | 22,971 | $5.7M | 2.30% |
| 21 | CORNING INC | GLW | 59,945 | $5.2M | 2.13% |
| 22 | SPDR S&P 500 ETF TR | SPY | 6,820 | $4.7M | 1.88% |
| 23 | INTUIT | INTU | 5,519 | $3.7M | 1.48% |
| 24 | AMDOCS LTD | DOX | 28,978 | $2.3M | 0.95% |
| 25 | ARROW ELECTRS INC | 042735100 | 18,785 | $2.1M | 0.84% |