The Analysis of Two Point Capital Management, Inc.'s Holdings
Currently, Two Point Capital Management, Inc. holds 25 types of securities in its portfolio with a total value $246.8M. In the most recent quarter, they have increased their positions in FI (+33.7K shares, valued at $2.3M), N/A (+1.2K shares, valued at $112.0K), DHI (+588 shares, valued at $84.7K); decreased their positions in ORCL (-2.6K shares, valued at $511.1K), KNX (-3.2K shares, valued at $167.1K), SPY (-239 shares, valued at $163.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ALPHABET INC ALPHABET INC78.9K shares0.11%2025-12-312026-01-16
MSFT MICROSOFT CORP47.3K shares-0.04%2025-12-312026-01-16 CMI CUMMINS INC38.3K shares0.13%2025-12-312026-01-16 DHI D R HORTON INC133.7K shares0.44%2025-12-312026-01-16 AAPL APPLE INC62.6K shares-0.68%2025-12-312026-01-16 PH PARKER-HANNIFIN CORP14.7K shares0.58%2025-12-312026-01-16 ORCL ORACLE CORP61.2K shares-4.11%2025-12-312026-01-16 CSCO CISCO SYS INC139.5K shares-0.78%2025-12-312026-01-16 J JACOBS SOLUTIONS INC76.9K shares-0.13%2025-12-312026-01-16 HON HONEYWELL INTL INC41.4K shares0.75%2025-12-312026-01-16 FI FISERV INC101.9K shares49.41%2025-12-312026-01-16 PAYX PAYCHEX INC59.9K shares0.75%2025-12-312026-01-16 SYK STRYKER CORPORATION18.2K shares0.82%2025-12-312026-01-16 KNX KNIGHT-SWIFT TRANSN HLDGS IN116.9K shares-2.66%2025-12-312026-01-16 TMO THERMO FISHER SCIENTIFIC INC10.2K shares1.24%2025-12-312026-01-16 DOV DOVER CORP29.9K shares0.91%2025-12-312026-01-16 APD AIR PRODS & CHEMS INC23.0K shares1.23%2025-12-312026-01-16 GLW CORNING INC59.9K shares-0.84%2025-12-312026-01-16 SPY SPDR S&P 500 ETF TR6.8K shares-3.39%2025-12-312026-01-16 INTU INTUIT5.5K shares0.84%2025-12-312026-01-16 DOX AMDOCS LTD29.0K shares0.66%2025-12-312026-01-16 ARW ARROW ELECTRS INC18.8K shares-1.16%2025-12-312026-01-16 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available