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 $248.7M. In the most recent quarter, they have decreased their positions in ORCL (-8.0K shares, valued at $2.3M), MSFT (-939 shares, valued at $486.4K), DHI (-2.6K shares, valued at $446.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP47.4K shares-1.94%2025-09-302025-10-09

DHI D R HORTON INC133.1K shares-1.94%2025-09-302025-10-09

GOOGL ALPHABET INC78.8K shares-2.25%2025-09-302025-10-09

ORCL ORACLE CORP63.9K shares-11.18%2025-09-302025-10-09

CMI CUMMINS INC38.3K shares-1.09%2025-09-302025-10-09

AAPL APPLE INC63.0K shares-1.85%2025-09-302025-10-09

ETN EATON CORP PLC37.5K shares-1.56%2025-09-302025-10-09

J JACOBS SOLUTIONS INC77.0K shares-1.60%2025-09-302025-10-09

Sponsored

PH PARKER-HANNIFIN CORP14.6K shares-2.29%2025-09-302025-10-09

CSCO CISCO SYS INC140.6K shares-1.62%2025-09-302025-10-09

FI FISERV INC68.2K shares-1.02%2025-09-302025-10-09

ACN ACCENTURE PLC IRELAND35.3K shares-1.19%2025-09-302025-10-09

HON HONEYWELL INTL INC41.1K shares-1.40%2025-09-302025-10-09

PAYX PAYCHEX INC59.4K shares-1.37%2025-09-302025-10-09

MDT MEDTRONIC PLC72.4K shares-1.13%2025-09-302025-10-09

SYK STRYKER CORPORATION18.1K shares-1.86%2025-09-302025-10-09

Sponsored

APD AIR PRODS & CHEMS INC22.7K shares-1.68%2025-09-302025-10-09

GLW CORNING INC60.5K shares-1.00%2025-09-302025-10-09

DOV DOVER CORP29.6K shares-1.08%2025-09-302025-10-09

TMO THERMO FISHER SCIENTIFIC INC10.1K shares-1.02%2025-09-302025-10-09

KNX KNIGHT-SWIFT TRANSN HLDGS IN120.1K shares-1.58%2025-09-302025-10-09

SPY SPDR S&P 500 ETF TR7.1K shares-1.23%2025-09-302025-10-09

INTU INTUIT5.5K shares-0.55%2025-09-302025-10-09

DOX AMDOCS LTD28.8K shares-1.53%2025-09-302025-10-09