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The Analysis of Two Point Capital Management, Inc.'s Holdings & P&L

Currently, Two Point Capital Management, Inc. holds 28 types of securities in its portfolio with a total value $229.0M. In the most recent quarter, they have increased their positions in FI (+131.3K shares, valued at $7.3M), HSY (+21.6K shares, valued at $4.5M), INDB (+5.2K shares, valued at $389.9K); decreased their positions in CMI (-10.7K shares, valued at $5.8M), N/A (-15.4K shares, valued at $4.4M), PH (-3.4K shares, valued at $3.0M); initiated new positions in HSY (+21.6K shares, valued at $4.5M), INDB (+5.2K shares, valued at $389.9K), N/A (+1.0K shares, valued at $300.1K).

1M P&L

+3.8M+2.03%

3M P&L

+7.9M+4.30%

HY P&L

+15.7M+8.87%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Specialty Industrial Machinery30.9M

16.8%

2Software - Infrastructure27.9M

15.1%

3Residential Construction18.0M

9.8%

Top Industries by Stock Count

1Software - Infrastructure3 stocks

13.0%

2Specialty Industrial Machinery3 stocks

13.0%

3N/A2 stocks

8.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC63.5K shares-19.54%2026-03-312026-04-22

DHI D R HORTON INC131.1K shares-1.91%2026-03-312026-04-22

MSFT MICROSOFT CORP46.8K shares-1.04%2026-03-312026-04-22

AAPL APPLE INC62.2K shares-0.64%2026-03-312026-04-22

CMI CUMMINS INC27.6K shares-27.95%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC36.9K shares-1.71%2026-03-312026-04-22

FI FISERV INC233.2K shares128.94%2026-03-312026-04-22

CSCO CISCO SYS INC137.5K shares-1.41%2026-03-312026-04-22

Sponsored

PH PARKER-HANNIFIN CORP11.3K shares-22.97%2026-03-312026-04-22

J JACOBS SOLUTIONS INC76.5K shares-0.60%2026-03-312026-04-22

HON HONEYWELL INTL INC40.8K shares-1.55%2026-03-312026-04-22

ORCL ORACLE CORP59.6K shares-2.68%2026-03-312026-04-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND33.2K shares-5.42%2026-03-312026-04-22

APD AIR PRODUCTS AND CHEMICALS I22.6K shares-1.68%2026-03-312026-04-22

KNX KNIGHT-SWIFT TRANSN HLDGS IN113.2K shares-3.15%2026-03-312026-04-22

MEDTRONIC PLC MEDTRONIC PLC72.9K shares-0.89%2026-03-312026-04-22

Sponsored

DOV DOVER CORP28.5K shares-4.63%2026-03-312026-04-22

SYK STRYKER CORPORATION18.1K shares-0.68%2026-03-312026-04-22

PAYX PAYCHEX INC59.8K shares-0.02%2026-03-312026-04-22

GLW CORNING INC38.1K shares-36.43%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC10.1K shares-1.76%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T7.2K shares5.01%2026-03-312026-04-22

HSY HERSHEY CO21.6K sharesnew addition2026-03-312026-04-22

ARW ARROW ELECTRS INC18.2K shares-2.89%2026-03-312026-04-22

Sponsored

INTU INTUIT5.5K shares-1.07%2026-03-312026-04-22

DOX AMDOCS LTD27.4K shares-5.54%2026-03-312026-04-22

INDB INDEPENDENT BK CORP MASS5.2K sharesnew addition2026-03-312026-04-22

ALPHABET INC ALPHABET INC1.0K sharesnew addition2026-03-312026-04-22

ALPHABET INC

-19.54%

Shares63.5K

Event2026-03-31

Filed2026-04-22

DHI

D R HORTON INC

-1.91%

Shares131.1K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

-1.04%

Shares46.8K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-0.64%

Shares62.2K

Event2026-03-31

Filed2026-04-22

CMI

CUMMINS INC

-27.95%

Shares27.6K

Event2026-03-31

Filed2026-04-22

EATON CORP PLC

-1.71%

Shares36.9K

Event2026-03-31

Filed2026-04-22

FISERV INC

128.94%

Shares233.2K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

-1.41%

Shares137.5K

Event2026-03-31

Filed2026-04-22

PARKER-HANNIFIN CORP

-22.97%

Shares11.3K

Event2026-03-31

Filed2026-04-22

JACOBS SOLUTIONS INC

-0.60%

Shares76.5K

Event2026-03-31

Filed2026-04-22

HON

HONEYWELL INTL INC

-1.55%

Shares40.8K

Event2026-03-31

Filed2026-04-22

ORCL

ORACLE CORP

-2.68%

Shares59.6K

Event2026-03-31

Filed2026-04-22

ACCENTURE PLC IRELAND

-5.42%

Shares33.2K

Event2026-03-31

Filed2026-04-22

APD

AIR PRODUCTS AND CHEMICALS I

-1.68%

Shares22.6K

Event2026-03-31

Filed2026-04-22

KNX

KNIGHT-SWIFT TRANSN HLDGS IN

-3.15%

Shares113.2K

Event2026-03-31

Filed2026-04-22

MEDTRONIC PLC

-0.89%

Shares72.9K

Event2026-03-31

Filed2026-04-22

DOV

DOVER CORP

-4.63%

Shares28.5K

Event2026-03-31

Filed2026-04-22

SYK

STRYKER CORPORATION

-0.68%

Shares18.1K

Event2026-03-31

Filed2026-04-22

PAYX

PAYCHEX INC

-0.02%

Shares59.8K

Event2026-03-31

Filed2026-04-22

GLW

CORNING INC

-36.43%

Shares38.1K

Event2026-03-31

Filed2026-04-22

TMO

THERMO FISHER SCIENTIFIC INC

-1.76%

Shares10.1K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

5.01%

Shares7.2K

Event2026-03-31

Filed2026-04-22

HSY

HERSHEY CO

New

Shares21.6K

Event2026-03-31

Filed2026-04-22

ARW

ARROW ELECTRS INC

-2.89%

Shares18.2K

Event2026-03-31

Filed2026-04-22

INTU

INTUIT

-1.07%

Shares5.5K

Event2026-03-31

Filed2026-04-22

DOX

AMDOCS LTD

-5.54%

Shares27.4K

Event2026-03-31

Filed2026-04-22

INDB

INDEPENDENT BK CORP MASS

New

Shares5.2K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available