Investor
Two Point Capital Management, Inc.
CIK 0001962382 · filed 2026-04-22 · SEC filing
13F book
$229M
Positions
28
3 new · 0 sold
Largest name
8.0%
Alphabet Inc
Est. mark
−$12.3M
Price effect on 25 names still held. Flow −$5.45M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alphabet Inc | — | 63.5K | $18.3M | 8.0% | −$1.35M | Cut−$6.11M |
| D R Horton Inc | — | 131.1K | $18M | 7.9% | −$892.9K | Cut−$1.26M |
| Microsoft Corp | MSFT | 46.8K | $17.3M | 7.6% | −$5.31M | Cut−$5.55M |
| Apple Inc. | AAPL | 62.2K | $15.8M | 6.9% | −$1.12M | Cut−$1.23M |
| Cummins Inc | CMI | 27.6K | $14.9M | 6.5% | $761.8K | Cut−$4.71M |
| Eaton Corp Plc | ETN | 36.9K | $13.2M | 5.8% | $1.44M | Cut$1.24M |
| Fiserv Inc | FISV | 233.2K | $13M | 5.7% | −$1.16M | Added$6.17M |
| Cisco Sys Inc | — | 137.5K | $10.7M | 4.7% | $77K | Cut−$74.3K |
| Parker-Hannifin Corp | PH | 11.3K | $10.1M | 4.4% | $183.7K | Cut−$2.77M |
| Jacobs Solutions Inc. | J | 76.5K | $9.73M | 4.2% | −$396.1K | Cut−$456.8K |
| Honeywell Intl Inc | — | 40.8K | $9.21M | 4.0% | $1.26M | Cut$1.14M |
| Oracle Corp | — | 59.6K | $8.77M | 3.8% | −$2.85M | Cut−$3.17M |
| Accenture Plc Ireland | — | 33.2K | $6.58M | 2.9% | −$2.32M | Cut−$2.83M |
| Air Prods & Chems Inc | — | 22.6K | $6.56M | 2.9% | $982K | Cut$886.9K |
| Knight-Swift Transn Hldgs In | — | 113.2K | $6.52M | 2.8% | $600.1K | Cut$407.4K |
| Medtronic Plc | MDT | 72.9K | $6.32M | 2.8% | −$686K | Cut−$749K |
| Dover Corp | DOV | 28.5K | $5.94M | 2.6% | $376.5K | Cut$106.3K |
| Stryker Corp | SYK | 18.1K | $5.94M | 2.6% | −$414.1K | Cut−$457.4K |
| Paychex Inc | PAYX | 59.8K | $5.51M | 2.4% | −$1.2M | Cut−$1.2M |
| Corning Inc | — | 38.1K | $5.18M | 2.3% | $1.84M | Cut−$66.9K |
| Thermo Fisher Scientific Inc. | TMO | 10.1K | $4.94M | 2.2% | −$884.4K | Cut−$988.7K |
| Spdr S&P 500 Etf Tr | — | 7.16K | $4.66M | 2.0% | −$215.6K | Added$6.84K |
| Hershey Co | HSY | 21.6K | $4.49M | 2.0% | — | New |
| Arrow Electrs Inc | — | 18.2K | $2.62M | 1.1% | $606.2K | Cut$546.5K |
| Intuit Inc. | INTU | 5.46K | $2.36M | 1.0% | −$1.26M | Cut−$1.3M |
| Amdocs Ltd | DOX | 27.4K | $1.79M | 0.8% | −$417.5K | Cut−$546.7K |
| Independent Bk Corp Mass | — | 5.18K | $389.9K | 0.2% | — | New |
| Alphabet Inc | — | 1.05K | $300.1K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.