Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Two Point Capital Management, Inc. (CIK 1962382) reported $229.0M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($18.3M, 7.97%), DHI ($18.0M, 7.86%), MSFT ($17.3M, 7.57%), AAPL ($15.8M, 6.89%), CMI ($14.9M, 6.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $18.3M | 7.97% | 63,465 | Trimmed |
| 2 | DHI | D R HORTON INC | $18.0M | 7.86% | 131,120 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $17.3M | 7.57% | 46,846 | Trimmed |
| 4 | AAPL | APPLE INC | $15.8M | 6.89% | 62,202 | Trimmed |
| 5 | CMI | CUMMINS INC | $14.9M | 6.49% | 27,630 | Trimmed |
| 6 | ETN | EATON CORP PLC | $13.2M | 5.76% | 36,860 | Trimmed |
| 7 | FISV | FISERV INC | $13.0M | 5.68% | 233,199 | Added |
| 8 | CSCO | CISCO SYS INC | $10.7M | 4.66% | 137,494 | Trimmed |
| 9 | PH | PARKER-HANNIFIN CORP | $10.1M | 4.41% | 11,286 | Trimmed |
| 10 | J | JACOBS SOLUTIONS INC | $9.7M | 4.25% | 76,460 | Trimmed |
| 11 | HON | HONEYWELL INTL INC | $9.2M | 4.02% | 40,758 | Trimmed |
| 12 | ORCL | ORACLE CORP | $8.8M | 3.83% | 59,589 | Trimmed |
| 13 | ACN | ACCENTURE PLC IRELAND | $6.6M | 2.87% | 33,195 | Trimmed |
| 14 | APD | AIR PRODUCTS AND CHEMICALS I | $6.6M | 2.86% | 22,586 | Trimmed |
| 15 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $6.5M | 2.85% | 113,223 | Trimmed |
| 16 | MDT | MEDTRONIC PLC | $6.3M | 2.76% | 72,897 | Trimmed |
| 17 | DOV | DOVER CORP | $5.9M | 2.60% | 28,515 | Trimmed |
| 18 | SYK | STRYKER CORPORATION | $5.9M | 2.60% | 18,087 | Trimmed |
| 19 | PAYX | PAYCHEX INC | $5.5M | 2.41% | 59,838 | Trimmed |
| 20 | GLW | CORNING INC | $5.2M | 2.26% | 38,110 | Trimmed |
| 21 | TMO | THERMO FISHER SCIENTIFIC INC | $4.9M | 2.16% | 10,059 | Trimmed |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $4.7M | 2.03% | 7,162 | Added |
| 23 | HSY | HERSHEY CO | $4.5M | 1.96% | 21,596 | New |
| 24 | ARW | ARROW ELECTRS INC | $2.6M | 1.14% | 18,243 | Trimmed |
| 25 | INTU | INTUIT | $2.4M | 1.03% | 5,460 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31