Two Point Capital Management as of Dec. 31, 2022
Portfolio Holdings for Two Point Capital Management
Two Point Capital Management holds 22 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.9 | $14M | 58k | 239.82 | |
| D.R. Horton (DHI) | 8.9 | $14M | 154k | 89.14 | |
| Accenture Shs Class A (ACN) | 7.4 | $12M | 43k | 266.84 | |
| Jacobs Engineering Group (J) | 7.0 | $11M | 90k | 120.07 | |
| Honeywell International (HON) | 6.8 | $11M | 49k | 214.30 | |
| Apple (AAPL) | 6.5 | $10M | 78k | 129.93 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 5.7 | $8.8M | 168k | 52.41 | |
| Alphabet Inc Cap Stk Cla Cap Stk Cl A (GOOGL) | 5.2 | $8.1M | 92k | 88.23 | |
| Cisco Systems (CSCO) | 5.0 | $7.8M | 163k | 47.64 | |
| Paychex (PAYX) | 4.6 | $7.2M | 62k | 115.56 | |
| Eaton Corporation SHS (ETN) | 4.3 | $6.7M | 42k | 156.95 | |
| Thermo Fisher Scientific (TMO) | 4.1 | $6.3M | 12k | 550.69 | |
| Medtronic SHS (MDT) | 4.0 | $6.2M | 80k | 77.72 | |
| Oracle Corporation (ORCL) | 4.0 | $6.1M | 75k | 81.74 | |
| Stryker Corporation (SYK) | 3.7 | $5.7M | 23k | 244.49 | |
| Dover Corporation (DOV) | 3.3 | $5.1M | 38k | 135.41 | |
| Parker-Hannifin Corporation (PH) | 3.1 | $4.8M | 17k | 291.00 | |
| Intuit (INTU) | 2.7 | $4.2M | 11k | 389.22 | |
| Amdocs Ltd Ord Gbp0.01 SHS (DOX) | 1.9 | $3.0M | 33k | 90.90 | |
| Corning Incorporated (GLW) | 1.6 | $2.4M | 76k | 31.94 | |
| Arrow Electronics (ARW) | 1.2 | $1.8M | 17k | 104.57 | |
| Spdr S&p500 Etf Trusttrust Uni Tr Unit (SPY) | 0.2 | $256k | 668.00 | 382.43 |
