Two Point Capital Management as of June 30, 2023
Portfolio Holdings for Two Point Capital Management
Two Point Capital Management holds 22 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.1 | $19M | 57k | 340.54 | |
| D.R. Horton (DHI) | 9.8 | $19M | 155k | 121.69 | |
| Apple (AAPL) | 7.9 | $15M | 78k | 193.97 | |
| Accenture Shs Class A (ACN) | 7.0 | $13M | 43k | 308.58 | |
| Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL) | 5.8 | $11M | 92k | 119.70 | |
| Jacobs Engineering Group (J) | 5.6 | $11M | 91k | 118.89 | |
| Honeywell International (HON) | 5.4 | $10M | 50k | 207.50 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 4.9 | $9.4M | 170k | 55.56 | |
| Oracle Corporation (ORCL) | 4.7 | $9.0M | 76k | 119.09 | |
| Eaton Corporation SHS (ETN) | 4.5 | $8.6M | 43k | 201.10 | |
| Cisco Systems (CSCO) | 4.4 | $8.5M | 165k | 51.74 | |
| Paychex (PAYX) | 4.0 | $7.7M | 69k | 111.87 | |
| Medtronic SHS (MDT) | 3.7 | $7.1M | 81k | 88.10 | |
| Stryker Corporation (SYK) | 3.7 | $7.1M | 23k | 305.09 | |
| Parker-Hannifin Corporation (PH) | 3.4 | $6.5M | 17k | 390.04 | |
| Thermo Fisher Scientific (TMO) | 3.2 | $6.0M | 12k | 521.75 | |
| Dover Corporation (DOV) | 2.9 | $5.7M | 38k | 147.65 | |
| Intuit (INTU) | 2.6 | $5.0M | 11k | 458.19 | |
| Spdr S&p500 Etf Trusttrust Uni Tr Unit (SPY) | 1.9 | $3.7M | 8.3k | 443.27 | |
| Amdocs Ltd Ord Gbp0.01 SHS (DOX) | 1.7 | $3.2M | 33k | 98.85 | |
| Corning Incorporated (GLW) | 1.4 | $2.7M | 77k | 35.04 | |
| Arrow Electronics (ARW) | 1.3 | $2.5M | 18k | 143.23 |
