Two Point Capital Management as of Dec. 31, 2023
Portfolio Holdings for Two Point Capital Management
Two Point Capital Management holds 24 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| D.R. Horton (DHI) | 10.8 | $24M | 156k | 151.98 | |
| Microsoft Corporation (MSFT) | 9.6 | $21M | 56k | 376.04 | |
| Accenture Plc Ireland Shs Class A (ACN) | 7.1 | $16M | 45k | 350.91 | |
| Apple (AAPL) | 6.7 | $15M | 76k | 192.53 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.9 | $13M | 93k | 139.69 | |
| Jacobs Engineering Group (J) | 5.4 | $12M | 92k | 129.80 | |
| Eaton Corp SHS (ETN) | 4.8 | $11M | 44k | 240.82 | |
| Honeywell International (HON) | 4.8 | $10M | 50k | 209.71 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 4.5 | $9.8M | 170k | 57.65 | |
| Oracle Corporation (ORCL) | 4.0 | $8.8M | 84k | 105.43 | |
| Cisco Systems (CSCO) | 4.0 | $8.7M | 173k | 50.52 | |
| Parker-Hannifin Corporation (PH) | 3.6 | $8.0M | 17k | 460.70 | |
| Paychex (PAYX) | 3.6 | $7.8M | 66k | 119.11 | |
| Cummins (CMI) | 3.5 | $7.7M | 32k | 239.57 | |
| Medtronic SHS (MDT) | 3.3 | $7.3M | 89k | 82.38 | |
| Intuit (INTU) | 3.0 | $6.5M | 11k | 625.03 | |
| Fiserv (FI) | 3.0 | $6.5M | 49k | 132.84 | |
| Stryker Corporation (SYK) | 2.9 | $6.4M | 21k | 299.46 | |
| Thermo Fisher Scientific (TMO) | 2.9 | $6.3M | 12k | 530.79 | |
| Dover Corporation (DOV) | 2.8 | $6.1M | 40k | 153.81 | |
| Amdocs SHS (DOX) | 1.3 | $2.9M | 33k | 87.89 | |
| Arrow Electronics (ARW) | 1.2 | $2.6M | 21k | 122.25 | |
| Corning Incorporated (GLW) | 1.1 | $2.3M | 76k | 30.45 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $277k | 584.00 | 474.99 |
