Two Point Capital Management as of March 31, 2024
Portfolio Holdings for Two Point Capital Management
Two Point Capital Management holds 24 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| D.R. Horton (DHI) | 10.6 | $26M | 157k | 164.55 | |
| Microsoft Corporation (MSFT) | 9.7 | $24M | 56k | 420.72 | |
| Accenture Shs Class A (ACN) | 6.1 | $15M | 43k | 346.61 | |
| Jacobs Engineering Group (J) | 5.9 | $14M | 94k | 153.73 | |
| Alphabet Inc Cap Stk Cla Cap Stk Cl A (GOOGL) | 5.8 | $14M | 94k | 150.94 | |
| Eaton Corporation SHS (ETN) | 5.6 | $14M | 44k | 312.68 | |
| Apple (AAPL) | 5.4 | $13M | 76k | 171.48 | |
| Oracle Corporation (ORCL) | 4.4 | $11M | 85k | 125.61 | |
| Honeywell International (HON) | 4.3 | $10M | 51k | 205.25 | |
| Cummins (CMI) | 3.9 | $9.6M | 33k | 294.65 | |
| Parker-Hannifin Corporation (PH) | 3.9 | $9.6M | 17k | 555.79 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 3.7 | $9.1M | 165k | 55.02 | |
| Paychex (PAYX) | 3.6 | $8.7M | 71k | 122.80 | |
| Cisco Systems (CSCO) | 3.6 | $8.7M | 174k | 49.91 | |
| Fiserv (FI) | 3.3 | $7.9M | 50k | 159.82 | |
| Medtronic SHS (MDT) | 3.2 | $7.8M | 90k | 87.15 | |
| Stryker Corporation (SYK) | 3.2 | $7.7M | 22k | 357.87 | |
| Dover Corporation (DOV) | 2.9 | $7.0M | 40k | 177.19 | |
| Thermo Fisher Scientific (TMO) | 2.9 | $7.0M | 12k | 581.21 | |
| Intuit (INTU) | 2.8 | $6.9M | 11k | 650.00 | |
| Spdr S&p500 Etf Trusttrust Uni Tr Unit (SPY) | 1.8 | $4.3M | 8.3k | 523.09 | |
| Amdocs Ltd Ord Gbp0.01 SHS (DOX) | 1.2 | $3.0M | 33k | 90.37 | |
| Arrow Electronics (ARW) | 1.1 | $2.8M | 22k | 129.46 | |
| Corning Incorporated (GLW) | 1.0 | $2.5M | 75k | 32.96 |
