Two Point Capital Management, Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| D R HORTON INC(DHI) | 135,713 | 133,079 | -2,634 | 17,496,104 | 22,552,845 | 9.07% | +5,056,741 |
| ALPHABET INC(GOOG) | 80,607 | 78,790 | -1,817 | 14,392,114 | 19,154,331 | 7.70% | +4,762,217 |
| CUMMINS INC(CMI) | 38,721 | 38,298 | -423 | 12,680,975 | 16,175,937 | 6.50% | +3,494,962 |
| APPLE INC(AAPL) | 64,219 | 63,032 | -1,187 | 13,175,907 | 16,049,740 | 6.45% | +2,873,833 |
| ORACLE CORP(ORCL) | 71,888 | 63,854 | -8,034 | 15,716,779 | 17,958,286 | 7.22% | +2,241,507 |
| CORNING INC(GLW) | 61,061 | 60,450 | -611 | 3,211,177 | 4,958,739 | 1.99% | +1,747,562 |
| JACOBS SOLUTIONS INC(J) | 78,270 | 77,016 | -1,254 | 10,288,637 | 11,541,579 | 4.64% | +1,252,942 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 10,218 | 10,114 | -104 | 4,143,014 | 4,905,533 | 1.97% | +762,519 |
| PARKER-HANNIFIN CORP(PH) | 14,907 | 14,566 | -341 | 10,412,349 | 11,043,554 | 4.44% | +631,205 |
| MEDTRONIC PLC(MDT) | 73,212 | 72,387 | -825 | 6,381,891 | 6,894,102 | 2.77% | +512,211 |
| MICROSOFT CORP(MSFT) | 48,296 | 47,357 | -939 | 24,022,732 | 24,528,464 | 9.86% | +505,732 |
| EATON CORP PLC(ETN) | 38,069 | 37,474 | -595 | 13,590,187 | 14,024,672 | 5.64% | +434,485 |
| SPDR S&P 500 ETF TR(SPY) | 7,147 | 7,059 | -88 | 4,415,885 | 4,702,589 | 1.89% | +286,704 |
| ARROW ELECTRS INC | 19,083 | 19,006 | -77 | 2,431,747 | 2,299,726 | 0.92% | -132,021 |
| CISCO SYS INC(CSCO) | 142,878 | 140,560 | -2,318 | 9,912,862 | 9,617,099 | 3.87% | -295,763 |
| AMDOCS LTD(DOX) | 29,233 | 28,787 | -446 | 2,667,245 | 2,361,952 | 0.95% | -305,293 |
| AIR PRODS & CHEMS INC | 23,080 | 22,692 | -388 | 6,509,969 | 6,188,688 | 2.49% | -321,281 |
| DOVER CORP(DOV) | 29,953 | 29,629 | -324 | 5,488,259 | 4,943,017 | 1.99% | -545,242 |
| INTUIT(INTU) | 5,503 | 5,473 | -30 | 4,334,431 | 3,737,670 | 1.50% | -596,761 |
| STRYKER CORPORATION(SYK) | 18,403 | 18,061 | -342 | 7,280,897 | 6,676,756 | 2.68% | -604,141 |
| KNIGHT-SWIFT TRANSN HLDGS IN(KNX) | 122,040 | 120,107 | -1,933 | 5,397,841 | 4,745,412 | 1.91% | -652,429 |
| HONEYWELL INTL INC(HON) | 41,673 | 41,091 | -582 | 9,704,741 | 8,649,718 | 3.48% | -1,055,023 |
| PAYCHEX INC(PAYX) | 60,231 | 59,408 | -823 | 8,761,206 | 7,530,587 | 3.03% | -1,230,619 |
| ACCENTURE PLC IRELAND | 35,735 | 35,311 | -424 | 10,680,860 | 8,707,594 | 3.50% | -1,973,266 |
| FISERV INC(FISV) | 68,881 | 68,176 | -705 | 11,875,774 | 8,789,932 | 3.53% | -3,085,842 |