13F-HR filed by Two Point Capital Management, Inc.
Two Point Capital Management, Inc. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-16, with 25 holding rows worth $246,817,463.
- Accession
- 0002085853-26-000045
- Filer
- CIK 1962382
- Filed
- 2026-01-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 25 entries on the cover page, a total value of $246,817,463 stated on the cover page (in dollars after the unit check, H1), rows summing to $246,817,463 with VALUE read as dollars as filed, 13F file number 028-22748. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 78,873 | $24,359,914 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 47,337 | $22,893,157 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 38,347 | $19,573,977 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 133,667 | $19,252,068 | dollars as filed | |
| Apple Inc | 037833100 | COM | 62,604 | $17,019,464 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 14,651 | $12,877,240 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 37,500 | $11,944,258 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 61,232 | $11,934,793 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 139,459 | $10,742,540 | dollars as filed | |
| JACOBS SOLUTIONS INC COM | 46982L108 | Stock | 76,918 | $10,188,600 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 35,099 | $9,417,151 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 41,400 | $8,076,773 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 73,553 | $7,065,517 | dollars as filed | |
| FISERV INC | 337738108 | COM | 101,862 | $6,842,071 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 59,851 | $6,714,097 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 18,210 | $6,400,444 | dollars as filed | |
| KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | CL A | 116,910 | $6,112,051 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 10,239 | $5,933,049 | dollars as filed | |
| DOVER CORP COM | 260003108 | Stock | 29,899 | $5,837,543 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 22,971 | $5,674,269 | dollars as filed | |
| CORNING INC | 219350105 | COM | 59,945 | $5,248,788 | dollars as filed | |
| SPY | 78462F103 | SHS | 6,820 | $4,650,910 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 5,519 | $3,656,020 | dollars as filed | |
| AMDOCS LTD | G02602103 | SHS | 28,978 | $2,333,037 | dollars as filed | |
| ARROW ELECTRS INC | 042735100 | COM | 18,785 | $2,069,732 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002085853-26-000045 | this filing | 2026-01-16 | acceptance time not in the bulk data set |