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Two Point Capital Management, Inc.

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13F filer, CIK 1962382, Pittsford, NY

Two Point Capital Management, Inc. reported $248,247,669 across 30 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-23. Its ten largest share positions make up 65.69% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000826

Period
2026-06-30
Reported value
$248M
Holdings
30
Top 10 weight
65.69%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HONnew+20,250$4.53M
HONAnew+20,250$4.48M
HSYadded+14,813$2.6M
BNLnew+16,210$335K
AAPLadded+1,127$326K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
HONexited-40,758-$9.21M
GLWreduced-22,131-$5.65M
ORCLreduced-27,236-$3.99M
KNXreduced-3,589-$279K
ETNreduced-345-$147K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002085853-26-000826, largest first. % of portfolio is the value over $248,247,669, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,255 shares; 2024Q4: 94,781 shares; 2025Q1: not loaded; 2025Q2: 80,607 shares; 2025Q3: 78,790 shares; 2025Q4: 78,873 shares; 2026Q1: 63,465 shares; 2026Q2: 63,595 shares 63,595$22.7M9.16%+130Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,948 shares; 2024Q4: 156,694 shares; 2025Q1: not loaded; 2025Q2: 135,713 shares; 2025Q3: 133,079 shares; 2025Q4: 133,667 shares; 2026Q1: 131,120 shares; 2026Q2: 130,612 shares 130,612$21.3M8.57%-508Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,235 shares; 2024Q4: 33,100 shares; 2025Q1: not loaded; 2025Q2: 38,721 shares; 2025Q3: 38,298 shares; 2025Q4: 38,347 shares; 2026Q1: 27,630 shares; 2026Q2: 27,572 shares 27,572$19.7M7.92%-58Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,625 shares; 2024Q4: 75,916 shares; 2025Q1: not loaded; 2025Q2: 64,219 shares; 2025Q3: 63,032 shares; 2025Q4: 62,604 shares; 2026Q1: 62,202 shares; 2026Q2: 63,329 shares 63,329$18.3M7.38%+1,127Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,404 shares; 2024Q4: 56,450 shares; 2025Q1: not loaded; 2025Q2: 48,296 shares; 2025Q3: 47,357 shares; 2025Q4: 47,337 shares; 2026Q1: 46,846 shares; 2026Q2: 46,806 shares 46,806$17.5M7.03%-40Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,876 shares; 2024Q4: 170,533 shares; 2025Q1: not loaded; 2025Q2: 142,878 shares; 2025Q3: 140,560 shares; 2025Q4: 139,459 shares; 2026Q1: 137,494 shares; 2026Q2: 137,166 shares 137,166$16.1M6.49%-328Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,930 shares; 2024Q4: 43,431 shares; 2025Q1: not loaded; 2025Q2: 38,069 shares; 2025Q3: 37,474 shares; 2025Q4: 37,500 shares; 2026Q1: 36,860 shares; 2026Q2: 36,515 shares 36,515$15.6M6.27%-345Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,611 shares; 2024Q4: 50,531 shares; 2025Q1: not loaded; 2025Q2: 68,881 shares; 2025Q3: 68,176 shares; 2025Q4: 101,862 shares; 2026Q1: 233,199 shares; 2026Q2: 232,954 shares 232,954$11.4M4.6%-245Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,493 shares; 2024Q4: 17,366 shares; 2025Q1: not loaded; 2025Q2: 14,907 shares; 2025Q3: 14,566 shares; 2025Q4: 14,651 shares; 2026Q1: 11,286 shares; 2026Q2: 11,202 shares 11,202$11M4.41%-84Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,151 shares; 2024Q4: 95,155 shares; 2025Q1: not loaded; 2025Q2: 78,270 shares; 2025Q3: 77,016 shares; 2025Q4: 76,918 shares; 2026Q1: 76,460 shares; 2026Q2: 76,041 shares 76,041$9.58M3.86%-419Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,790 shares; 2024Q4: 160,099 shares; 2025Q1: not loaded; 2025Q2: 122,040 shares; 2025Q3: 120,107 shares; 2025Q4: 116,910 shares; 2026Q1: 113,223 shares; 2026Q2: 109,634 shares 109,634$8.54M3.44%-3,589Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,982 shares; 2024Q4: 27,129 shares; 2025Q1: not loaded; 2025Q2: 23,080 shares; 2025Q3: 22,692 shares; 2025Q4: 22,971 shares; 2026Q1: 22,586 shares; 2026Q2: 22,439 shares 22,439$6.58M2.65%-147Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,596 shares; 2026Q2: 36,409 shares 36,409$6.39M2.57%+14,813Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,142 shares; 2024Q4: 40,193 shares; 2025Q1: not loaded; 2025Q2: 29,953 shares; 2025Q3: 29,629 shares; 2025Q4: 29,899 shares; 2026Q1: 28,515 shares; 2026Q2: 28,060 shares 28,060$6.29M2.54%-455Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,764 shares; 2024Q4: 71,605 shares; 2025Q1: not loaded; 2025Q2: 60,231 shares; 2025Q3: 59,408 shares; 2025Q4: 59,851 shares; 2026Q1: 59,838 shares; 2026Q2: 59,311 shares 59,311$5.83M2.35%-527Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,833 shares; 2024Q4: 21,292 shares; 2025Q1: not loaded; 2025Q2: 18,403 shares; 2025Q3: 18,061 shares; 2025Q4: 18,210 shares; 2026Q1: 18,087 shares; 2026Q2: 18,097 shares 18,097$5.7M2.3%+10Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,722 shares; 2024Q4: 92,159 shares; 2025Q1: not loaded; 2025Q2: 73,212 shares; 2025Q3: 72,387 shares; 2025Q4: 73,553 shares; 2026Q1: 72,897 shares; 2026Q2: 72,779 shares 72,779$5.69M2.29%-118Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,303 shares; 2024Q4: 7,287 shares; 2025Q1: not loaded; 2025Q2: 7,147 shares; 2025Q3: 7,059 shares; 2025Q4: 6,820 shares; 2026Q1: 7,162 shares; 2026Q2: 7,207 shares 7,207$5.38M2.17%+45Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,997 shares; 2024Q4: 11,895 shares; 2025Q1: not loaded; 2025Q2: 10,218 shares; 2025Q3: 10,114 shares; 2025Q4: 10,239 shares; 2026Q1: 10,059 shares; 2026Q2: 9,966 shares 9,966$5M2.01%-93Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,535 shares; 2024Q4: 86,007 shares; 2025Q1: not loaded; 2025Q2: 71,888 shares; 2025Q3: 63,854 shares; 2025Q4: 61,232 shares; 2026Q1: 59,589 shares; 2026Q2: 32,353 shares 32,353$4.74M1.91%-27,236Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,250 shares 20,250$4.53M1.83%newTimeline
HONAHONEYWELL AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,250 shares 20,250$4.48M1.8%newTimeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,928 shares; 2024Q4: 74,134 shares; 2025Q1: not loaded; 2025Q2: 61,061 shares; 2025Q3: 60,450 shares; 2025Q4: 59,945 shares; 2026Q1: 38,110 shares; 2026Q2: 15,979 shares 15,979$4.08M1.64%-22,131Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,719 shares; 2024Q4: 43,600 shares; 2025Q1: not loaded; 2025Q2: 35,735 shares; 2025Q3: 35,311 shares; 2025Q4: 35,099 shares; 2026Q1: 33,195 shares; 2026Q2: 32,391 shares 32,391$4.03M1.62%-804Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,919 shares; 2024Q4: 22,428 shares; 2025Q1: not loaded; 2025Q2: 19,083 shares; 2025Q3: 19,006 shares; 2025Q4: 18,785 shares; 2026Q1: 18,243 shares; 2026Q2: 18,258 shares 18,258$3.9M1.57%+15Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,719 shares; 2024Q4: 10,700 shares; 2025Q1: not loaded; 2025Q2: 5,503 shares; 2025Q3: 5,473 shares; 2025Q4: 5,519 shares; 2026Q1: 5,460 shares; 2026Q2: 5,415 shares 5,415$1.41M0.57%-45Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,749 shares; 2024Q4: 34,101 shares; 2025Q1: not loaded; 2025Q2: 29,233 shares; 2025Q3: 28,787 shares; 2025Q4: 28,978 shares; 2026Q1: 27,373 shares; 2026Q2: 26,948 shares 26,948$1.36M0.55%-425Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,046 shares; 2026Q2: 1,296 shares 1,296$458K0.18%+250Timeline
INDBINDEPENDENT BK CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,184 shares; 2026Q2: 5,184 shares 5,184$434K0.17%0Timeline
BNLBROADSTONE NET LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,210 shares 16,210$335K0.13%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HONHONEYWELL INTL INC40,758$9.21Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002085853-26-000826 base2026-07-23acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002085853-26-000826 Quarter ended 2026-06-302026-07-23acceptance time not in the bulk data set
13F-HR 0002085853-26-000448 Quarter ended 2026-03-312026-04-22acceptance time not in the bulk data set
13F-HR 0002085853-26-000045 Quarter ended 2025-12-312026-01-16acceptance time not in the bulk data set
13F-HR 0002085853-25-000054 Quarter ended 2025-09-302025-10-09acceptance time not in the bulk data set
13F-HR 0001667731-25-000890 Quarter ended 2025-06-302025-07-21acceptance time not in the bulk data set
13F-HR 0001667731-25-000169 Quarter ended 2024-12-312025-01-29acceptance time not in the bulk data set
13F-HR 0001962382-24-000004 Quarter ended 2024-09-302024-10-31acceptance time not in the bulk data set
13F-HR 0001962382-24-000003 Quarter ended 2024-06-302024-08-01acceptance time not in the bulk data set
13F-HR 0001962382-24-000002 Quarter ended 2024-03-312024-05-13acceptance time not in the bulk data set
13F-HR 0001962382-24-000001 Quarter ended 2023-12-312024-02-02acceptance time not in the bulk data set
13F-HR 0001962382-23-000004 Quarter ended 2023-09-302023-10-25acceptance time not in the bulk data set
13F-HR 0001962382-23-000003 Quarter ended 2023-06-302023-08-03acceptance time not in the bulk data set
13F-HR 0001962382-23-000002 Quarter ended 2023-03-312023-04-20acceptance time not in the bulk data set
13F-HR 0001962382-23-000001 Quarter ended 2022-12-312023-01-23acceptance time not in the bulk data set