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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 $234,973,583 across 25 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-21. Its ten largest share positions make up 61.3% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001667731-25-000890

Period
2025-06-30
Reported value
$235M
Holdings
25
Top 10 weight
61.3%
New
Sold out

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001667731-25-000890, largest first. % of portfolio is the value over $234,973,583, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,404 shares; 2024Q4: 56,450 shares; 2025Q1: not loaded; 2025Q2: 48,296 shares 48,296$24M10.22%Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,948 shares; 2024Q4: 156,694 shares; 2025Q1: not loaded; 2025Q2: 135,713 shares 135,713$17.5M7.45%Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,535 shares; 2024Q4: 86,007 shares; 2025Q1: not loaded; 2025Q2: 71,888 shares 71,888$15.7M6.69%Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,255 shares; 2024Q4: 94,781 shares; 2025Q1: not loaded; 2025Q2: 80,607 shares 80,607$14.4M6.12%Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,930 shares; 2024Q4: 43,431 shares; 2025Q1: not loaded; 2025Q2: 38,069 shares 38,069$13.6M5.78%Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,625 shares; 2024Q4: 75,916 shares; 2025Q1: not loaded; 2025Q2: 64,219 shares 64,219$13.2M5.61%Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,235 shares; 2024Q4: 33,100 shares; 2025Q1: not loaded; 2025Q2: 38,721 shares 38,721$12.7M5.4%Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,611 shares; 2024Q4: 50,531 shares; 2025Q1: not loaded; 2025Q2: 68,881 shares 68,881$11.9M5.05%Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,719 shares; 2024Q4: 43,600 shares; 2025Q1: not loaded; 2025Q2: 35,735 shares 35,735$10.7M4.55%Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,493 shares; 2024Q4: 17,366 shares; 2025Q1: not loaded; 2025Q2: 14,907 shares 14,907$10.4M4.43%Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,151 shares; 2024Q4: 95,155 shares; 2025Q1: not loaded; 2025Q2: 78,270 shares 78,270$10.3M4.38%Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,876 shares; 2024Q4: 170,533 shares; 2025Q1: not loaded; 2025Q2: 142,878 shares 142,878$9.91M4.22%Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,865 shares; 2024Q4: 50,282 shares; 2025Q1: not loaded; 2025Q2: 41,673 shares 41,673$9.7M4.13%Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,764 shares; 2024Q4: 71,605 shares; 2025Q1: not loaded; 2025Q2: 60,231 shares 60,231$8.76M3.73%Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,833 shares; 2024Q4: 21,292 shares; 2025Q1: not loaded; 2025Q2: 18,403 shares 18,403$7.28M3.1%Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,982 shares; 2024Q4: 27,129 shares; 2025Q1: not loaded; 2025Q2: 23,080 shares 23,080$6.51M2.77%Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,722 shares; 2024Q4: 92,159 shares; 2025Q1: not loaded; 2025Q2: 73,212 shares 73,212$6.38M2.72%Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,142 shares; 2024Q4: 40,193 shares; 2025Q1: not loaded; 2025Q2: 29,953 shares 29,953$5.49M2.34%Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,790 shares; 2024Q4: 160,099 shares; 2025Q1: not loaded; 2025Q2: 122,040 shares 122,040$5.4M2.3%Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,303 shares; 2024Q4: 7,287 shares; 2025Q1: not loaded; 2025Q2: 7,147 shares 7,147$4.42M1.88%Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,719 shares; 2024Q4: 10,700 shares; 2025Q1: not loaded; 2025Q2: 5,503 shares 5,503$4.33M1.84%Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,997 shares; 2024Q4: 11,895 shares; 2025Q1: not loaded; 2025Q2: 10,218 shares 10,218$4.14M1.76%Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,928 shares; 2024Q4: 74,134 shares; 2025Q1: not loaded; 2025Q2: 61,061 shares 61,061$3.21M1.37%Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,749 shares; 2024Q4: 34,101 shares; 2025Q1: not loaded; 2025Q2: 29,233 shares 29,233$2.67M1.14%Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,919 shares; 2024Q4: 22,428 shares; 2025Q1: not loaded; 2025Q2: 19,083 shares 19,083$2.43M1.03%Timeline

How Q2 2025 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 0001667731-25-000890 base2025-07-21acceptance time not in the bulk data set