Skip to content
Disclosery

Two Point Capital Management, Inc.

Follow

13F filer, CIK 1962382, Pittsford, NY

Two Point Capital Management, Inc. reported $248,738,522 across 25 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-09. Its ten largest share positions make up 65.39% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-25-000054

Period
2025-09-30
Reported value
$249M
Holdings
25
Top 10 weight
65.39%
New
0
Sold out
0

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ORCLreduced-8,034-$2.26M
MSFTreduced-939-$486K
DHIreduced-2,634-$446K
GOOGLreduced-1,817-$442K
AAPLreduced-1,187-$302K

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, Q3 2025

Share positions as resolved from 13F-HR 0002085853-25-000054, largest first. % of portfolio is the value over $248,738,522, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,404 shares; 2024Q4: 56,450 shares; 2025Q1: not loaded; 2025Q2: 48,296 shares; 2025Q3: 47,357 shares 47,357$24.5M9.86%-939Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,948 shares; 2024Q4: 156,694 shares; 2025Q1: not loaded; 2025Q2: 135,713 shares; 2025Q3: 133,079 shares 133,079$22.6M9.07%-2,634Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,255 shares; 2024Q4: 94,781 shares; 2025Q1: not loaded; 2025Q2: 80,607 shares; 2025Q3: 78,790 shares 78,790$19.2M7.7%-1,817Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,535 shares; 2024Q4: 86,007 shares; 2025Q1: not loaded; 2025Q2: 71,888 shares; 2025Q3: 63,854 shares 63,854$18M7.22%-8,034Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,235 shares; 2024Q4: 33,100 shares; 2025Q1: not loaded; 2025Q2: 38,721 shares; 2025Q3: 38,298 shares 38,298$16.2M6.5%-423Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,625 shares; 2024Q4: 75,916 shares; 2025Q1: not loaded; 2025Q2: 64,219 shares; 2025Q3: 63,032 shares 63,032$16M6.45%-1,187Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,930 shares; 2024Q4: 43,431 shares; 2025Q1: not loaded; 2025Q2: 38,069 shares; 2025Q3: 37,474 shares 37,474$14M5.64%-595Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,151 shares; 2024Q4: 95,155 shares; 2025Q1: not loaded; 2025Q2: 78,270 shares; 2025Q3: 77,016 shares 77,016$11.5M4.64%-1,254Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,493 shares; 2024Q4: 17,366 shares; 2025Q1: not loaded; 2025Q2: 14,907 shares; 2025Q3: 14,566 shares 14,566$11M4.44%-341Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,876 shares; 2024Q4: 170,533 shares; 2025Q1: not loaded; 2025Q2: 142,878 shares; 2025Q3: 140,560 shares 140,560$9.62M3.87%-2,318Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,611 shares; 2024Q4: 50,531 shares; 2025Q1: not loaded; 2025Q2: 68,881 shares; 2025Q3: 68,176 shares 68,176$8.79M3.53%-705Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,719 shares; 2024Q4: 43,600 shares; 2025Q1: not loaded; 2025Q2: 35,735 shares; 2025Q3: 35,311 shares 35,311$8.71M3.5%-424Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,865 shares; 2024Q4: 50,282 shares; 2025Q1: not loaded; 2025Q2: 41,673 shares; 2025Q3: 41,091 shares 41,091$8.65M3.48%-582Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,764 shares; 2024Q4: 71,605 shares; 2025Q1: not loaded; 2025Q2: 60,231 shares; 2025Q3: 59,408 shares 59,408$7.53M3.03%-823Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,722 shares; 2024Q4: 92,159 shares; 2025Q1: not loaded; 2025Q2: 73,212 shares; 2025Q3: 72,387 shares 72,387$6.89M2.77%-825Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,833 shares; 2024Q4: 21,292 shares; 2025Q1: not loaded; 2025Q2: 18,403 shares; 2025Q3: 18,061 shares 18,061$6.68M2.68%-342Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,982 shares; 2024Q4: 27,129 shares; 2025Q1: not loaded; 2025Q2: 23,080 shares; 2025Q3: 22,692 shares 22,692$6.19M2.49%-388Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,928 shares; 2024Q4: 74,134 shares; 2025Q1: not loaded; 2025Q2: 61,061 shares; 2025Q3: 60,450 shares 60,450$4.96M1.99%-611Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,142 shares; 2024Q4: 40,193 shares; 2025Q1: not loaded; 2025Q2: 29,953 shares; 2025Q3: 29,629 shares 29,629$4.94M1.99%-324Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,997 shares; 2024Q4: 11,895 shares; 2025Q1: not loaded; 2025Q2: 10,218 shares; 2025Q3: 10,114 shares 10,114$4.91M1.97%-104Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,790 shares; 2024Q4: 160,099 shares; 2025Q1: not loaded; 2025Q2: 122,040 shares; 2025Q3: 120,107 shares 120,107$4.75M1.91%-1,933Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,303 shares; 2024Q4: 7,287 shares; 2025Q1: not loaded; 2025Q2: 7,147 shares; 2025Q3: 7,059 shares 7,059$4.7M1.89%-88Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,719 shares; 2024Q4: 10,700 shares; 2025Q1: not loaded; 2025Q2: 5,503 shares; 2025Q3: 5,473 shares 5,473$3.74M1.5%-30Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,749 shares; 2024Q4: 34,101 shares; 2025Q1: not loaded; 2025Q2: 29,233 shares; 2025Q3: 28,787 shares 28,787$2.36M0.95%-446Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,919 shares; 2024Q4: 22,428 shares; 2025Q1: not loaded; 2025Q2: 19,083 shares; 2025Q3: 19,006 shares 19,006$2.3M0.92%-77Timeline

How Q3 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 0002085853-25-000054 base2025-10-09acceptance time not in the bulk data set