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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 $246,817,463 across 25 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-16. Its ten largest share positions make up 65.14% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000045

Period
2025-12-31
Reported value
$247M
Holdings
25
Top 10 weight
65.14%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FISVadded+33,686$2.26M
MDTadded+1,166$112K
DHIadded+588$84.7K
PHadded+85$74.7K
TMOadded+125$72.4K

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
ORCLreduced-2,622-$511K
KNXreduced-3,197-$167K
SPYreduced-239-$163K
AAPLreduced-428-$116K
CSCOreduced-1,101-$84.8K

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, Q4 2025

Share positions as resolved from 13F-HR 0002085853-26-000045, largest first. % of portfolio is the value over $246,817,463, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,255 shares; 2024Q4: 94,781 shares; 2025Q1: not loaded; 2025Q2: 80,607 shares; 2025Q3: 78,790 shares; 2025Q4: 78,873 shares 78,873$24.4M9.87%+83Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,404 shares; 2024Q4: 56,450 shares; 2025Q1: not loaded; 2025Q2: 48,296 shares; 2025Q3: 47,357 shares; 2025Q4: 47,337 shares 47,337$22.9M9.28%-20Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,235 shares; 2024Q4: 33,100 shares; 2025Q1: not loaded; 2025Q2: 38,721 shares; 2025Q3: 38,298 shares; 2025Q4: 38,347 shares 38,347$19.6M7.93%+49Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,948 shares; 2024Q4: 156,694 shares; 2025Q1: not loaded; 2025Q2: 135,713 shares; 2025Q3: 133,079 shares; 2025Q4: 133,667 shares 133,667$19.3M7.8%+588Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,625 shares; 2024Q4: 75,916 shares; 2025Q1: not loaded; 2025Q2: 64,219 shares; 2025Q3: 63,032 shares; 2025Q4: 62,604 shares 62,604$17M6.9%-428Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,493 shares; 2024Q4: 17,366 shares; 2025Q1: not loaded; 2025Q2: 14,907 shares; 2025Q3: 14,566 shares; 2025Q4: 14,651 shares 14,651$12.9M5.22%+85Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,930 shares; 2024Q4: 43,431 shares; 2025Q1: not loaded; 2025Q2: 38,069 shares; 2025Q3: 37,474 shares; 2025Q4: 37,500 shares 37,500$11.9M4.84%+26Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,535 shares; 2024Q4: 86,007 shares; 2025Q1: not loaded; 2025Q2: 71,888 shares; 2025Q3: 63,854 shares; 2025Q4: 61,232 shares 61,232$11.9M4.84%-2,622Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,876 shares; 2024Q4: 170,533 shares; 2025Q1: not loaded; 2025Q2: 142,878 shares; 2025Q3: 140,560 shares; 2025Q4: 139,459 shares 139,459$10.7M4.35%-1,101Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,151 shares; 2024Q4: 95,155 shares; 2025Q1: not loaded; 2025Q2: 78,270 shares; 2025Q3: 77,016 shares; 2025Q4: 76,918 shares 76,918$10.2M4.13%-98Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,719 shares; 2024Q4: 43,600 shares; 2025Q1: not loaded; 2025Q2: 35,735 shares; 2025Q3: 35,311 shares; 2025Q4: 35,099 shares 35,099$9.42M3.82%-212Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,865 shares; 2024Q4: 50,282 shares; 2025Q1: not loaded; 2025Q2: 41,673 shares; 2025Q3: 41,091 shares; 2025Q4: 41,400 shares 41,400$8.08M3.27%+309Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,722 shares; 2024Q4: 92,159 shares; 2025Q1: not loaded; 2025Q2: 73,212 shares; 2025Q3: 72,387 shares; 2025Q4: 73,553 shares 73,553$7.07M2.86%+1,166Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,611 shares; 2024Q4: 50,531 shares; 2025Q1: not loaded; 2025Q2: 68,881 shares; 2025Q3: 68,176 shares; 2025Q4: 101,862 shares 101,862$6.84M2.77%+33,686Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,764 shares; 2024Q4: 71,605 shares; 2025Q1: not loaded; 2025Q2: 60,231 shares; 2025Q3: 59,408 shares; 2025Q4: 59,851 shares 59,851$6.71M2.72%+443Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,833 shares; 2024Q4: 21,292 shares; 2025Q1: not loaded; 2025Q2: 18,403 shares; 2025Q3: 18,061 shares; 2025Q4: 18,210 shares 18,210$6.4M2.59%+149Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,790 shares; 2024Q4: 160,099 shares; 2025Q1: not loaded; 2025Q2: 122,040 shares; 2025Q3: 120,107 shares; 2025Q4: 116,910 shares 116,910$6.11M2.48%-3,197Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,997 shares; 2024Q4: 11,895 shares; 2025Q1: not loaded; 2025Q2: 10,218 shares; 2025Q3: 10,114 shares; 2025Q4: 10,239 shares 10,239$5.93M2.4%+125Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,142 shares; 2024Q4: 40,193 shares; 2025Q1: not loaded; 2025Q2: 29,953 shares; 2025Q3: 29,629 shares; 2025Q4: 29,899 shares 29,899$5.84M2.37%+270Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,982 shares; 2024Q4: 27,129 shares; 2025Q1: not loaded; 2025Q2: 23,080 shares; 2025Q3: 22,692 shares; 2025Q4: 22,971 shares 22,971$5.67M2.3%+279Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,928 shares; 2024Q4: 74,134 shares; 2025Q1: not loaded; 2025Q2: 61,061 shares; 2025Q3: 60,450 shares; 2025Q4: 59,945 shares 59,945$5.25M2.13%-505Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,303 shares; 2024Q4: 7,287 shares; 2025Q1: not loaded; 2025Q2: 7,147 shares; 2025Q3: 7,059 shares; 2025Q4: 6,820 shares 6,820$4.65M1.88%-239Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,719 shares; 2024Q4: 10,700 shares; 2025Q1: not loaded; 2025Q2: 5,503 shares; 2025Q3: 5,473 shares; 2025Q4: 5,519 shares 5,519$3.66M1.48%+46Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,749 shares; 2024Q4: 34,101 shares; 2025Q1: not loaded; 2025Q2: 29,233 shares; 2025Q3: 28,787 shares; 2025Q4: 28,978 shares 28,978$2.33M0.95%+191Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,919 shares; 2024Q4: 22,428 shares; 2025Q1: not loaded; 2025Q2: 19,083 shares; 2025Q3: 19,006 shares; 2025Q4: 18,785 shares 18,785$2.07M0.84%-221Timeline

How Q4 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 0002085853-26-000045 base2026-01-16acceptance time not in the bulk data set