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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 $229,018,880 across 28 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-22. Its ten largest share positions make up 61.54% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000448

Period
2026-03-31
Reported value
$229M
Holdings
28
Top 10 weight
61.54%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FISVadded+131,337$7.33M
HSYnew+21,596$4.49M
INDBnew+5,184$390K
GOOGnew+1,046$300K
SPYadded+342$222K

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
CMIreduced-10,717-$5.77M
GOOGLreduced-15,408-$4.43M
PHreduced-3,365-$3.01M
GLWreduced-21,835-$2.97M
ACNreduced-1,904-$378K

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, Q1 2026

Share positions as resolved from 13F-HR 0002085853-26-000448, largest first. % of portfolio is the value over $229,018,880, 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; 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; 2026Q1: 63,465 shares 63,465$18.3M7.97%-15,408Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 131,120 shares 131,120$18M7.86%-2,547Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 46,846 shares 46,846$17.3M7.57%-491Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 62,202 shares 62,202$15.8M6.89%-402Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 27,630 shares 27,630$14.9M6.49%-10,717Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 36,860 shares 36,860$13.2M5.76%-640Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 233,199 shares 233,199$13M5.68%+131,337Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 137,494 shares 137,494$10.7M4.66%-1,965Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,286 shares 11,286$10.1M4.41%-3,365Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 76,460 shares 76,460$9.73M4.25%-458Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 40,758 shares 40,758$9.21M4.02%-642Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 59,589 shares 59,589$8.77M3.83%-1,643Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 33,195 shares 33,195$6.58M2.87%-1,904Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,586 shares 22,586$6.56M2.86%-385Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 113,223 shares 113,223$6.52M2.85%-3,687Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 72,897 shares 72,897$6.32M2.76%-656Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 28,515 shares 28,515$5.94M2.6%-1,384Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 18,087 shares 18,087$5.94M2.6%-123Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 59,838 shares 59,838$5.51M2.41%-13Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 38,110 shares 38,110$5.18M2.26%-21,835Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,059 shares 10,059$4.94M2.16%-180Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,162 shares 7,162$4.66M2.03%+342Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,596 shares 21,596$4.49M1.96%newTimeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 18,243 shares 18,243$2.62M1.14%-542Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,460 shares 5,460$2.36M1.03%-59Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 27,373 shares 27,373$1.79M0.78%-1,605Timeline
INDBINDEPENDENT BK CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,184 shares 5,184$390K0.17%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,046 shares 1,046$300K0.13%newTimeline

How Q1 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 0002085853-26-000448 base2026-04-22acceptance time not in the bulk data set