Two Point Capital Management, Inc. Top Holdings and 13F Report (2024) About Two Point Capital Management, Inc.Investment ActivityTwo Point Capital Management, Inc. has $234.97 million in total holdings as of September 30, 2024.Two Point Capital Management, Inc. owns shares of 25 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 2.13% of the portfolio was purchased this quarter.About 18.96% of the portfolio was sold this quarter.This quarter, Two Point Capital Management, Inc. has purchased 26 new stocks and bought additional shares in 2 stocks.Two Point Capital Management, Inc. sold shares of 23 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $24,022,732D.R. Horton $17,496,104Oracle $15,716,779Alphabet $14,392,114Eaton $13,590,187 Largest Purchases this Quarter Fiserv 18,350 shares (about $3.16M)Cummins 5,621 shares (about $1.84M) Largest Sales this Quarter Intuit 5,197 shares (about $4.09M)Microsoft 8,154 shares (about $4.06M)Oracle 14,119 shares (about $3.09M)D.R. Horton 20,981 shares (about $2.70M)Alphabet 14,174 shares (about $2.53M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTwo Point Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$24,022,732$4,055,851 ▼-14.4%48,29610.2%Computer and TechnologyDHID.R. Horton$17,496,104$2,704,868 ▼-13.4%135,7137.4%ConstructionORCLOracle$15,716,779$3,086,818 ▼-16.4%71,8886.7%Computer and TechnologyGOOGLAlphabet$14,392,114$2,530,721 ▼-15.0%80,6076.1%Computer and TechnologyETNEaton$13,590,187$1,914,171 ▼-12.3%38,0695.8%IndustrialsAAPLApple$13,175,907$2,399,891 ▼-15.4%64,2195.6%Computer and TechnologyCMICummins$12,680,975$1,840,855 ▲17.0%38,7215.4%Auto/Tires/TrucksFIFiserv$11,875,774$3,163,724 ▲36.3%68,8815.1%Business ServicesACNAccenture$10,680,860$2,350,776 ▼-18.0%35,7354.5%Computer and TechnologyPHParker-Hannifin$10,412,349$1,717,580 ▼-14.2%14,9074.4%IndustrialsJJacobs Solutions$10,288,637$2,219,543 ▼-17.7%78,2704.4%Business ServicesCSCOCisco Systems$9,912,862$1,918,701 ▼-16.2%142,8784.2%Computer and TechnologyHONHoneywell International$9,704,741$2,004,850 ▼-17.1%41,6734.1%Multi-Sector ConglomeratesPAYXPaychex$8,761,206$1,654,463 ▼-15.9%60,2313.7%Computer and TechnologySYKStryker$7,280,897$1,142,994 ▼-13.6%18,4033.1%MedicalAPDAir Products and Chemicals$6,509,969$1,142,065 ▼-14.9%23,0802.8%Basic MaterialsMDTMedtronic$6,381,891$1,651,610 ▼-20.6%73,2122.7%MedicalDOVDover$5,488,259$1,876,265 ▼-25.5%29,9532.3%IndustrialsKNXKnight-Swift Transportation$5,397,841$1,683,353 ▼-23.8%122,0402.3%TransportationSPYSPDR S&P 500 ETF Trust$4,415,885$86,501 ▼-1.9%7,1471.9%FinanceINTUIntuit$4,334,431$4,093,410 ▼-48.6%5,5031.8%Computer and TechnologyTMOThermo Fisher Scientific$4,143,014$679,960 ▼-14.1%10,2181.8%MedicalGLWCorning$3,211,177$687,505 ▼-17.6%61,0611.4%Computer and TechnologyDOXAmdocs$2,667,245$444,161 ▼-14.3%29,2331.1%Computer and TechnologyARWArrow Electronics$2,431,747$426,253 ▼-14.9%19,0831.0%Computer and TechnologyAMENTUM HOLDINGS INC$0$2,078,964 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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