Two Point Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Two Point Capital Management, Inc. held in its portfolio 25 assets valued at $246,817,463 (i.e. $246.82M).

The most valuable assets in the portfolio included: ALPHABET INC ($24.36M), MICROSOFT CORP ($22.89M), and CUMMINS INC ($19.57M).

The chart below shows the top 10 valuable assets, and the table below shows the top 25 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Two Point Capital Management, Inc. Portfolio

ALPHABET INC

MICROSOFT CORP

CUMMINS INC

D R HORTON INC

APPLE INC

PARKER-HANNIFIN CORP

EATON CORP PLC

ORACLE CORP

CISCO SYS INC

JACOBS SOLUTIONS INC

Two Point Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ALPHABET INC	78873	24359914	CAP STK CL A
MICROSOFT CORP	47337	22893157	COM
CUMMINS INC	38347	19573977	COM
D R HORTON INC	133667	19252068	COM
APPLE INC	62604	17019464	COM
PARKER-HANNIFIN CORP	14651	12877240	COM
EATON CORP PLC	37500	11944258	SHS
ORACLE CORP	61232	11934793	COM
CISCO SYS INC	139459	10742540	COM
JACOBS SOLUTIONS INC	76918	10188600	COM
ACCENTURE PLC IRELAND	35099	9417151	SHS CLASS A
HONEYWELL INTL INC	41400	8076773	COM
MEDTRONIC PLC	73553	7065517	SHS
FISERV INC	101862	6842071	COM
PAYCHEX INC	59851	6714097	COM
STRYKER CORPORATION	18210	6400444	COM
KNIGHT-SWIFT TRANSN HLDGS IN	116910	6112051	CL A
THERMO FISHER SCIENTIFIC INC	10239	5933049	COM
DOVER CORP	29899	5837543	COM
AIR PRODS & CHEMS INC	22971	5674269	COM
CORNING INC	59945	5248788	COM
SPDR S&P 500 ETF TR	6820	4650910	TR UNIT
INTUIT	5519	3656020	COM
AMDOCS LTD	28978	2333037	SHS
ARROW ELECTRS INC	18785	2069732	COM