Two Point Capital Management, Inc.
CIK 1962382 · Holdings on Jun 30, 2025 · First reported Jul 21, 2025
Top ten holdings
Q2 2025- MSFT10.22%
- DHI7.45%
- ORCL6.69%
- GOOGL6.12%
- ETN5.78%
- AAPL5.61%
- CMI5.40%
- FISV5.05%
- ACN4.55%
- PH4.43%
Share classes counted separately61.30%
Portfolio value by quarter
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $24.02M | 10.22% | 48.30K shares | Prior unavailable -8.15K (-14.40%) | Reduced | ↗▾ |
| 02 | DHIDR HORTON INC View history and evidence | $17.50M | 7.45% | 135.71K shares | Prior unavailable -20.98K (-13.40%) | Reduced | ↗▾ |
| 03 | ORCLORACLE CORP View history and evidence | $15.72M | 6.69% | 71.89K shares | Prior unavailable -14.12K (-16.40%) | Reduced | ↗▾ |
| 04 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $14.39M | 6.12% | 80.61K shares | Prior unavailable -14.17K (-15.00%) | Reduced | ↗▾ |
| 05 | ETNEATON CORP PLCSHS View history and evidence | $13.59M | 5.78% | 38.07K shares | Prior unavailable -5.36K (-12.30%) | Reduced | ↗▾ |
| 06 | AAPLAPPLE INC View history and evidence | $13.18M | 5.61% | 64.22K shares | Prior unavailable -11.70K (-15.40%) | Reduced | ↗▾ |
| 07 | CMICUMMINS INC View history and evidence | $12.68M | 5.40% | 38.72K shares | Prior unavailable +5.62K (+17.00%) | Added | ↗▾ |
| 08 | FISVFISERV INC View history and evidence | $11.88M | 5.05% | 68.88K shares | Prior unavailable +18.35K (+36.30%) | Added | ↗▾ |
| 09 | ACNACCENTURE PLC-CL ASHS CLASS A View history and evidence | $10.68M | 4.55% | 35.73K shares | Prior unavailable -7.87K (-18.00%) | Reduced | ↗▾ |
| 10 | PHPARKER HANNIFIN CORP View history and evidence | $10.41M | 4.43% | 14.91K shares | Prior unavailable -2.46K (-14.20%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AMTM AMENTUM HOLDINGS INC | Non-derivative | -88,129 | -$2.08M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
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CIK 1962382 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-07-21
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 234973583
}Take these holdings further.
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