Two Point Capital Management, Inc. Top Holdings and 13F Report (2024) About Two Point Capital Management, Inc.Investment ActivityTwo Point Capital Management, Inc. has $274.02 million in total holdings as of September 30, 2024.Two Point Capital Management, Inc. owns shares of 25 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 0.72% of the portfolio was purchased this quarter.About 0.23% of the portfolio was sold this quarter.This quarter, Two Point Capital Management, Inc. has purchased 25 new stocks and bought additional shares in 21 stocks.Two Point Capital Management, Inc. sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings D.R. Horton $30,131,733Microsoft $24,270,642Apple $17,853,625Alphabet $15,974,364Accenture $15,453,793 Largest Purchases this Quarter Oracle 1,165 shares (about $198.52K)Microsoft 440 shares (about $189.33K)Accenture 518 shares (about $183.10K)Cummins 416 shares (about $134.70K)Jacobs Solutions 941 shares (about $123.18K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 927 shares (about $531.86K)Cisco Systems 1,415 shares (about $75.31K)Knight-Swift Transportation 374 shares (about $20.18K)Thermo Fisher Scientific 5 shares (about $3.09K) 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 PortfolioSectorDHID.R. Horton$30,131,733$16,788 ▲0.1%157,94811.0%ConstructionMSFTMicrosoft$24,270,642$189,332 ▲0.8%56,4048.9%Computer and TechnologyAAPLApple$17,853,625$117,665 ▲0.7%76,6256.5%Computer and TechnologyGOOGLAlphabet$15,974,364$121,583 ▲0.8%95,2555.8%Computer and TechnologyACNAccenture$15,453,793$183,103 ▲1.2%43,7195.6%Computer and TechnologyORCLOracle$14,745,564$198,516 ▲1.4%86,5355.4%Computer and TechnologyETNEaton$14,560,160$81,203 ▲0.6%43,9305.3%Industrial ProductsJJacobs Solutions$12,455,266$123,177 ▲1.0%95,1514.5%Business ServicesPHParker-Hannifin$11,052,490$101,092 ▲0.9%17,4934.0%Industrial ProductsCMICummins$10,761,297$134,698 ▲1.3%33,2353.9%Auto/Tires/TrucksHONHoneywell International$10,514,305$2,067 ▲0.0%50,8653.8%Multi-Sector ConglomeratesPAYXPaychex$9,630,012$89,236 ▲0.9%71,7643.5%Business ServicesCSCOCisco Systems$9,200,461$75,306 ▼-0.8%172,8763.4%Computer and TechnologyFIFiserv$9,092,267$105,994 ▲1.2%50,6113.3%Business ServicesKNXKnight-Swift Transportation$8,890,416$20,177 ▼-0.2%164,7903.2%TransportationMDTMedtronic$8,257,732$86,879 ▲1.1%91,7223.0%MedicalAPDAir Products and Chemicals$8,033,621$119,691 ▲1.5%26,9822.9%Basic MaterialsSYKStryker$7,887,390$88,509 ▲1.1%21,8332.9%MedicalDOVDover$7,696,867$56,755 ▲0.7%40,1422.8%Industrial ProductsTMOThermo Fisher Scientific$7,420,985$3,093 ▼0.0%11,9972.7%MedicalINTUIntuit$6,656,499$47,817 ▲0.7%10,7192.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,190,034$531,858 ▼-11.3%7,3031.5%FinanceGLWCorning$3,428,159$29,618 ▲0.9%75,9281.3%Computer and TechnologyDOXAmdocs$2,952,363$27,819 ▲1.0%33,7491.1%Computer and TechnologyARWArrow Electronics$2,911,501$44,498 ▲1.6%21,9191.1%Computer and TechnologyShowing 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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