Stock Taper 
TWO POINT CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cisco Systems, Inc. | CSCO | 137.17K | $16.11M |
 D.R. Horton, Inc. | DHI | 130.61K | $21.27M |
 Knight-Swift Transportation Holdings Inc. | KNX | 109.63K | $8.54M |
 Jacobs Solutions Inc. | J | 76.04K | $9.58M |
 Medtronic plc | MDT | 72.78K | $5.69M |
 Alphabet Inc. | GOOGL | 63.59K | $22.73M |
 Apple Inc. | AAPL | 63.33K | $18.32M |
 Paychex, Inc. | PAYX | 59.31K | $5.83M |
 Microsoft Corporation | MSFT | 46.81K | $17.46M |
 Eaton Corporation plc | ETN | 36.52K | $15.56M |
 The Hershey Company | HSY | 36.41K | $6.39M |
 Accenture plc | ACN | 32.39K | $4.03M |
 Oracle Corporation | ORCL | 32.35K | $4.74M |
 Dover Corporation | DOV | 28.06K | $6.29M |
 Cummins Inc. | CMI | 27.57K | $19.66M |
 Amdocs Limited | DOX | 26.95K | $1.36M |
 Air Products and Chemicals, Inc. | APD | 22.44K | $6.58M |
 Honeywell International Inc. | HON | 20.25K | $4.53M |
 Arrow Electronics, Inc. | ARW | 18.26K | $3.9M |
 Stryker Corporation | SYK | 18.1K | $5.7M |