TWO POINT CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSCO | 137K | $10.67M |
 | DHI | 131K | $17.99M |
 | KNX | 113K | $6.52M |
 | J | 76K | $9.73M |
 | MDT | 73K | $6.32M |
 | GOOGL | 63K | $18.25M |
 | AAPL | 62K | $15.79M |
 | PAYX | 60K | $5.51M |
 | ORCL | 60K | $8.77M |
 | MSFT | 47K | $17.34M |
 | HON | 41K | $9.21M |
 | GLW | 38K | $5.18M |
 | ETN | 37K | $13.18M |
 | ACN | 33K | $6.58M |
 | DOV | 29K | $5.94M |
 | CMI | 28K | $14.87M |
 | DOX | 27K | $1.79M |
 | APD | 23K | $6.56M |
 | HSY | 22K | $4.49M |
 | ARW | 18K | $2.62M |
Cisco Systems, Inc.
CSCO
Shares Held
137K
Value
$10.67M
D.R. Horton, Inc.
DHI
Shares Held
131K
Value
$17.99M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
113K
Value
$6.52M
Jacobs Solutions Inc.
J
Shares Held
76K
Value
$9.73M
Medtronic plc
MDT
Shares Held
73K
Value
$6.32M
Alphabet Inc.
GOOGL
Shares Held
63K
Value
$18.25M
Apple Inc.
AAPL
Shares Held
62K
Value
$15.79M
Paychex, Inc.
PAYX
Shares Held
60K
Value
$5.51M
Oracle Corporation
ORCL
Shares Held
60K
Value
$8.77M
Microsoft Corporation
MSFT
Shares Held
47K
Value
$17.34M
Honeywell International Inc.
HON
Shares Held
41K
Value
$9.21M
Corning Inc
GLW
Shares Held
38K
Value
$5.18M
Eaton Corporation plc
ETN
Shares Held
37K
Value
$13.18M
Accenture plc
ACN
Shares Held
33K
Value
$6.58M
Dover Corporation
DOV
Shares Held
29K
Value
$5.94M
Cummins Inc.
CMI
Shares Held
28K
Value
$14.87M
Amdocs Limited
DOX
Shares Held
27K
Value
$1.79M
Air Products and Chemicals, Inc.
APD
Shares Held
23K
Value
$6.56M
The Hershey Company
HSY
Shares Held
22K
Value
$4.49M
Arrow Electronics, Inc.
ARW
Shares Held
18K
Value
$2.62M