TWO POINT CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSCO | 141K | $9.62M |
 | DHI | 133K | $22.55M |
 | KNX | 120K | $4.75M |
 | GOOGL | 79K | $19.15M |
 | J | 77K | $11.54M |
 | MDT | 72K | $6.89M |
 | ORCL | 64K | $17.96M |
 | AAPL | 63K | $16.05M |
 | GLW | 60K | $4.96M |
 | PAYX | 59K | $7.53M |
 | MSFT | 47K | $24.53M |
 | HON | 41K | $8.65M |
 | CMI | 38K | $16.18M |
 | ETN | 37K | $14.02M |
 | ACN | 35K | $8.71M |
 | DOV | 30K | $4.94M |
 | DOX | 29K | $2.36M |
 | APD | 23K | $6.19M |
 | ARW | 19K | $2.30M |
 | SYK | 18K | $6.68M |
Cisco Systems, Inc.
CSCO
Shares Held
141K
Value
$9.62M
D.R. Horton, Inc.
DHI
Shares Held
133K
Value
$22.55M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
120K
Value
$4.75M
Alphabet Inc.
GOOGL
Shares Held
79K
Value
$19.15M
Jacobs Solutions Inc.
J
Shares Held
77K
Value
$11.54M
Medtronic plc
MDT
Shares Held
72K
Value
$6.89M
Oracle Corporation
ORCL
Shares Held
64K
Value
$17.96M
Apple Inc.
AAPL
Shares Held
63K
Value
$16.05M
Corning Incorporated
GLW
Shares Held
60K
Value
$4.96M
Paychex, Inc.
PAYX
Shares Held
59K
Value
$7.53M
Microsoft Corporation
MSFT
Shares Held
47K
Value
$24.53M
Honeywell International Inc.
HON
Shares Held
41K
Value
$8.65M
Cummins Inc.
CMI
Shares Held
38K
Value
$16.18M
Eaton Corporation plc
ETN
Shares Held
37K
Value
$14.02M
Accenture plc
ACN
Shares Held
35K
Value
$8.71M
Dover Corporation
DOV
Shares Held
30K
Value
$4.94M
Amdocs Limited
DOX
Shares Held
29K
Value
$2.36M
Air Products and Chemicals, Inc.
APD
Shares Held
23K
Value
$6.19M
Arrow Electronics, Inc.
ARW
Shares Held
19K
Value
$2.30M
Stryker Corporation
SYK
Shares Held
18K
Value
$6.68M