TWO POINT CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSCO | 139K | $10.74M |
 | DHI | 134K | $19.25M |
 | KNX | 117K | $6.11M |
 | GOOGL | 79K | $24.36M |
 | J | 77K | $10.19M |
 | MDT | 74K | $7.07M |
 | AAPL | 63K | $17.02M |
 | ORCL | 61K | $11.93M |
 | GLW | 60K | $5.25M |
 | PAYX | 60K | $6.71M |
 | MSFT | 47K | $22.89M |
 | HON | 41K | $8.08M |
 | CMI | 38K | $19.57M |
 | ETN | 38K | $11.94M |
 | ACN | 35K | $9.42M |
 | DOV | 30K | $5.84M |
 | DOX | 29K | $2.33M |
 | APD | 23K | $5.67M |
 | ARW | 19K | $2.07M |
 | SYK | 18K | $6.40M |
Cisco Systems, Inc.
CSCO
Shares Held
139K
Value
$10.74M
D.R. Horton, Inc.
DHI
Shares Held
134K
Value
$19.25M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
117K
Value
$6.11M
Alphabet Inc.
GOOGL
Shares Held
79K
Value
$24.36M
Jacobs Solutions Inc.
J
Shares Held
77K
Value
$10.19M
Medtronic plc
MDT
Shares Held
74K
Value
$7.07M
Apple Inc.
AAPL
Shares Held
63K
Value
$17.02M
Oracle Corporation
ORCL
Shares Held
61K
Value
$11.93M
Corning Incorporated
GLW
Shares Held
60K
Value
$5.25M
Paychex, Inc.
PAYX
Shares Held
60K
Value
$6.71M
Microsoft Corporation
MSFT
Shares Held
47K
Value
$22.89M
Honeywell International Inc.
HON
Shares Held
41K
Value
$8.08M
Cummins Inc.
CMI
Shares Held
38K
Value
$19.57M
Eaton Corporation plc
ETN
Shares Held
38K
Value
$11.94M
Accenture plc
ACN
Shares Held
35K
Value
$9.42M
Dover Corporation
DOV
Shares Held
30K
Value
$5.84M
Amdocs Limited
DOX
Shares Held
29K
Value
$2.33M
Air Products and Chemicals, Inc.
APD
Shares Held
23K
Value
$5.67M
Arrow Electronics, Inc.
ARW
Shares Held
19K
Value
$2.07M
Stryker Corporation
SYK
Shares Held
18K
Value
$6.40M