Stock Taper

TWO POINT CAPITAL MANAGEMENT, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Alphabet Inc.GOOG1.3K$457.92K
Independent Bank Corp.INDB5.18K$434K
Intuit Inc.INTU5.42K$1.41M
Thermo Fisher Scientific Inc.TMO9.97K$5M
Parker-Hannifin CorporationPH11.2K$10.96M
Corning IncGLW15.98K$4.08M
Broadstone Net Lease, Inc.BNL16.21K$335.06K
Stryker CorporationSYK18.1K$5.7M
Arrow Electronics, Inc.ARW18.26K$3.9M
Honeywell International Inc.HON20.25K$4.53M
Air Products and Chemicals, Inc.APD22.44K$6.58M
Amdocs LimitedDOX26.95K$1.36M
Cummins Inc.CMI27.57K$19.66M
Dover CorporationDOV28.06K$6.29M
Oracle CorporationORCL32.35K$4.74M
Accenture plcACN32.39K$4.03M
The Hershey CompanyHSY36.41K$6.39M
Eaton Corporation plcETN36.52K$15.56M
Microsoft CorporationMSFT46.81K$17.46M
Paychex, Inc.PAYX59.31K$5.83M