Two Point Capital Management, Inc.: 13F holdings
CIK 19623822026Q2
| Positions | 30 |
|---|
| Reported value | $248.2m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 30 (+2 vs prior quarter) |
|---|
| Reported value | $248.2m (+8.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 63,595 | $22.7m | 9.2% |
| DHI D R HORTON INC | 130,612 | $21.3m | 8.6% |
| CMI CUMMINS INC | 27,572 | $19.7m | 7.9% |
| AAPL APPLE INC | 63,329 | $18.3m | 7.4% |
| MSFT MICROSOFT CORP | 46,806 | $17.5m | 7.0% |
| CSCO CISCO SYS INC | 137,166 | $16.1m | 6.5% |
| EATON CORP PLC | 36,515 | $15.6m | 6.3% |
| FISV FISERV INC | 232,954 | $11.4m | 4.6% |
| PH PARKER-HANNIFIN CORP | 11,202 | $11.0m | 4.4% |
| J JACOBS SOLUTIONS INC | 76,041 | $9.6m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1962382")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples