Two Point Capital Management, Inc. — 13F holdings

Two Point Capital Management, Inc. reported 30 holdings worth $223M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $23.4M (10.5%)
2. GOOGL ALPHABET INC — $21.1M (9.5%)
3. DHI D R HORTON INC — $17.6M (7.9%)
4. ETN EATON CORP PLC — $15.4M (6.9%)
5. CSCO CISCO SYS INC — $14.4M (6.5%)
6. CMI CUMMINS INC — $14.1M (6.3%)
7. PH PARKER-HANNIFIN CORP — $10.6M (4.8%)
8. FISV FISERV INC — $10.2M (4.6%)
9. J JACOBS SOLUTIONS INC — $10.1M (4.6%)
10. DIS DISNEY WALT CO — $7.01M (3.1%)