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Size ($ in 1000's)
At 12/31/2023: $218,964
At 09/30/2023: $181,517
Two Point Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Two Point Capital Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Two Point Capital Management Inc. top holdings by largest position size, as per the latest 13f filing made by Two Point Capital Management Inc..
In the Two Point Capital Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Two Point Capital Management Inc. in that top holding, then the share count change between reporting periods, and finally the Two Point Capital Management Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| D R HORTON INC |
155,960 |
+655 |
$23,703 | | DHI | 155,960 | +655 | $23,703 | | MICROSOFT CORP |
56,129 |
+201 |
$21,107 | | MSFT | 56,129 | +201 | $21,107 | | ACCENTURE PLC IRELAND |
44,478 |
+580 |
$15,608 | | ACN | 44,478 | +580 | $15,608 | | APPLE INC |
76,045 |
-1,723 |
$14,641 | | AAPL | 76,045 | -1,723 | $14,641 | | ALPHABET INC |
92,755 |
+560 |
$12,957 | | GOOGL | 92,755 | +560 | $12,957 | | JACOBS SOLUTIONS INC |
91,675 |
+640 |
$11,899 | | J | 91,675 | +640 | $11,899 | | EATON CORP PLC |
43,865 |
+450 |
$10,564 | | ETN | 43,865 | +450 | $10,564 | | HONEYWELL INTL INC |
49,710 |
-859 |
$10,425 | | HON | 49,710 | -859 | $10,425 | | KNIGHT SWIFT TRANSN HLDGS IN |
169,922 |
-245 |
$9,796 | | KNX | 169,922 | -245 | $9,796 | | ORACLE CORP |
83,913 |
+8,301 |
$8,847 | | ORCL | 83,913 | +8,301 | $8,847 | | CISCO SYS INC |
173,101 |
+7,700 |
$8,745 | | CSCO | 173,101 | +7,700 | $8,745 | | PARKER HANNIFIN CORP |
17,293 |
+336 |
$7,967 | | PH | 17,293 | +336 | $7,967 | | PAYCHEX INC |
65,774 |
+2,270 |
$7,834 | | PAYX | 65,774 | +2,270 | $7,834 | | CUMMINS INC |
32,094 |
+32,094 |
$7,689 | | CMI | 32,094 | +32,094 | $7,689 | | MEDTRONIC PLC |
88,547 |
+574 |
$7,295 | | MDT | 88,547 | +574 | $7,295 | | INTUIT |
10,452 |
-343 |
$6,533 | | INTU | 10,452 | -343 | $6,533 | | FISERV INC |
48,630 |
+48,630 |
$6,460 | | FI | 48,630 | +48,630 | $6,460 | | STRYKER CORPORATION |
21,353 |
-1,750 |
$6,394 | | SYK | 21,353 | -1,750 | $6,394 | | THERMO FISHER SCIENTIFIC INC |
11,881 |
+90 |
$6,306 | | TMO | 11,881 | +90 | $6,306 | | DOVER CORP |
39,526 |
+848 |
$6,079 | | DOV | 39,526 | +848 | $6,079 | | AMDOCS LTD |
33,116 |
+260 |
$2,911 | | DOX | 33,116 | +260 | $2,911 | | ARROW ELECTRS INC |
21,269 |
+1,607 |
$2,600 | | ARW | 21,269 | +1,607 | $2,600 | | CORNING INC |
76,407 |
-259 |
$2,327 | | GLW | 76,407 | -259 | $2,327 |
See Full List: All Stocks Held By Two Point Capital Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Two Point Capital Management Inc.
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