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| Name: |
Two Point Capital Management Inc. |
| City: |
Pittsford |
| State: |
NY |
| Zip: |
14534 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DHI |
DR Horton Inc |
1 |
- |
$142.85 |
$25,866,000 |
157,195 |
10.64% |
2,163,000 |
1,235 |
0.043 |
Residential Construct... |
|
|
MSFT |
Microsoft Corp |
2 |
- |
$430.32 |
$23,493,000 |
55,839 |
9.66% |
2,386,000 |
-290 |
0.001 |
Application Software |
|
|
ACN |
Accenture Plc |
3 |
- |
$297.73 |
$14,942,000 |
43,108 |
6.15% |
-666,000 |
-1,370 |
0.007 |
Management Services |
|
|
J |
Jacobs Solutions Inc |
4 |
- |
$137.51 |
$14,415,000 |
93,770 |
5.93% |
2,516,000 |
2,095 |
0.072 |
Heavy Construction |
|
|
GOOGL |
Alphabet Inc |
5 |
- |
$176.40 |
$14,202,000 |
94,086 |
5.84% |
1,245,000 |
1,331 |
0.002 |
Search Engines & Info... |
|
|
ETN |
Eaton Corp |
6 |
- |
$337.36 |
$13,627,000 |
43,580 |
5.6% |
3,063,000 |
-285 |
0.011 |
Diversified Machinery |
|
|
AAPL |
Apple Inc |
7 |
- |
$189.99 |
$13,057,000 |
76,145 |
5.37% |
-1,584,000 |
100 |
0 |
Personal Computers |
|
|
ORCL |
Oracle Corp |
8 |
- |
$124.49 |
$10,648,000 |
84,768 |
4.38% |
1,801,000 |
855 |
0.003 |
Application Software |
|
|
HON |
Honeywell International Inc |
9 |
- |
$199.18 |
$10,366,000 |
50,505 |
4.26% |
-59,000 |
795 |
0.007 |
Conglomerates |
|
|
CMI |
Cummins Inc |
10 |
- |
$278.26 |
$9,586,000 |
32,534 |
3.94% |
1,897,000 |
440 |
0.022 |
Diversified Machinery |
|
|
PH |
Parker Hannifin Corp |
11 |
- |
$526.54 |
$9,561,000 |
17,203 |
3.93% |
1,594,000 |
-90 |
0.013 |
Industrial Equipment ... |
|
|
SWFT |
Knight-Swift Transportation... |
12 |
- |
$47.64 |
$9,077,000 |
164,984 |
3.73% |
-719,000 |
-4,938 |
0.093 |
Trucking |
|
|
PAYX |
Paychex Inc |
13 |
- |
$120.27 |
$8,682,000 |
70,702 |
3.57% |
848,000 |
4,928 |
0.02 |
Staffing & Outsourcin... |
|
|
CSCO |
Cisco Systems Inc |
14 |
- |
$46.28 |
$8,677,000 |
173,861 |
3.57% |
-68,000 |
760 |
0.004 |
Networking & Communic... |
|
|
FISV |
Fiserv Inc |
15 |
- |
$148.42 |
$7,928,000 |
49,605 |
3.26% |
1,468,000 |
975 |
0.007 |
Business Software & S... |
|
|
MDT |
Medtronic Plc |
16 |
- |
$82.00 |
$7,811,000 |
89,622 |
3.21% |
516,000 |
1,075 |
0.007 |
Medical Appliances & ... |
|
|
SYK |
Stryker Corp |
17 |
- |
$339.31 |
$7,722,000 |
21,578 |
3.18% |
1,328,000 |
225 |
0.006 |
Medical Instruments &... |
|
|
DOV |
Dover Corp |
18 |
- |
$183.48 |
$7,049,000 |
39,781 |
2.9% |
970,000 |
255 |
0.028 |
Conglomerates |
|
|
TMO |
Thermo Fisher Scientific |
19 |
- |
$572.57 |
$6,966,000 |
11,986 |
2.86% |
660,000 |
105 |
0.003 |
Medical Laboratories ... |
|
|
INTU |
Intuit Inc |
20 |
- |
$600.02 |
$6,895,000 |
10,607 |
2.84% |
362,000 |
155 |
0.004 |
Application Software |
|
|
SPY |
Standard & Poors Depository... |
21 |
- |
$529.81 |
$4,321,000 |
8,261 |
1.78% |
4,044,000 |
7,677 |
0 |
Closed - End Fund - E... |
|
|
DOX |
Amdocs Limited |
22 |
- |
$78.79 |
$3,002,000 |
33,216 |
1.23% |
91,000 |
100 |
0.025 |
Business Software & S... |
|
|
ARW |
Arrow Electronics Inc |
23 |
- |
$130.22 |
$2,782,000 |
21,489 |
1.14% |
182,000 |
220 |
0.028 |
Electronics Wholesale |
|
|
GLW |
Corning Inc |
24 |
- |
$35.85 |
$2,474,000 |
75,072 |
1.02% |
147,000 |
-1,335 |
0.01 |
Communication Equipment |
|
