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Name: |
Two Point Capital Management Inc. |
City: |
Pittsford |
State: |
NY |
Zip: |
14534 |
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Holdings
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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 |
- |
$141.38 |
$25,866,000 |
157,195 |
10.64% |
2,163,000 |
1,235 |
0.043 |
Residential Construct... |
|
J |
Jacobs Solutions Inc |
4 |
- |
$134.12 |
$14,415,000 |
93,770 |
5.93% |
2,516,000 |
2,095 |
0.072 |
Heavy Construction |
|
GOOGL |
Alphabet Inc |
5 |
- |
$175.90 |
$14,202,000 |
94,086 |
5.84% |
1,245,000 |
1,331 |
0.002 |
Search Engines & Info... |
|
AAPL |
Apple Inc |
7 |
- |
$190.29 |
$13,057,000 |
76,145 |
5.37% |
-1,584,000 |
100 |
0 |
Personal Computers |
|
ORCL |
Oracle Corp |
8 |
- |
$123.74 |
$10,648,000 |
84,768 |
4.38% |
1,801,000 |
855 |
0.003 |
Application Software |
|
HON |
Honeywell International Inc |
9 |
- |
$197.07 |
$10,366,000 |
50,505 |
4.26% |
-59,000 |
795 |
0.007 |
Conglomerates |
|
CMI |
Cummins Inc |
10 |
- |
$274.34 |
$9,586,000 |
32,534 |
3.94% |
1,897,000 |
440 |
0.022 |
Diversified Machinery |
|
PAYX |
Paychex Inc |
13 |
- |
$118.75 |
$8,682,000 |
70,702 |
3.57% |
848,000 |
4,928 |
0.02 |
Staffing & Outsourcin... |
|
CSCO |
Cisco Systems Inc |
14 |
- |
$46.08 |
$8,677,000 |
173,861 |
3.57% |
-68,000 |
760 |
0.004 |
Networking & Communic... |
|
FISV |
Fiserv Inc |
15 |
- |
$147.82 |
$7,928,000 |
49,605 |
3.26% |
1,468,000 |
975 |
0.007 |
Business Software & S... |
|
MDT |
Medtronic Plc |
16 |
- |
$81.49 |
$7,811,000 |
89,622 |
3.21% |
516,000 |
1,075 |
0.007 |
Medical Appliances & ... |
|
SYK |
Stryker Corp |
17 |
- |
$341.14 |
$7,722,000 |
21,578 |
3.18% |
1,328,000 |
225 |
0.006 |
Medical Instruments &... |
|
DOV |
Dover Corp |
18 |
- |
$181.54 |
$7,049,000 |
39,781 |
2.9% |
970,000 |
255 |
0.028 |
Conglomerates |
|
TMO |
Thermo Fisher Scientific |
19 |
- |
$567.30 |
$6,966,000 |
11,986 |
2.86% |
660,000 |
105 |
0.003 |
Medical Laboratories ... |
|
INTU |
Intuit Inc |
20 |
- |
$598.28 |
$6,895,000 |
10,607 |
2.84% |
362,000 |
155 |
0.004 |
Application Software |
|
SPY |
Standard & Poors Depository... |
21 |
- |
$526.10 |
$4,321,000 |
8,261 |
1.78% |
4,044,000 |
7,677 |
0 |
Closed - End Fund - E... |
|
DOX |
Amdocs Limited |
22 |
- |
$78.01 |
$3,002,000 |
33,216 |
1.23% |
91,000 |
100 |
0.025 |
Business Software & S... |
|
ARW |
Arrow Electronics Inc |
23 |
- |
$128.55 |
$2,782,000 |
21,489 |
1.14% |
182,000 |
220 |
0.028 |
Electronics Wholesale |
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