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| Name: |
Two Point Capital Management Inc. |
| City: |
Pittsford |
| State: |
NY |
| Zip: |
14534 |
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Menu
 |
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 |
- |
$145.33 |
$23,703,000 |
155,960 |
10.83% |
7,012,000 |
655 |
0.043 |
Residential Construct... |
|
|
MSFT |
Microsoft Corp |
2 |
- |
$406.32 |
$21,107,000 |
56,129 |
9.64% |
3,448,000 |
201 |
0.001 |
Application Software |
|
|
ACN |
Accenture Plc |
3 |
- |
$308.01 |
$15,608,000 |
44,478 |
7.13% |
2,126,000 |
580 |
0.007 |
Management Services |
|
|
AAPL |
Apple Inc |
4 |
- |
$169.30 |
$14,641,000 |
76,045 |
6.69% |
1,326,000 |
-1,723 |
0 |
Personal Computers |
|
|
GOOGL |
Alphabet Inc |
5 |
- |
$171.95 |
$12,957,000 |
92,755 |
5.92% |
892,000 |
560 |
0.002 |
Search Engines & Info... |
|
|
J |
Jacobs Solutions Inc |
6 |
- |
$144.91 |
$11,899,000 |
91,675 |
5.43% |
-527,000 |
640 |
0.07 |
Heavy Construction |
|
|
ETN |
Eaton Corp |
7 |
- |
$324.30 |
$10,564,000 |
43,865 |
4.82% |
1,304,000 |
450 |
0.011 |
Diversified Machinery |
|
|
HON |
Honeywell International Inc |
8 |
- |
$193.45 |
$10,425,000 |
49,710 |
4.76% |
1,083,000 |
-859 |
0.007 |
Conglomerates |
|
|
SWFT |
Knight-Swift Transportation... |
9 |
- |
$46.89 |
$9,796,000 |
169,922 |
4.47% |
1,262,000 |
-245 |
0.096 |
Trucking |
|
|
ORCL |
Oracle Corp |
10 |
- |
$117.21 |
$8,847,000 |
83,913 |
4.04% |
838,000 |
8,301 |
0.003 |
Application Software |
|
|
CSCO |
Cisco Systems Inc |
11 |
- |
$47.86 |
$8,745,000 |
173,101 |
3.99% |
-147,000 |
7,700 |
0.004 |
Networking & Communic... |
|
|
PH |
Parker Hannifin Corp |
12 |
- |
$553.64 |
$7,967,000 |
17,293 |
3.64% |
1,362,000 |
336 |
0.013 |
Industrial Equipment ... |
|
|
PAYX |
Paychex Inc |
13 |
- |
$119.97 |
$7,834,000 |
65,774 |
3.58% |
510,000 |
2,270 |
0.018 |
Staffing & Outsourcin... |
|
|
CMI |
Cummins Inc |
14 |
New |
$291.14 |
$7,689,000 |
32,094 |
3.51% |
7,689,000 |
32,094 |
0.022 |
Diversified Machinery |
|
|
MDT |
Medtronic Plc |
15 |
- |
$79.74 |
$7,295,000 |
88,547 |
3.33% |
401,000 |
574 |
0.007 |
Medical Appliances & ... |
|
|
INTU |
Intuit Inc |
16 |
- |
$636.55 |
$6,533,000 |
10,452 |
2.98% |
1,017,000 |
-343 |
0.004 |
Application Software |
|
|
FISV |
Fiserv Inc |
17 |
New |
$155.89 |
$6,460,000 |
48,630 |
2.95% |
6,460,000 |
48,630 |
0.007 |
Business Software & S... |
|
|
SYK |
Stryker Corp |
18 |
- |
$335.61 |
$6,394,000 |
21,353 |
2.92% |
81,000 |
-1,750 |
0.006 |
Medical Instruments &... |
|
|
TMO |
Thermo Fisher Scientific |
19 |
- |
$573.60 |
$6,306,000 |
11,881 |
2.88% |
338,000 |
90 |
0.003 |
Medical Laboratories ... |
|
|
DOV |
Dover Corp |
20 |
- |
$180.17 |
$6,079,000 |
39,526 |
2.78% |
683,000 |
848 |
0.027 |
Conglomerates |
|
|
DOX |
Amdocs Limited |
21 |
- |
$84.98 |
$2,911,000 |
33,116 |
1.33% |
135,000 |
260 |
0.025 |
Business Software & S... |
|
|
ARW |
Arrow Electronics Inc |
22 |
- |
$128.58 |
$2,600,000 |
21,269 |
1.19% |
138,000 |
1,607 |
0.027 |
Electronics Wholesale |
|
|
GLW |
Corning Inc |
23 |
- |
$31.33 |
$2,327,000 |
76,407 |
1.06% |
-9,000 |
-259 |
0.01 |
Communication Equipment |
|
|
SPY |
Standard & Poors Depository... |
24 |
- |
$508.26 |
$277,000 |
584 |
0.13% |
25,000 |
-5 |
0 |
Closed - End Fund - E... |
|
