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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 |
- |
$149.97 |
$23,703,000 |
155,960 |
10.83% |
7,012,000 |
655 |
0.043 |
Residential Construct... |
|
|
MSFT |
Microsoft Corp |
2 |
- |
$414.74 |
$21,107,000 |
56,129 |
9.64% |
3,448,000 |
201 |
0.001 |
Application Software |
|
|
ACN |
Accenture Plc |
3 |
- |
$306.33 |
$15,608,000 |
44,478 |
7.13% |
2,126,000 |
580 |
0.007 |
Management Services |
|
|
GOOGL |
Alphabet Inc |
5 |
- |
$168.65 |
$12,957,000 |
92,755 |
5.92% |
892,000 |
560 |
0.002 |
Search Engines & Info... |
|
|
J |
Jacobs Solutions Inc |
6 |
- |
$139.24 |
$11,899,000 |
91,675 |
5.43% |
-527,000 |
640 |
0.07 |
Heavy Construction |
|
|
ETN |
Eaton Corp |
7 |
- |
$330.57 |
$10,564,000 |
43,865 |
4.82% |
1,304,000 |
450 |
0.011 |
Diversified Machinery |
|
|
ORCL |
Oracle Corp |
10 |
- |
$116.67 |
$8,847,000 |
83,913 |
4.04% |
838,000 |
8,301 |
0.003 |
Application Software |
|
|
CSCO |
Cisco Systems Inc |
11 |
- |
$48.06 |
$8,745,000 |
173,101 |
3.99% |
-147,000 |
7,700 |
0.004 |
Networking & Communic... |
|
|
PH |
Parker Hannifin Corp |
12 |
- |
$561.13 |
$7,967,000 |
17,293 |
3.64% |
1,362,000 |
336 |
0.013 |
Industrial Equipment ... |
|
|
PAYX |
Paychex Inc |
13 |
- |
$122.55 |
$7,834,000 |
65,774 |
3.58% |
510,000 |
2,270 |
0.018 |
Staffing & Outsourcin... |
|
|
MDT |
Medtronic Plc |
15 |
- |
$82.84 |
$7,295,000 |
88,547 |
3.33% |
401,000 |
574 |
0.007 |
Medical Appliances & ... |
|
|
TMO |
Thermo Fisher Scientific |
19 |
- |
$593.03 |
$6,306,000 |
11,881 |
2.88% |
338,000 |
90 |
0.003 |
Medical Laboratories ... |
|
|
DOV |
Dover Corp |
20 |
- |
$185.55 |
$6,079,000 |
39,526 |
2.78% |
683,000 |
848 |
0.027 |
Conglomerates |
|
|
DOX |
Amdocs Limited |
21 |
- |
$83.23 |
$2,911,000 |
33,116 |
1.33% |
135,000 |
260 |
0.025 |
Business Software & S... |
|
|
ARW |
Arrow Electronics Inc |
22 |
- |
$126.43 |
$2,600,000 |
21,269 |
1.19% |
138,000 |
1,607 |
0.027 |
Electronics Wholesale |
|
