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 | $2,327 |
See Full List: All Stocks Held By Two Point Capital Management Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Two Point Capital Management Inc.
Size ($ 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 |