13F Filings History of Two Point Capital Management, Inc.

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$246,817,463
Signature - Title
Paul W. Spindler - Chief Compliance Officer
Location
Pittsford, NY
Summary
This page shows a list of all the recent 13F filings made by Two Point Capital Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Two Point Capital Management, Inc. reported 25 stock holdings with total value $246,817,463 as of Q4 2025. Top holdings included GOOGL, MSFT, CMI, DHI, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 25 $246,817,463 +$2,995,286 -$1,190,449 +$1,804,837 GOOGL, MSFT, CMI, DHI, AAPL 13F-HR 16 Jan 2026, 17:04
Q3 2025 25 $248,738,522 $0 -$6,031,707 -$6,031,707 MSFT, DHI, GOOGL, ORCL, CMI 13F-HR 09 Oct 2025, 16:27
Q2 2025 25 $234,973,583 +$5,004,579 -$44,551,274 -$39,546,695 MSFT, DHI, ORCL, GOOGL, ETN 13F-HR 21 Jul 2025, 16:50
Q4 2024 26 $279,688,019 +$2,285,857 -$1,839,421 +$446,436 MSFT, DHI, GOOGL, AAPL, ACN 13F-HR 29 Jan 2025, 16:44
Q3 2024 25 $274,021,546 +$1,966,040 -$630,435 +$1,335,605 DHI, MSFT, AAPL, GOOGL, ACN 13F-HR 31 Oct 2024, 11:03
Q2 2024 25 $248,476,740 +$7,827,483 -$22,136 +$7,805,347 MSFT, DHI, GOOGL, AAPL, ETN 13F-HR 01 Aug 2024, 15:01
Q1 2024 24 $243,149,531 +$6,376,890 -$1,051,690 +$5,325,200 DHI, MSFT, ACN, J, GOOGL 13F-HR 13 May 2024, 13:08
Q4 2023 24 $218,963,068 +$16,931,244 -$1,274,696 +$15,656,548 DHI, MSFT, ACN, AAPL, GOOGL 13F-HR 02 Feb 2024, 10:32
Q3 2023 22 $181,515,317 +$1,665,812 -$4,323,723 -$2,657,911 MSFT, DHI, ACN, AAPL, J 13F-HR 25 Oct 2023, 16:47
Q2 2023 22 $191,676,796 +$5,241,673 -$282,989 +$4,958,684 MSFT, DHI, AAPL, ACN, GOOGL 13F-HR 03 Aug 2023, 13:17
Q1 2023 22 $169,862,535 +$152,213 -$88,687 +$63,526 MSFT, DHI, AAPL, ACN, J 13F-HR 20 Apr 2023, 15:10
Q4 2022 22 $154,984,852 $0 $0 $0 MSFT, DHI, ACN, J, HON 13F-HR 23 Jan 2023, 15:52