StockDriftsStockDriftsTop 28 Two Point Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 7.97% | 63.5K | $18.3M | -19.54%(-15.41K) | $94.21(+327.36%) | 2026-03-31 | |
| DHI | D R HORTON INC | 7.86% | 131.1K | $18.0M | -1.91%(-2.55K) | $80.04(+75.82%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.57% | 46.8K | $17.3M | -1.04%(-491) | $238.92(+69.60%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.89% | 62.2K | $15.8M | -0.64%(-402) | $134.72(+121.85%) | 2026-03-31 | |
| CMI | CUMMINS INC | 6.49% | 27.6K | $14.9M | -27.95%(-10.72K) | $248.35(+185.71%) | 2026-03-31 | |
| ETN | EATON CORP PLC | 5.76% | 36.9K | $13.2M | -1.71%(-640) | $148.76(+173.56%) | 2026-03-31 | |
| FISV | FISERV INC | 5.68% | 233.2K | $13.0M | +128.94%(+131.34K) | $90.54(-42.16%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 4.66% | 137.5K | $10.7M | -1.41%(-1.97K) | $44.33(+129.79%) | 2026-03-31 | |
| PH | PARKER-HANNIFIN CORP | 4.41% | 11.3K | $10.1M | -22.97%(-3.37K) | $279.91(+215.23%) | 2026-03-31 | |
| J | JACOBS SOLUTIONS INC | 4.25% | 76.5K | $9.7M | -0.60%(-458) | $95.32(+12.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.10% | +56.48% |
| Top 20 Holdings Unweighted | +15.55% | +54.27% |
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