SEC Form 13F

Two Point Capital Management, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$248,247,669
Positions30

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ALPHABET INCGOOGLCAP STK CL A$22,727,10063,595
D R HORTON INCDHICOM$21,274,019130,612
CUMMINS INCCMICOM$19,664,64627,572
APPLE INCAAPLCOM$18,324,90963,329
MICROSOFT CORPMSFTCOM$17,459,45946,806
CISCO SYS INCCSCOCOM$16,111,575137,166
EATON CORP PLCETNSHS$15,559,80236,515
FISERV INCFISVCOM$11,426,394232,954
PARKER-HANNIFIN CORPPHCOM$10,956,60911,202
JACOBS SOLUTIONS INCJCOM$9,581,12776,041

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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