Two Point Capital Management, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $274 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Horton D R Inc with a value of $30.1B, Microsoft Corp with a value of $24.3B, Apple Inc. with a value of $17.9B, Alphabet Inc. with a value of $16B, and Accenture PLC with a value of $15.5B.

Examining the 13F form we can see an increase of $25.5B in the current position value, from $248B to 274B.

Two Point Capital Management, Inc. is based out at Pittsford, NY

Below you can find more details about Two Point Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $274 Billion
Technology: $107 Billion
Industrials: $73.1 Billion
Consumer Cyclical: $30.1 Billion
Healthcare: $23.6 Billion
Communication Services: $16 Billion
Basic Materials: $8.03 Billion
ETFs: $4.19 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $274 Billion
  • Prior Value $248 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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