Two Point Capital Management, Inc. - Q42025 Holdings

Two Point Capital Management, Inc. holds 25 stocks with a total portfolio value of $ 246.82M as of Q42025. In Q42025, Two Point Capital Management, Inc. added 0 new positions, increased stakes in 15 stocks, reduced 10 holdings, and fully exited 0 positions. The largest holding is Alphabet Inc (GOOGL), representing 9.87% of the total portfolio.