Two Point Capital Management Inc

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Assets, Funds, Holdings

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Two Point Capital Management Inc
CRD #131816
SEC #801-78625
CIK #0001962382
AUM $273.3 MM (2024-03-01)
Employees 5 (40% Investors, 0% Brokers)
Phone585-586-1731
Address4 S Main Street
Pittsford, NY 14534
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3002401801206002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 25.0
DHI 23,191.8 22.2
GOOGL 1,475,138.5 17.2
AAPL 2,382,844.0 16.0
ETN 51,598.7 13.7
J 16,028.2 13.2
ACN 179,517.0 13.1
ORCL 182,760.6 12.1
HON 119,775.0 10.9
CMI 27,663.6 9.1
View All
Holdings by Sector ($MM)
2502001501005002021202220232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 26 13.4
(b) Individuals (high net worth individuals) 75 259.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 199 273.3
By Discretionary
Discretionary 199 273.3
Non-Discretionary 0 0.0
Total 199 273.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 273.3
Total 199 273.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001962382]
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Wealth Pro Advisors Inc
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Cosner Financial Group LLC
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Owen Larue LLC
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Brooklyn Investment Group LLC
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