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| Two Point Capital Management Inc
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|
|---|---|
| CRD # | 131816 |
| SEC # | 801-78625 |
| CIK # | 0001962382 |
| AUM | $303.9 M (2025-06-13) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 585-586-1731 |
| Address | 4 S Main Street Pittsford, NY 14534 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001962382 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 24.0 | ||
| Horton D R Inc /DE/ | 17.5 | ||
| Oracle Corp | 15.7 | ||
| Alphabet Inc | 14.4 | ||
| Eaton Corp Ltd | 13.6 | ||
| Apple Inc | 13.2 | ||
| Cummins Inc | 12.7 | ||
| Fiserv Inc | 11.9 | ||
| Accenture PLC | 10.7 | ||
| Parker Hannifin Corp | 10.4 | ||
| Jacobs Engineering Group Inc /DE/ | 10.3 | ||
| Cisco Systems Inc | 9.9 | ||
| Honeywell International Inc | 9.7 | ||
| Paychex Inc | 8.8 | ||
| Stryker Corp | 7.3 | ||
| Air Products & Chemicals Inc /DE/ | 6.5 | ||
| Medtronic Holdings Ltd | 6.4 | ||
| Dover Corp | 5.5 | ||
| Swift Transportation Co | 5.4 | ||
| Intuit Inc | 4.3 | ||
| Thermo Fisher Scientific Inc | 4.1 | ||
| Corning Inc /NY | 3.2 | ||
| Amdocs Ltd | 2.7 | ||
| Arrow Electronics Inc | 2.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 15.2 |
| (b) Individuals (high net worth individuals) | 74 | 288.7 |
| (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 | 195 | 303.9 |
| By Discretionary | ||
| Discretionary | 195 | 303.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 195 | 303.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 303.9 | |
| Total | 195 | 303.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001962382] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Veridan Wealth LLC
✚
|
OR | 0.3 |
|
Wise Wealth LLC
✚
|
MO | 0.3 |
|
Kellett Wealth Advisors LLC
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|
OH | 0.3 |
|
Lagoda Investment Management LP
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|
NY | 0.3 |
|
Cultivar Capital Inc
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|
TX | 0.3 |
|
Strait & Sound Wealth Management LLC
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|
0.3 | |
|
AJ Advisors LLC
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|
TN | 0.3 |
|
Michels Family Financial LLC
✚
|
TX | 0.3 |
|
Joseph P Lucia & Associates LLC
✚
|
NY | 0.3 |
|
Bourne Lent Asset Management Inc
✚
|
NY | 0.3 |