Two Point Capital Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Two Point Capital Management Inc
CRD #131816
SEC #801-78625
CIK #0001962382
AUM $303.9 M (2025-06-13)
Employees 6 (50% Investors, 0% Brokers)
Phone585-586-1731
Address4 S Main Street
Pittsford, NY 14534
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($M)
3502802101407002011201620212026
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
OH 0.3
Lagoda Investment Management LP
NY 0.3
Cultivar Capital Inc
TX 0.3
Strait & Sound Wealth Management LLC
0.3
AJ Advisors LLC
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
Terms | Privacy | Guide
tony@aum13f.com