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Two Point Capital Management, Inc.

Location
Pittsford, NY
Portfolio Value
Small $247,784,235
Diversification
Diversified
Filing Date
Global Rank
#4,092 / 8,650 ▲ 4
Top Industry
Specialty Industrial Machinery 22.7%
3Y Alpha vs SPY
-5.0%
Period ended 54 days ago
Filed Jul 23, 2026 · 31d
14 quarters · since Dec 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+52.0%
SPY
+72.8%
Annualised alpha
-5.0%
Max drawdown
−22.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

29 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
9.2%
+1.1 pts
Top 5
40.1%
+3.2 pts
Top 10
65.8%
+4.1 pts
HHI
538
Jun 2023 → Jun 2026 · range 500 – 588
Diversified+36

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Industrials 32.1% $79,598,133
Technology 31.2% $77,253,309
Communication Services 9.2% $22,726,945
Consumer Cyclical 8.6% $21,274,082
Unclassified 6.8% $16,808,364
Healthcare 6.6% $16,387,713
Basic Materials 2.7% $6,578,666
Consumer Defensive 2.6% $6,387,959
Financial Services 0.2% $434,004
Real Estate 0.1% $335,060

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
5 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
21 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
2 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
29 tracked positions · $247,784,235 total · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.