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Two Point Capital Management, Inc.
Two Point Capital Management, Inc. is an independent investment adviser headquartered in Pittsford, New York, founded by John B. McGowan, its sole owner and CEO. Registered with the SEC since 2012, the firm manages over $300 million in assets as of June 2025, serving approximately 100 clients primarily consisting of high-net-worth and individual investors. The firm offers financial planning and portfolio management services, with a small team of about five employees. It is dedicated to providing personalized investment strategies to help clients achieve financial freedom.
Investment Strategy
Two Point Capital Management uses a proprietary Value + Quality discipline to design and actively manage personalized stock and bond portfolios for its clients. The firm focuses on long-term compounding by selecting businesses with attractive valuations and proven value-creation records. Their philosophy emphasizes investing in high-quality, fundamentally sound companies, balancing growth opportunities with capital preservation. Performance history shows a disciplined approach with above-market returns over multiple decades, driven by deep research and analytical rigor.
Latest 13F Filing Activity
Two Point Capital Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 25 equity positions with a total 13F market value of $249M. The fund increased holdings in D R Horton Inc., Alphabet Inc., Cummins Inc. among other positions. Two Point Capital Management, Inc. reduced exposure to Fiserv Inc., Accenture PLC Ireland, Paychex Inc. among others.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 9.86% | $24.5M | 47,357 | $497.41 | $517.95 | +$505.7K |
D DHI | D R HORTON INC | 9.07% | $22.6M | 133,079 | $128.92 | $169.47 | +$5.1M |
| ALPHABET INC | 7.70% | $19.2M | 78,790 | $176.23 | $243.10 | +$4.8M | |
O ORCL | ORACLE CORP | 7.22% | $18.0M | 63,854 | $218.63 | $281.24 | +$2.2M |
C CMI | CUMMINS INC | 6.50% | $16.2M | 38,298 | $327.50 | $422.37 | +$3.5M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
| Portfolio Manager and Analyst and CCO | Fairport, NY , United States |
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