SEC 13F Intelligence

Two Point Capital Management, Inc. / APD

Two Point Capital Management, Inc.’s Air Products And Chemicals I Position

Does Two Point Capital Management, Inc. own Air Products And Chemicals I (APD)? Yes — 22.6K shares worth $7M (+2.86% of its 13F portfolio) as of Q1 2026, down from 23.0K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
22.6K
% of Portfolio
+2.86%
Quarters Held
7
currently held

Position History APD

Reported value by quarter
Q2 ’24: $7MQ2 ’24Q3 ’24: $8MQ3 ’24Q4 ’24: $9MQ4 ’24Q2 ’25: $7MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.6K$7M+2.86%
Q4 202523.0K$6M+2.30%
Q3 202522.7K$6M+2.49%
Q2 202523.1K$7M+2.77%
Q4 202427.1K$9M+3.10%
Q3 202427.0K$8M+2.93%
Q2 202426.6K$7M+2.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Two Point Capital Management, Inc.’s full portfolio or all institutional holders of APD.