Single Point Partners, LLC

CIK

1801184

Location

BOSTON, MA

Portfolio Value

Micro $26,528,326

Diversification

Diversified

Filing Date

Global Rank

#7,579 / 8,517 ▼ 115

Top Industry

Consumer Electronics 22.6%

3Y Alpha vs SPY

+4.5%

Period ended 46 days ago

Filed Jul 16, 2026 · 30d

26 quarters · since Mar 2020

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

+95.6%

SPY

+75.3%

Annualised alpha

+4.5%

Max drawdown

−20.2%

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 13 quarters. Past performance does not predict future results.

Portfolio Concentration

39 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.3%

−3.0 pts

Top 5

50.6%

−12.3 pts

Top 10

65.8%

−12.2 pts

HHI

830

Diversified−206

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.0%	$8,491,532	11
Unclassified	28.8%	$7,635,249	4
Financial Services	15.7%	$4,157,786	7
Communication Services	6.5%	$1,729,999	3
Consumer Cyclical	5.9%	$1,576,391	3
Industrials	3.8%	$1,020,215	4
Healthcare	3.0%	$784,301	3
Utilities	2.6%	$686,420	2
Consumer Defensive	0.9%	$232,676	1
Basic Materials	0.8%	$213,757	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	+246	1,018	$384,549
RTX	RTX Corp	+225	1,769	$335,632
AMZN	Amazon Com Inc	+153	3,677	$876,376
JNJ	Johnson & Johnson	+132	1,264	$321,018
EBC	Eastern Bankshares, Inc.	+100	14,045	$312,360
PLTR	Palantir Technologies Inc.	+41	1,942	$226,573
META	Meta Platforms, Inc.	+41	596	$335,720
HD	Home Depot, Inc.	+32	1,234	$435,207
ACN	Accenture plc	+23	4,903	$610,129
GLD	Spdr Gold Trust	+10	2,710	$998,309
BAC	Bank Of America Corp /De/	+6	25,692	$1,463,930
JPM	Jpmorgan Chase & Co	+1	3,482	$1,139,763
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−98,095	3,309	$1,182,537
AAPL	Apple Inc.	−374	14,747	$4,267,191
SPY	Spdr S&P 500 ETF Trust	−279	7,205	$5,380,477
KO	Coca Cola Co	−232	2,863	$232,676
NVDA	Nvidia Corp	−142	1,998	$399,779
IBM	International Business Machines Corp	−71	1,391	$391,163
AEP	American Electric Power Co Inc	−62	2,855	$390,592
LOW	Lowes Companies Inc	−50	1,201	$264,808
MSFT	Microsoft Corp	−28	1,945	$725,523
QQQ	Invesco Qqq Trust, Series 1	−25	626	$460,986
V	Visa Inc.	−10	759	$260,405
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	535	$617,545
GLW	Corning Inc /Ny	1,185	$302,684
MKSI	Mks Inc	670	$298,016
AMD	Advanced Micro Devices Inc	462	$268,380
GEV	GE Vernova Inc.	220	$258,469
AXP	American Express Co	729	$246,584
LLY	ELI LILLY & Co	201	$241,085
ABBV	AbbVie Inc.	883	$222,198
DE	Deere & Co	336	$213,134
CAT	Caterpillar Inc	200	$212,980
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	39,227	$10,274,335
VEA	Vanguard FTSE Developed Markets ETF	91,932	$5,891,002
VXF	Vanguard Extended Market ETF	13,986	$2,878,318
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	8,304	$831,977
VEU	Vanguard FTSE All-World Ex-US ETF	7,405	$556,115
T	At&T Inc.	7,438	$215,627
HON	Honeywell International Inc	946	$213,824
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

39 tracked positions · $26,528,326 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	7,205	-279	$5,380,477	+10.5%	20.28%
AAPL	Apple Inc. Technology	Reduced	14,747	-374	$4,267,191	+11.2%	16.09%
BAC	Bank Of America Corp /De/ Financial Services	Added	25,692	+6	$1,463,930	+16.9%	5.52%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,309	-98,095	$1,182,537	−46.1%	4.46%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,482	+1	$1,139,763	+11.3%	4.30%
GLD	Spdr Gold Trust	Added	2,710	+10	$998,309	−14.1%	3.76%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,677	+153	$876,376	+19.4%	3.30%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,131	0	$795,477	+14.0%	3.00%
MSFT	Microsoft Corp Technology	Reduced	1,945	-28	$725,523	−0.7%	2.73%
MU	Micron Technology Inc Technology	NEW	535	NEW	$617,545	NEW	2.33%
ACN	Accenture plc Technology	Added	4,903	+23	$610,129	−36.9%	2.30%
QQQ	Invesco Qqq Trust, Series 1	Reduced	626	-25	$460,986	+22.7%	1.74%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,234	+32	$435,207	+10.1%	1.64%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	853	0	$426,832	+4.4%	1.61%
NVDA	Nvidia Corp Technology	Reduced	1,998	-142	$399,779	+7.1%	1.51%
IBM	International Business Machines Corp Technology	Reduced	1,391	-71	$391,163	+10.4%	1.47%
AEP	American Electric Power Co Inc Utilities	Reduced	2,855	-62	$390,592	+2.2%	1.47%
AVGO	Broadcom Inc. Technology	Added	1,018	+246	$384,549	+60.9%	1.45%
META	Meta Platforms, Inc. Communication Services	Added	596	+41	$335,720	+5.7%	1.27%
RTX	RTX Corp Industrials	Added	1,769	+225	$335,632	+12.7%	1.27%
JNJ	Johnson & Johnson Healthcare	Added	1,264	+132	$321,018	+16.0%	1.21%
EBC	Eastern Bankshares, Inc. Financial Services	Added	14,045	+100	$312,360	+14.5%	1.18%
C	Citigroup Inc Financial Services	Held	2,200	0	$307,912	+23.4%	1.16%
GLW	Corning Inc /Ny Technology	NEW	1,185	NEW	$302,684	NEW	1.14%
MKSI	Mks Inc Technology	NEW	670	NEW	$298,016	NEW	1.12%
PEG	Public Service Enterprise Group Inc Utilities	Held	3,645	0	$295,828	+0.3%	1.12%
AMD	Advanced Micro Devices Inc Technology	NEW	462	NEW	$268,380	NEW	1.01%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,201	-50	$264,808	−10.4%	1.00%
V	Visa Inc. Financial Services	Reduced	759	-10	$260,405	+12.0%	0.98%
GEV	GE Vernova Inc. Industrials	NEW	220	NEW	$258,469	NEW	0.97%
AXP	American Express Co Financial Services	NEW	729	NEW	$246,584	NEW	0.93%
LLY	ELI LILLY & Co Healthcare	NEW	201	NEW	$241,085	NEW	0.91%
KO	Coca Cola Co Consumer Defensive	Reduced	2,863	-232	$232,676	−1.1%	0.88%
PLTR	Palantir Technologies Inc. Technology	Added	1,942	+41	$226,573	−18.5%	0.85%
ABBV	AbbVie Inc. Healthcare	NEW	883	NEW	$222,198	NEW	0.84%
CTVA	Corteva, Inc. Basic Materials	Held	2,524	0	$213,757	+1.2%	0.81%
DE	Deere & Co Industrials	NEW	336	NEW	$213,134	NEW	0.80%
CAT	Caterpillar Inc Industrials	NEW	200	NEW	$212,980	NEW	0.80%
VZ	Verizon Communications Inc Communication Services	Held	5,001	0	$211,742	−15.7%	0.80%

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.