Single Point Partners, LLC

CIK

1801184

Location

BOSTON, MA

Portfolio Value

Micro $22,469,811

Diversification

Diversified

Filing Date

Global Rank

#7,291 / 8,232 ▲ 103

Top Industry

Consumer Electronics 25.0%

3Y Alpha vs SPY

-2.9%

Period ended 2 months ago

Filed Apr 15, 2026 · 59d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.3%

SPY

+76.5%

Annualised alpha

-2.9%

Max drawdown

−21.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

31 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

21.7%

+2.4 pts

Top 5

54.1%

+1.6 pts

Top 10

72.5%

+1.2 pts

HHI

947

Diversified+89

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	31.6%	$7,102,226	4
Technology	30.2%	$6,780,167	7
Financial Services	15.3%	$3,439,607	6
Communication Services	8.1%	$1,810,510	4
Consumer Cyclical	6.3%	$1,424,854	3
Utilities	3.0%	$677,422	2
Industrials	2.3%	$511,661	2
Healthcare	1.2%	$276,706	1
Consumer Defensive	1.0%	$235,374	1
Basic Materials	0.9%	$211,284	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
ACN	Accenture plc	+1,012	4,880	$967,655
EBC	Eastern Bankshares, Inc.	+100	13,945	$272,764
AVGO	Broadcom Inc.	+74	772	$238,941
QQQ	Invesco Qqq Trust, Series 1	+20	651	$375,744
SPY	Spdr S&P 500 ETF Trust	+15	7,484	$4,867,144
VZ	Verizon Communications Inc	+14	5,001	$251,050
KO	Coca Cola Co	+4	3,095	$235,374
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−1,431	15,121	$3,837,558
MSFT	Microsoft Corp	−1,056	1,973	$730,345
GOOGL	Alphabet Inc.	−803	3,569	$1,026,301
BAC	Bank Of America Corp /De/	−706	25,686	$1,252,192
JPM	Jpmorgan Chase & Co	−630	3,481	$1,023,970
AMZN	Amazon Com Inc	−280	3,524	$733,943
NVDA	Nvidia Corp	−264	2,140	$373,216
IBM	International Business Machines Corp	−142	1,462	$354,374
JNJ	Johnson & Johnson	−132	1,132	$276,706
META	Meta Platforms, Inc.	−129	555	$317,532
RTX	RTX Corp	−106	1,544	$297,837
PLTR	Palantir Technologies Inc.	−55	1,901	$278,078
HD	Home Depot, Inc.	−38	1,202	$395,325
AEP	American Electric Power Co Inc	−25	2,917	$382,360
V	Visa Inc.	−24	769	$232,422
BRK-B	Berkshire Hathaway Inc	−12	853	$408,757
LOW	Lowes Companies Inc	−10	1,251	$295,586
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
T	At&T Inc.	7,438	$215,627
HON	Honeywell International Inc	946	$213,824
CTVA	Corteva, Inc.	2,524	$211,284
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
TJX	Tjx Companies Inc /De/	2,065	$317,204
AXP	American Express Co	654	$241,947
PEP	Pepsico Inc	1,647	$236,377
LLY	ELI LILLY & Co	206	$221,384
SPGI	S&P Global Inc.	422	$220,532
DHR	Danaher Corp /De/	915	$209,461
ABBV	AbbVie Inc.	912	$208,382
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

31 positions · $22,469,811 total · as of Mar 31, 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	Added	7,484	+15	$4,867,144	−4.4%	21.66%
AAPL	Apple Inc. Technology	Reduced	15,121	-1,431	$3,837,558	−14.7%	17.08%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	25,686	-706	$1,252,192	−13.7%	5.57%
GLD	Spdr Gold Trust	Held	2,700	0	$1,161,783	+8.6%	5.17%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,569	-803	$1,026,301	−25.0%	4.57%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,481	-630	$1,023,970	−22.7%	4.56%
ACN	Accenture plc Technology	Added	4,880	+1,012	$967,655	−6.8%	4.31%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,524	-280	$733,943	−16.4%	3.27%
MSFT	Microsoft Corp Technology	Reduced	1,973	-1,056	$730,345	−50.1%	3.25%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,131	0	$697,555	+2.2%	3.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	853	-12	$408,757	−6.0%	1.82%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,202	-38	$395,325	−7.3%	1.76%
AEP	American Electric Power Co Inc Utilities	Reduced	2,917	-25	$382,360	+12.7%	1.70%
QQQ	Invesco Qqq Trust, Series 1	Added	651	+20	$375,744	−3.1%	1.67%
NVDA	Nvidia Corp Technology	Reduced	2,140	-264	$373,216	−16.8%	1.66%
IBM	International Business Machines Corp Technology	Reduced	1,462	-142	$354,374	−25.4%	1.58%
META	Meta Platforms, Inc. Communication Services	Reduced	555	-129	$317,532	−29.7%	1.41%
RTX	RTX Corp Industrials	Reduced	1,544	-106	$297,837	−1.6%	1.33%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,251	-10	$295,586	−2.8%	1.32%
PEG	Public Service Enterprise Group Inc Utilities	Held	3,645	0	$295,062	+0.8%	1.31%
PLTR	Palantir Technologies Inc. Technology	Reduced	1,901	-55	$278,078	−20.0%	1.24%
JNJ	Johnson & Johnson Healthcare	Reduced	1,132	-132	$276,706	+5.8%	1.23%
EBC	Eastern Bankshares, Inc. Financial Services	Added	13,945	+100	$272,764	+6.9%	1.21%
VZ	Verizon Communications Inc Communication Services	Added	5,001	+14	$251,050	+23.6%	1.12%
C	Citigroup Inc Financial Services	Held	2,200	0	$249,502	−2.8%	1.11%
AVGO	Broadcom Inc. Technology	Added	772	+74	$238,941	−1.1%	1.06%
KO	Coca Cola Co Consumer Defensive	Added	3,095	+4	$235,374	+8.9%	1.05%
V	Visa Inc. Financial Services	Reduced	769	-24	$232,422	−16.4%	1.03%
T	At&T Inc. Communication Services	NEW	7,438	NEW	$215,627	NEW	0.96%
HON	Honeywell International Inc Industrials	NEW	946	NEW	$213,824	NEW	0.95%
CTVA	Corteva, Inc. Basic Materials	NEW	2,524	NEW	$211,284	NEW	0.94%