Single Point Partners, LLC

CIK

1801184

Location

BOSTON, MA

Portfolio Value

Small $115,869,238

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,097 / 8,807 ▲ 4760 · as of Jun 2026

Top Industry

Consumer Electronics 30.5%

Period ended 20 days ago

Filed Oct 19, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 95.8% of the book (60%+)

Turnover

Low turnover

7.2% over the last four quarters (under 30%)

Horizon

Horizon unknown

The value-weighted holding period is at least 8.7 quarters, but 7.5% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 92.6%; sector active share 87.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

96 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

37.6%

−44.3 pts

Top 5

66.3%

−26.5 pts

Top 10

83.1%

−12.7 pts

HHI

1,732

Moderately concentrated−5,037

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.3%	$99,988,512	70
Technology	7.2%	$8,392,025	8
Communication Services	2.1%	$2,453,564	3
Financial Services	1.5%	$1,749,222	5
Consumer Cyclical	1.1%	$1,282,681	2
Utilities	0.5%	$584,171	2
Healthcare	0.5%	$552,504	2
Industrials	0.4%	$444,877	2
Basic Materials	0.2%	$213,215	1
Consumer Defensive	0.2%	$208,467	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+28,741	90,634	$6,357,975
AGG	iShares Core U.S. Aggregate Bond ETF	+22,903	1,621,691	$0
MUB	iShares National Muni Bond ETF	+21,980	150,031	$0
BKLC	BNY Mellon US Large Cap Core Equity ETF	+18,356	27,498	$1,343,552
FLOT	iShares Floating Rate Bond ETF	+17,936	205,486	$0
USHY	iShares Broad USD High Yield Corporate Bond ETF	+14,492	214,052	$0
SMMD	iShares Russell 2500 ETF	+9,991	32,770	$0
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	+9,948	27,317	$2,693,456
IJH	iShares Core S&P Mid-Cap ETF	+9,936	730,029	$0
GBIL	Goldman Sachs ETF Trust	+7,910	15,761	$1,577,833
VEA	Vanguard FTSE Developed Markets ETF	+5,180	97,421	$6,878,896
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+4,715	2,238,938	$0
IEFA	iShares Core MSCI EAFE ETF	+4,651	224,368	$0
SCHM	Schwab U.S. Mid-Cap ETF	+4,468	45,970	$1,563,899
IJR	iShares Core S&P Small-Cap ETF	+2,028	246,764	$0
IEMG	iShares Trust	+1,964	155,603	$0
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	+1,829	86,674	$4,486,246
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+1,084	45,181	$2,679,685
IVV	iShares Core S&P 500 ETF	+944	223,572	$0
SCHF	Schwab International Equity ETF	+763	32,417	$890,494
IXUS	iShares Core MSCI Total International Stock ETF	+706	191,436	$0
TIP	iShares TIPS Bond ETF	+514	6,077	$0
—		+440	14,208	$0
IVE	iShares S&P 500 Value ETF	+417	1,716	$0
IWM	iShares Russell 2000 ETF	+317	29,730	$0
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−21,066	4,626	$251,793
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−20,885	308,116	$14,592,373
EBC	Eastern Bankshares, Inc.	−3,000	11,045	$231,171
SUB	iShares Short-Term National Muni Bond ETF	−2,251	60,253	$0
VO	VANGUARD MID-CAP INDEX FUND	−1,710	244,328	$19,160,201
JPM	Jpmorgan Chase & Co	−1,574	1,908	$631,223
SHY	iShares 1-3 Year Treasury Bond ETF	−1,031	31,526	$0
IWB	iShares Russell 1000 ETF	−919	54,606	$0
XHLF	BondBloxx Bloomberg Six Month Target Duration US Treasury ETF	−750	16,085	$808,271
RTX	RTX Corp	−570	1,199	$222,594
GOOG	Alphabet Inc.	−540	97,001	$1,087,690
AVGO	Broadcom Inc.	−404	614	$215,630
VB	Vanguard Index Funds	−360	37,385	$10,635,658
GOOGL	Alphabet Inc.	−351	2,958	$1,017,788
MSFT	Microsoft Corp	−337	1,608	$824,743
NVDA	Nvidia Corp	−211	1,787	$408,115
AAPL	Apple Inc.	−208	14,539	$4,841,777
VUG	VANGUARD GROWTH INDEX FUND	−197	10,691	$963,366
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−195	5,535	$859,032
IVW	iShares S&P 500 Growth ETF	−189	6,932	$0
SCHX	Schwab U.S. Large-Cap ETF	−157	29,514	$885,420
V	Visa Inc.	−153	606	$217,753
META	Meta Platforms, Inc.	−116	480	$348,086
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	−111	7,644	$0
JNK	State Street(R) SPDR(R) Bloomberg High Yield Bond ETF	−108	4,241	$393,352
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	6,470	$324,858
FMUN	Fidelity Systematic Municipal Bond Index ETF	5,847	$273,746
HL	Hecla Mining Co/De/	12,520	$213,215
COST	Costco Wholesale Corp /New	229	$208,467
IBTH	iShares iBonds Dec 2027 Term Treasury ETF	14,703	$0
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	9,063	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
C	Citigroup Inc	2,200	$307,912
GLW	Corning Inc /Ny	1,185	$302,684
MKSI	Mks Inc	670	$298,016
AMD	Advanced Micro Devices Inc	462	$268,380
LOW	Lowes Companies Inc	1,201	$264,808
GEV	GE Vernova Inc.	220	$258,469
AXP	American Express Co	729	$246,584
KO	Coca Cola Co	2,863	$232,676
ABBV	AbbVie Inc.	883	$222,198
CTVA	Corteva, Inc.	2,524	$213,757
CAT	Caterpillar Inc	200	$212,980
VZ	Verizon Communications Inc	5,001	$211,742
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

96 tracked positions · $115,869,238 total · filing declares 96 positions · $565,962,830 · as of Sep 30, 2026

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

Showing 1–50 of 96 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VO	VANGUARD MID-CAP INDEX FUND	Reduced	244,328	-1,710	$19,160,201	−3.3%	16.54%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Reduced	308,116	-20,885	$14,592,373	−12.3%	12.59%
VB	Vanguard Index Funds	Reduced	37,385	-360	$10,635,658	−7.0%	9.18%
VOO	VANGUARD 500 INDEX FUND	Reduced	10,188	-74	$7,140,361	+1.3%	6.16%
VEA	Vanguard FTSE Developed Markets ETF	Added	97,421	+5,180	$6,878,896	+4.7%	5.94%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	90,634	+28,741	$6,357,975	+39.9%	5.49%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	15,141	+287	$5,666,367	+3.1%	4.89%
SPY	Spdr S&P 500 ETF Trust	Reduced	7,143	-62	$5,447,466	+1.2%	4.70%
AAPL	Apple Inc. Technology	Reduced	14,539	-208	$4,841,777	+13.5%	4.18%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Added	86,674	+1,829	$4,486,246	+2.1%	3.87%
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	Added	27,317	+9,948	$2,693,456	+53.1%	2.32%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	45,181	+1,084	$2,679,685	+1.8%	2.31%
GBIL	Goldman Sachs ETF Trust	Added	15,761	+7,910	$1,577,833	+100.7%	1.36%
SCHM	Schwab U.S. Mid-Cap ETF	Added	45,970	+4,468	$1,563,899	+2.2%	1.35%
BKLC	BNY Mellon US Large Cap Core Equity ETF	Added	27,498	+18,356	$1,343,552	+207.5%	1.16%
GOOG	Alphabet Inc. Communication Services	Reduced	97,001	-540	$1,087,690	−17.3%	0.94%
GLD	Spdr Gold Trust	Added	2,723	+13	$1,037,027	+3.9%	0.89%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,958	-351	$1,017,788	−13.9%	0.88%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	10,691	-197	$963,366	+2.7%	0.83%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,641	-36	$907,155	+3.5%	0.78%
SCHF	Schwab International Equity ETF	Added	32,417	+763	$890,494	+1.6%	0.77%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	29,514	-157	$885,420	+1.4%	0.76%
ACN	Accenture plc Technology	Reduced	4,807	-96	$881,459	+44.5%	0.76%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	5,535	-195	$859,032	−5.1%	0.74%
MSFT	Microsoft Corp Technology	Reduced	1,608	-337	$824,743	+13.7%	0.71%
XHLF	BondBloxx Bloomberg Six Month Target Duration US Treasury ETF	Reduced	16,085	-750	$808,271	−4.5%	0.70%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,131	0	$742,739	−6.6%	0.64%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,908	-1,574	$631,223	−44.6%	0.54%
VEU	Vanguard International Equity Index Funds	Reduced	7,285	-64	$604,436	−1.8%	0.52%
MU	Micron Technology Inc Technology	Held	535	0	$569,833	−7.7%	0.49%
DFAC	Dimensional U.S. Core Equity 2 ETF	Held	11,233	0	$499,306	+0.2%	0.43%
QQQ	Invesco Qqq Trust, Series 1	Reduced	624	-2	$461,616	+0.1%	0.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	838	-15	$417,282	−2.2%	0.36%
NVDA	Nvidia Corp Technology	Reduced	1,787	-211	$408,115	+2.1%	0.35%
JNK	State Street(R) SPDR(R) Bloomberg High Yield Bond ETF	Reduced	4,241	-108	$393,352	−6.1%	0.34%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,320	+86	$375,526	−13.7%	0.32%
META	Meta Platforms, Inc. Communication Services	Reduced	480	-116	$348,086	+3.7%	0.30%
JNJ	Johnson & Johnson Healthcare	Added	1,309	+45	$346,544	+8.0%	0.30%
PLTR	Palantir Technologies Inc. Technology	Reduced	1,842	-100	$344,546	+52.1%	0.30%
AEP	American Electric Power Co Inc Utilities	Held	2,855	0	$338,717	−13.3%	0.29%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	NEW	6,470	NEW	$324,858	NEW	0.28%
IBM	International Business Machines Corp Technology	Held	1,391	0	$305,922	−21.8%	0.26%
SPHQ	Invesco S&P 500 Quality ETF	Added	3,606	+7	$303,192	−6.5%	0.26%
SCHC	Schwab International Small-Cap Equity ETF	Held	5,525	0	$274,813	+3.4%	0.24%
FMUN	Fidelity Systematic Municipal Bond Index ETF	NEW	5,847	NEW	$273,746	NEW	0.24%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	4,626	-21,066	$251,793	−82.8%	0.22%
PEG	Public Service Enterprise Group Inc Utilities	Held	3,645	0	$245,454	−17.0%	0.21%
EBC	Eastern Bankshares, Inc. Financial Services	Reduced	11,045	-3,000	$231,171	−26.0%	0.20%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Reduced	1,483	-33	$230,235	−1.6%	0.20%
RTX	RTX Corp Industrials	Reduced	1,199	-570	$222,594	−33.7%	0.19%

Showing the top 50 of 96 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.