Single Point Partners, LLC

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$505,762
Net value change ($000)
+13,090 (2.7%)
New positions
5
Sold out positions
7
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 3,753 2.5%
AGG 3,612 8.8%
IJH 984 2.1%
IEFA 978 5.3%
XHLF 822 NEW
MUB 792 6.1%
FLOT 510 6.4%
IJR 353 1.2%
USHY 303 4.7%
JNJ 262 NEW
Top Reduces (Value $000, Stocks/ETFs)
VO -388 -2.1%
COST -288 -100.0%
BX -253 -100.0%
HON -222 -100.0%
T -214 -100.0%
SCZ -211 -100.0%
QUAL -205 -100.0%
MSFT -199 -12.0%
GBIL -110 -13.8%
ACN -104 -9.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type