Single Point Partners, LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$502,549
Net value change ($000)
-3,213 (-0.6%)
New positions
3
Sold out positions
7
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AGG 2,421 5.4%
ITOT 1,853 16.4%
IJH 1,432 3.1%
IJR 1,128 3.9%
IEMG 454 4.3%
IXUS 249 8.5%
T 216 NEW
HON 214 NEW
FLOT 212 2.5%
CTVA 211 NEW
Top Reduces (Value $000, Stocks/ETFs)
IVV -5,673 -3.7%
IWB -1,149 -5.4%
MSFT -735 -50.2%
AAPL -663 -14.7%
GOOGL -342 -25.0%
TJX -317 -100.0%
JPM -301 -22.7%
GOOGL -301 -20.5%
VO -269 -1.5%
AXP -242 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type