Single Point Partners, LLC Portfolio Holdings

Single Point Partners, LLC

  • $426 Million
  • Q1 2025

Single Point Partners, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $426 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $123M, Ishares Core S&P Mid Cap ETF with a value of $41.2M, Ishares Core U.S. Aggregate Bo with a value of $38.7M, Ishares Core S&P Sm Cap ETF with a value of $25.9M, and Ishares Tr Russell 1000 ETF with a value of $16.2M.

Examining the 13F form we can see an decrease of $8.22M in the current position value, from $434M to 426M.

Below you can find more details about Single Point Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $426 Million
ETFs: $404 Million
Technology: $7.02 Million
Communication Services: $3.49 Million
Financial Services: $3.41 Million
Consumer Cyclical: $1.86 Million
Energy: $1.56 Million
Consumer Defensive: $787,000
Utilities: $636,000
Other: $1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$170M
$36,000 0.01% of portfolio
10,500
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $426 Million
  • Prior Value $434 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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