Latest Single Point Partners, LLC Stock Portfolio
Single Point Partners, LLC Performance:
2025 Q3: 4.65%YTD: 10.15%2024: 2.06%
Performance for 2025 Q3 is 4.65%, and YTD is 10.15%, and 2024 is 2.06%.
About Single Point Partners, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Single Point Partners, LLC reported an equity portfolio of $492.7 Millions as of 30 Sep, 2025.
The top stock holdings of Single Point Partners, LLC are IJR, IJR, IJR. The fund has invested 30.1% of it's portfolio in ISHARES TR and 9.3% of portfolio in ISHARES TR.
The fund managers got completely rid off ELI LILLY & CO (LLY) stocks. They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (AAXJ). Single Point Partners, LLC opened new stock positions in CITIGROUP INC (C) and ABBVIE INC (ABBV). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), INDUSTRIAL LOGISTICS PPTYS T (ILPT) and BERKSHIRE HATHAWAY INC DEL.
The top stock holdings of Single Point Partners, LLC are IJR, IJR, IJR. The fund has invested 30.1% of it's portfolio in ISHARES TR and 9.3% of portfolio in ISHARES TR.
The fund managers got completely rid off ELI LILLY & CO (LLY) stocks. They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (AAXJ). Single Point Partners, LLC opened new stock positions in CITIGROUP INC (C) and ABBVIE INC (ABBV). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), INDUSTRIAL LOGISTICS PPTYS T (ILPT) and BERKSHIRE HATHAWAY INC DEL.
Single Point Partners, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Single Point Partners, LLC made a return of 4.65% in the last quarter. In trailing 12 months, it's portfolio return was 10.54%.
New Buys
| Ticker | $ Bought |
|---|---|
| citigroup inc | 212,947 |
| abbvie inc | 211,164 |
New stocks bought by Single Point Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard bd index fds | 90.78 |
| industrial logistics pptys t | 47.62 |
| berkshire hathaway inc del | 22.17 |
| ishares tr | 14.17 |
| apple inc | 10.7 |
| home depot inc | 6.99 |
| ishares tr | 6.86 |
| costco whsl corp new | 6.51 |
Additions to existing portfolio by Single Point Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| dimensional etf trust | -30.33 |
| vanguard intl equity index f | -23.94 |
| ishares tr | -20.64 |
| meta platforms inc | -18.74 |
| alphabet inc | -18.57 |
| amazon com inc | -15.7 |
| broadcom inc | -15.44 |
| jpmorgan chase & co. | -13.14 |
Single Point Partners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| eli lilly & co | -235,000 |
Single Point Partners, LLC got rid off the above stocks
Sector Distribution
Single Point Partners, LLC has about 94.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 94.2 |
| Utilities | 1.8 |
| Technology | 1.8 |
Market Cap. Distribution
Single Point Partners, LLC has about 3.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 94.2 |
| MEGA-CAP | 3.3 |
| SMALL-CAP | 1.6 |
Stocks belong to which Index?
About 5.7% of the stocks held by Single Point Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 94.3 |
| S&P 500 | 4 |
| RUSSELL 2000 | 1.7 |
Single Point Partners, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Single Point Partners, LLC
Single Point Partners, LLC has 89 stocks in it's portfolio. About 73.5% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Single Point Partners, LLC last quarter.
Last Reported on: 20 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.88 | 16,960 | 4,318,500 | added | 10.7 | ||
| AAXJ | ishares tr | 2.65 | 122,848 | 13,082,100 | reduced | -0.75 | ||
| AAXJ | ishares tr | 1.32 | 60,855 | 6,498,060 | added | 14.17 | ||
| AAXJ | ishares tr | 0.14 | 8,397 | 681,780 | reduced | -1.06 | ||
| AAXJ | ishares tr | 0.04 | 2,753 | 211,215 | reduced | -20.64 | ||
| ABBV | abbvie inc | 0.04 | 912 | 211,164 | new | |||
| ACN | accenture plc ireland | 0.23 | 4,630 | 1,141,760 | added | 2.39 | ||
| AEP | american elec pwr co inc | 0.07 | 3,076 | 346,071 | unchanged | 0.00 | ||
| AGT | ishares tr | 0.08 | 2,760 | 401,908 | added | 2.87 | ||
| AGT | ishares tr | 0.00 | 12,443 | 12,443 | unchanged | 0.00 | ||
| AMPS | ishares tr | 1.63 | 157,214 | 8,031,280 | added | 6.86 | ||
| AMZN | amazon com inc | 0.17 | 3,747 | 822,796 | reduced | -15.7 | ||
| AVGO | broadcom inc | 0.05 | 690 | 227,480 | reduced | -15.44 | ||
| AXP | american express co | 0.04 | 654 | 217,183 | reduced | -4.11 | ||
| BAC | bank america corp | 0.28 | 26,713 | 1,378,100 | reduced | -3.32 | ||
| BGRN | ishares tr | 1.31 | 170,434 | 6,438,980 | added | 6.45 | ||
| BIL | spdr series trust | 0.11 | 8,211 | 522,140 | added | 0.07 | ||
| BIL | spdr series trust | 0.09 | 4,392 | 430,391 | added | 0.5 | ||
| BIV | vanguard bd index fds | 0.72 | 47,648 | 3,543,370 | added | 90.78 | ||
| BKAG | bny mellon etf trust | 0.24 | 9,061 | 1,163,320 | added | 0.27 | ||