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Single Point Partners, LLC

SEC CIK
0001801184
Latest filing
Jul 16, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Jul 29, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
124
+4 vs. Q1 2022
Portfolio value
$366.6M
−$25.6M (−6.5%) vs. Q1 2022
Filed
Jul 29, 2022
SEC
Holdings of Single Point Partners, LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
JOBGEE Group Inc.COM10,000$5.00K<0.1%00.0%UnchangedHistory
SWNSouthwestern Energy CoCOM16,149$101.0K<0.1%+16,149NewHistory
LOWLowes Companies IncStock1,143$200.0K0.1%−122−9.6%ReducedHistory
NVONovo Nordisk A SADR1,794$200.0K0.1%+1,794NewHistory
LINLinde PLCSHS697$200.0K0.1%+2+0.3%AddedHistory
NKENIKE, Inc.Stock2,012$206.0K0.1%+214+11.9%AddedHistory
TXNTexas Instruments IncStock1,368$210.0K0.1%−4−0.3%ReducedHistory
ADBEAdobe Inc.Stock577$211.0K0.1%−125−17.8%ReducedHistory
DGDollar General CorpCOM876$215.0K0.1%−83−8.7%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR2,644$216.0K0.1%−154−5.5%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock401$218.0K0.1%+401NewHistory
ABTAbbott LaboratoriesStock2,005$218.0K0.1%+2,005NewHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS41,385$221.0K0.1%+41,385NewHistory
AZNAstraZeneca PLCSPONSORED ADR3,341$221.0K0.1%+3,341NewHistory
ADPAutomatic Data Processing IncStock1,099$231.0K0.1%+199+22.1%AddedHistory
RIORio Tinto PLCADR3,785$231.0K0.1%+3,785NewHistory
ADMArcher-Daniels-Midland CoStock2,996$232.0K0.1%−200−6.3%ReducedHistory
METAMeta Platforms, Inc.Stock1,448$234.0K0.1%+20+1.4%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock1,521$236.0K0.1%−154−9.2%ReducedHistory
NEENextera Energy IncStock3,081$239.0K0.1%+10.0%AddedHistory
RTXRTX CorpStock2,500$240.0K0.1%−34−1.3%ReducedHistory
NVSNovartis AGADR2,854$241.0K0.1%+2,854NewHistory
TFCTruist Financial CorpCOM5,197$246.0K0.1%−130−2.4%ReducedHistory
AEPAmerican Electric Power Co IncStock2,584$248.0K0.1%00.0%UnchangedHistory
NVDANVIDIA CorpStock1,642$249.0K0.1%−307−15.8%ReducedHistory
CSCOCisco Systems, Inc.Stock5,890$251.0K0.1%−336−5.4%ReducedHistory
PMPhilip Morris International Inc.Stock2,563$253.0K0.1%+2,563NewHistory
COPConocoPhillipsStock2,992$269.0K0.1%+434+17.0%AddedHistory
CBChubb LtdStock1,386$272.0K0.1%+1,386NewHistory
COSTCostco Wholesale CorpStock580$278.0K0.1%+580NewHistory
AVGOBroadcom Inc.Stock578$281.0K0.1%−30−4.9%ReducedHistory
NOCNorthrop Grumman CorpStock592$283.0K0.1%+7+1.2%AddedHistory
MMM3M CoStock2,189$283.0K0.1%+606+38.3%AddedHistory
ABBVAbbVie Inc.Stock1,889$289.0K0.1%+548+40.9%AddedHistory
SPDR Series Trust78468R531SPDR S&P 500 ESG7,988$289.0K0.1%+7,988New–
CICigna GroupStock1,105$291.0K0.1%00.0%UnchangedHistory
HSBCHSBC Holdings PLCSPON ADR NEW8,975$293.0K0.1%+8,975NewHistory
HONHoneywell International IncCOM1,704$296.0K0.1%−813−32.3%ReducedHistory
DLTRDollar Tree, Inc.COM1,924$300.0K0.1%−79−3.9%ReducedHistory
CMCSAComcast CorpStock7,728$303.0K0.1%+1,191+18.2%AddedHistory
Invesco QQQ Trust Series I46090E103ETF1,091$306.0K0.1%+460+72.9%Added–
BACBank of America CorpStock9,817$306.0K0.1%+34+0.3%AddedHistory
RYRoyal Bank of CanadaStock3,202$310.0K0.1%+3,202NewHistory
SPGIS&P Global Inc.Stock928$313.0K0.1%+376+68.1%AddedHistory
PEGPublic Service Enterprise Group IncCOM4,953$313.0K0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock1,334$329.0K0.1%+1,334NewHistory
CVSCVS Health CorpStock3,760$348.0K0.1%+78+2.1%AddedHistory
SHOPShopify Inc.Stock11,464$358.0K0.1%+11,464NewHistory
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW7,091$364.0K0.1%+30.0%Added–
BRK.BBerkshire Hathaway IncStock1,407$384.0K0.1%−337−19.3%ReducedHistory
DHRDanaher CorpStock1,524$386.0K0.1%+260+20.6%AddedHistory
LLYEli Lilly & CoStock1,225$397.0K0.1%+160+15.0%AddedHistory
TAT&T Inc.Stock18,984$398.0K0.1%+18,984NewHistory
BRK.ABerkshire Hathaway IncCL A1$409.0K0.1%00.0%UnchangedHistory
TTETotalEnergies SESPONSORED ADS7,965$419.0K0.1%+7,965NewHistory
XOMExxonMobil Holdings CorpCOM4,990$427.0K0.1%+4,990NewHistory
iShares Russell 1000 Value ETF464287598ETF2,976$431.0K0.1%−4,177−58.4%Reduced–
VVisa Inc.Stock2,197$433.0K0.1%+324+17.3%AddedHistory
PGProcter & Gamble CoStock3,095$445.0K0.1%+1,081+53.7%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF2,131$466.0K0.1%−85,281−97.6%Reduced–
KOCoca Cola CoStock7,422$467.0K0.1%+2,784+60.0%AddedHistory
UNHUnitedHealth Group IncStock944$485.0K0.1%+310+48.9%AddedHistory
TMToyota Motor CorpADS3,246$500.0K0.1%+3,246NewHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF10,230$511.0K0.1%−47,821−82.4%Reduced–
MDYSPDR S&P Midcap 400 ETF TrustETF1,248$516.0K0.1%+81+6.9%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF11,838$529.0K0.1%00.0%Unchanged–
SPDR Series Trust78464A763ST STR SP DIV4,789$568.0K0.2%−23,759−83.2%Reduced–
Schwab International Small-Cap Equity ETF808524888ETF18,241$570.0K0.2%00.0%Unchanged–
AMZNAmazon Com IncStock5,418$575.0K0.2%−442−7.5%ReducedConverted for a 20-for-1 splitHistory
iShares S&P 500 Growth ETF464287309ETF9,646$582.0K0.2%−28,754−74.9%Reduced–
PEPPepsiCo IncStock3,500$583.0K0.2%+350+11.1%AddedHistory
HOLXHologic IncCOM8,641$599.0K0.2%+8,641NewHistory
MRKMerck & Co., Inc.Stock6,723$613.0K0.2%−516−7.1%ReducedHistory
VZVerizon Communications IncStock12,078$613.0K0.2%+2,723+29.1%AddedHistory
EBCEastern Bankshares, Inc.COM33,564$620.0K0.2%−2,475−6.9%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF6,294$640.0K0.2%+9+0.1%Added–
HDHome Depot, Inc.Stock2,394$657.0K0.2%+608+34.0%AddedHistory
SPDR Series Trust78468R622ST BLOO HIGH ETF7,387$670.0K0.2%+7,387New–
JPMJPMorgan Chase & CoStock6,085$685.0K0.2%−136−2.2%ReducedHistory
HUBSHubSpot IncCOM2,425$729.0K0.2%+351+16.9%AddedHistory
PFEPfizer IncStock13,915$730.0K0.2%+3,724+36.5%AddedHistory
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT5,226$772.0K0.2%00.0%Unchanged–
DOCNDigitalOcean Holdings, Inc.COM19,786$818.0K0.2%+90.0%AddedHistory
JNJJohnson & JohnsonStock4,759$845.0K0.2%+812+20.6%AddedHistory
Vanguard Morningstar Value ETF922908744ETF6,412$846.0K0.2%+5+0.1%Added–
Vanguard Total Bond Market ETF921937835ETF11,814$889.0K0.2%+11,814New–
BABoeing CoStock6,532$893.0K0.2%+539+9.0%AddedHistory
HAEHaemonetics CorpCOM14,368$937.0K0.3%+14,368NewHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF8,839$973.0K0.3%−2,010−18.5%Reduced–
KEYSKeysight Technologies, Inc.Stock7,766$1.07M0.3%+7,766NewHistory
Goldman Sachs ETF Tr381430529ACCES TREASURY11,191$1.12M0.3%−139−1.2%Reduced–
GOOGAlphabet Inc.Stock603$1.32M0.4%−3−0.5%ReducedHistory
Schwab U.S. Mid-Cap ETF808524508ETF21,038$1.32M0.4%+547+2.7%Added–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF12,820$1.32M0.4%+3,026+30.9%Added–
Vanguard Morningstar Growth ETF922908736ETF6,459$1.44M0.4%+10.0%Added–
iShares Tr4642874571 3 YR TREAS BD18,305$1.51M0.4%+18,305New–
BSXBoston Scientific CorpStock42,815$1.60M0.4%+42,815NewHistory
GOOGLAlphabet Inc.Stock788$1.72M0.5%+246+45.4%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF34,695$1.98M0.5%−22,320−39.1%Reduced–
SPDR Index Shs FDS78463X509ST PORT MARK ETF73,341$2.55M0.7%−31,582−30.1%Reduced–

Sold out since Q1 2022 (24)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Single Point Partners, LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
iShares MSCI Acwi Ex U.S. ETF464288240ETF42,693$2.23M0.6%–
iShares S&P 500 Value ETF464287408ETF2,780$433.0K0.1%–
BXBlackstone Inc.COM3,143$399.0K0.1%History
DISWalt Disney CoStock2,383$327.0K0.1%History
iShares Core Dividend Growth ETF46434V621ETF100,982$303.0K0.1%–
iShares MSCI Eafe ETF464287465ETF4,031$297.0K0.1%–
TJXTJX Companies IncStock4,369$265.0K0.1%History
DDDuPont de Nemours, Inc.COM3,477$256.0K0.1%History
TSLATesla, Inc.Stock228$246.0K0.1%History
ASMLASML Holding NVADR367$245.0K0.1%History
USBUS Bancorp DECOM NEW4,319$230.0K0.1%History
DACDanaos CorpSHS2,222$228.0K0.1%History
CRMSalesforce, Inc.Stock1,050$223.0K0.1%History
iShares Tr464287234MSCI EMG MKT ETF4,870$220.0K0.1%–
DEDeere & CoStock527$219.0K0.1%History
BAXBaxter International IncStock2,796$217.0K0.1%History
PAYXPaychex IncStock1,573$215.0K0.1%History
METMetlife IncStock3,023$212.0K0.1%History
YUMYum Brands IncStock1,773$210.0K0.1%History
State Street Financial Select Sector SPDR ETF81369Y605ETF5,307$203.0K0.1%–
DOVDOVER CorpCOM1,292$203.0K0.1%History
AIGAmerican International Group, Inc.Stock3,182$200.0K0.1%History
VTRSViatris IncStock14,331$156.0K<0.1%History
Vanguard Index FDS922908652EXTEND MKT ETF39,605$142.0K<0.1%–