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Livermore
Livermore
ZHEN

Single Point Partners, LLC

SEC CIK
0001801184
Latest filing
Jul 16, 2026

The latest 13F from Single Point Partners, LLC covers Q2 2026 (filed Jul 16, 2026): 102 long positions worth $568.0M. The top 10 holdings make up 73.6% of the portfolio, and the largest is iShares Core S&P 500 ETF at 29.4%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
21
Est. +$6.29M
Added
36
Est. +$5.51M
Reduced
35
Est. −$4.27M
Sold out
2
Est. −$429.4K

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    29.4%$166.7M
  2. iShares Core S&P Mid-Cap ETF464287507
    9.8%$55.5M
  3. iShares Core U.S. Aggregate Bond ETF464287226
    8.8%$50.1M
  4. iShares Core S&P Small Cap ETF464287804
    6.4%$36.3M
  5. iShares Tr464287622
    4.0%$22.7M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Core U.S. Aggregate Bond ETF464287226
    +$1.15MAdded
  2. Vanguard Total Bond Market ETF921937835
    +$878.4KAdded
  3. iShares Tr46429B655
    +$804.3KAdded
  4. MUMicron Technology Inc
    +$617.5KNewHistory
  5. Vanguard Mun BD FDS922907746
    +$585.5KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Core S&P Small Cap ETF464287804
    +0.36 pp6.0% → 6.4%
  2. iShares Core S&P Mid-Cap ETF464287507
    +0.17 pp9.6% → 9.8%
  3. MUMicron Technology Inc
    +0.11 pp0.0% → 0.1%History
  4. Vanguard Total Bond Market ETF921937835
    +0.07 pp0.7% → 0.8%
  5. iShares Tr46436E833
    +0.06 pp0.0% → 0.1%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Core S&P 500 ETF464287200
    −$1.03MReduced
  2. Vanguard Morningstar Mid-Cap ETF922908629
    −$600.6KReducedConverted for a 4-for-1 split
  3. iShares Tr464287622
    −$513.9KReduced
  4. Vanguard Morningstar Small-Cap ETF922908751
    −$449.2KReduced
  5. iShares Core MSCI Emerging Markets ETF46434G103
    −$380.9KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr464288414
    −0.32 pp2.7% → 2.4%
  2. iShares Tr464288158
    −0.17 pp1.3% → 1.2%
  3. Vanguard Morningstar Mid-Cap ETF922908629
    −0.13 pp3.6% → 3.5%
  4. iShares Tr464287457
    −0.07 pp0.5% → 0.5%
  5. TAT&T Inc.
    −0.04 pp<0.1% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$568.0M
+$65.5M (+13.0%) vs. prior quarter
Positions
102
+19 vs. prior quarter
Top 10 concentration
73.6%
Top 10 as share of value
Turnover
0.9%
Q2 2026, one quarter
Average holding period
8.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $568.0M (Q2 2026)

Q1 2021: $270.9MQ2 2021: $290.3MQ3 2021: $45.8MQ4 2021: $373.3MQ1 2022: $392.2MQ2 2022: $366.6MQ3 2022: $364.2MQ4 2022: $416.1MQ1 2023: $457.5MQ2 2023: $72.5MQ3 2023: $380.9MQ4 2023: $401.3MQ1 2024: $430.5MQ2 2024: $58.4MQ3 2024: $62.7MQ4 2024: $434.3MQ1 2025: $426.0MQ2 2025: $457.3MQ3 2025: $492.7MQ4 2025: $505.8MQ1 2026: $502.5MQ2 2026: $568.0M
Q1 2021Q2 2026
13F filings of Single Point Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 16, 2026102$568.0MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core U.S. Aggregate Bond ETFvs. Q1 2026SEC
Q1 2026Apr 15, 202683$502.5MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core U.S. Aggregate Bond ETFvs. Q4 2025SEC
Q4 2025Jan 26, 202687$505.8MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core U.S. Aggregate Bond ETFvs. Q3 2025SEC
Q3 2025Oct 20, 202589$492.7MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core U.S. Aggregate Bond ETFvs. Q2 2025SEC
Q2 2025Jul 21, 202588$457.3MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core U.S. Aggregate Bond ETFvs. Q1 2025SEC
Q1 2025Apr 14, 202587$426.0MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core U.S. Aggregate Bond ETFvs. Q4 2024SEC
Q4 2024Jan 29, 202581$434.3MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core U.S. Aggregate Bond ETFvs. Q3 2024SEC
Q3 2024Oct 3, 202434$62.7MiShares Core MSCI Eafe ETFiShares Core MSCI Emerging Markets ETFiShares Trvs. Q2 2024SEC
Q2 2024Jul 12, 202434$58.4MiShares Core MSCI Eafe ETFiShares Core MSCI Emerging Markets ETFiShares Trvs. Q1 2024SEC
Q1 2024Apr 11, 202479$430.5MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Trvs. Q4 2023SEC
Q4 2023Jan 11, 202477$401.3MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Trvs. Q3 2023SEC
Q3 2023Oct 12, 202377$380.9MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Trvs. Q2 2023SEC
Q2 2023Jul 10, 202365$72.5MiShares Core MSCI Emerging Markets ETFiShares Core MSCI Eafe ETFiShares Trvs. Q1 2023SEC
Q1 2023Apr 6, 2023156$457.5MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Trvs. Q4 2022SEC
Q4 2022Jan 10, 2023153$416.1MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Trvs. Q3 2022SEC
Q3 2022Oct 7, 2022129$364.2MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Trvs. Q2 2022SEC
Q2 2022Jul 29, 2022124$366.6MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core U.S. Aggregate Bond ETFvs. Q1 2022SEC
Q1 2022Apr 28, 2022120$392.2MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core U.S. Aggregate Bond ETFvs. Q4 2021SEC
Q4 2021Jan 27, 202286$373.3MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core U.S. Aggregate Bond ETFvs. Q3 2021SEC
Q3 2021Oct 25, 202128$45.8MiShares Core MSCI Emerging Markets ETFiShares Core MSCI Eafe ETFSPYvs. Q2 2021SEC
Q2 2021Jul 28, 202177$290.3MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core U.S. Aggregate Bond ETFvs. Q1 2021SEC
Q1 2021Apr 30, 202180$270.9MiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFiShares Core S&P Small Cap ETF–SEC