Single-Point-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ABBV",
  "GOOGL",
  "T",
  "LOW",
  null,
  "HON",
  "HD",
  null,
  "MUB",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  "MSFT",
  null,
  "IJR",
  "IWD",
  null,
  "IWF",
  "PEP",
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  null,
  null,
  "NVDA",
  "VZ",
  null,
  "IEFA",
  "SPGI",
  "SCHX",
  "RTX",
  "GLD",
  null,
  null,
  "IBM",
  "TJX",
  "VO",
  "VXF",
  "EBC",
  null,
  "VWO",
  "VSS",
  "IWV",
  "VYM",
  "AEP",
  "ILPT",
  "PEG",
  "AMZN",
  null,
  "IVE",
  "VEU",
  "VUG",
  "VEA",
  "VTEB",
  "BND",
  "VB",
  "VOO",
  "V",
  null,
  null,
  "SCHF",
  "DINO",
  "IXUS",
  "DGRO",
  "ESGU",
  "BAC",
  "BRK-B",
  "KO",
  "COST",
  "DFAX",
  "DFAC",
  "IWB",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "LLY",
  null,
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 87
Total Value: 426037
Accession Number: 0001801184-25-000003
Form Type: 13F-HR
CIK: single-point-partners
Manager Name: Single-Point-Partners

Data Enrichment

80% identified

70 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

87 positions • $426.0K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464288273

Shares:5.2K

Value:$331.0K

% of Portfolio:77.7% ($331.0K/$426.0K)

46435G425

ESGU|46435G425

Shares:2.6K

Value:$317.0K

% of Portfolio:74.4% ($317.0K/$426.0K)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:3.6K

Value:$300.0K

% of Portfolio:70.4% ($300.0K/$426.0K)

LOWES COMPANIES INC

LOW|548661107

Shares:1.3K

Value:$297.0K

% of Portfolio:69.7% ($297.0K/$426.0K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:549

Value:$292.0K

% of Portfolio:68.5% ($292.0K/$426.0K)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:2.4K

Value:$289.0K

% of Portfolio:67.8% ($289.0K/$426.0K)

VISA INC.

V|92826C839

Shares:817

Value:$286.0K

% of Portfolio:67.1% ($286.0K/$426.0K)

922042718

VSS|922042718

Shares:2.5K

Value:$284.0K

% of Portfolio:66.7% ($284.0K/$426.0K)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:293

Value:$277.0K

% of Portfolio:65.0% ($277.0K/$426.0K)

PEPSICO INC

PEP|713448108

Shares:1.8K

Value:$277.0K

% of Portfolio:65.0% ($277.0K/$426.0K)

NVIDIA CORP

NVDA|67066G104

Shares:2.6K

Value:$277.0K

% of Portfolio:65.0% ($277.0K/$426.0K)

RTX Corp

RTX|75513E101

Shares:2.0K

Value:$267.0K

% of Portfolio:62.7% ($267.0K/$426.0K)

ELI LILLY & Co

LLY|532457108

Shares:302

Value:$249.0K

% of Portfolio:58.4% ($249.0K/$426.0K)

464287408

IVE|464287408

Shares:1.3K

Value:$248.0K

% of Portfolio:58.2% ($248.0K/$426.0K)

S&P Global Inc.

SPGI|78409V104

Shares:477

Value:$243.0K

% of Portfolio:57.0% ($243.0K/$426.0K)

46434V621

DGRO|46434V621

Shares:3.9K

Value:$238.0K

% of Portfolio:55.9% ($238.0K/$426.0K)

COCA COLA CO

KO|191216100

Shares:3.3K

Value:$233.0K

% of Portfolio:54.7% ($233.0K/$426.0K)

46137V241

Shares:3.5K

Value:$230.0K

% of Portfolio:54.0% ($230.0K/$426.0K)

AT&T INC.

T|00206R102

Shares:8.1K

Value:$229.0K

% of Portfolio:53.8% ($229.0K/$426.0K)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.1K

Value:$228.0K

% of Portfolio:53.5% ($228.0K/$426.0K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288273)✕	5.2K	QoQ -43.34% (-4.0K) YoY -82.00% (-23.8K)	All Managers (Combined)	$331.0K	77.7% ($331.0K/$426.0K)	QoQ -40.78% (-$0) YoY -81.95% (-$2)
(ESGUcusip46435G425)	2.6K	QoQ +3.04% (-77) YoY +15.74% (+354)	All Managers (Combined)	$317.0K	74.4% ($317.0K/$426.0K)	QoQ -2.46% (-$0) YoY +22.86% (+$0)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	3.6K	QoQ -3.67% (-139) YoY -0.43% (-16)	All Managers (Combined)	$300.0K	70.4% ($300.0K/$426.0K)	QoQ -6.25% (-$0) YoY +21.45% (-$0)
LOWES COMPANIES INC(LOWcusip548661107)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$297.0K	69.7% ($297.0K/$426.0K)	QoQ NEW(+$0) YoY NEW(+$0)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	549	QoQ -0.72% (-4) YoY -23.75% (-171)	All Managers (Combined)	$292.0K	68.5% ($292.0K/$426.0K)	QoQ +16.33% (-$0) YoY -3.63% (-$0)
TJX COMPANIES INC /DE/(TJXcusip872540109)	2.4K	QoQ +36.55% (+636) YoY NEW(+2.4K)	All Managers (Combined)	$289.0K	67.8% ($289.0K/$426.0K)	QoQ +37.61% (+$0) YoY NEW(+$0)
VISA INC.(Vcusip92826C839)	817	QoQ +24.16% (+159) YoY NEW(+817)	All Managers (Combined)	$286.0K	67.1% ($286.0K/$426.0K)	QoQ +37.50% (+$0) YoY NEW(+$0)
(VSScusip922042718)	2.5K	QoQ -0.16% (-4) YoY -64.79% (-4.5K)	All Managers (Combined)	$284.0K	66.7% ($284.0K/$426.0K)	QoQ +0.70% (-$0) YoY -65.19% (-$1)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	293	QoQ +1.73% (+5) YoY -6.98% (-22)	All Managers (Combined)	$277.0K	65.0% ($277.0K/$426.0K)	QoQ +4.92% (+$0) YoY +19.91% (-$0)
PEPSICO INC(PEPcusip713448108)	1.8K	QoQ +32.85% (+457) YoY +4.34% (-77)	All Managers (Combined)	$277.0K	65.0% ($277.0K/$426.0K)	QoQ +31.27% (+$0) YoY -11.21% (-$0)
NVIDIA CORP(NVDAcusip67066G104)	2.6K	QoQ -46.04% (-2.2K) YoY +330.25% (-2.0K)	All Managers (Combined)	$277.0K	65.0% ($277.0K/$426.0K)	QoQ -56.51% (-$0) YoY -48.41% (-$0)
RTX Corp(RTXcusip75513E101)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$267.0K	62.7% ($267.0K/$426.0K)	QoQ NEW(+$0) YoY NEW(+$0)
ELI LILLY & Co(LLYcusip532457108)	302	QoQ -7.36% (-24) YoY NEW(+302)	All Managers (Combined)	$249.0K	58.4% ($249.0K/$426.0K)	QoQ -1.19% (-$0) YoY NEW(+$0)
(IVEcusip464287408)	1.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$248.0K	58.2% ($248.0K/$426.0K)	QoQ 0.00% (+$0) YoY +2.05% (+$0)
S&P Global Inc.(SPGIcusip78409V104)	477	QoQ +3.69% (+17) YoY +0.42% (+2)	All Managers (Combined)	$243.0K	57.0% ($243.0K/$426.0K)	QoQ +6.11% (+$0) YoY +20.29% (+$0)
(DGROcusip46434V621)	3.9K	QoQ +0.12% (+5) YoY NEW(+3.9K)	All Managers (Combined)	$238.0K	55.9% ($238.0K/$426.0K)	QoQ +0.84% (+$0) YoY NEW(+$0)
COCA COLA CO(KOcusip191216100)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$233.0K	54.7% ($233.0K/$426.0K)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip46137V241)✕	3.5K	QoQ +0.26% (-9) YoY +1.08% (+37)	All Managers (Combined)	$230.0K	54.0% ($230.0K/$426.0K)	QoQ -0.43% (-$0) YoY +11.11% (+$0)
AT&T INC.(Tcusip00206R102)	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$229.0K	53.8% ($229.0K/$426.0K)	QoQ NEW(+$0) YoY NEW(+$0)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.1K	QoQ +1.60% (-17) YoY -16.05% (-206)	All Managers (Combined)	$228.0K	53.5% ($228.0K/$426.0K)	QoQ -4.60% (-$0) YoY -13.30% (-$0)