Turning Point Benefit Group, Inc. Q4 2025 Filing

Filed January 30, 2026

Portfolio Value

$191.4M

Holdings

847

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (847 positions)

StockValue
RFREGIONS FINANCIAL CORP NEW
$5K
BXBLACKSTONE INC
$4K
SEIVSEI EXCHANGE TRADED FUNDS
$4K
APPAPPLOVIN CORP
$4K
SEIMSEI EXCHANGE TRADED FUNDS
$4K
AJGGALLAGHER ARTHUR J & CO
$4K
SPGSIMON PPTY GROUP INC NEW
$4K
VBVANGUARD INDEX FDS
$4K
XLKSELECT SECTOR SPDR TR
$4K
CMSCMS ENERGY CORP
$4K
KRKROGER CO
$4K
EMBISHARES TR
$4K
FASTFASTENAL CO
$4K
STXSEAGATE TECHNOLOGY HLDNGS PL
$4K
CBCHUBB LIMITED
$4K
XPOXPO INC
$4K
NVTNVENT ELECTRIC PLC
$4K
VWOVANGUARD INTL EQUITY INDEX F
$4K
MTZMASTEC INC
$4K
AWCAMERICAN WTR WKS CO INC NEW
$4K
CINFCINCINNATI FINL CORP
$4K
IWMISHARES TR
$4K
IPINTERNATIONAL PAPER CO
$4K
CLCOLGATE PALMOLIVE CO
$4K
EXPEEXPEDIA GROUP INC
$4K
AMANTERO MIDSTREAM CORP
$4K
JCIJOHNSON CTLS INTL PLC
$4K
IDAIDACORP INC
$4K
URAGLOBAL X FDS
$4K
CRCRANE COMPANY
$4K
RSGREPUBLIC SVCS INC
$4K
GRMNGARMIN LTD
$4K
MRVLMARVELL TECHNOLOGY INC
$3K
RKTROCKET COS INC
$3K
ROSTROSS STORES INC
$3K
SONSONOCO PRODS CO
$3K
XELXCEL ENERGY INC
$3K
SEEMSEI EXCHANGE TRADED FUNDS
$3K
VIGVANGUARD SPECIALIZED FUNDS
$3K
GLGLOBE LIFE INC
$3K
FICOFAIR ISAAC CORP
$3K
VLTOVERALTO CORP
$3K
BDXBECTON DICKINSON & CO
$3K
NTRANATERA INC
$3K
METMETLIFE INC
$3K
GILDGILEAD SCIENCES INC
$3K
SEISSEI EXCHANGE TRADED FUNDS
$3K
AIGAMERICAN INTL GROUP INC
$3K
SYYSYSCO CORP
$3K
1RGREV GROUP INC
$3K
INTCINTEL CORP
$3K
FT2FIRST HORIZON CORPORATION
$3K
VBRVANGUARD INDEX FDS
$3K
KVUEKENVUE INC
$3K
BABOEING CO
$3K
AMGNAMGEN INC
$3K
MIGASTRATEGY INC
$3K
CVSCVS HEALTH CORP
$3K
DISDISNEY WALT CO
$3K
GWWWW GRAINGER INC
$3K
TTTRANE TECHNOLOGIES PLC
$3K
PEGPUBLIC SVC ENTERPRISE GRP IN
$3K
GISGENERAL MLS INC
$3K
DVNDEVON ENERGY CORP NEW
$3K
EAELECTRONIC ARTS INC
$3K
NUENUCOR CORP
$3K
RGLDROYAL GOLD INC
$3K
EBNDSPDR SERIES TRUST
$3K
PEOEXELON CORP
$3K
FTNTFORTINET INC
$3K
FNFFIDELITY NATIONAL FINANCIAL
$3K
CEGCONSTELLATION ENERGY CORP
$3K
MPWRMONOLITHIC PWR SYS INC
$3K
IRMIRON MTN INC DEL
$3K
VEUVANGUARD INTL EQUITY INDEX F
$2K
DBXDROPBOX INC
$2K
PRAPROASSURANCE CORP
$2K
HONHONEYWELL INTL INC
$2K
GEHCGE HEALTHCARE TECHNOLOGIES I
$2K
SLBSLB LIMITED
$2K
UNMUNUM GROUP
$2K
WDAYWORKDAY INC
$2K
RCLROYAL CARIBBEAN GROUP
$2K
BUSEFIRST BUSEY CORP
$2K
SEIQSEI EXCHANGE TRADED FUNDS
$2K
CHDCHURCH & DWIGHT CO INC
$2K
EMREMERSON ELEC CO
$2K
ICEINTERCONTINENTAL EXCHANGE IN
$2K
EBAEBAY INC.
$2K
OMFONEMAIN HLDGS INC
$2K
MODMODINE MFG CO
$2K
APAAPA CORPORATION
$2K
DOCUDOCUSIGN INC
$2K
PCARPACCAR INC
$2K
CGGOCAPITAL GROUP GBL GROWTH EQT
$2K
VAWVANGUARD WORLD FD
$2K
ICLNISHARES TR
$2K
PLDPROLOGIS INC.
$2K
NIONIO INC
$2K
HWCHANCOCK WHITNEY CORPORATION
$2K
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