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Portfolio (Quarterly) Guide ↗

Turning Point Benefit Group, Inc.

· CIK 0002008513
13F Portfolio $232M AUM 109 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 109 New
Page 3 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOG ALPHABET INC 4,051.0 $1.4M 0.62% NEW $354.06
42 O REALTY INCOME CORP Real Estate 23,113.0 $1.4M 0.62% NEW $61.95 -1.1%
43 VYM VANGUARD WHITEHALL FDS 8,035.0 $1.3M 0.55% NEW $158.08 +3.9%
44 VEEV VEEVA SYS INC Healthcare 7,014.0 $1.3M 0.54% NEW $178.25 +54.3%
45 WEC WEC ENERGY GROUP INC Utilities 9,682.0 $1.1M 0.49% NEW $116.68 -9.2%
46 EVRG EVERGY INC Utilities 12,961.0 $1.1M 0.48% NEW $86.41 -5.6%
47 PDBC INVESCO ACTVELY MNGD ETC FD 67,085.0 $1.1M 0.46% NEW $15.82 +20.2%
48 OHI OMEGA HEALTHCARE INVS INC Real Estate 21,831.0 $1.0M 0.45% NEW $47.77 -2.9%
49 ZS ZSCALER INC Technology 7,307.0 $1.0M 0.45% NEW $141.76 +19.8%
50 SMH VANECK ETF TRUST 1,470.0 $964K 0.41% NEW $655.89 -13.6%
51 WCC WESCO INTL INC Industrials 2,707.0 $932K 0.40% NEW $344.34 +2.1%
52 XOM EXXON MOBIL CORP Energy 5,969.0 $816K 0.35% NEW $136.64 +16.7%
53 APH AMPHENOL CORP Technology 4,497.0 $792K 0.34% NEW $176.06 -53.0%
54 HYDB ISHARES TR 16,765.0 $780K 0.34% NEW $46.54 -0.6%
55 NEM NEWMONT CORP Basic Materials 8,310.0 $776K 0.33% NEW $93.38 +37.2%
56 KLAC KLA CORP Technology 2,562.0 $770K 0.33% NEW $300.60 -38.3%
57 BLES NORTHERN LTS FD TR IV 15,932.0 $759K 0.33% NEW $47.61 +4.7%
58 GD GENERAL DYNAMICS CORP Industrials 2,041.0 $724K 0.31% NEW $354.77 +1.3%
59 DLR DIGITAL RLTY TR INC Real Estate 3,871.0 $694K 0.30% NEW $179.38 +5.0%
60 HUBB HUBBELL INC Industrials 1,305.0 $680K 0.29% NEW $521.20 -11.6%
Page 3 of 6  ·  109 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Financial Services 15.0%
Basic Materials 13.6%
Real Estate 10.2%
Industrials 10.0%
Utilities 8.5%
Energy 6.5%
Healthcare 2.6%
Consumer Cyclical 1.6%
Consumer Defensive 1.2%