Turning Point Benefit Group, Inc. Q4 2025 Filing
Filed January 30, 2026
Portfolio Value
$191.4B
Holdings
847
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (847 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MCKMCKESSON CORP | 194 | $158.0M | 0.08% | |
| 102 | CPRTCOPART INC | 4,052 | $158.0M | 0.08% | |
| 103 | LRCXLAM RESEARCH CORP | 894 | $152.0M | 0.08% | |
| 104 | PPLPPL CORP | 4,392 | $152.0M | 0.08% | |
| 105 | WELLWELLTOWER INC | 817 | $150.0M | 0.08% | |
| 106 | RWLINVESCO EXCH TRADED FD TR II | 1,259 | $143.0M | 0.07% | |
| 107 | MNSTMONSTER BEVERAGE CORP NEW | 1,868 | $142.0M | 0.07% | |
| 108 | IJHISHARES TR | 2,147 | $141.0M | 0.07% | |
| 109 | PLTRPALANTIR TECHNOLOGIES INC | 796 | $140.0M | 0.07% | |
| 110 | TBILRBB FD INC | 2,783 | $138.0M | 0.07% | |
| 111 | EFAISHARES TR | 1,428 | $137.0M | 0.07% | |
| 112 | XLCSELECT SECTOR SPDR TR | 1,099 | $129.0M | 0.07% | |
| 113 | XLUSELECT SECTOR SPDR TR | 2,966 | $126.0M | 0.07% | |
| 114 | DUKDUKE ENERGY CORP NEW | 1,081 | $126.0M | 0.07% | |
| 115 | XLRESELECT SECTOR SPDR TR | 3,094 | $124.0M | 0.06% | |
| 116 | DEDEERE & CO | 265 | $123.0M | 0.06% | |
| 117 | CRMSALESFORCE INC | 452 | $119.0M | 0.06% | |
| 118 | AMATAPPLIED MATLS INC | 453 | $116.0M | 0.06% | |
| 119 | COWZPACER FDS TR | 1,919 | $115.0M | 0.06% | |
| 120 | FTVFORTIVE CORP | 2,039 | $112.0M | 0.06% | |
| 121 | ICSHISHARES TR | 2,147 | $108.0M | 0.06% | |
| 122 | LLYELI LILLY & CO | 96 | $102.0M | 0.05% | |
| 123 | CMICUMMINS INC | 187 | $95.0M | 0.05% | |
| 124 | JPMJPMORGAN CHASE & CO. | 288 | $92.0M | 0.05% | |
| 125 | 7HPHP INC | 4,015 | $88.0M | 0.05% | |
| 126 | YUMCYUM CHINA HLDGS INC | 1,824 | $86.0M | 0.04% | |
| 127 | AG8AGILENT TECHNOLOGIES INC | 642 | $86.0M | 0.04% | |
| 128 | TMOTHERMO FISHER SCIENTIFIC INC | 148 | $85.0M | 0.04% | |
| 129 | CDNSCADENCE DESIGN SYSTEM INC | 275 | $85.0M | 0.04% | |
| 130 | ABGCENCORA INC | 255 | $85.0M | 0.04% | |
| 131 | VRSNVERISIGN INC | 351 | $84.0M | 0.04% | |
| 132 | VTEBVANGUARD MUN BD FDS | 1,674 | $83.0M | 0.04% | |
| 133 | IEXIDEX CORP | 471 | $82.0M | 0.04% | |
| 134 | TSLATESLA INC | 170 | $75.0M | 0.04% | |
| 135 | METAMETA PLATFORMS INC | 110 | $72.0M | 0.04% | |
| 136 | UNPUNION PAC CORP | 313 | $72.0M | 0.04% | |
| 137 | MSIMOTOROLA SOLUTIONS INC | 190 | $71.0M | 0.04% | |
| 138 | COSTCOSTCO WHSL CORP NEW | 72 | $62.0M | 0.03% | |
| 139 | FGDFIRST TR EXCHANGE TRADED FD | 2,044 | $61.0M | 0.03% | |
| 140 | WMBWILLIAMS COS INC | 1,002 | $60.0M | 0.03% | |
| 141 | MRKMERCK & CO INC | 567 | $59.0M | 0.03% | |
| 142 | PHOINVESCO EXCHANGE TRADED FD T | 824 | $58.0M | 0.03% | |
| 143 | WMTWALMART INC | 510 | $56.0M | 0.03% | |
| 144 | ORCLORACLE CORP | 285 | $54.0M | 0.03% | |
| 145 | VTVVANGUARD INDEX FDS | 283 | $53.0M | 0.03% | |
| 146 | EPIWISDOMTREE TR | 1,144 | $52.0M | 0.03% | |
| 147 | CVXCHEVRON CORP NEW | 339 | $51.0M | 0.03% | |
| 148 | DDOMINION ENERGY INC | 845 | $49.0M | 0.03% | |
| 149 | JNJJOHNSON & JOHNSON | 233 | $47.0M | 0.02% | |
| 150 | VPUVANGUARD WORLD FD | 258 | $47.0M | 0.02% | |
| 151 | SUSLISHARES TR | 384 | $46.0M | 0.02% | |
| 152 | MUMICRON TECHNOLOGY INC | 163 | $46.0M | 0.02% | |
| 153 | AQLTISHARES TR | 505 | $45.0M | 0.02% | |
| 154 | BMYBRISTOL-MYERS SQUIBB CO | 852 | $45.0M | 0.02% | |
| 155 | COSCNO FINL GROUP INC | 1,037 | $43.0M | 0.02% | |
| 156 | UNHUNITEDHEALTH GROUP INC | 133 | $43.0M | 0.02% | |
| 157 | HCAHCA HEALTHCARE INC | 92 | $42.0M | 0.02% | |
| 158 | VOOVANGUARD INDEX FDS | 67 | $42.0M | 0.02% | |
| 159 | HDHOME DEPOT INC | 122 | $41.0M | 0.02% | |
| 160 | ABTABBOTT LABS | 322 | $39.0M | 0.02% | |
| 161 | KOCOCA COLA CO | 566 | $39.0M | 0.02% | |
| 162 | KMBKIMBERLY-CLARK CORP | 375 | $37.0M | 0.02% | |
| 163 | VSGXVANGUARD WORLD FD | 519 | $37.0M | 0.02% | |
| 164 | EDCONSOLIDATED EDISON INC | 378 | $36.0M | 0.02% | |
| 165 | CAHCARDINAL HEALTH INC | 182 | $36.0M | 0.02% | |
| 166 | SCHDSCHWAB STRATEGIC TR | 1,307 | $35.0M | 0.02% | |
| 167 | TJXTJX COS INC NEW | 226 | $34.0M | 0.02% | |
| 168 | TOLTOLL BROTHERS INC | 261 | $34.0M | 0.02% | |
| 169 | TAT&T INC | 1,364 | $33.0M | 0.02% | |
| 170 | ISRGINTUITIVE SURGICAL INC | 56 | $31.0M | 0.02% | |
| 171 | TMUST-MOBILE US INC | 157 | $31.0M | 0.02% | |
| 172 | PRUPRUDENTIAL FINL INC | 289 | $31.0M | 0.02% | |
| 173 | WFCWELLS FARGO CO NEW | 335 | $30.0M | 0.02% | |
| 174 | IVWISHARES TR | 229 | $28.0M | 0.01% | |
| 175 | HYDVANECK ETF TRUST | 569 | $28.0M | 0.01% | |
| 176 | SCHVSCHWAB STRATEGIC TR | 918 | $27.0M | 0.01% | |
| 177 | AZOAUTOZONE INC | 8 | $26.0M | 0.01% | |
| 178 | ENBENBRIDGE INC | 564 | $26.0M | 0.01% | |
| 179 | QALTSEI EXCHANGE TRADED FUNDS | 1,021 | $25.0M | 0.01% | |
| 180 | XLBSELECT SECTOR SPDR TR | 554 | $25.0M | 0.01% | |
| 181 | FRTFEDERAL RLTY INVT TR NEW | 254 | $25.0M | 0.01% | |
| 182 | NFLXNETFLIX INC. | 270 | $25.0M | 0.01% | |
| 183 | BACVERIZON COMMUNICATIONS INC | 617 | $24.0M | 0.01% | |
| 184 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 2,084 | $24.0M | 0.01% | |
| 185 | MUBISHARES TR | 218 | $23.0M | 0.01% | |
| 186 | LINLINDE PLC | 54 | $23.0M | 0.01% | |
| 187 | IBMINTERNATIONAL BUSINESS MACHS | 78 | $22.0M | 0.01% | |
| 188 | MCOMOODYS CORP | 45 | $22.0M | 0.01% | |
| 189 | SPGIS&P GLOBAL INC | 44 | $22.0M | 0.01% | |
| 190 | PSAPUBLIC STORAGE OPER CO | 86 | $22.0M | 0.01% | |
| 191 | DHRDANAHER CORPORATION | 95 | $21.0M | 0.01% | |
| 192 | CMECME GROUP INC | 77 | $21.0M | 0.01% | |
| 193 | AEPAMERICAN ELEC PWR CO INC | 183 | $20.0M | 0.01% | |
| 194 | DGROISHARES TR | 291 | $20.0M | 0.01% | |
| 195 | SPDWSPDR INDEX SHS FDS | 438 | $19.0M | 0.01% | |
| 196 | RSHOTEMA ETF TRUST | 451 | $19.0M | 0.01% | |
| 197 | CSCOCISCO SYS INC | 258 | $19.0M | 0.01% | |
| 198 | ASMLASML HOLDING N V | 18 | $19.0M | 0.01% | |
| 199 | ORLYOREILLY AUTOMOTIVE INC | 206 | $18.0M | 0.01% | |
| 200 | AMDADVANCED MICRO DEVICES INC | 86 | $18.0M | 0.01% |