Fund Holdings — Turning Point Benefit Group, Inc.

Total Portfolio Value
$157.01M
Total Bought
$23.46M
Total Sold
$52.84M
Net Transaction
-$29.38M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
SPDR SERIES TRUST
ST STR BLO 1 ETF
273,683405,871+132,18825,00937,12423.64%+12,115
NORTHERN LTS FD TR IV
INSPIRE INTL ETF
264,746396,067+131,3219,65811,6737.43%+2,015
TIMOTHY PLAN87,116141,847+54,7313,6114,8883.11%+1,277
AMPHENOL CORP264,089+4,06345140.33%+511
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
74,087102,632+28,5459821,4410.92%+459
PAN AMERN SILVER CORP(PAAS)07,836+7,83604390.28%+439
VALERO ENERGY CORP(VLO)6,1075,801-3069941,4240.91%+430
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,518+2,51803680.23%+368
NORTHERN LTS FD TR IV
INSPIRE CORP BD
30,29845,583+15,2857331,0910.69%+358
BLACKROCK ETF TRUST II21,39428,205+6,8111,1051,4280.91%+323
ISHARES TR2,3203,927+1,6072564320.28%+177
EXXON MOBIL CORP5,8205,698-1227008720.56%+171
ISHARES TR
HDG MSCI EAFE
4,72410,769+6,0451953560.23%+160
ISHARES TR
ULTRA SHORT DUR
2,1474,884+2,7371092470.16%+138
APPLIED MATLS INC4531,156+7031162460.16%+129
SCHWAB STRATEGIC TR11,22120,647+9,4263664930.31%+127
REALTY INCOME CORP(O)19,17119,410+2391,0811,2000.76%+119
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
1,2592,709+1,4501442500.16%+106
PACER FDS TR
US CASH COWS 100
1,9194,371+2,4521152150.14%+99
EVERGY INC(EVRG)11,93811,691-2478659610.61%+96
SELECT SECTOR SPDR TR
ST STR UTIL ETF
2,9664,763+1,7971272200.14%+93
KLA CORP(KLAC)267271+43244180.27%+93
DIGITAL RLTY TR INC(DLR)3,5573,535-225506430.41%+93
INVESCO QQQ TR502881+3793083960.25%+87
WESCO INTL INC(WCC)2,6542,625-296497320.47%+83
CONOCOPHILLIPS(COP)2,2152,280+652072860.18%+79
WEC ENERGY GROUP INC(WEC)7,6467,578-688068850.56%+78
ARISTA NETWORKS INC(ANET)2,3163,045+7293033780.24%+75
TAIWAN SEMICONDUCTOR MANUFAC(TSM)7,3656,761-6042,2382,3111.47%+72
AGNICO EAGLE MINES LTD(AEM)2,1532,098-553654370.28%+72
NEWMONT CORP(NEM)6,1086,029-796106800.43%+70
CATERPILLAR INC(CAT)362385+232072760.18%+69
NORTHERN LTS FD TR IV
INSPI GROWT ETF
6,59411,241+4,6472363030.19%+67
ONEOK INC NEW(OKE)3,5003,485-152573080.20%+51
COSTCO WHOLESALE CORPORATION(COST)63463405475920.38%+45
SOUTHERN CO(SO)3,9243,976+523423850.25%+43
ISHARES TR4,0844,654+5701612000.13%+39
ON SEMICONDUCTOR CORP(ON)3,3123,347+351792120.14%+33
CSX CORP(CSX)4,9484,974+261792030.13%+23
MCDONALDS CORP(MCD)1,3121,364+524014220.27%+21
EVERSOURCE ENERGY(ES)5,2755,340+653553710.24%+16
AMETEK INC919932+131892030.13%+14
PARKER-HANNIFIN CORP(PH)249256+72192320.15%+13
GENERAL DYNAMICS CORP(GD)1,8891,847-426366490.41%+13
HEWLETT PACKARD ENTERPRISE C(HPE)11,60211,574-282792840.18%+6
AMAZON COM INC(AMZN)1,4731,720+2473403410.22%+1
VANGUARD INTL EQUITY INDEX F2,6842,68402242250.14%0
FIRST TR EXCHANGE TRADED FD
NASDQ ARTFCIAL
10-100—-0
ISHARES TR
FUTU AI TECH ETF
10-100—-0
GLOBAL X FDS
AUTONMOUS EV ETF
10-100—-0
FATE THERAPEUTICS INC(FATE)140-1400—-0
SEAPORT ENTMT GROUP INC(SEG)10-100—-0
ALLBIRDS INC(BIRD)50-500—-0
BELLRING BRANDS INC(BRBR)10-100—-0
CRONOS GROUP INC(CRON)100-1000—-0
MAGNUM ICE CREAM CO NV(MICC)20-200—-0
TWIST BIOSCIENCE CORP(TWST)10-100—-0
BIOVENTUS INC(BVS)50-500—-0
CAREDX INC(CDNA)20-200—-0
CHIPOTLE MEXICAN GRILL INC(CMG)10-100—-0
NOVOCURE LTD(NVCR)30-300—-0
UWM HOLDINGS CORPORATION(UWMC)90-900—-0
FIVE9 INC(FIVN)20-200—-0
CATALYST PHARMACEUTICALS INC20-200—-0
EQUITABLE HLDGS INC10-100—-0
PRIMO BRANDS CORPORATION(PRMB)30-300—-0
PENNANT GROUP INC20-200—-0
AMERICAN SUPERCONDUCTOR CORP20-200—-0
RAYONIER ADVANCED MATLS INC(RYAM)100-1000—-0
EDISON INTL(EIX)10-100—-0
KONTOOR BRANDS INC(KTB)10-100—-0
HIMS & HERS HEALTH INC(HIMS)20-200—-0
STEPSTONE GROUP INC(STEP)10-100—-0
NEWELL BRANDS INC(NWL)180-1800—-0
ORRSTOWN FINL SVCS INC(ORRF)20-200—-0
PATHWARD FINANCIAL INC(CASH)10-100—-0
Q2 HLDGS INC(QTWO)10-100—-0
PLAYTIKA HLDG CORP(PLTK)190-1900—-0
APTIV PLC(APTV)10-100—-0
SOMNIGROUP INTERNATIONAL INC(SGI)90-900—-0
LKQ CORP(LKQ)30-300—-0
VITAL FARMS INC(VITL)30-300—-0
AMALGAMATED FINANCIAL CORP30-300—-0
SOLSTICE ADVANCED MATLS INC(SOLS)20-200—-0
AXOGEN INC(AXGN)30-300—-0
HARROW INC(HROW)20-200—-0
UNITED PARCEL SVCS INC(UPS)10-100—-0
TECNOGLASS INC(TGLS)20-200—-0
UNITY BANCORP INC(UNTY)20-200—-0
CORCEPT THERAPEUTICS INC(CORT)30-300—-0
LAUDER ESTEE COS INC(EL)10-100—-0
MISSION PRODUCE INC(AVO)90-900—-0
SLM CORP(SLM)40-400—-0
PHIBRO ANIMAL HEALTH CORP(PAHC)30-300—-0
BAXTER INTL INC60-600—-0
QUINSTREET INC(QNST)80-800—-0
PEGASYSTEMS INC(PEGA)20-200—-0
FLOOR & DECOR HLDGS INC(FND)20-200—-0
TELEFLEX INCORPORATED(TFX)10-100—-0
ABERCROMBIE & FITCH CO10-100—-0
Page 1 of 9
Turning Point Benefit Group, Inc. — 13F Holdings — Q1 2026 | TickerTrail