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TURNING POINT BENEFIT GROUP, INC. 13F portfolio summary

TURNING POINT BENEFIT GROUP, INC. of TURNING POINT BENEFIT GROUP, INC. has 94 current stock holdings with a reported portfolio value of $157.0M. The portfolio 1 year return is +16.01%. Top holdings include QQQ (0.00%), BIL (23.80%), WWJD (7.48%), SPLG (5.41%), FLOT (4.65%).

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TURNING POINT BENEFIT GROUP, INC.

TURNING POINT BENEFIT GROUP, INC.
Latest filing: 2026-03-31

TURNING POINT BENEFIT GROUP, INC. runs TURNING POINT BENEFIT GROUP, INC. and currently holds 94 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $157.01M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. TURNING POINT BENEFIT GROUP, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, TURNING POINT BENEFIT GROUP, INC.'s portfolio at TURNING POINT BENEFIT GROUP, INC. has delivered returns of +16.01%. Their 3-year annualized return is +18.48%. Looking at the 5-year horizon, TURNING POINT BENEFIT GROUP, INC. has achieved +18.48% annualized returns at TURNING POINT BENEFIT GROUP, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.01%
#0/1000
3 Year
+18.48%
#0/1000
5 Year
+18.48%
#0/1000

Portfolio Value

$157.01M

Alpha Score

16.3

#0 of 1000

Holdings

94

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change