Turning Point Benefit Group, Inc. Portfolio Holdings by Sector

Turning Point Benefit Group, Inc.

$166 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BIL SPLG WWJD FLOT DFIV SPEM TPSC VYMI 102 stocks	$122 Million 78.29% of portfolio	81	20	60	-	0 Calls 0 Puts
Gold \| Basic Materials WPM AEM KGC SSRM RGLD 5 stocks	$6.36 Million 4.08% of portfolio	4	1	3	-	0 Calls 0 Puts
Semiconductors \| Technology TSM NVDA AVGO ON MU ADI INTC TXN 17 stocks	$3.84 Million 2.46% of portfolio	17	-	15	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ZS PANW PLTR VRSN ORCL ADBE CRWD 26 stocks	$2.67 Million 1.71% of portfolio	26	-	23	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities EVRG WEC ES SO PPL DUK D ED 19 stocks	$2.59 Million 1.66% of portfolio	19	-	15	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V COF PYPL SYF ALLY AGM WU 11 stocks	$1.67 Million 1.07% of portfolio	11	-	8	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PNR ITW PH IEX CMI OTIS GGG SMR 20 stocks	$1.59 Million 1.02% of portfolio	20	-	18	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV SDGR 2 stocks	$1.24 Million 0.8% of portfolio	2	-	1	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO MPC PSX 3 stocks	$925,267 0.59% of portfolio	3	-	2	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O FRT SPG 3 stocks	$840,431 0.54% of portfolio	3	-	2	-	0 Calls 0 Puts
Medical Devices \| Healthcare STE BSX ABT SYK MDT ZBH SNN PODD 11 stocks	$803,404 0.52% of portfolio	10	1	9	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate OHI WELL VTR PEAK 4 stocks	$741,268 0.48% of portfolio	4	-	3	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX SHEL EQNR NFG 5 stocks	$634,929 0.41% of portfolio	5	-	4	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD RTX LMT HWM LHX AXON NOC CW 9 stocks	$611,717 0.39% of portfolio	9	-	8	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT OLLI DG DLTR TGT 6 stocks	$589,705 0.38% of portfolio	6	-	5	-	0 Calls 0 Puts
REIT—Residential \| Real Estate ESS AVB EQR MAA 4 stocks	$577,409 0.37% of portfolio	4	-	3	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WCC GWW FAST 3 stocks	$567,730 0.36% of portfolio	3	-	2	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate DLR LAMR WY 3 stocks	$523,070 0.34% of portfolio	3	-	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL META DASH SPOT BIDU Z TWLO 9 stocks	$479,160 0.31% of portfolio	8	1	8	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV LLY MRK JNJ BMY PFE GILD AMGN 10 stocks	$413,894 0.27% of portfolio	10	-	10	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD YUMC YUM TXRH SBUX DPZ DRI QSR 10 stocks	$409,314 0.26% of portfolio	10	-	10	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC AMAT ASML ONTO ACMR TER 6 stocks	$407,202 0.26% of portfolio	5	1	5	-	0 Calls 0 Puts
Software—Application \| Technology NOW CDNS CRM HUBS MSTR COIN FICO DOCU 25 stocks	$390,608 0.25% of portfolio	25	-	25	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST NRG 2 stocks	$382,112 0.25% of portfolio	2	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology HPE MSI CSCO ERIC ZBRA PI 6 stocks	$371,704 0.24% of portfolio	5	1	5	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$365,941 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL SONY 2 stocks	$332,717 0.21% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy OKE WMB ENB EPD ET KMI LNG TRGP 8 stocks	$302,237 0.19% of portfolio	8	-	8	-	0 Calls 0 Puts
Railroads \| Industrials CSX UNP WAB CNI 4 stocks	$285,704 0.18% of portfolio	4	-	4	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE REVG 3 stocks	$281,013 0.18% of portfolio	3	-	3	-	0 Calls 0 Puts
Banks—Regional \| Financial Services ACNB WSBC MTB BANC TFC BPOP UMBF FCNCA 32 stocks	$254,260 0.16% of portfolio	32	-	32	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK ABC CAH 3 stocks	$222,374 0.14% of portfolio	3	-	3	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare A TMO DHR MTD MEDP DGX WAT IDXX 13 stocks	$171,337 0.11% of portfolio	13	-	13	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services C JPM WFC BAC BCS HSBC TD 7 stocks	$166,291 0.11% of portfolio	7	-	7	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN EBAY CVNA CPNG 4 stocks	$164,258 0.11% of portfolio	4	-	4	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP EQT DVN OVV FANG WDS 6 stocks	$163,111 0.1% of portfolio	6	-	6	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate WPC 1 stocks	$161,794 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive MNST KO PEP CELH 4 stocks	$154,351 0.1% of portfolio	4	-	4	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT RUSHB 2 stocks	$121,488 0.08% of portfolio	2	-	2	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology FTV CGNX GRMN VNT ST 5 stocks	$112,084 0.07% of portfolio	5	-	5	-	0 Calls 0 Puts
Computer Hardware \| Technology HPQ NTAP WDC DELL 4 stocks	$108,735 0.07% of portfolio	4	-	4	-	0 Calls 0 Puts
Telecom Services \| Communication Services T CMCSA VZ BCE TMUS IDCC RCI 7 stocks	$65,931 0.04% of portfolio	7	-	7	-	0 Calls 0 Puts
Asset Management \| Financial Services NEA NMZ JPC ARDC BGB BGX PML CRBG 19 stocks	$65,591 0.04% of portfolio	19	-	19	-	0 Calls 0 Puts
Insurance—Life \| Financial Services CNO PRU UNM AFL JXN GNW PUK GL 8 stocks	$62,901 0.04% of portfolio	8	-	7	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive KMB PG CL ELF UL HIMS NWL EL 8 stocks	$60,816 0.04% of portfolio	8	-	8	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO CME MSCI FDS ICE NDAQ CBOE 7 stocks	$55,282 0.04% of portfolio	7	-	7	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CVS CI CNC 4 stocks	$44,887 0.03% of portfolio	4	-	4	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical TOL PHM TMHC TPH KBH MHO LGIH LEN 8 stocks	$43,036 0.03% of portfolio	8	-	8	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA GM NIO F HMC 5 stocks	$41,009 0.03% of portfolio	5	-	5	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW FND 3 stocks	$38,746 0.02% of portfolio	3	-	3	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO ORLY ULTA FIVE BBWI 5 stocks	$30,763 0.02% of portfolio	5	-	5	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN BBAI CTSH FISV EXLS IT LDOS 9 stocks	$28,496 0.02% of portfolio	9	-	9	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PSA PLD STAG COLD 4 stocks	$24,921 0.02% of portfolio	4	-	4	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CARR FBHS TT JCI AWI CSL BLDR 7 stocks	$21,611 0.01% of portfolio	7	-	7	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B HIG AIG ORI EQH 5 stocks	$20,135 0.01% of portfolio	5	-	5	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX LULU URBN ANF ROST GPS 6 stocks	$19,739 0.01% of portfolio	6	-	6	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW DD PPG REX LYB EMN APD IFF 8 stocks	$15,890 0.01% of portfolio	8	-	8	-	0 Calls 0 Puts
Marine Shipping \| Industrials SBLK KEX 2 stocks	$15,200 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Shell Companies \| Financial Services ALCC 1 stocks	$9,622 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive CPB INGR KHC BRBR GIS LW CAG 7 stocks	$8,630 0.01% of portfolio	7	-	7	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE DECK 2 stocks	$8,518 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$8,472 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG CCL RCL EXPE NCLH 5 stocks	$7,607 0.0% of portfolio	5	-	5	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX ISRG HOLX LMAT RGEN BAX TFX ICUI 9 stocks	$7,007 0.0% of portfolio	9	-	9	-	0 Calls 0 Puts
Electronic Components \| Technology LPTH FN APH JBL LFUS 5 stocks	$6,758 0.0% of portfolio	5	-	5	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS SCHW DFIN PIPR HLI RJF XP 7 stocks	$6,635 0.0% of portfolio	7	-	7	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK CWCO WTRG 3 stocks	$6,604 0.0% of portfolio	3	-	3	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$6,047 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities BKH AES HE 3 stocks	$5,697 0.0% of portfolio	3	-	3	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX WBD DIS MSGS NWSA 5 stocks	$5,659 0.0% of portfolio	5	-	5	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB ALL LMND PGR CNA THG RLI 7 stocks	$5,539 0.0% of portfolio	7	-	7	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical TPR 1 stocks	$5,236 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials DY PWR FIX AGX LMB MTZ 6 stocks	$4,951 0.0% of portfolio	6	-	6	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR SFM ACI 3 stocks	$4,090 0.0% of portfolio	3	-	3	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical MOD ALSN LKQ MGA 4 stocks	$4,050 0.0% of portfolio	4	-	4	-	0 Calls 0 Puts
Airlines \| Industrials AAL JBLU DAL SKYW UAL 5 stocks	$3,954 0.0% of portfolio	5	-	5	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical IP PKG BALL AMCR 4 stocks	$3,689 0.0% of portfolio	4	-	4	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA THC DVA UHS PNTG 5 stocks	$3,183 0.0% of portfolio	5	-	5	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials R 1 stocks	$3,038 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SNA LECO 2 stocks	$2,879 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L MLM VMC TGLS 4 stocks	$2,491 0.0% of portfolio	4	-	4	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE JLL 2 stocks	$2,457 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Biotechnology \| Healthcare UTHR TVTX VRTX CORT TARS GLUE ARVN CPRX 10 stocks	$2,371 0.0% of portfolio	10	-	10	-	0 Calls 0 Puts
Conglomerates \| Industrials GFF HON MMM 3 stocks	$2,371 0.0% of portfolio	3	-	3	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX MAN 2 stocks	$2,366 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2,305 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services COOP UWMC 2 stocks	$2,164 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials HUBB VRT AYI NVT 4 stocks	$2,007 0.0% of portfolio	4	-	4	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive LRN ATGE LOPE 3 stocks	$1,963 0.0% of portfolio	3	-	3	-	0 Calls 0 Puts
Insurance—Reinsurance \| Financial Services RE RNR RGA 3 stocks	$1,958 0.0% of portfolio	3	-	3	-	0 Calls 0 Puts
Waste Management \| Industrials RSG CWST 2 stocks	$1,907 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA TTWO PLTK 3 stocks	$1,740 0.0% of portfolio	3	-	3	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy WFRD AROC SOI SLB 4 stocks	$1,602 0.0% of portfolio	4	-	4	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO STZ 2 stocks	$1,533 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical HOG BC 2 stocks	$1,518 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical ROL HRB 2 stocks	$1,469 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY USFD AVO 3 stocks	$1,455 0.0% of portfolio	3	-	3	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ HSY 2 stocks	$1,452 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX UPS CHRW 3 stocks	$1,406 0.0% of portfolio	3	-	3	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services AIZ FAF FNF 3 stocks	$1,404 0.0% of portfolio	3	-	3	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ELAN TLRY NBIX VTRS PAHC HROW 6 stocks	$1,356 0.0% of portfolio	6	-	6	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services BRO MMC WTW 3 stocks	$1,302 0.0% of portfolio	3	-	3	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical UA GIL KTB 3 stocks	$1,131 0.0% of portfolio	3	-	3	-	0 Calls 0 Puts
REIT—Office \| Real Estate SLG JBGS HIW 3 stocks	$1,127 0.0% of portfolio	3	-	3	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX TILE 2 stocks	$1,090 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$859 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Publishing \| Communication Services RELX 1 stocks	$847 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Consulting Services \| Industrials VRSK 1 stocks	$748 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials BHP RIO 2 stocks	$665 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive VITL 1 stocks	$609 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$553 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities NI 1 stocks	$430 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Trucking \| Industrials ARCB ODFL 2 stocks	$415 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC QNST 2 stocks	$355 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology SNX 1 stocks	$328 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate PK 1 stocks	$308 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW RYAM 2 stocks	$282 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive ABEV 1 stocks	$254 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Real Estate—Development \| Real Estate FOR 1 stocks	$242 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical MGM 1 stocks	$208 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Business Equipment & Supplies \| Industrials HNI 1 stocks	$139 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$135 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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Turning Point Benefit Group, Inc. Portfolio Holdings by Sector

Turning Point Benefit Group, Inc.

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