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Turning Point Benefit Group - Q4 2025 13F Filings

TU

Turning Point Benefit Group, Inc.

CIK: 0002008513
Address: Maryland Frederick 153 W Patrick Street
$191.44 M
Portfolio Value
847
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/23/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. BPRE Bluerock Private Real Estate Fund
+$5.04 M
2. FLOT Ishares Floating Rate Bond Etf
+$3.61 M
3. CGMS Capital Group Us Multi-Sector Income Etf
+$2.2 M
4. BSJU Invesco Bulletshares 2030 Hy
+$1.6 M
5. TFLR T Rowe Price Floating Rate Etf
+$1.33 M

Top Sells

Q4 2025
1. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
−$1.82 M
2. SPLG Spdr Portfolio S&P 500 Etf
−$1.36 M
3. SHV Ishares Short Treasury Bond Etf
−$1.33 M
4. BSJR Invesco Bulletshares 2027 Hy
−$1.13 M
5. BILS Spdr Bloomberg 3-12 Month T-Bill Etf
−$725,100.12

Asset Allocation

Stocks/ETFs
+15.51%
$191.44 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Turning Point Benefit Group Q4 2025 Filing Summary

Turning Point Benefit Group, Inc. filed its 13F report for Q4 2025 on January 30, 2026. The portfolio totaled 191.44 M reflecting a +15.51% change from the prior quarter, spanning 847 assets. The top 10 holdings comprised 48.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 157 new positions and 68 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Turning Point Benefit Group’s Q4 2025 Filing

Turning Point Benefit Group submitted their Form 13F-HR for the Q4 2025 period on 01/30/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Turning Point Benefit Group reported a managed portfolio value of 191.44 M, consisting of 1,056 individual positions.

This page displays the raw filing documents. To see which stocks Turning Point Benefit Group bought or sold during Q4 2025, please visit Turning Point Benefit Group's Portfolio Analysis page.