Turning Point Benefit Group, Inc.
Top Portfolio Positions
646 positions ·
$47,862,270 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
54,055 | $6,352,543 | 13.27% |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
335,981 | $5,039,715 | 10.53% |
| GLD |
Spdr Gold Trust
|
7,551 | $2,992,535 | 6.25% |
| IAUM |
iShares Gold Trust Micro
|
65,800 | $2,828,741 | 5.91% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
7,365 | $2,238,149 | 4.68% |
| MSFT |
Microsoft Corp
Technology
|
3,614 | $1,747,802 | 3.65% |
| NVDA |
Nvidia Corp
Technology
|
7,559 | $1,409,753 | 2.95% |
| O |
Realty Income Corp
Real Estate
|
19,171 | $1,080,668 | 2.26% |
| VLO |
Valero Energy Corp/Tx
Energy
|
6,107 | $994,157 | 2.08% |
| B |
Barrick Mining Corp
Basic Materials
|
19,199 | $836,116 | 1.75% |
Portfolio Trend
Holdings in UNG
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $5,578 | 455 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,946 | 455 | Shares | Sole | 2025-11-17 | |
| No quarters match your search. | ||||||