Long-term investor
Turning Point Benefit Group, Inc. @turningpointbenefitgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002008513).
Record
- Tracked since 2025-06-30 (446 days), 204 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months n/a · 1 year +15.1% · all +15.1%
- Max drawdown n/a · win rate 38% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78468R663 · 10.4% · long · since 2025-06-30
- 46429B655 · 7.7% · long · since 2025-06-30
- 14020Y300 · 4.6% · long · since 2025-06-30
- 66538H419 · 3.8% · long · since 2025-06-30
- 25434V807 · 3.8% · long · since 2025-06-30
- 78464A854 · 3.7% · long · since 2025-06-30
- 921946794 · 3.4% · long · since 2025-06-30
- 46138G649 · 2.2% · long · since 2025-06-30
- 14020W106 · 2.2% · long · since 2025-06-30
- 336917109 · 2.1% · long · since 2025-06-30
- 46137V357 · 2.0% · long · since 2025-06-30
- WPM · 1.9% · long · since 2025-06-30