Christian Investment Advisors, Inc. TPHD — TIMOTHY PLAN

Ownership history in Christian Investment Advisors, Inc.  ·  7 quarters on record

AI Ownership Summary

Christian Investment Advisors, Inc. reported TIMOTHY PLAN (TPHD) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 14.52% in 2025 Q2. The latest visible filing shows TPHD at 10.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TPHD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Christian Investment Advisors, Inc.'s position in TIMOTHY PLAN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TPHD was reported at 10.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.52% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TPHD stock page Christian Investment Advisors, Inc. fund profile Christian Investment Advisors, Inc. full holdings
How Christian Investment Advisors, Inc. held TPHD — position size vs. price
% of Fund (quarterly)    TPHD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 411,912 -15,876 -3.7% 10.27% $17.4M 2026-08-10 $43.33
2026 Q1 REDUCED — — — 427,788 -730 -0.2% 10.97% $17.4M 2026-05-08 $40.90
2025 Q4 REDUCED — — — 428,518 -2,514 -0.6% 13.38% $16.5M 2026-01-22 $39.77
2025 Q3 REDUCED 22.4% -0.8% ✅ 431,032 -124,581 -22.4% 13.62% $17.0M 2025-11-04 $37.16
2025 Q2 ADDED — — — 555,613 +539,593 +3368.2% 14.52% $21.0M 2025-08-06 $37.32
2025 Q1 ADDED — — — 16,020 +628 +4.1% 0.42% $609K 2025-04-15 $34.09
2024 Q4 INITIATED — — — 15,392 — — 0.40% $560K 2025-02-05 $36.10

🏢 Other funds also holding TPHD

As of 2026 Q2 — sorted by position size

Turning Point Benefit Group, Inc. 1.8% CARLSON FINANCIAL, INC. 1.24% Sound Financial Strategies Group, LLC 3Y 0.96% FAMILY WEALTH PARTNERS, LLC 0.62% Coppell Advisory Solutions LLC 3Y 0.41% Bare Financial Services, Inc 0.38% WorthPointe, LLC 3Y 0.38% Frontier Asset Management, LLC 3Y 0.31% WESTWOOD HOLDINGS GROUP INC 3Y 7Y 0.27% O'Connor Financial Group LLC 3Y 0.27%

FAQ About Christian Investment Advisors, Inc. and TPHD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Christian Investment Advisors, Inc. reported owning TPHD?

Christian Investment Advisors, Inc. reported TPHD across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported TPHD position in Christian Investment Advisors, Inc.'s portfolio?

The largest reported portfolio weight for TPHD was 14.52% in 2025 Q2.

What is the latest reported TPHD position on this page?

The most recent filing on this page is 2026 Q2, when Christian Investment Advisors, Inc. reported 411,912 shares, equal to 10.27% of portfolio, with an estimated market value of $17.4M.

What does the chart on this TPHD ownership page compare?

The chart compares Christian Investment Advisors, Inc.'s quarterly TPHD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Christian Investment Advisors, Inc. time their TPHD position?

Based on 13F filing dates vs. subsequent TPHD price moves, Christian Investment Advisors, Inc. correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on TPHD relative to SPY over the holding period was +242.8%.

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