Ownership history in Strategic Equity Management Β· 12 quarters on record
This page tracks every 13F SEC filing in which Strategic Equity Management reported a position in TIMOTHY PLAN (TPHD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Strategic Equity Management underperformed the S&P 500 by β10.5% annually on this TPHD position. Timing score: 45% (5/11 decisions correct). Average cost basis: $32.90. Maximum drawdown during holding period: β3.1%.
β Significantly underperformed the S&P 500 by 10.5% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 11 add/trim decisions correct
Best entry: $29.01 (2023 Q3) Β· Worst: $38.95 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 2 trims. Bought during 3 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.36% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.