TPLC — TIMOTHY PLAN US LARGE/MID CAP
As of Q2 2026, 7 SEC-registered investment managers reported holding TPLC (TIMOTHY PLAN US LARGE/MID CAP) in their latest 13F filings, with a combined reported value of $4.36M across 86.53K shares. That is +160.0% by share count (+53.25K shares) versus the previous quarter, while reported value moved +181.9%. Ownership is concentrated: the five largest holders account for 99.6% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 3 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Citadel Advisors history | Q2 2026 | 44.01K | $2.22M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 20.08K | $1.01M | 0.00% | Reduce |
| Goldman Sachs Group history | Q4 2025 | 17.25K | $783.88K | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 15.30K | $770.36K | 0.00% | New |
| Polen Capital Management history | Q4 2023 | 15.15K | $578.79K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 3.80K | $191.12K | 0.00% | Add |
| PNC Financial Services history | Q2 2026 | 2.99K | $150.52K | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 346 | $17.38K | 0.00% | New |
| Morgan Stanley history | Q2 2026 | 7 | $352 | 0.00% | Reduce |
| Wells Fargo & Co history | Q1 2026 | 1 | $32 | 0.00% | Hold |
New Positions (Q2 2026)
- Two Sigma Investments 15.30K sh · $770.36K
- JPMorgan Chase & Co 346 sh · $17.38K
Fully Exited (vs previous quarter)
- Wells Fargo & Co sold 1 sh · $32
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | — | 30.25K | 25.43K | — | 28.63K | — | — | — | — | 42.16K | — | — | 33.08K | 32.99K | — | — | — | — | 9.38K | 44.01K |
| UBS Group AG | 665 | 209 | — | 1.52K | 26 | 2.36K | 1.22K | 3.21K | 3.57K | 1.43K | 20.03K | 20.10K | 20.13K | 19.81K | 17.41K | 20.41K | 20.43K | 20.59K | 20.43K | 20.08K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 15.30K |
| Fidelity Management & Research (FMR) | — | 1 | — | — | — | — | — | 1 | 2 | — | 119 | 174 | 174 | 224 | 521 | 406 | 404 | 367 | 317 | 3.80K |
| PNC Financial Services | 410 | 410 | 410 | 410 | 410 | 410 | 410 | 410 | 410 | 410 | 410 | 410 | — | — | — | 933 | 5.16K | 5.08K | 3.14K | 2.99K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 346 |
| Morgan Stanley | 1.13K | 1.13K | 1.63K | 1.63K | 1.13K | 1.13K | 1.13K | 1.13K | 1.13K | 1.13K | 1.27K | 1.23K | 797 | 890 | 797 | 1 | 1 | 8 | 8 | 7 |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | 27.27K | 28.38K | — | 36.05K | 12.38K | 16.77K | 19.19K | 16.77K | 17.25K | — | — |
| Wells Fargo & Co | — | 1 | 1 | 2.83K | — | 1 | — | 1 | 1 | 1 | — | 144 | 1 | 1 | 1 | — | 1 | 1 | 1 | — |
| Polen Capital Management | 12.87K | 34.35K | 31.49K | 21.97K | 21.75K | 21.11K | 15.94K | 14.54K | 16.02K | 15.15K | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details