Holders — by stockHoldings — by fund
Thrivent Financial for Lutherans
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000314984
$59.49B
disclosed book value
2,589
positions
3.3%
largest position share
Positions, as of 2026-06-30
top 100 of 2,589 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 9.9M | $1.98B | 3.3% |
| 2 | AMZNAMAZON COM INC | 6.4M | $1.53B | 2.6% |
| 3 | AAPLAPPLE INC | 4.8M | $1.37B | 2.3% |
| 4 | MSFTMICROSOFT CORP | 3.5M | $1.32B | 2.2% |
| 5 | GOOGALPHABET INC | 3.0M | $1.06B | 1.8% |
| 6 | GOOGLALPHABET INC | 2.7M | $982.3M | 1.7% |
| 7 | TILCTHRIVENT ETF TRUST | 33.2M | $841.7M | 1.4% |
| 8 | AVGOBROADCOM INC | 2.0M | $765.2M | 1.3% |
| 9 | METAMETA PLATFORMS INC | 1.3M | $751.0M | 1.3% |
| 10 | IVVISHARES TR | 980,103 | $733.5M | 1.2% |
| 11 | JPMJPMORGAN CHASE & CO | 1.8M | $586.6M | 1% |
| 12 | TSLATESLA INC | 1.2M | $510.7M | 0.9% |
| 13 | AMDADVANCED MICRO DEVICES INC | 842,788 | $489.5M | 0.8% |
| 14 | LLYELI LILLY & CO | 396,540 | $475.6M | 0.8% |
| 15 | LRCXLAM RESEARCH CORP | 1.1M | $465.8M | 0.8% |
| 16 | MUMICRON TECHNOLOGY INC | 358,825 | $414.2M | 0.7% |
| 17 | VVISA INC | 1.2M | $409.1M | 0.7% |
| 18 | MSMORGAN STANLEY | 1.8M | $371.1M | 0.6% |
| 19 | JNJJOHNSON & JOHNSON | 1.5M | $370.5M | 0.6% |
| 20 | CSCOCISCO SYS INC | 3.1M | $359.8M | 0.6% |
| 21 | SPYSTATE STR SPDR S&P 500 ETF T | 471,060 | $351.8M | 0.6% |
| 22 | BACBANK OF AMER CORP | 6.0M | $339.6M | 0.6% |
| 23 | CATCATERPILLAR INC | 308,430 | $328.4M | 0.6% |
| 24 | AMATAPPLIED MATLS INC | 449,455 | $324.9M | 0.5% |
| 25 | WFCWELLS FARGO & CO | 3.8M | $316.3M | 0.5% |
| 26 | GEGE AEROSPACE | 842,863 | $315.0M | 0.5% |
| 27 | WMTWALMART INC | 2.8M | $315.0M | 0.5% |
| 28 | MRKMERCK & CO INC | 2.3M | $300.7M | 0.5% |
| 29 | TMVETHRIVENT ETF TRUST | 16.0M | $288.5M | 0.5% |
| 30 | FASTFASTENAL CO | 6.0M | $287.8M | 0.5% |
| 31 | ANETARISTA NETWORKS INC | 1.7M | $284.6M | 0.5% |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 548,419 | $274.4M | 0.5% |
| 33 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 574,629 | $274.3M | 0.5% |
| 34 | SNXTD SYNNEX CORPORATION | 932,469 | $249.3M | 0.4% |
| 35 | CEGCONSTELLATION ENERGY CORP | 965,662 | $239.8M | 0.4% |
| 36 | NFLXNETFLIX INC. | 3.2M | $229.3M | 0.4% |
| 37 | GEVGE VERNOVA INC | 190,786 | $224.1M | 0.4% |
| 38 | EPDENTERPRISE PRODS PARTNERS L | 6.1M | $222.8M | 0.4% |
| 39 | ONTOONTO INNOVATION INC | 586,721 | $222.0M | 0.4% |
| 40 | USHYISHARES TR | 6.0M | $220.4M | 0.4% |
| 41 | VOOVANGUARD INDEX FDS | 319,111 | $219.0M | 0.4% |
| 42 | COFCAPITAL ONE FINL CORP | 1.1M | $216.3M | 0.4% |
| 43 | CSXCSX CORP | 4.5M | $215.9M | 0.4% |
| 44 | COPCONOCOPHILLIPS | 2.0M | $212.9M | 0.4% |
| 45 | HDHOME DEPOT INC | 594,773 | $209.8M | 0.4% |
| 46 | QCOMQUALCOMM INC | 1.1M | $209.1M | 0.4% |
| 47 | ETRENTERGY CORP NEW | 1.8M | $208.5M | 0.4% |
| 48 | EMEEMCOR GROUP INC | 243,512 | $202.1M | 0.3% |
| 49 | LHLABCORP HOLDINGS INC | 712,300 | $199.4M | 0.3% |
| 50 | PHPARKER-HANNIFIN CORP | 200,919 | $196.5M | 0.3% |
| 51 | ETNEATON CORP PLC | 452,316 | $192.7M | 0.3% |
| 52 | DVNDEVON ENERGY CORP NEW | 4.6M | $191.9M | 0.3% |
| 53 | IVWISHARES TR | 1.4M | $190.6M | 0.3% |
| 54 | HOODROBINHOOD MKTS INC | 1.9M | $189.7M | 0.3% |
| 55 | AXPAMERICAN EXPRESS CO | 542,965 | $183.7M | 0.3% |
| 56 | SCHWSCHWAB CHARLES CORP | 2.0M | $182.6M | 0.3% |
| 57 | IBMINTERNATIONAL BUSINESS MACHS | 646,829 | $181.9M | 0.3% |
| 58 | SYYSYSCO CORP | 2.2M | $181.5M | 0.3% |
| 59 | TSCVTHRIVENT ETF TRUST | 5.5M | $181.3M | 0.3% |
| 60 | PLTRPALANTIR TECHNOLOGIES INC | 1.5M | $180.4M | 0.3% |
| 61 | UNHUNITEDHEALTH GROUP INC | 433,915 | $180.4M | 0.3% |
| 62 | AMGNAMGEN INC | 494,025 | $178.9M | 0.3% |
| 63 | CITHE CIGNA GROUP | 623,070 | $171.8M | 0.3% |
| 64 | DUKDUKE ENERGY CORP NEW | 1.3M | $169.8M | 0.3% |
| 65 | ISRGINTUITIVE SURGICAL INC | 420,725 | $167.3M | 0.3% |
| 66 | GDGENERAL DYNAMICS CORP | 469,642 | $166.4M | 0.3% |
| 67 | HLTHILTON WORLDWIDE HLDGS INC | 499,435 | $165.0M | 0.3% |
| 68 | BNYBANK OF NY MELLON CORP | 1.1M | $164.5M | 0.3% |
| 69 | HALHALLIBURTON CO | 4.8M | $164.3M | 0.3% |
| 70 | NUENUCOR CORP | 729,358 | $162.5M | 0.3% |
| 71 | APHAMPHENOL CORP | 920,450 | $162.2M | 0.3% |
| 72 | DALDELTA AIR LINES INC | 1.7M | $160.1M | 0.3% |
| 73 | STLDSTEEL DYNAMICS INC | 693,227 | $159.1M | 0.3% |
| 74 | ULUNILEVER PLC | 2.6M | $158.9M | 0.3% |
| 75 | CNHCNH INDL N V | 14.0M | $157.4M | 0.3% |
| 76 | LOWLOWES COS INC | 705,495 | $155.6M | 0.3% |
| 77 | LFUSLITTELFUSE INC | 334,447 | $152.3M | 0.3% |
| 78 | UBERUBER TECHNOLOGIES INC | 2.1M | $151.9M | 0.3% |
| 79 | NOKNOKIA CORP | 11.4M | $151.2M | 0.3% |
| 80 | DHRDANAHER CORP DEL | 776,924 | $148.0M | 0.2% |
| 81 | TWSTTWIST BIOSCIENCE CORP | 1.4M | $147.5M | 0.2% |
| 82 | VSTVISTRA CORP | 929,672 | $147.5M | 0.2% |
| 83 | ACGLARCH CAP GROUP LTD | 1.5M | $146.4M | 0.2% |
| 84 | QQQINVESCO QQQ TR | 198,548 | $146.2M | 0.2% |
| 85 | VIKVIKING HOLDINGS LTD | 1.4M | $145.4M | 0.2% |
| 86 | FLSFLOWSERVE CORP | 1.9M | $142.0M | 0.2% |
| 87 | CDNSCADENCE DESIGN SYSTEM INC | 378,022 | $141.9M | 0.2% |
| 88 | ICLRICON PUB LTD CO | 802,415 | $139.4M | 0.2% |
| 89 | FBNDFIDELITY MERRIMACK STR TR | 3.0M | $138.1M | 0.2% |
| 90 | KDPKEURIG DR PEPPER INC | 4.2M | $137.6M | 0.2% |
| 91 | MEDPMEDPACE HLDGS INC | 256,341 | $135.8M | 0.2% |
| 92 | MTBM & T BK CORP | 565,114 | $134.5M | 0.2% |
| 93 | HXLHEXCEL CORP NEW | 1.3M | $134.3M | 0.2% |
| 94 | ALLYALLY FINL INC | 2.9M | $133.6M | 0.2% |
| 95 | DYNFBLACKROCK ETF TRUST | 2.0M | $132.8M | 0.2% |
| 96 | CCICROWN CASTLE INC | 1.7M | $132.5M | 0.2% |
| 97 | FRFIRST INDL RLTY TR INC | 2.2M | $132.1M | 0.2% |
| 98 | ICEINTERCONTINENTAL EXCHANGE IN | 1.1M | $132.0M | 0.2% |
| 99 | DDOGDATADOG INC | 503,421 | $131.1M | 0.2% |
| 100 | PWRQUANTA SVCS INC | 180,552 | $130.0M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.