13F filer

Thrivent Financial for Lutherans

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 314984 SEC filings ↗
13F Value
$59.49B
Positions
2,589
Top Position
NVDA3.3%
Top 5
12.2%

Latest filing changes

vs Mar 31, 2026
1 AMAT Applied Materials +356.8%+$253.8M
2 GEV GE Vernova +187.9%+$146.3M
3 AMZN Amazon +9.4%+$131.9M
4 CDNS Cadence Design Systems +609.9%+$121.9M
Holdings2,589
# Trend (4Q)
1 NVDA 3.3% $1.98B -2.0% 9.92M 3.4% Common Stock
2 AMZN 2.6% $1.53B +9.4% 6.42M 2.3% Common Stock
3 AAPL 2.3% $1.37B -6.0% 4.75M 2.4% Common Stock
4 MSFT 2.2% $1.32B -2.0% 3.54M 2.5% Common Stock
5 GOOG 1.8% $1.06B +7.6% 2.99M 1.5% Common Stock
6 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 2,748,695 reported quantity $982,274,000 reported value
1.7% $982.3M +6.9% 2.75M 1.4% Common Stock
7 TILC 1.4% $841.7M NEW 33.20M — ETF
8 AVGO 1.3% $765.2M -6.6% 2.03M 1.3% Common Stock
9 META 1.3% $751.0M -3.8% 1.33M 1.5% Common Stock
10 IVV 1.2% $733.5M +1.8% 980.1K 1.2% ETF
11 JPM 1.0% $586.6M -0.5% 1.79M 1.0% Common Stock
12 TSLA 0.9% $510.7M -10.2% 1.21M 1.0% Common Stock
13 AMD 0.8% $489.5M +12.1% 842.8K 0.3% Common Stock
14 LLY 0.8% $475.6M -15.4% 396.5K 0.8% Common Stock
15 LRCX
Filing details
  • 512807306 Jun 30, 2026 1,075,010 reported quantity $465,766,000 reported value
0.8% $465.8M -22.3% 1.08M 0.6% Common Stock
16 MU 0.7% $414.2M — 358.8K 0.1% — Common Stock
17 V 0.7% $409.1M +0.2% 1.19M 0.7% Common Stock
18 MS 0.6% $371.1M -10.2% 1.78M 0.6% Common Stock
19 JNJ 0.6% $370.5M +11.8% 1.46M 0.6% Common Stock
20 CSCO 0.6% $359.8M +2.0% 3.06M 0.4% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing119
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.