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Thrivent Financial For Lutherans Top Holdings and 13F Report (2026)

About Thrivent Financial For Lutherans

Investment Activity

  • Thrivent Financial For Lutherans has $61.03 billion in total holdings as of September 30, 2026.
  • Thrivent Financial For Lutherans owns shares of 2,666 different stocks, but just 327 companies or ETFs make up 80% of its holdings.
  • Approximately 11.17% of the portfolio was purchased this quarter.
  • About 6.74% of the portfolio was sold this quarter.
  • This quarter, Thrivent Financial For Lutherans has purchased 2,589 new stocks and bought additional shares in 922 stocks.
  • Thrivent Financial For Lutherans sold shares of 1,452 stocks and completely divested from 149 stocks this quarter.

Largest Holdings

NVIDIA
$2,298,111,000
Microsoft
$1,825,581,000
Amazon.com
$1,637,663,000
Apple
$1,556,663,000
Alphabet
$1,016,010,000

Largest New Holdings this Quarter

947913109 - WEDBUSH SER TR
$102,085,000 Holding
31609A503 - FIDELITY COVINGTON TRUST
$98,478,000 Holding
26824D829 - EA SERIES TRUST
$56,385,000 Holding
316092543 - Fidelity Emerging Markets Multifactor ETF
$54,590,000 Holding
09789C770 - BONDBLOXX ETF TRUST
$45,895,000 Holding

Largest Purchases this Quarter

Amphenol
3,424,008 shares (about $288.77M)
Thrivent Small-Mid Cap Equity ETF
6,102,695 shares (about $277.21M)
NetApp
914,553 shares (about $192.17M)
TIDAL TRUST I
4,547,325 shares (about $126.76M)
FIDELITY COVINGTON TRUST
2,936,690 shares (about $117.00M)

Largest Sales this Quarter

Netflix
2,721,292 shares (about $188.22M)
Twist Bioscience
795,200 shares (about $153.66M)
Wynn Resorts
1,256,126 shares (about $99.78M)
Fifth Third Bancorp
1,496,898 shares (about $75.72M)
VIKING HOLDINGS LTD
888,637 shares (about $69.61M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofThrivent Financial For Lutherans

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,298,111,000$32,834,272 ▲1.4%10,060,0493.8%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$1,825,581,000$12,402,377 ▲0.7%3,559,3483.0%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,637,663,000$38,428,511 ▲2.4%6,573,4072.7%Consumer Discretionary
Apple Inc. stock logo
AAPL
Apple
$1,556,663,000$25,154,546 ▼-1.6%4,677,1902.6%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$1,016,010,000$4,242,119 ▼-0.4%2,982,3201.7%Communication Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$946,475,000$1,124,641 ▲0.1%2,751,9651.6%Communication Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$936,926,000$29,960,781 ▼-3.1%1,291,9611.5%Communication Services
THRIVENT ETF TRUST
$861,823,000$27,210,423 ▲3.3%34,287,2581.4%INTL LARGE CAP
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$788,977,000$37,361,342 ▲5.0%1,028,8221.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$709,257,000$1,820,144 ▼-0.3%2,020,4431.2%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$549,039,000$43,917,667 ▼-7.4%1,659,2560.9%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$506,412,000$9,252,479 ▼-1.8%827,6660.8%Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$456,049,000$2,710,632 ▼-0.6%394,1970.7%Healthcare
Visa Inc. stock logo
V
Visa
$446,394,000$17,913,859 ▲4.2%1,242,2330.7%Finance
Micron Technology, Inc. stock logo
MU
Micron Technology
$431,463,000$49,037,250 ▲12.8%404,8360.7%Technology
LAM RESEARCH CORP
$422,230,000$68,832,071 ▲19.5%1,284,3920.7%COM NEW
Tesla, Inc. stock logo
TSLA
Tesla
$408,430,000$22,349,963 ▼-5.2%1,151,2080.7%Consumer Discretionary
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$383,560,000$43,535,511 ▲12.8%2,640,0530.6%Healthcare
Amphenol Corporation stock logo
APH
Amphenol
$366,402,000$288,773,278 ▲372.0%4,344,4580.6%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$360,669,000$1,410,159 ▲0.4%472,9090.6%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$355,310,000$25,499,251 ▲7.7%3,300,2720.6%Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$340,514,000$45,343,902 ▼-11.8%1,287,3010.6%Healthcare
ARISTA NETWORKS INC
$318,932,000$22,275,567 ▼-6.5%1,566,2420.5%COM SHS
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$303,100,000$3,277,520 ▼-1.1%3,786,3460.5%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$298,680,000$35,227,144 ▼-10.5%1,588,0500.5%Finance
PALANTIR TECHNOLOGIES INC
$296,329,000$7,111,607 ▲2.5%1,584,1060.5%CL A
TSME
Thrivent Small-Mid Cap Equity ETF
$292,904,000$277,212,610 ▲1,766.7%6,448,1330.5%ETF
WALMART INC
$286,694,000$2,334,017 ▼-0.8%2,758,4580.5%COM
Bank of America Corporation stock logo
BAC
Bank of America
$284,545,000$39,818,418 ▼-12.3%5,227,9610.5%Finance
THRIVENT ETF TRUST
$271,228,0000.0%16,032,0130.4%MID CAP VALU ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$267,944,000$5,288,083 ▼-1.9%537,8050.4%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$261,616,000$559,364 ▼-0.2%573,4030.4%Technology
Fastenal Company stock logo
FAST
Fastenal
$261,412,000$35,347,157 ▼-11.9%5,277,8410.4%Industrials
ConocoPhillips stock logo
COP
ConocoPhillips
$243,321,000$13,029,665 ▼-5.1%1,944,1530.4%Energy
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$243,039,000$34,803,305 ▲16.7%1,320,5960.4%Technology
TD SYNNEX Corporation stock logo
SNX
TD SYNNEX
$237,724,000$1,780,224 ▼-0.7%925,5380.4%Technology
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$235,934,000$100,235,436 ▲73.9%3,400,2170.4%ETF
GE Aerospace stock logo
GE
GE Aerospace
$233,921,000$29,300,046 ▼-11.1%749,0410.4%Industrials
Caterpillar Inc. stock logo
CAT
Caterpillar
$225,998,000$24,522,463 ▼-9.8%278,2390.4%Industrials
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$223,299,000$7,500,293 ▲3.5%6,270,6760.4%Energy
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$220,114,000$9,786,186 ▼-4.3%430,3230.4%Technology
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$219,390,000$25,957,186 ▲13.4%2,244,2920.4%Finance
LABCORP HOLDINGS INC
$217,512,000$1,954,960 ▼-0.9%705,9550.4%COM SHS
Devon Energy Corporation stock logo
DVN
Devon Energy
$217,364,000$3,567,837 ▲1.7%4,721,1200.4%Energy
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$216,445,000$7,390,309 ▼-3.3%308,5750.4%ETF
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$213,686,000$996,772 ▲0.5%5,982,4320.4%ETF
CSX Corporation stock logo
CSX
CSX
$209,587,000$1,677,805 ▼-0.8%4,506,2700.3%Industrials
Capital One Financial Corporation stock logo
COF
Capital One Financial
$207,543,000$575,930 ▼-0.3%1,074,9590.3%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$207,327,000$9,436,326 ▲4.8%1,455,6550.3%ETF
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$198,913,000$15,185,621 ▲8.3%263,6390.3%Industrials
NetApp, Inc. stock logo
NTAP
NetApp
$197,020,000$192,167,449 ▲3,960.1%937,6470.3%Technology
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$193,723,000$19,123,665 ▼-9.0%1,721,9910.3%Finance
GE VERNOVA INC
$184,991,000$3,377,423 ▲1.9%194,3340.3%COM
Amgen Inc. stock logo
AMGN
Amgen
$182,251,000$25,689,928 ▼-12.4%432,9910.3%Healthcare
CNH INDL N V
$181,689,000$1,626,890 ▲0.9%14,139,1950.3%SHS
Eaton Corporation, PLC stock logo
ETN
Eaton
$180,145,000$14,469,272 ▼-7.4%418,6870.3%Industrials
Invesco QQQ stock logo
QQQ
Invesco QQQ
$179,915,000$32,926,376 ▲22.4%243,0240.3%ETF
Entergy Corporation stock logo
ETR
Entergy
$179,705,000$446,174 ▼-0.2%1,810,4460.3%Utilities
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$179,555,000$12,408,109 ▼-6.5%187,9320.3%Industrials
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$178,073,000$67,229,922 ▼-27.4%701,0040.3%Utilities
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$174,288,000$6,316,786 ▼-3.5%566,2000.3%Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$172,663,000$1,593,491 ▲0.9%424,6440.3%Healthcare
Danaher Corporation stock logo
DHR
Danaher
$171,062,000$1,012,615 ▼-0.6%772,3520.3%Healthcare
Cigna Group stock logo
CI
Cigna Group
$169,983,000$617,043 ▲0.4%625,3400.3%Healthcare
Sysco Corporation stock logo
SYY
Sysco
$169,655,000$378,573 ▲0.2%2,176,1870.3%Consumer Staples
American Express Company stock logo
AXP
American Express
$164,502,000$603,602 ▼-0.4%540,9800.3%Finance
TIDAL TRUST I
$164,186,000$126,759,046 ▲338.7%5,889,9710.3%FUND GRAN US ETF
THRIVENT ETF TRUST
$163,427,000$1,270,686 ▲0.8%5,591,0720.3%SMALL CAP VALUE
Halliburton Company stock logo
HAL
Halliburton
$162,638,000$8,718,852 ▲5.7%5,114,3890.3%Energy
BANK OF NY MELLON CORP
$162,608,000$1,894,795 ▼-1.2%1,124,3050.3%COM
UNILEVER PLC
$160,573,000$43,602 ▲0.0%2,644,2040.3%SPON ADR NEW
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$157,539,000$1,341,835 ▼-0.8%495,2170.3%Consumer Discretionary
Duke Energy Corporation stock logo
DUK
Duke Energy
$152,762,000$179,562 ▼-0.1%1,339,9250.3%Utilities
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$152,034,000$27,204,888 ▲21.8%460,4070.2%Technology
Steel Dynamics, Inc. stock logo
STLD
Steel Dynamics
$151,282,000$2,348,694 ▼-1.5%682,6290.2%Materials
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$150,832,000$8,438,203 ▼-5.3%410,9260.2%Healthcare
General Dynamics Corporation stock logo
GD
General Dynamics
$150,340,000$5,502,789 ▼-3.5%453,0590.2%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$150,050,000$19,138,064 ▼-11.3%527,4940.2%Consumer Discretionary
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$145,584,000$6,311,962 ▲4.5%1,576,2700.2%Finance
Zebra Technologies Corporation stock logo
ZBRA
Zebra Technologies
$145,540,000$2,128,985 ▲1.5%389,8640.2%Technology
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$143,241,000$611,033 ▲0.4%1,716,2200.2%Industrials
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$142,285,000$52,958,277 ▲59.3%1,133,6260.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$139,490,000$59,194,354 ▲73.7%1,978,4420.2%ETF
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$138,192,000$24,867,220 ▼-15.3%908,9960.2%Finance
Datadog, Inc. stock logo
DDOG
Datadog
$138,140,000$269,212 ▲0.2%504,4040.2%Technology
Flowserve Corporation stock logo
FLS
Flowserve
$137,542,000$2,423,362 ▼-1.7%1,881,0870.2%Industrials
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$136,696,000$58,129,180 ▲74.0%632,4860.2%ETF
Icon Plc stock logo
ICLR
Icon
$136,070,000$333,012 ▼-0.2%800,4560.2%Healthcare
Nokia Corporation stock logo
NOK
Nokia
$135,949,000$20,490,105 ▲17.7%13,407,0770.2%Technology
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$135,887,000$4,364,798 ▲3.3%3,137,6560.2%ETF
Illumina, Inc. stock logo
ILMN
Illumina
$133,010,000$51,974,795 ▼-28.1%486,0060.2%Healthcare
American International Group, Inc. stock logo
AIG
American International Group
$131,578,000$16,706,733 ▲14.5%1,768,0500.2%Finance
Mettler-Toledo International, Inc. stock logo
MTD
Mettler-Toledo International
$131,522,000$13,853,884 ▲11.8%87,0460.2%Healthcare
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$130,353,000$343,250 ▼-0.3%874,5900.2%Healthcare
Vistra Corp. stock logo
VST
Vistra
$129,334,000$713,336 ▲0.6%934,8280.2%Utilities
First Industrial Realty Trust, Inc. stock logo
FR
First Industrial Realty Trust
$128,472,000$201,544 ▲0.2%2,157,7360.2%Real Estate
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$128,382,000$15,809,613 ▼-11.0%1,873,9440.2%Industrials
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$128,304,000$1,706,270 ▼-1.3%696,2360.2%Consumer Discretionary
Keurig Dr Pepper, Inc stock logo
KDP
Keurig Dr Pepper
$127,433,000$124,972 ▼-0.1%4,200,1180.2%Consumer Staples
FIDELITY COVINGTON TRUST
$126,049,000$116,999,598 ▲1,292.9%3,163,8300.2%ENHANCED INTL

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