THRIVENT FINANCIAL FOR LUTHERANS

Est. AUM

$32.83B

13F long equity, this entity only

Positions

2,497

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$1.01B	5771499	3.07%	SOLE
2	MICROSOFT CORP	COM	$723.8M	1955186	2.20%	SOLE
3	APPLE INC	COM	$700.3M	2759374	2.13%	SOLE
4	AMAZON COM INC	COM	$655.7M	3148516	2.00%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$461.0M	708120	1.40%	SOLE
6	ALPHABET INC	CAP STK CL C	$435.7M	1518744	1.33%	SOLE
7	META PLATFORMS INC	CL A	$419.6M	733342	1.28%	SOLE
8	ALPHABET INC	CAP STK CL A	$402.0M	1397815	1.22%	SOLE
9	BROADCOM INC	COM	$365.5M	1180756	1.11%	SOLE
10	TESLA INC	COM	$282.6M	760312	0.86%	SOLE
11	JPMORGAN CHASE & CO	COM	$267.3M	908788	0.81%	SOLE
12	ELI LILLY & CO	COM	$247.8M	269464	0.75%	SOLE
13	EXXON MOBIL CORP	COM	$226.5M	1335074	0.69%	SOLE
14	ISHARES TR	BROAD USD HIGH	$216.8M	5885388	0.66%	SOLE
15	NETFLIX INC.	COM	$210.1M	2185400	0.64%	SOLE
16	VISA INC	COM CL A	$191.1M	632122	0.58%	SOLE
17	CATERPILLAR INC	COM	$188.1M	265521	0.57%	SOLE
18	STATE STR SPDR S&P 500 ETF	T TR UNIT	$185.8M	285773	0.57%	SOLE
19	TAIWAN SEMICONDUCTOR MANUFA	C SPONSORED ADS	$179.9M	532185	0.55%	SOLE
20	MORGAN STANLEY	COM NEW	$172.7M	1049433	0.53%	SOLE
21	JOHNSON & JOHNSON	COM	$166.8M	682403	0.51%	SOLE
22	LAM RESEARCH CORP	COM NEW	$164.9M	771569	0.50%	SOLE
23	THRIVENT ETF TRUST	MID CAP VALUE ET	$161.4M	10288378	0.49%	SOLE
24	WELLS FARGO & CO	COM	$152.9M	1920702	0.47%	SOLE
25	WALMART INC	COM	$149.4M	1202502	0.46%	SOLE
26	VANGUARD INDEX FDS	S&P 500 ETF SHS	$146.4M	245585	0.45%	SOLE
27	FASTENAL CO	COM	$145.3M	3131726	0.44%	SOLE
28	MERCK & CO INC	COM	$145.0M	1205613	0.44%	SOLE
29	BANK AMERICA CORP	COM	$143.5M	2943179	0.44%	SOLE
30	GE AEROSPACE	COM NEW	$139.8M	492651	0.43%	SOLE
31	CONOCOPHILLIPS	COM	$138.2M	1047302	0.42%	SOLE
32	PALANTIR TECHNOLOGIES INC	CL A	$136.7M	934512	0.42%	SOLE
33	CONSTELLATION ENERGY CORP	COM	$128.4M	459652	0.39%	SOLE
34	PARKER-HANNIFIN CORP	COM	$126.8M	141670	0.39%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$122.0M	1274400	0.37%	SOLE
36	DEVON ENERGY CORP NEW	COM	$117.4M	2332480	0.36%	DFND
37	HOME DEPOT INC	COM	$116.3M	353668	0.35%	SOLE
38	CISCO SYS INC	COM	$112.8M	1454067	0.34%	SOLE
39	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$111.1M	2436076	0.34%	SOLE
40	BLACKROCK ETF TRUST	ISHARES US EQUIT	$106.9M	1847176	0.33%	SOLE
41	ENTERGY CORP NEW	COM	$105.0M	934270	0.32%	DFND
42	OLD REP INTL CORP	COM	$104.7M	2623004	0.32%	DFND
43	SCHWAB CHARLES CORP	COM	$104.6M	1113129	0.32%	SOLE
44	ARISTA NETWORKS INC	COM SHS	$103.7M	844275	0.32%	SOLE
45	INTERNATIONAL BUSINESS MACH	S COM	$103.5M	427074	0.32%	SOLE
46	ISHARES TR	S&P 500 GRWT ETF	$103.4M	927179	0.31%	SOLE
47	STEEL DYNAMICS INC	COM	$102.4M	569124	0.31%	DFND
48	HALLIBURTON CO	COM	$101.9M	2613472	0.31%	DFND
49	LABCORP HOLDINGS INC	COM SHS	$101.5M	380545	0.31%	DFND
50	ONTO INNOVATION INC	COM	$96.9M	472510	0.30%	DFND

1–50 of 2,497

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.