Filed: 11/4/2025ACC: 0001193125-25-263690
📋 What this filing means
THRIVENT FINANCIAL FOR LUTHERANS filed this quarterly 13F‑HR report disclosing 2363 equity positions with a total reported market value of $50.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2363
Positions
$50.83M
Total AUM (reported)
1.46B
Total Shares
Allocation by class
COM$32.41M63.8%
CL A$2.97M5.8%
COM NEW$1.20M2.4%
COM CL A$1.15M2.3%
SHS$1.01M2.0%
CAP STK CL C$812.4K1.6%
CORE S&P500 ETF$621.4K1.2%
Portfolio Concentration
Top 3$5.43M10.7%
4–10$5.84M11.5%
11–25$5.19M10.2%
Rest$34.37M67.6%
Top 3 weight
10.7%
Top 10 weight
22.2%
Voting Authority Distribution
Total shares with voting rights: 1.46B
Sole
Full voting authority
1.37B
shares
% of voting shares93.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
89.79M
shares
% of voting shares6.2%
Investment Discretion (by position count)
Sole1725
Shared0
Other638
Dominant voting typeSole · 93.8% of voting shares
Institutional Holdings2363
Rows:
NVIDIA CORPORATION
DFNDShares11.01M
TypeSH
Market value$2.05M
4.04%
Sole
10.74M
Shared
0.00
None
276.43K
MICROSOFT CORP
SOLEShares3.76M
TypeSH
Market value$1.95M
3.83%
Sole
3.65M
Shared
0.00
None
103.36K
APPLE INC
SOLEShares5.63M
TypeSH
Market value$1.43M
2.82%
Sole
5.04M
Shared
0.00
None
591.25K
AMAZON COM INC
SOLEShares5.78M
TypeSH
Market value$1.27M
2.50%
Sole
5.51M
Shared
0.00
None
271.05K
META PLATFORMS INC
DFNDShares1.67M
TypeSH
Market value$1.22M
2.41%
Sole
1.59M
Shared
0.00
None
76.69K
ALPHABET INC
DFNDShares3.34M
TypeSH
Market value$812.4K
1.60%
Sole
3.19M
Shared
0.00
None
143.03K
BROADCOM INC
DFNDShares2.16M
TypeSH
Market value$713.3K
1.40%
Sole
2.12M
Shared
0.00
None
40.72K
ISHARES TR
SOLEShares928.40K
TypeSH
Market value$621.4K
1.22%
Sole
0.00
Shared
0.00
None
928.40K
ALPHABET INC
DFNDShares2.50M
TypeSH
Market value$608.0K
1.20%
Sole
2.26M
Shared
0.00
None
238.71K
TESLA INC
DFNDShares1.32M
TypeSH
Market value$588.9K
1.16%
Sole
1.28M
Shared
0.00
None
40.30K
JPMORGAN CHASE & CO.
DFNDShares1.73M
TypeSH
Market value$546.3K
1.07%
Sole
1.61M
Shared
0.00
None
119.89K
VISA INC
DFNDShares1.54M
TypeSH
Market value$526.9K
1.04%
Sole
1.50M
Shared
0.00
None
40.94K
NETFLIX INC
DFNDShares321.05K
TypeSH
Market value$384.9K
0.76%
Sole
311.68K
Shared
0.00
None
9.37K
HOME DEPOT INC
SOLEShares894K
TypeSH
Market value$362.2K
0.71%
Sole
865.97K
Shared
0.00
None
28.03K
ELI LILLY & CO
SOLEShares455.71K
TypeSH
Market value$347.7K
0.68%
Sole
419.69K
Shared
0.00
None
36.02K
WELLS FARGO CO NEW
SOLEShares4.06M
TypeSH
Market value$340.1K
0.67%
Sole
4.03M
Shared
0.00
None
23.81K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.19M
TypeSH
Market value$333.2K
0.66%
Sole
1.17M
Shared
0.00
None
20.66K
JOHNSON & JOHNSON
SOLEShares1.77M
TypeSH
Market value$328.9K
0.65%
Sole
1.69M
Shared
0.00
None
87.84K
SPOTIFY TECHNOLOGY S A
SOLEShares434.39K
TypeSH
Market value$303.2K
0.60%
Sole
433.79K
Shared
0.00
None
599.00
BANK AMERICA CORP
SOLEShares5.73M
TypeSH
Market value$295.8K
0.58%
Sole
5.57M
Shared
0.00
None
161.64K
SERVICENOW INC
DFNDShares316.32K
TypeSH
Market value$291.1K
0.57%
Sole
314.68K
Shared
0.00
None
1.64K
FASTENAL CO
SOLEShares5.86M
TypeSH
Market value$287.4K
0.57%
Sole
5.84M
Shared
0.00
None
19.99K
EXXON MOBIL CORP
DFNDShares2.54M
TypeSH
Market value$286.0K
0.56%
Sole
2.32M
Shared
0.00
None
211.97K
CATERPILLAR INC
SOLEShares590.53K
TypeSH
Market value$281.8K
0.55%
Sole
561.67K
Shared
0.00
None
28.86K
WALMART INC
SOLEShares2.68M
TypeSH
Market value$276.2K
0.54%
Sole
2.58M
Shared
0.00
None
102.33K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 11.01M | SH | $2.05M 4.04% | 10.74M | 0.00 | 276.43K |
MICROSOFT CORPSOLE | COM | 3.76M | SH | $1.95M 3.83% | 3.65M | 0.00 | 103.36K |
APPLE INCSOLE | COM | 5.63M | SH | $1.43M 2.82% | 5.04M | 0.00 | 591.25K |
AMAZON COM INCSOLE | COM | 5.78M | SH | $1.27M 2.50% | 5.51M | 0.00 | 271.05K |
META PLATFORMS INCDFND | CL A | 1.67M | SH | $1.22M 2.41% | 1.59M | 0.00 | 76.69K |
ALPHABET INCDFND | CAP STK CL C | 3.34M | SH | $812.4K 1.60% | 3.19M | 0.00 | 143.03K |
BROADCOM INCDFND | COM | 2.16M | SH | $713.3K 1.40% | 2.12M | 0.00 | 40.72K |
ISHARES TRSOLE | CORE S&P500 ETF | 928.40K | SH | $621.4K 1.22% | 0.00 | 0.00 | 928.40K |
ALPHABET INCDFND | CAP STK CL A | 2.50M | SH | $608.0K 1.20% | 2.26M | 0.00 | 238.71K |
TESLA INCDFND | COM | 1.32M | SH | $588.9K 1.16% | 1.28M | 0.00 | 40.30K |
JPMORGAN CHASE & CO.DFND | COM | 1.73M | SH | $546.3K 1.07% | 1.61M | 0.00 | 119.89K |
VISA INCDFND | COM CL A | 1.54M | SH | $526.9K 1.04% | 1.50M | 0.00 | 40.94K |
NETFLIX INCDFND | COM | 321.05K | SH | $384.9K 0.76% | 311.68K | 0.00 | 9.37K |
HOME DEPOT INCSOLE | COM | 894K | SH | $362.2K 0.71% | 865.97K | 0.00 | 28.03K |
ELI LILLY & COSOLE | COM | 455.71K | SH | $347.7K 0.68% | 419.69K | 0.00 | 36.02K |
WELLS FARGO CO NEWSOLE | COM | 4.06M | SH | $340.1K 0.67% | 4.03M | 0.00 | 23.81K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.19M | SH | $333.2K 0.66% | 1.17M | 0.00 | 20.66K |
JOHNSON & JOHNSONSOLE | COM | 1.77M | SH | $328.9K 0.65% | 1.69M | 0.00 | 87.84K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 434.39K | SH | $303.2K 0.60% | 433.79K | 0.00 | 599.00 |
BANK AMERICA CORPSOLE | COM | 5.73M | SH | $295.8K 0.58% | 5.57M | 0.00 | 161.64K |
SERVICENOW INCDFND | COM | 316.32K | SH | $291.1K 0.57% | 314.68K | 0.00 | 1.64K |
FASTENAL COSOLE | COM | 5.86M | SH | $287.4K 0.57% | 5.84M | 0.00 | 19.99K |
EXXON MOBIL CORPDFND | COM | 2.54M | SH | $286.0K 0.56% | 2.32M | 0.00 | 211.97K |
CATERPILLAR INCSOLE | COM | 590.53K | SH | $281.8K 0.55% | 561.67K | 0.00 | 28.86K |
WALMART INCSOLE | COM | 2.68M | SH | $276.2K 0.54% | 2.58M | 0.00 | 102.33K |
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