Filed: 5/1/2026ACC: 0001193125-26-199781
📋 What this filing means
THRIVENT FINANCIAL FOR LUTHERANS filed this quarterly 13F‑HR report disclosing 2522 equity positions with a total reported market value of $52.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2522
Positions
$52.48M
Total AUM (reported)
1.35B
Total Shares
Allocation by class
COM$30.63M58.4%
COM NEW$2.09M4.0%
CL A$1.95M3.7%
CAP STK CL C$798.2K1.5%
COM CL A$773.8K1.5%
SHS$753.1K1.4%
CAP STK CL A$739.2K1.4%
Portfolio Concentration
Top 3$4.38M8.4%
4–10$5.38M10.3%
11–25$5.35M10.2%
Rest$37.37M71.2%
Top 3 weight
8.4%
Top 10 weight
18.6%
Voting Authority Distribution
Total shares with voting rights: 1.35B
Sole
Full voting authority
1.22B
shares
% of voting shares90.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
126.43M
shares
% of voting shares9.4%
Investment Discretion (by position count)
Sole1921
Shared0
Other601
Dominant voting typeSole · 90.6% of voting shares
Institutional Holdings2522
Rows:
NVIDIA CORPORATION
DFNDShares10.12M
TypeSH
Market value$1.76M
3.36%
Sole
9.55M
Shared
0.00
None
567.23K
MICROSOFT CORP
SOLEShares3.61M
TypeSH
Market value$1.34M
2.54%
Sole
3.35M
Shared
0.00
None
259.83K
APPLE INC
SOLEShares5.06M
TypeSH
Market value$1.28M
2.44%
Sole
4.45M
Shared
0.00
None
602.03K
AMAZON COM INC
SOLEShares5.87M
TypeSH
Market value$1.22M
2.33%
Sole
5.46M
Shared
0.00
None
408.45K
ALPHABET INC
DFNDShares2.78M
TypeSH
Market value$798.2K
1.52%
Sole
2.67M
Shared
0.00
None
117.02K
META PLATFORMS INC
DFNDShares1.39M
TypeSH
Market value$792.5K
1.51%
Sole
1.28M
Shared
0.00
None
105.21K
ALPHABET INC
DFNDShares2.57M
TypeSH
Market value$739.2K
1.41%
Sole
2.33M
Shared
0.00
None
239.91K
BROADCOM INC
DFNDShares2.17M
TypeSH
Market value$671.1K
1.28%
Sole
1.99M
Shared
0.00
None
183.25K
ISHARES TR
SOLEShares963.21K
TypeSH
Market value$627.6K
1.20%
Sole
0.00
Shared
0.00
None
963.21K
JPMORGAN CHASE & CO
DFNDShares1.80M
TypeSH
Market value$529.5K
1.01%
Sole
1.64M
Shared
0.00
None
164.55K
TESLA INC
DFNDShares1.35M
TypeSH
Market value$502.8K
0.96%
Sole
1.28M
Shared
0.00
None
71.22K
EXXON MOBIL CORP
DFNDShares2.72M
TypeSH
Market value$460.7K
0.88%
Sole
2.51M
Shared
0.00
None
208.99K
ELI LILLY & CO
SOLEShares468.85K
TypeSH
Market value$431.2K
0.82%
Sole
432.82K
Shared
0.00
None
36.03K
NETFLIX INC.
DFNDShares4.23M
TypeSH
Market value$406.4K
0.77%
Sole
3.82M
Shared
0.00
None
408.27K
CATERPILLAR INC
SOLEShares512.25K
TypeSH
Market value$362.9K
0.69%
Sole
482.81K
Shared
0.00
None
29.44K
TAIWAN SEMICONDUCTOR MANUFA
SOLEShares1.07M
TypeSH
Market value$361.7K
0.69%
Sole
1.04M
Shared
0.00
None
35.38K
VISA INC
DFNDShares1.19M
TypeSH
Market value$359.6K
0.69%
Sole
1.11M
Shared
0.00
None
84.57K
STATE STR SPDR S&P 500 ETF
SOLEShares546.29K
TypeSH
Market value$355.3K
0.68%
Sole
395.53K
Shared
0.00
None
150.76K
MORGAN STANLEY
SOLEShares1.98M
TypeSH
Market value$325.3K
0.62%
Sole
1.96M
Shared
0.00
None
16.39K
JOHNSON & JOHNSON
SOLEShares1.31M
TypeSH
Market value$319.0K
0.61%
Sole
1.21M
Shared
0.00
None
95.62K
WELLS FARGO & CO
SOLEShares3.83M
TypeSH
Market value$304.9K
0.58%
Sole
3.78M
Shared
0.00
None
49.48K
LAM RESEARCH CORP
SOLEShares1.38M
TypeSH
Market value$295.7K
0.56%
Sole
1.35M
Shared
0.00
None
34.67K
FASTENAL CO
SOLEShares6.23M
TypeSH
Market value$289.0K
0.55%
Sole
6.21M
Shared
0.00
None
20.88K
BANK AMERICA CORP
SOLEShares5.88M
TypeSH
Market value$286.9K
0.55%
Sole
5.67M
Shared
0.00
None
215.66K
WALMART INC
SOLEShares2.30M
TypeSH
Market value$286.1K
0.55%
Sole
2.04M
Shared
0.00
None
266.94K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 10.12M | SH | $1.76M 3.36% | 9.55M | 0.00 | 567.23K |
MICROSOFT CORPSOLE | COM | 3.61M | SH | $1.34M 2.54% | 3.35M | 0.00 | 259.83K |
APPLE INCSOLE | COM | 5.06M | SH | $1.28M 2.44% | 4.45M | 0.00 | 602.03K |
AMAZON COM INCSOLE | COM | 5.87M | SH | $1.22M 2.33% | 5.46M | 0.00 | 408.45K |
ALPHABET INCDFND | CAP STK CL C | 2.78M | SH | $798.2K 1.52% | 2.67M | 0.00 | 117.02K |
META PLATFORMS INCDFND | CL A | 1.39M | SH | $792.5K 1.51% | 1.28M | 0.00 | 105.21K |
ALPHABET INCDFND | CAP STK CL A | 2.57M | SH | $739.2K 1.41% | 2.33M | 0.00 | 239.91K |
BROADCOM INCDFND | COM | 2.17M | SH | $671.1K 1.28% | 1.99M | 0.00 | 183.25K |
ISHARES TRSOLE | CORE S&P500 ETF | 963.21K | SH | $627.6K 1.20% | 0.00 | 0.00 | 963.21K |
JPMORGAN CHASE & CODFND | COM | 1.80M | SH | $529.5K 1.01% | 1.64M | 0.00 | 164.55K |
TESLA INCDFND | COM | 1.35M | SH | $502.8K 0.96% | 1.28M | 0.00 | 71.22K |
EXXON MOBIL CORPDFND | COM | 2.72M | SH | $460.7K 0.88% | 2.51M | 0.00 | 208.99K |
ELI LILLY & COSOLE | COM | 468.85K | SH | $431.2K 0.82% | 432.82K | 0.00 | 36.03K |
NETFLIX INC.DFND | COM | 4.23M | SH | $406.4K 0.77% | 3.82M | 0.00 | 408.27K |
CATERPILLAR INCSOLE | COM | 512.25K | SH | $362.9K 0.69% | 482.81K | 0.00 | 29.44K |
TAIWAN SEMICONDUCTOR MANUFASOLE | C SPONSORED ADS | 1.07M | SH | $361.7K 0.69% | 1.04M | 0.00 | 35.38K |
VISA INCDFND | COM CL A | 1.19M | SH | $359.6K 0.69% | 1.11M | 0.00 | 84.57K |
STATE STR SPDR S&P 500 ETFSOLE | T TR UNIT | 546.29K | SH | $355.3K 0.68% | 395.53K | 0.00 | 150.76K |
MORGAN STANLEYSOLE | COM NEW | 1.98M | SH | $325.3K 0.62% | 1.96M | 0.00 | 16.39K |
JOHNSON & JOHNSONSOLE | COM | 1.31M | SH | $319.0K 0.61% | 1.21M | 0.00 | 95.62K |
WELLS FARGO & COSOLE | COM | 3.83M | SH | $304.9K 0.58% | 3.78M | 0.00 | 49.48K |
LAM RESEARCH CORPSOLE | COM NEW | 1.38M | SH | $295.7K 0.56% | 1.35M | 0.00 | 34.67K |
FASTENAL COSOLE | COM | 6.23M | SH | $289.0K 0.55% | 6.21M | 0.00 | 20.88K |
BANK AMERICA CORPSOLE | COM | 5.88M | SH | $286.9K 0.55% | 5.67M | 0.00 | 215.66K |
WALMART INCSOLE | COM | 2.30M | SH | $286.1K 0.55% | 2.04M | 0.00 | 266.94K |
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