THRIVENT FINANCIAL FOR LUTHERANS

PrivateCIK: 314984

Location

MINNEAPOLIS, MN

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

% of voting shares90.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

126.43M

% 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

DFND

COM

Shares10.12M

TypeSH

Market value$1.76M

3.36%

Sole

9.55M

Shared

0.00

None

567.23K

MICROSOFT CORP

SOLE

COM

Shares3.61M

TypeSH

Market value$1.34M

2.54%

Sole

3.35M

Shared

0.00

None

259.83K

APPLE INC

SOLE

COM

Shares5.06M

TypeSH

Market value$1.28M

2.44%

Sole

4.45M

Shared

0.00

None

602.03K

AMAZON COM INC

SOLE

COM

Shares5.87M

TypeSH

Market value$1.22M

2.33%

Sole

5.46M

Shared

0.00

None

408.45K

ALPHABET INC

DFND

CAP STK CL C

Shares2.78M

TypeSH

Market value$798.2K

1.52%

Sole

2.67M

Shared

0.00

None

117.02K

META PLATFORMS INC

DFND

CL A

Shares1.39M

TypeSH

Market value$792.5K

1.51%

Sole

1.28M

Shared

0.00

None

105.21K

ALPHABET INC

DFND

CAP STK CL A

Shares2.57M

TypeSH

Market value$739.2K

1.41%

Sole

2.33M

Shared

0.00

None

239.91K

BROADCOM INC

DFND

COM

Shares2.17M

TypeSH

Market value$671.1K

1.28%

Sole

1.99M

Shared

0.00

None

183.25K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares963.21K

TypeSH

Market value$627.6K

1.20%

Sole

0.00

Shared

0.00

None

963.21K

JPMORGAN CHASE & CO

DFND

COM

Shares1.80M

TypeSH

Market value$529.5K

1.01%

Sole

1.64M

Shared

0.00

None

164.55K

TESLA INC

DFND

COM

Shares1.35M

TypeSH

Market value$502.8K

0.96%

Sole

1.28M

Shared

0.00

None

71.22K

EXXON MOBIL CORP

DFND

COM

Shares2.72M

TypeSH

Market value$460.7K

0.88%

Sole

2.51M

Shared

0.00

None

208.99K

ELI LILLY & CO

SOLE

COM

Shares468.85K

TypeSH

Market value$431.2K

0.82%

Sole

432.82K

Shared

0.00

None

36.03K

NETFLIX INC.

DFND

COM

Shares4.23M

TypeSH

Market value$406.4K

0.77%

Sole

3.82M

Shared

0.00

None

408.27K

CATERPILLAR INC

SOLE

COM

Shares512.25K

TypeSH

Market value$362.9K

0.69%

Sole

482.81K

Shared

0.00

None

29.44K

TAIWAN SEMICONDUCTOR MANUFA

SOLE

C SPONSORED ADS

Shares1.07M

TypeSH

Market value$361.7K

0.69%

Sole

1.04M

Shared

0.00

None

35.38K

VISA INC

DFND

COM CL A

Shares1.19M

TypeSH

Market value$359.6K

0.69%

Sole

1.11M

Shared

0.00

None

84.57K

STATE STR SPDR S&P 500 ETF

SOLE

T TR UNIT

Shares546.29K

TypeSH

Market value$355.3K

0.68%

Sole

395.53K

Shared

0.00

None

150.76K

MORGAN STANLEY

SOLE

COM NEW

Shares1.98M

TypeSH

Market value$325.3K

0.62%

Sole

1.96M

Shared

0.00

None

16.39K

JOHNSON & JOHNSON

SOLE

COM

Shares1.31M

TypeSH

Market value$319.0K

0.61%

Sole

1.21M

Shared

0.00

None

95.62K

WELLS FARGO & CO

SOLE

COM

Shares3.83M

TypeSH

Market value$304.9K

0.58%

Sole

3.78M

Shared

0.00

None

49.48K

LAM RESEARCH CORP

SOLE

COM NEW

Shares1.38M

TypeSH

Market value$295.7K

0.56%

Sole

1.35M

Shared

0.00

None

34.67K

FASTENAL CO

SOLE

COM

Shares6.23M

TypeSH

Market value$289.0K

0.55%

Sole

6.21M

Shared

0.00

None

20.88K

BANK AMERICA CORP

SOLE

COM

Shares5.88M

TypeSH

Market value$286.9K

0.55%

Sole

5.67M

Shared

0.00

None

215.66K

WALMART INC

SOLE

COM

Shares2.30M

TypeSH

Market value$286.1K

0.55%

Sole

2.04M

Shared

0.00

None

266.94K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPORATIONDFND	COM	10.12M	SH	$1.76M 3.36%	9.55M	567.23K
MICROSOFT CORPSOLE	COM	3.61M	SH	$1.34M 2.54%	3.35M	259.83K
APPLE INCSOLE	COM	5.06M	SH	$1.28M 2.44%	4.45M	602.03K
AMAZON COM INCSOLE	COM	5.87M	SH	$1.22M 2.33%	5.46M	408.45K
ALPHABET INCDFND	CAP STK CL C	2.78M	SH	$798.2K 1.52%	2.67M	117.02K
META PLATFORMS INCDFND	CL A	1.39M	SH	$792.5K 1.51%	1.28M	105.21K
ALPHABET INCDFND	CAP STK CL A	2.57M	SH	$739.2K 1.41%	2.33M	239.91K
BROADCOM INCDFND	COM	2.17M	SH	$671.1K 1.28%	1.99M	183.25K
ISHARES TRSOLE	CORE S&P500 ETF	963.21K	SH	$627.6K 1.20%	0.00	963.21K
JPMORGAN CHASE & CODFND	COM	1.80M	SH	$529.5K 1.01%	1.64M	164.55K
TESLA INCDFND	COM	1.35M	SH	$502.8K 0.96%	1.28M	71.22K
EXXON MOBIL CORPDFND	COM	2.72M	SH	$460.7K 0.88%	2.51M	208.99K
ELI LILLY & COSOLE	COM	468.85K	SH	$431.2K 0.82%	432.82K	36.03K
NETFLIX INC.DFND	COM	4.23M	SH	$406.4K 0.77%	3.82M	408.27K
CATERPILLAR INCSOLE	COM	512.25K	SH	$362.9K 0.69%	482.81K	29.44K
TAIWAN SEMICONDUCTOR MANUFASOLE	C SPONSORED ADS	1.07M	SH	$361.7K 0.69%	1.04M	35.38K
VISA INCDFND	COM CL A	1.19M	SH	$359.6K 0.69%	1.11M	84.57K
STATE STR SPDR S&P 500 ETFSOLE	T TR UNIT	546.29K	SH	$355.3K 0.68%	395.53K	150.76K
MORGAN STANLEYSOLE	COM NEW	1.98M	SH	$325.3K 0.62%	1.96M	16.39K
JOHNSON & JOHNSONSOLE	COM	1.31M	SH	$319.0K 0.61%	1.21M	95.62K
WELLS FARGO & COSOLE	COM	3.83M	SH	$304.9K 0.58%	3.78M	49.48K
LAM RESEARCH CORPSOLE	COM NEW	1.38M	SH	$295.7K 0.56%	1.35M	34.67K
FASTENAL COSOLE	COM	6.23M	SH	$289.0K 0.55%	6.21M	20.88K
BANK AMERICA CORPSOLE	COM	5.88M	SH	$286.9K 0.55%	5.67M	215.66K
WALMART INCSOLE	COM	2.30M	SH	$286.1K 0.55%	2.04M	266.94K

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