Titelia

Holdings of THRIVENT AGGRESSIVE ALLOCATION FUND

Thrivent Mutual Funds · Original filing · Compare with another fund · Report an error

Net assets
3.4B $ including 1.6B $ in equities, 45.8 %
Positions
995 in 16 countries
Top ten
10.1 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
501Antero Resources Corp 6,194243.2K $0.01 %
502Gaming and Leisure Properties Inc 5,004242.5K $0.01 %
503Orrstown Financial Services Inc 6,542240.4K $0.01 %
504Avantor Inc 29,576239.6K $0.01 %
505Edwards Lifesciences Corp 2,824235.8K $0.01 %
506Cirrus Logic Inc 1,438234.5K $0.01 %
507Getty Realty Corp 6,949230.2K $0.01 %
508VeriSign Inc 850228.4K $0.01 %
509Conagra Brands Inc 15,901228.2K $0.01 %
510Mosaic Co/The 9,767227.3K $0.01 %
511Insmed Inc 1,659226.2K $0.01 %
512News Corp 8,437222.1K $0.01 %
513Pfizer Inc 8,271220.8K $0.01 %
514Occidental Petroleum Corp 3,639220.5K $0.01 %
515Elanco Animal Health Inc 9,688216.7K $0.01 %
516Donaldson Co Inc 2,454216.4K $0.01 %
517Prudential Financial, Inc. 2,202216K $0.01 %
518Medical Properties Trust Inc 43,387214.3K $0.01 %
519STAG Industrial Inc 5,544213.9K $0.01 %
520Toll Brothers Inc 1,495212.5K $0.01 %
521Amkor Technology Inc 3,019210.6K $0.01 %
522Essent Group Ltd 3,467209.8K $0.01 %
523Packaging Corp of America 983209.8K $0.01 %
524NetApp Inc 1,893209.7K $0.01 %
525Ball Corp 3,392207.2K $0.01 %
526J M Smucker Co/The 2,089204.8K $0.01 %
527OFG Bancorp 4,450204.5K $0.01 %
528Zillow Group Inc 4,589203.8K $0.01 %
529UMB Financial Corp 1,605202.5K $0.01 %
530Dana Inc 5,554202.4K $0.01 %
531Black Hills Corp 2,688202.4K $0.01 %
532Ciena Corp 379200K $0.01 %
533Virtu Financial Inc 4,013199.3K $0.01 %
534Radian Group Inc 5,527198K $0.01 %
535ConnectOne Bancorp Inc 6,702195.8K $0.01 %
536Take-Two Interactive Software Inc 913195.2K $0.01 %
537Kemper Corp 5,774194.5K $0.01 %
538Charles River Laboratories International Inc 1,144191K $0.01 %
539NBT Bancorp Inc 4,366190.8K $0.01 %
540Kirby Corp 1,263190.1K $0.01 %
541Align Technology Inc 1,075189.2K $0.01 %
542Urban Outfitters Inc 2,685188.9K $0.01 %
543Central Garden & Pet Co 5,589187.6K $0.01 %
544AbbVie Inc 883186.6K $0.01 %
545MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 662186.4K $0.01 %
546Federated Hermes Inc 3,202186K $0.01 %
547Western Alliance Bancorp 2,265184.7K $0.01 %
548IQVIA Holdings Inc 1,163184.2K $0.01 %
549ICF International Inc 2,538181.9K $0.01 %
550Avnet Inc 2,189180.6K $0.01 %
551Avery Dennison Corp 1,101180.5K $0.01 %
552Enerpac Tool Group Corp 5,111179.4K $0.01 %
553Financial Institutions Inc 5,190176.8K $0.01 %
554H2O America 3,129175.8K $0.01 %
555HomeTrust Bancshares Inc 3,815174.2K $0.01 %
556Church & Dwight Co Inc 1,743169.2K $0.00 %
557NXP Semiconductors NV 574168.5K $0.00 %
558McGrath RentCorp 1,518167.8K $0.00 %
559Qnity Electronics Inc 1,180166K $0.00 %
560Napco Security Technologies Inc 3,519164.5K $0.00 %
561Range Resources Corp 3,695160.7K $0.00 %
562eBay Inc 1,551160.5K $0.00 %
563Ventas Inc 1,814159.4K $0.00 %
564Diamondback Energy Inc 769158.1K $0.00 %
565Unitil Corp 2,978156.2K $0.00 %
566Huntsman Corp 10,629152.7K $0.00 %
567Smithfield Foods Inc 5,782152K $0.00 %
568OneMain Holdings Inc 2,566150.8K $0.00 %
569First Horizon Corp 6,038150.7K $0.00 %
570First Financial Corp 2,274149.3K $0.00 %
571PPG Industries Inc 1,376149.3K $0.00 %
572Zoom Communications Inc 1,536149.2K $0.00 %
573Otter Tail Corp 1,672149.2K $0.00 %
574GoDaddy Inc 1,695147.1K $0.00 %
575F5 Inc 454147.1K $0.00 %
576Axis Capital Holdings Ltd 1,461146.7K $0.00 %
577S&P Global Inc 340146.6K $0.00 %
578Central Pacific Financial Corp 4,397146.3K $0.00 %
579American Water Works Co Inc 1,126144.6K $0.00 %
580United Airlines Holdings Inc 1,588142.9K $0.00 %
581Carnival Corp 5,272139.8K $0.00 %
582Cardinal Health, Inc. 716138.1K $0.00 %
583ON Semiconductor Corp 1,360137.1K $0.00 %
584Fidelity National Information Services Inc 2,931136.4K $0.00 %
585Globus Medical Inc 1,511136.3K $0.00 %
586Zurn Elkay Water Solutions Corp 2,601135.1K $0.00 %
587Helen of Troy Ltd 5,796134.2K $0.00 %
588Skyworks Solutions Inc 1,910134K $0.00 %
589Hamilton Lane Inc 1,455133.8K $0.00 %
590SM Energy Co 4,300133.4K $0.00 %
591Park Hotels & Resorts Inc 11,605133.1K $0.00 %
592Kaiser Aluminum Corp 779132.8K $0.00 %
593Amalgamated Financial Corp 3,247132.7K $0.00 %
594Revolution Medicines Inc 920132.6K $0.00 %
595Lear Corp 1,035131.6K $0.00 %
596API Group Corp 2,874131.4K $0.00 %
597Sensient Technologies Corp 1,155131.3K $0.00 %
598Coeur Mining Inc 7,275130.7K $0.00 %
599Buckle Inc/The 2,339130.1K $0.00 %
600EQT Corp 2,132128.1K $0.00 %

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Sector breakdown

  • Technology 22.7 %
  • Financials 10.5 %
  • Industrials 8.9 %
  • Communication 7.3 %
  • Consumer discretionary 7.0 %
  • Health care 6.9 %
  • Energy 3.7 %
  • Utilities 2.9 %
  • Consumer staples 2.2 %
  • Materials 2.0 %
  • Real estate 1.0 %
  • Unattributed 24.9 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 98.7 %
  • KRW 1.0 %
  • EUR 0.2 %
  • CAD 0.1 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 94.9 %
  • South Korea 1.0 %
  • Taiwan 0.9 %
  • Cayman Islands 0.6 %
  • Netherlands 0.6 %
  • Canada 0.5 %
  • Bermuda 0.5 %
  • Ireland 0.4 %
  • United Kingdom 0.2 %
  • Finland 0.2 %
  • Singapore 0.2 %
  • France 0.1 %
  • Other countries 0.1 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States9521.5B $94.89 %
2South Korea116.1M $1.02 %
3Taiwan113.8M $0.87 %
4Cayman Islands59.7M $0.61 %
5Netherlands49.1M $0.58 %
6Canada67.5M $0.47 %
7Bermuda87.2M $0.46 %
8Ireland56M $0.38 %
9United Kingdom43.1M $0.19 %
10Finland12.6M $0.17 %
11Singapore12.4M $0.15 %
12France11.4M $0.09 %
Cite this page

Titelia. "Holdings of THRIVENT AGGRESSIVE ALLOCATION FUND". https://titelia.com/en/funds/S000000700