Titelia

Holdings of THRIVENT MID CAP STOCK FUND

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

Net assets
3B $ including 2.9B $ in equities, 97.5 %
Positions
65 in 4 countries
Top ten
23.7 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Steel Dynamics Inc 425,21097.2M $3.23 %
2Nokia Oyj 6,577,42384.9M $2.82 %
3Onto Innovation Inc 259,00876.4M $2.54 %
4First Industrial Realty Trust Inc 1,181,37473.3M $2.43 %
5Monolithic Power Systems Inc 42,67868.9M $2.29 %
6M&T Bank Corp 296,97064.9M $2.16 %
7Howmet Aerospace Inc 266,95064.9M $2.16 %
8Arch Capital Group Ltd 673,58163.6M $2.11 %
9Quanta Services Inc 84,70561.6M $2.05 %
10Devon Energy Corp 1,132,94158.2M $1.93 %
11Lincoln Electric Holdings Inc 217,67157.7M $1.92 %
12Fifth Third Bancorp 1,119,56856.8M $1.89 %
13Northern Trust Corp 329,64354.8M $1.82 %
14Mettler-Toledo International Inc 42,60454.4M $1.81 %
15Garmin Ltd 214,51053.9M $1.79 %
16Rockwell Automation Inc 129,81953.1M $1.76 %
17Fabrinet 75,48151.6M $1.71 %
18Western Digital Corp 118,54951.5M $1.71 %
19Timken Co/The 453,66050.3M $1.67 %
20Datadog Inc 376,55949.8M $1.65 %
21Fastenal Co 1,105,33349.7M $1.65 %
22EMCOR Group Inc 53,55947.8M $1.59 %
23Ulta Beauty Inc 88,17647.4M $1.57 %
24AMETEK Inc 198,16446.7M $1.55 %
25United Rentals Inc 47,98646.1M $1.53 %
26Exelixis Inc 1,028,75245.7M $1.52 %
27UL Solutions Inc 494,43744.7M $1.49 %
28Illumina Inc 352,75344.7M $1.49 %
29Casey's General Stores Inc 53,90344.3M $1.47 %
30CH Robinson Worldwide Inc 239,54043.6M $1.45 %
31NiSource Inc 877,41842.4M $1.41 %
32CenterPoint Energy Inc 964,26742.1M $1.40 %
33Alliant Energy Corp 561,60141.2M $1.37 %
34Expand Energy Corp 402,66341.1M $1.37 %
35Halliburton Co 954,83940.4M $1.34 %
36Trimble Inc 594,05240M $1.33 %
37Viking Holdings Ltd 486,00139.8M $1.32 %
38Ally Financial Inc 886,18139.3M $1.31 %
39Wynn Resorts Ltd 364,80939.1M $1.30 %
40Extra Space Storage Inc 270,47238.8M $1.29 %
41Reddit Inc 258,55338.1M $1.26 %
42Nasdaq Inc 407,19837.4M $1.24 %
43Zebra Technologies Corp 164,63337.2M $1.24 %
44Dexcom Inc 622,52437.1M $1.23 %
45IDEX Corp 167,51836.5M $1.21 %
46SharkNinja Inc 315,79536.5M $1.21 %
47NVR Inc 5,76736.4M $1.21 %
48Old Dominion Freight Line Inc 168,78435.9M $1.19 %
49Williams-Sonoma Inc 188,54234.2M $1.13 %
50Oshkosh Corp 210,90833M $1.10 %
51WD-40 Co 156,44432.8M $1.09 %
52Allegion plc 237,90232.7M $1.09 %
53Old Republic International Corp 814,86032.6M $1.08 %
54Tenet Healthcare Corp 182,35632.3M $1.07 %
55JFrog Ltd 693,90132.2M $1.07 %
56AutoZone Inc 8,59331.8M $1.06 %
57Verisk Analytics Inc 171,25931.6M $1.05 %
58Albemarle Corp 159,31931.3M $1.04 %
59Simon Property Group Inc 148,89130.3M $1.01 %
60Amcor PLC 795,43430.3M $1.01 %
61Veeva Systems Inc 192,46930M $1.00 %
62United Therapeutics Corp 52,50030M $1.00 %
63Ameriprise Financial Inc 59,88828.4M $0.94 %
64Robinhood Markets Inc 372,40027.1M $0.90 %
65Medpace Holdings Inc 61,52825.8M $0.86 %

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Sector breakdown

  • Technology 14.9 %
  • Industrials 14.8 %
  • Financials 11.4 %
  • Consumer discretionary 8.0 %
  • Health care 6.8 %
  • Materials 5.4 %
  • Energy 4.8 %
  • Utilities 4.3 %
  • Real estate 1.0 %
  • Unattributed 28.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 90.6 %
  • Bermuda 3.5 %
  • Cayman Islands 3.0 %
  • Finland 2.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States602.7B $90.58 %
2Bermuda2103.4M $3.53 %
3Cayman Islands288.1M $3.00 %
4Finland184.9M $2.89 %
Cite this page

Titelia. "Holdings of THRIVENT MID CAP STOCK FUND". https://titelia.com/en/funds/S000001345