Titelia

Holdings of THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND

Thrivent Mutual Funds ·995 declared positions · as of Apr 30, 2026

Original filing · Net assets 5.6B $ · Ten largest lines: 24.9 % of the equity sleeve

Sector breakdown

  • Technology 24.6 %
  • Financials 11.0 %
  • Communication 8.5 %
  • Industrials 7.7 %
  • Health care 7.1 %
  • Consumer discretionary 7.1 %
  • Energy 3.6 %
  • Utilities 2.7 %
  • Consumer staples 2.4 %
  • Materials 2.1 %
  • Real estate 1.0 %
  • Unattributed 22.3 %

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

Currency breakdown

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

The quoted currency of each line, as declared.

Country breakdown

  • US 95.6 %
  • KR 1.0 %
  • TW 0.8 %
  • NL 0.6 %
  • IE 0.4 %
  • CA 0.3 %
  • KY 0.3 %
  • BM 0.2 %
  • SG 0.2 %
  • GB 0.1 %
  • FR 0.1 %
  • PR 0.1 %
  • Other countries 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US9521.6B $95.63 %
2KR117M $1.05 %
3TW113.2M $0.81 %
4NL49.2M $0.57 %
5IE56.5M $0.40 %
6CA65.4M $0.33 %
7KY55.2M $0.32 %
8BM83.8M $0.24 %
9SG13.6M $0.22 %
10GB42.4M $0.15 %
11FR11.9M $0.12 %
12PR21.1M $0.07 %

Positions

RankCompanySharesValueWeight
501NBT Bancorp Inc 5,625245.8K $0.00 %
502S&P Global Inc 569245.4K $0.00 %
503ConnectOne Bancorp Inc 8,351244K $0.00 %
504Financial Institutions Inc 7,123242.7K $0.00 %
505J M Smucker Co/The 2,470242.1K $0.00 %
506Royal Gold Inc 1,037242K $0.00 %
507Avnet Inc 2,921241K $0.00 %
508Align Technology Inc 1,362239.7K $0.00 %
509STAG Industrial Inc 6,121236.1K $0.00 %
510State Street Corp 1,534234.5K $0.00 %
511Black Hills Corp 3,098233.2K $0.00 %
512UL Solutions Inc 2,482224.6K $0.00 %
513McGrath RentCorp 2,024223.8K $0.00 %
514Exelon Corp 4,849223K $0.00 %
515Amalgamated Financial Corp 5,437222.3K $0.00 %
516Datadog Inc 1,677221.7K $0.00 %
517Corteva Inc 2,703219K $0.00 %
518Exelixis Inc 4,840215.2K $0.00 %
519Range Resources Corp 4,937214.8K $0.00 %
520Edwards Lifesciences Corp 2,485207.5K $0.00 %
521H2O America 3,669206.2K $0.00 %
522Ford Motor Co 17,030205.7K $0.00 %
523Charles River Laboratories International Inc 1,232205.7K $0.00 %
524Gaming and Leisure Properties Inc 4,234205.2K $0.00 %
525US Bancorp 3,614204.8K $0.00 %
526Huntsman Corp 14,197204K $0.00 %
527OneMain Holdings Inc 3,430201.6K $0.00 %
528CH Robinson Worldwide Inc 1,102200.4K $0.00 %
529Urban Outfitters Inc 2,835199.4K $0.00 %
530First Horizon Corp 7,893197K $0.00 %
531MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 696196K $0.00 %
532Axis Capital Holdings Ltd 1,950195.8K $0.00 %
533NiSource Inc 4,016193.9K $0.00 %
534Teledyne Technologies Inc 300193.8K $0.00 %
535CenterPoint Energy Inc 4,413192.6K $0.00 %
536Hewlett Packard Enterprise Co 6,689192.4K $0.00 %
537Ball Corp 3,124190.8K $0.00 %
538Unitil Corp 3,616189.7K $0.00 %
539Alliant Energy Corp 2,570188.7K $0.00 %
540Insmed Inc 1,363185.8K $0.00 %
541Westinghouse Air Brake Technologies Corp 681183.8K $0.00 %
542Central Pacific Financial Corp 5,505183.2K $0.00 %
543Globus Medical Inc 2,015181.7K $0.00 %
544Zurn Elkay Water Solutions Corp 3,469180.2K $0.00 %
545Helen of Troy Ltd 7,735179.1K $0.00 %
546Skyworks Solutions Inc 2,547178.7K $0.00 %
547Extra Space Storage Inc 1,244178.3K $0.00 %
548Kaiser Aluminum Corp 1,046178.3K $0.00 %
549Park Hotels & Resorts Inc 15,515178K $0.00 %
550SM Energy Co 5,733177.9K $0.00 %
551First Financial Corp 2,704177.6K $0.00 %
552Central Garden & Pet Co 5,247176.1K $0.00 %
553Lear Corp 1,382175.7K $0.00 %
554Sensient Technologies Corp 1,545175.6K $0.00 %
555FirstEnergy Corp 3,649173.4K $0.00 %
556Deckers Outdoor Corp 1,660169.7K $0.00 %
557Fermi Inc 32,916168.9K $0.00 %
558Markel Group Inc 95168.4K $0.00 %
559Tyson Foods Inc 2,626168.2K $0.00 %
560Simon Property Group Inc 815166K $0.00 %
561Aramark 3,631165.9K $0.00 %
562HF Sinclair Corp 2,449164.6K $0.00 %
563Avient Corp 4,397163K $0.00 %
564Zillow Group Inc 3,657162.4K $0.00 %
565Otter Tail Corp 1,819162.3K $0.00 %
566Mattel Inc 10,680161.1K $0.00 %
567Williams-Sonoma Inc 888160.9K $0.00 %
568FactSet Research Systems Inc 692157.5K $0.00 %
569Kodiak Gas Services Inc 2,279154.5K $0.00 %
570API Group Corp 3,375154.3K $0.00 %
571News Corp 5,849153.9K $0.00 %
572VeriSign Inc 571153.4K $0.00 %
573Oshkosh Corp 980153.2K $0.00 %
574Gentex Corp 6,623153.1K $0.00 %
575FNB Corp/PA 8,565152.9K $0.00 %
576Sonos Inc 10,243151.9K $0.00 %
577Sensata Technologies Holding PLC 3,620150.7K $0.00 %
578Winmark Corp 393149.5K $0.00 %
579Allegion plc 1,086149.3K $0.00 %
580Occidental Petroleum Corp 2,459149K $0.00 %
581WD-40 Co 707148.4K $0.00 %
582AutoZone Inc 40148.2K $0.00 %
583Penn Entertainment Inc 8,483148.1K $0.00 %
584Fulton Financial Corp 6,790146.6K $0.00 %
585Prudential Financial, Inc. 1,484145.6K $0.00 %
586Revolution Medicines Inc 997143.7K $0.00 %
587Arcosa Inc 1,129142.8K $0.00 %
588NetApp Inc 1,276141.3K $0.00 %
589Packaging Corp of America 662141.3K $0.00 %
590United Community Banks Inc/GA 4,239141.3K $0.00 %
591Hamilton Lane Inc 1,534141.1K $0.00 %
592Brady Corp 1,713140.2K $0.00 %
593Commercial Metals Co 2,029139.9K $0.00 %
594Buckle Inc/The 2,516139.9K $0.00 %
595Kulicke & Soffa Industries Inc 1,632139.5K $0.00 %
596MillerKnoll Inc 8,643139K $0.00 %
597PNC Financial Services Group Inc/The 623138.9K $0.00 %
598Artisan Partners Asset Management Inc 3,635136.1K $0.00 %
599Independent Bank Corp/MI 4,088135.8K $0.00 %
600Henry Schein Inc 1,819135.7K $0.00 %