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Holdings of THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND

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

Net assets
5.6B $ including 1.6B $ in equities, 28.9 %
Positions
995 in 16 countries
Top ten
7.2 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
601Ciena Corp 256135.1K $0.00 %
602Avery Dennison Corp 822134.8K $0.00 %
603Fortune Brands Innovations Inc 3,323134.7K $0.00 %
604Curbline Properties Corp 4,822133.1K $0.00 %
605Simmons First National Corp 6,250132.9K $0.00 %
606MarketAxess Holdings Inc 844132.7K $0.00 %
607Graham Holdings Co 118132.5K $0.00 %
608Smithfield Foods Inc 5,019131.9K $0.00 %
609Take-Two Interactive Software Inc 615131.5K $0.00 %
610Amcor PLC 3,453131.4K $0.00 %
611GoDaddy Inc 1,507130.8K $0.00 %
612RLJ Lodging Trust 15,831130.4K $0.00 %
613CarMax Inc 3,313130.2K $0.00 %
614Coeur Mining Inc 7,165128.8K $0.00 %
615Grand Canyon Education Inc 754127.5K $0.00 %
616Knowles Corp 4,073127K $0.00 %
617Fresh Del Monte Produce Inc 3,028126.8K $0.00 %
618Jefferies Financial Group Inc 2,628126.7K $0.00 %
619Enerpac Tool Group Corp 3,603126.5K $0.00 %
620MasTec Inc 315124.1K $0.00 %
621IQVIA Holdings Inc 782123.8K $0.00 %
622CNB Financial Corp/PA 4,071123.7K $0.00 %
623California Water Service Group 2,924123.5K $0.00 %
624Enovis Corp 5,235122.7K $0.00 %
625Cleveland-Cliffs Inc 11,724119.6K $0.00 %
626Cullen/Frost Bankers Inc 822119.1K $0.00 %
627Owens Corning 957118K $0.00 %
628Ingredion Inc 1,055117.9K $0.00 %
629Ingevity Corp 1,540117.3K $0.00 %
630Roku Inc 1,004117K $0.00 %
631Palomar Holdings Inc 969116.6K $0.00 %
632Western Union Co/The 12,693115.4K $0.00 %
633SPX Technologies Inc 527115.4K $0.00 %
634Chewy Inc 4,522114.9K $0.00 %
635Towne Bank/Portsmouth VA 3,227114.8K $0.00 %
636Church & Dwight Co Inc 1,174113.9K $0.00 %
637StepStone Group Inc 2,150113.7K $0.00 %
638Globe Life Inc 737113.7K $0.00 %
639Acadia Healthcare Co Inc 4,389113.7K $0.00 %
640Archrock Inc 2,929113.5K $0.00 %
641NXP Semiconductors NV 386113.3K $0.00 %
642F5 Inc 346112.1K $0.00 %
643Qnity Electronics Inc 794111.7K $0.00 %
644Stanley Black & Decker Inc 1,416110.7K $0.00 %
645Piper Sandler Cos 1,260109.9K $0.00 %
646ExlService Holdings Inc 3,436109.5K $0.00 %
647Taylor Morrison Home Corp 1,796109.1K $0.00 %
648First Merchants Corp 2,685108.6K $0.00 %
649Perimeter Solutions Inc 3,583108.6K $0.00 %
650Science Applications International Corp 1,120108.4K $0.00 %
651Northwest Bancshares Inc 7,822108.2K $0.00 %
652eBay Inc 1,043107.9K $0.00 %
653Ventas Inc 1,222107.4K $0.00 %
654MYR Group Inc 265107.3K $0.00 %
655Sonoco Products Co 2,143107.1K $0.00 %
656American Eagle Outfitters Inc 6,137106.9K $0.00 %
657Xenia Hotels & Resorts Inc 6,564106.8K $0.00 %
658Diamondback Energy Inc 518106.5K $0.00 %
659AGNC Investment Corp 9,595105.7K $0.00 %
660WisdomTree Inc 6,218105.7K $0.00 %
661Ionis Pharmaceuticals Inc 1,413105.6K $0.00 %
662Monarch Casino & Resort Inc 890105.6K $0.00 %
663EPAM Systems Inc 909103.4K $0.00 %
664Ambarella Inc 1,501103.3K $0.00 %
665Dolby Laboratories Inc 1,610103.3K $0.00 %
666Service Corp International/US 1,271103K $0.00 %
667Lincoln National Corp 2,713102.6K $0.00 %
668Lithia Motors Inc 353102.4K $0.00 %
669Unity Software Inc 3,873102.3K $0.00 %
670Minerals Technologies Inc 1,413101.7K $0.00 %
671Waste Management Inc 435101.2K $0.00 %
672PPG Industries Inc 927100.6K $0.00 %
673Zoom Communications Inc 1,035100.6K $0.00 %
674Rigetti Computing Inc 5,728100K $0.00 %
675Viasat Inc 1,49098.2K $0.00 %
676American Water Works Co Inc 75697.1K $0.00 %
677United Airlines Holdings Inc 1,06996.2K $0.00 %
678Lazard Inc 1,97695.8K $0.00 %
679Vaxcyte Inc 1,66795.4K $0.00 %
680Fortrea Holdings Inc 8,28895.3K $0.00 %
681Huntington Ingalls Industries, Inc. 26195.1K $0.00 %
682Neogen Corp 10,03994.4K $0.00 %
683Independence Realty Trust Inc 5,78494.3K $0.00 %
684Carnival Corp 3,55494.2K $0.00 %
685Beacon Financial Corp 3,28193.6K $0.00 %
686Cardinal Health, Inc. 48293K $0.00 %
687ON Semiconductor Corp 91692.3K $0.00 %
688Federal Realty Investment Trust 83092K $0.00 %
689Fidelity National Information Services Inc 1,97792K $0.00 %
690Ultragenyx Pharmaceutical Inc 3,72592K $0.00 %
691AECOM 1,09091.7K $0.00 %
692Macy's Inc 4,66391.2K $0.00 %
693Scorpio Tankers Inc 1,11590.7K $0.00 %
694Tompkins Financial Corp 1,07290.3K $0.00 %
695American Superconductor Corp 1,68089.9K $0.00 %
696Etsy Inc 1,37388.3K $0.00 %
697Orion SA 11,68087.8K $0.00 %
698Horizon Bancorp Inc/IN 4,84887.7K $0.00 %
699ICF International Inc 1,21186.8K $0.00 %
700CACI International Inc 16786.8K $0.00 %

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Sector breakdown

  • Technology 24.5 %
  • Financials 11.0 %
  • Communication 8.2 %
  • Industrials 8.0 %
  • Health care 7.2 %
  • Consumer discretionary 7.0 %
  • Energy 3.6 %
  • Utilities 2.7 %
  • Consumer staples 2.4 %
  • Materials 2.0 %
  • Real estate 1.0 %
  • Unattributed 22.3 %

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 95.6 %
  • South Korea 1.0 %
  • Taiwan 0.8 %
  • Netherlands 0.6 %
  • Ireland 0.4 %
  • Canada 0.3 %
  • Cayman Islands 0.3 %
  • Bermuda 0.2 %
  • Singapore 0.2 %
  • United Kingdom 0.1 %
  • France 0.1 %
  • Puerto Rico 0.1 %
  • Other countries 0.1 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States9521.6B $95.63 %
2South Korea117M $1.05 %
3Taiwan113.2M $0.81 %
4Netherlands49.2M $0.57 %
5Ireland56.5M $0.40 %
6Canada65.4M $0.33 %
7Cayman Islands55.2M $0.32 %
8Bermuda83.8M $0.24 %
9Singapore13.6M $0.22 %
10United Kingdom42.4M $0.15 %
11France11.9M $0.12 %
12Puerto Rico21.1M $0.07 %
Cite this page

Titelia. "Holdings of THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND". https://titelia.com/en/funds/S000001347