Titelia

Holdings of THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND

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

Net assets
1.2B $ including 155.5M $ in equities, 12.8 %
Positions
995 in 16 countries
Top ten
3.5 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 43,6378.7M $0.72 %
2Apple Inc 23,7196.4M $0.53 %
3Microsoft Corp 14,1875.8M $0.48 %
4Amazon.com Inc 20,8115.5M $0.45 %
5Alphabet Inc 11,2514.3M $0.36 %
6Alphabet Inc 9,2523.5M $0.29 %
7Broadcom Inc 7,0332.9M $0.24 %
8Meta Platforms Inc 3,7732.3M $0.19 %
9Tesla Inc 4,8411.8M $0.15 %
10JPMorgan Chase & Co 5,3671.7M $0.14 %
11Johnson & Johnson 7,0011.6M $0.13 %
12Morgan Stanley 7,4521.4M $0.12 %
13Lam Research Corp 5,3701.4M $0.11 %
14Micron Technology Inc 2,6391.4M $0.11 %
15Netflix Inc 13,9941.3M $0.11 %
16Eli Lilly & Co 1,3561.3M $0.10 %
17GE Vernova Inc 1,1691.3M $0.10 %
18Texas Instruments Inc 4,3731.2M $0.10 %
19Intercontinental Exchange Inc 7,4791.2M $0.10 %
20General Electric Co 3,7141.1M $0.09 %
21Applied Materials Inc 2,7021.1M $0.09 %
22Arista Networks Inc 5,9251M $0.08 %
23Caterpillar Inc 1,1471M $0.08 %
24Mastercard Inc 2,0021M $0.08 %
25Exxon Mobil Corp 6,471998.7K $0.08 %
26Linde PLC 1,925964.7K $0.08 %
27Costco Wholesale Corp 936949.6K $0.08 %
28Ross Stores Inc 4,097933.3K $0.08 %
29RTX Corp 5,239922.4K $0.08 %
30Bank of America Corp 16,548884.7K $0.07 %
31Charles Schwab Corp/The 9,141837.7K $0.07 %
32ConocoPhillips 6,473814.2K $0.07 %
33Edison International 11,672811.1K $0.07 %
34Intuitive Surgical Inc 1,771810.4K $0.07 %
35Fortinet Inc 9,518802.5K $0.07 %
36AMETEK Inc 3,399800.5K $0.07 %
37Wells Fargo & Co 9,542784.6K $0.06 %
38AT&T Inc 29,924781.9K $0.06 %
39Chevron Corp 3,953764.2K $0.06 %
40Berkshire Hathaway Inc 1,580748.3K $0.06 %
41Autodesk Inc 3,148746.1K $0.06 %
42Medtronic PLC 9,170742.5K $0.06 %
43Marsh & McLennan Cos Inc 4,140694.3K $0.06 %
44UGI Corp 19,133690.5K $0.06 %
45Parker-Hannifin Corp 756687.5K $0.06 %
46Keysight Technologies Inc 1,915670.1K $0.06 %
47Amphenol Corp 4,483660.2K $0.05 %
48Samsung Electronics Co Ltd 4,185630.2K $0.05 %
49Advanced Micro Devices Inc 1,761624.3K $0.05 %
50O'Reilly Automotive Inc 6,224618.7K $0.05 %
51Ecolab Inc 2,371617.9K $0.05 %
52Agilent Technologies Inc 5,327615.5K $0.05 %
53Visa Inc 1,825602K $0.05 %
54Analog Devices Inc 1,473592.5K $0.05 %
55Clean Harbors Inc 1,889590.7K $0.05 %
56Blackrock Inc 550586.1K $0.05 %
57Walmart Inc 4,416582.6K $0.05 %
58Taiwan Semiconductor Manufacturing Co Ltd 1,417561.2K $0.05 %
59Portland General Electric Co 10,537547.2K $0.05 %
60Nasdaq Inc 5,903542.5K $0.04 %
61Jones Lang LaSalle Inc 1,699540.5K $0.04 %
62Essential Properties Realty Trust Inc 17,173539.7K $0.04 %
63SEI Investments Co 5,938538.5K $0.04 %
64Tanger Inc 14,436535.3K $0.04 %
65Flex Ltd 5,828533.6K $0.04 %
66Boston Scientific Corp 9,233531.9K $0.04 %
67Ameriprise Financial Inc 1,103523.7K $0.04 %
68Palantir Technologies Inc 3,605501.5K $0.04 %
69Automatic Data Processing Inc 2,366501.5K $0.04 %
70Centene Corp 9,065486.7K $0.04 %
71Motorola Solutions Inc 1,090478.5K $0.04 %
72TE Connectivity PLC 2,195464.6K $0.04 %
73Devon Energy Corp 8,978461.2K $0.04 %
74Stryker Corp 1,457459.1K $0.04 %
75Oracle Corp 2,821455.3K $0.04 %
76Cisco Systems, Inc. 4,835442.4K $0.04 %
77Gilead Sciences Inc 3,326435.2K $0.04 %
78Walt Disney Co/The 4,142429.7K $0.04 %
79QUALCOMM Inc 2,328418.1K $0.03 %
80Five Below Inc 1,769416.9K $0.03 %
81Monolithic Power Systems Inc 256413.3K $0.03 %
82Tradeweb Markets Inc 3,630411.1K $0.03 %
83Merck & Co Inc 3,757410.2K $0.03 %
84RBC Bearings Inc 680407.4K $0.03 %
85Darling Ingredients Inc 6,324406.2K $0.03 %
86Bank of New York Mellon Corp/The 3,022406.1K $0.03 %
87TD SYNNEX Corp 1,766403K $0.03 %
88Hasbro Inc 4,124395.2K $0.03 %
89Teradyne Inc 1,121385K $0.03 %
90Williams Cos Inc/The 4,890373.2K $0.03 %
91Fastenal Co 8,236370K $0.03 %
92Entergy Corp 3,130369.1K $0.03 %
93Danaher Corp 2,034364K $0.03 %
94EMCOR Group Inc 405361.1K $0.03 %
95IDEXX Laboratories Inc 642360K $0.03 %
96JFrog Ltd 7,731359K $0.03 %
97Newmont Corp 3,224358.2K $0.03 %
98ServiceNow Inc 4,048357.5K $0.03 %
99Capital One Financial Corp 1,801344.5K $0.03 %
100Kinder Morgan, Inc. 10,421342.5K $0.03 %

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Sector breakdown

  • Technology 28.0 %
  • Financials 9.9 %
  • Communication 8.5 %
  • Industrials 7.8 %
  • Consumer discretionary 7.5 %
  • Health care 6.8 %
  • Energy 2.9 %
  • Materials 2.2 %
  • Consumer staples 1.9 %
  • Utilities 1.8 %
  • Real estate 0.5 %
  • Unattributed 22.2 %

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

Currency breakdown

  • USD 99.4 %
  • KRW 0.4 %
  • CAD 0.1 %
  • EUR 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 96.7 %
  • South Korea 0.4 %
  • Cayman Islands 0.4 %
  • Taiwan 0.4 %
  • Singapore 0.3 %
  • Bermuda 0.3 %
  • Ireland 0.3 %
  • Canada 0.3 %
  • Netherlands 0.3 %
  • United Kingdom 0.2 %
  • France 0.2 %
  • Finland 0.1 %
  • Other countries 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States952150.4M $96.72 %
2South Korea1630.2K $0.41 %
3Cayman Islands5609.4K $0.39 %
4Taiwan1561.2K $0.36 %
5Singapore1533.6K $0.34 %
6Bermuda8533.2K $0.34 %
7Ireland5508.3K $0.33 %
8Canada6402.5K $0.26 %
9Netherlands4395.6K $0.25 %
10United Kingdom4255.6K $0.16 %
11France1234.1K $0.15 %
12Finland1164.7K $0.11 %
Cite this page

Titelia. "Holdings of THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND". https://titelia.com/en/funds/S000001348