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
201Healthcare Realty Trust Inc 8,710162.9K $0.01 %
202Western Digital Corp 372161.6K $0.01 %
203Warner Bros Discovery Inc 5,908159.8K $0.01 %
204Applied Industrial Technologies Inc 522159.6K $0.01 %
205Genworth Financial Inc 18,155159.6K $0.01 %
206EPR Properties 2,821157.4K $0.01 %
207Element Solutions Inc 3,684156.9K $0.01 %
208DR Horton Inc 1,018156.6K $0.01 %
209Vontier Corp 4,329155.3K $0.01 %
210Rambus Inc 1,348155.2K $0.01 %
211Triumph Financial Inc 2,291155.1K $0.01 %
212EOG Resources Inc 1,102154.9K $0.01 %
213ATI Inc 994154.5K $0.01 %
214Transocean Ltd 22,619154.3K $0.01 %
215American International Group Inc 2,060154.1K $0.01 %
216Verisk Analytics Inc 835154K $0.01 %
217Old Dominion Freight Line Inc 721153.2K $0.01 %
218Guidewire Software Inc 1,097151.8K $0.01 %
219Moog Inc 500150.7K $0.01 %
220Sabra Health Care REIT Inc 7,285150.5K $0.01 %
2213M Co 1,026150.3K $0.01 %
222PepsiCo Inc 939148.8K $0.01 %
223Balchem Corp 919148.5K $0.01 %
224Seaboard Corp 26147.8K $0.01 %
225Repligen Corp 1,244147.2K $0.01 %
226Shopify Inc 1,210146.6K $0.01 %
227Graco Inc 1,823146.3K $0.01 %
228Toro Co/The 1,529145.5K $0.01 %
229Uber Technologies Inc 1,950145.5K $0.01 %
230Evergy Inc 1,756145.5K $0.01 %
231Veeva Systems Inc 926144.4K $0.01 %
232Twist Bioscience Corp 2,469144.3K $0.01 %
233ESCO Technologies Inc 442143.2K $0.01 %
234First Industrial Realty Trust Inc 2,292142.1K $0.01 %
235Zions Bancorp NA 2,230141.4K $0.01 %
236Amgen Inc 407140.9K $0.01 %
237Jacobs Solutions Inc 1,088140.8K $0.01 %
238Terreno Realty Corp 2,156140.6K $0.01 %
239Popular Inc 931140K $0.01 %
240Allstate Corp/The 640139K $0.01 %
241Northern Trust Corp 826137.4K $0.01 %
242M&T Bank Corp 622136K $0.01 %
243Encompass Health Corp 1,331133.1K $0.01 %
244Fluor Corp 2,464131.5K $0.01 %
245BrightSpring Health Services Inc 2,738131.3K $0.01 %
246Comcast Corp 4,814130.2K $0.01 %
247Modine Manufacturing Co 507129.1K $0.01 %
248West Pharmaceutical Services Inc 428127.4K $0.01 %
249MKS Inc 448127.1K $0.01 %
250Fifth Third Bancorp 2,493126.5K $0.01 %
251Reddit Inc 857126.2K $0.01 %
252WESCO International Inc 361126K $0.01 %
253Ralph Lauren Corp 349125.2K $0.01 %
254DuPont de Nemours Inc 2,740125.1K $0.01 %
255Mettler-Toledo International Inc 97123.8K $0.01 %
256Expand Energy Corp 1,212123.8K $0.01 %
257Sony Group Corp 6,151123.6K $0.01 %
258ICON PLC 1,039122.9K $0.01 %
259United Rentals Inc 128122.9K $0.01 %
260Churchill Downs Inc 1,200121.2K $0.01 %
261Monster Beverage Corp 1,553119.7K $0.01 %
262American Financial Group Inc/OH 898119.7K $0.01 %
263nVent Electric PLC 836119.5K $0.01 %
264Valmont Industries Inc 235119.4K $0.01 %
265Timken Co/The 1,045115.9K $0.01 %
266Copart Inc 3,495115.7K $0.01 %
267Coherent Corp 361115.4K $0.01 %
268Old National Bancorp/IN 4,810115.3K $0.01 %
269Limbach Holdings Inc 1,140113.7K $0.01 %
270Boot Barn Holdings Inc 662113.5K $0.01 %
271Associated Banc-Corp 4,001112.7K $0.01 %
272Neurocrine Biosciences Inc 852112.2K $0.01 %
273Customers Bancorp Inc 1,459111.3K $0.01 %
274Xylem Inc/NY 938110.8K $0.01 %
275Morningstar Inc 656110.7K $0.01 %
276Illumina Inc 868110K $0.01 %
277Pinnacle West Capital Corp. 1,049108.8K $0.01 %
278Stifel Financial Corp 1,379108.7K $0.01 %
279Banc of California Inc 5,799108.6K $0.01 %
280Innovative Industrial Properties Inc 2,001108.6K $0.01 %
281Life Time Group Holdings Inc 4,016107.7K $0.01 %
282Aon PLC 344107.2K $0.01 %
283Natera Inc 520107.2K $0.01 %
284Ulta Beauty Inc 199107K $0.01 %
285Colgate-Palmolive Co 1,253107K $0.01 %
286Patterson-UTI Energy Inc 8,700106.3K $0.01 %
287First BanCorp/Puerto Rico 4,363105.9K $0.01 %
288Tenet Healthcare Corp 590104.5K $0.01 %
289Cognex Corp 1,872103.9K $0.01 %
290Zebra Technologies Corp 458103.6K $0.01 %
291Matador Resources Co 1,632103.5K $0.01 %
292Universal Music Group NV 4,927103.3K $0.01 %
293Otis Worldwide Corp 1,325103.2K $0.01 %
294Bristol-Myers Squibb Co 1,689102.3K $0.01 %
295Cloudflare Inc 499102.3K $0.01 %
296Intuit Inc 263102.2K $0.01 %
297IES Holdings Inc 158101.8K $0.01 %
298Mercury Systems Inc 1,287101.6K $0.01 %
299United Therapeutics Corp 177101.1K $0.01 %
300UFP Technologies Inc 51799.1K $0.01 %

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

Currency breakdown

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

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

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 are computed on the fund's equities only.

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