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
301BGC Group Inc 8,80698.9K $0.01 %
302Houlihan Lokey Inc 62797K $0.01 %
303TopBuild Corp 21997K $0.01 %
304Solstice Advanced Materials Inc 1,17996.6K $0.01 %
305CSW Industrials Inc 33196.4K $0.01 %
306Insulet Corp 55896.1K $0.01 %
307Synopsys Inc 19996K $0.01 %
308Wingstop Inc 58295.5K $0.01 %
309Amentum Holdings Inc 3,58894.1K $0.01 %
310Trimble Inc 1,38393.1K $0.01 %
311STERIS PLC 42993K $0.01 %
312Hartford Insurance Group Inc/The 68093K $0.01 %
313Aptiv PLC 1,54092.8K $0.01 %
314ICU Medical Inc 77892.7K $0.01 %
315Celestica Inc 22692.6K $0.01 %
316Universal Technical Institute Inc 2,46592.5K $0.01 %
317AAON Inc 98992.3K $0.01 %
318Wintrust Financial Corp 61091.8K $0.01 %
319Datadog Inc 69491.7K $0.01 %
320United Natural Foods Inc 1,79589.8K $0.01 %
321Exelixis Inc 1,99988.9K $0.01 %
322NVR Inc 1488.4K $0.01 %
323Acuity Inc 30488.1K $0.01 %
324Martin Marietta Materials Inc 14187.3K $0.01 %
325UL Solutions Inc 95986.8K $0.01 %
326HEICO Corp 41286.1K $0.01 %
327Plexus Corp 34385.9K $0.01 %
328John B Sanfilippo & Son Inc 1,05085.9K $0.01 %
329Eversource Energy 1,21285.7K $0.01 %
330Waystar Holding Corp 3,93284K $0.01 %
331Federal Agricultural Mortgage Corp 48283.8K $0.01 %
332Murphy USA Inc 14283.5K $0.01 %
333CH Robinson Worldwide Inc 45582.7K $0.01 %
334IRhythm Holdings Inc 62480.6K $0.01 %
335Helios Technologies Inc 1,17580.4K $0.01 %
336NiSource Inc 1,66180.2K $0.01 %
337CenterPoint Energy Inc 1,82479.6K $0.01 %
338DoorDash Inc 47079.3K $0.01 %
339IDEX Corp 36379.1K $0.01 %
340SiTime Corp 13978.1K $0.01 %
341Alliant Energy Corp 1,06278K $0.01 %
342WesBanco Inc 2,26677.9K $0.01 %
343Concentra Group Holdings Parent Inc 3,43477.2K $0.01 %
344NETSTREIT Corp 3,73076.7K $0.01 %
345Elevance Health Inc 20276K $0.01 %
346Eastman Chemical Co 1,03975.9K $0.01 %
347Booking Holdings Inc 45075.8K $0.01 %
348Axon Enterprise Inc 18674.7K $0.01 %
349Greif Inc 1,13073.7K $0.01 %
350Permian Resources Corp 3,38873.2K $0.01 %
351Snowflake Inc 53573K $0.01 %
352Community Trust Bancorp Inc 1,12372.9K $0.01 %
353DHT Holdings Inc 3,94172.8K $0.01 %
354Extra Space Storage Inc 50171.8K $0.01 %
355Pegasystems Inc 1,92870.5K $0.01 %
356Barrett Business Services Inc 2,23470.4K $0.01 %
357Argenx SE 8969.6K $0.01 %
358Spire Inc 75468.7K $0.01 %
359Frontdoor Inc 99868.5K $0.01 %
360Albemarle Corp 34868.5K $0.01 %
361AptarGroup Inc 55368.4K $0.01 %
362East West Bancorp Inc 54068.3K $0.01 %
363Advance Auto Parts Inc 1,13667.6K $0.01 %
364Louisiana-Pacific Corp 93667.6K $0.01 %
365Korn Ferry 1,01767.6K $0.01 %
366Tyler Technologies Inc 19566.5K $0.01 %
367Williams-Sonoma Inc 36766.5K $0.01 %
368Ashland Inc 1,24566.3K $0.01 %
369International Paper Co 2,17166K $0.01 %
370Corning Inc 39965.5K $0.01 %
371Ivanhoe Mines Ltd 8,02965K $0.01 %
372Enpro Inc 22365K $0.01 %
373Great Southern Bancorp Inc 94664.5K $0.01 %
374Equity LifeStyle Properties Inc 1,01164K $0.01 %
375Oshkosh Corp 40663.5K $0.01 %
376Assured Guaranty Ltd 77463.4K $0.01 %
377CRA International Inc 40263.3K $0.01 %
378Agree Realty Corp 81662.9K $0.01 %
379Atlantic Union Bankshares Corp 1,66662.7K $0.01 %
380Simon Property Group Inc 30762.5K $0.01 %
381Sandisk Corp/DE 5762.5K $0.01 %
382Chefs' Warehouse Inc/The 80562.5K $0.01 %
383Badger Infrastructure Solutions Ltd 1,29062.4K $0.01 %
384Old Second Bancorp Inc 3,02762.4K $0.01 %
385DigitalOcean Holdings Inc 64462.1K $0.01 %
386Allegion plc 44961.7K $0.01 %
387CECO Environmental Corp 83261.7K $0.01 %
388Liberty Global Ltd. 5,32161.6K $0.01 %
389Donnelley Financial Solutions Inc 1,22261.5K $0.01 %
390WD-40 Co 29261.3K $0.01 %
391AvalonBay Communities, Inc. 33360.9K $0.01 %
392Valley National Bancorp 4,47760.8K $0.01 %
393Laureate Education Inc 1,99660.1K $0.00 %
394BioMarin Pharmaceutical Inc 1,10259.4K $0.00 %
395AutoZone Inc 1659.3K $0.00 %
396Pfizer Inc 2,18558.3K $0.00 %
397StoneX Group Inc 53857K $0.00 %
398Outfront Media Inc 1,84256.8K $0.00 %
399New York Times Co/The 71656.6K $0.00 %
400Bloom Energy Corp 19755.8K $0.00 %

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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