Titelia

Holdings of THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO

Thrivent Series Fund, Inc. ·985 declared positions · as of Mar 31, 2026

Original filing · Net assets 2.4B $ · Ten largest lines: 26.3 % of the equity sleeve

Sector breakdown

  • Technology 25.3 %
  • Financials 10.3 %
  • Industrials 9.1 %
  • Communication 8.8 %
  • Consumer discretionary 8.0 %
  • Health care 7.4 %
  • Energy 3.5 %
  • Utilities 2.6 %
  • Consumer staples 2.4 %
  • Materials 1.7 %
  • Real estate 0.8 %
  • Unattributed 20.2 %

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

Currency breakdown

  • USD 99.1 %
  • KRW 0.7 %
  • EUR 0.1 %
  • CAD 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 95.9 %
  • TW 0.9 %
  • KR 0.7 %
  • CA 0.6 %
  • NL 0.5 %
  • KY 0.4 %
  • BM 0.3 %
  • IE 0.3 %
  • GB 0.2 %
  • MH 0.1 %
  • PR 0.0 %
  • SG 0.0 %
  • Other countries 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US945996.2M $95.88 %
2TW19.7M $0.93 %
3KR16.9M $0.66 %
4CA66.2M $0.60 %
5NL45.3M $0.51 %
6KY44.1M $0.40 %
7BM73.5M $0.34 %
8IE52.8M $0.27 %
9GB42.1M $0.20 %
10MH2612.3K $0.06 %
11PR2515.9K $0.05 %
12SG1502K $0.05 %

Positions

RankCompanySharesValueWeight
501Zillow Group Inc 3,912161.9K $0.01 %
502Great Southern Bancorp Inc 2,564161.9K $0.01 %
503IDEX Corp 853161.7K $0.01 %
504Industrial Logistics Properties Trust 28,357161.1K $0.01 %
505Elevance Health Inc 549160.7K $0.01 %
506Viavi Solutions Inc 4,788159.3K $0.01 %
507Black Hills Corp 2,280158.3K $0.01 %
508Hamilton Lane Inc 1,591158.1K $0.01 %
509Dana Inc 4,697158.1K $0.01 %
510First American Financial Corp 2,588156K $0.01 %
511H2O America 2,648155.4K $0.01 %
512Masco Corp 2,570155.2K $0.01 %
513Central Garden & Pet Co 4,780155K $0.01 %
514Radian Group Inc 4,669154.5K $0.01 %
515Federated Hermes Inc 2,710153.7K $0.01 %
516UMB Financial Corp 1,355152.8K $0.01 %
517Amalgamated Financial Corp 3,919152.3K $0.01 %
518FactSet Research Systems Inc 690149.7K $0.01 %
519Kemper Corp 4,883149.2K $0.01 %
520Mattel Inc 10,043145.9K $0.01 %
521ConnectOne Bancorp Inc 5,403144.6K $0.01 %
522Enterprise Financial Services Corp 2,654143.6K $0.01 %
523Medical Properties Trust Inc 30,926143.2K $0.01 %
524ON Semiconductor Corp 2,304142.7K $0.01 %
525Napco Security Technologies Inc 3,608142.1K $0.01 %
526Timken Co/The 1,412142K $0.01 %
527Kirby Corp 1,066141.7K $0.01 %
528Allegion plc 974141.5K $0.01 %
529McGrath RentCorp 1,282141.4K $0.01 %
530Range Resources Corp 3,124141.1K $0.01 %
531Albemarle Corp 778139.7K $0.01 %
532Church & Dwight Co Inc 1,490139K $0.01 %
533OFG Bancorp 3,401137.6K $0.01 %
534FirstEnergy Corp 2,700136.8K $0.01 %
535Western Alliance Bancorp 1,912135.5K $0.01 %
536American Water Works Co Inc 970132K $0.01 %
537Getty Realty Corp 4,124131.1K $0.01 %
538Diamondback Energy Inc 658130.1K $0.01 %
539Cardinal Health, Inc. 611129.1K $0.01 %
540Axis Capital Holdings Ltd 1,268128.6K $0.01 %
541Take-Two Interactive Software Inc 648128K $0.01 %
542Graham Holdings Co 120126.9K $0.01 %
543Ventas Inc 1,550126.8K $0.01 %
544Ciena Corp 324125.8K $0.01 %
545MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 564125.2K $0.01 %
546United Airlines Holdings Inc 1,357124.9K $0.01 %
547Otter Tail Corp 1,418124.5K $0.01 %
548Stanley Black & Decker Inc 1,732123.1K $0.01 %
549NBT Bancorp Inc 2,874122.4K $0.01 %
550Grand Canyon Education Inc 719122.3K $0.01 %
551First Financial Corp 1,924121.6K $0.01 %
552eBay Inc 1,326120.7K $0.01 %
553Arrow Electronics Inc 837120K $0.01 %
554Raymond James Financial Inc 828119.9K $0.01 %
555UL Solutions Inc 1,397119.7K $0.01 %
556Carnival Corp 4,625119.7K $0.01 %
557Huntsman Corp 8,973119.4K $0.01 %
558Central Pacific Financial Corp 3,714118.7K $0.01 %
559Financial Institutions Inc 3,716117.8K $0.01 %
560Fidelity National Information Services Inc 2,510117.7K $0.01 %
561Pinnacle Financial Partners Inc 1,356116.8K $0.00 %
562Cognizant Technology Solutions Corp. 1,899116.5K $0.00 %
563Qnity Electronics Inc 1,008116.3K $0.00 %
564Coeur Mining Inc 6,190116.2K $0.00 %
565First Horizon Corp 5,101116.1K $0.00 %
566EQT Corp 1,824116.1K $0.00 %
567OneMain Holdings Inc 2,165115.8K $0.00 %
568Woodward Inc 322115.3K $0.00 %
569Amkor Technology Inc 2,555115.1K $0.00 %
570Avnet Inc 1,851114.1K $0.00 %
571SM Energy Co 3,631113.2K $0.00 %
572Unitil Corp 2,156112.6K $0.00 %
573Jazz Pharmaceuticals PLC 594112.3K $0.00 %
574F5 Inc 388112.3K $0.00 %
575Henry Schein Inc 1,511111.4K $0.00 %
576Datadog Inc 935110.4K $0.00 %
577Globus Medical Inc 1,274109.8K $0.00 %
578NETSTREIT Corp 5,780108.8K $0.00 %
579HomeTrust Bancshares Inc 2,534108.1K $0.00 %
580American Financial Group Inc/OH 844107.8K $0.00 %
581Principal Financial Group Inc 1,190107.2K $0.00 %
582Roper Technologies Inc 302106.9K $0.00 %
583CenterPoint Energy Inc 2,458106.1K $0.00 %
584Winmark Corp 248106K $0.00 %
585Lear Corp 874105.8K $0.00 %
586Zoom Communications Inc 1,314105.6K $0.00 %
587MillerKnoll Inc 7,277105.2K $0.00 %
588Deckers Outdoor Corp 1,048104.9K $0.00 %
589NiSource Inc 2,236104.3K $0.00 %
590Northwest Bancshares Inc 8,153103.5K $0.00 %
591S&P Global Inc 243103.4K $0.00 %
592Paychex Inc 1,120103.2K $0.00 %
593Park Hotels & Resorts Inc 9,791103.1K $0.00 %
594Ingersoll Rand Inc 1,282102.7K $0.00 %
595Alliant Energy Corp 1,431102.7K $0.00 %
596Amcor PLC 2,569102.1K $0.00 %
597CH Robinson Worldwide Inc 613101.8K $0.00 %
598McCormick & Co Inc/MD 2,007101.2K $0.00 %
599Avient Corp 2,782101K $0.00 %
600Smurfit Westrock PLC 2,515100.2K $0.00 %