Titelia

Holdings of THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO

Thrivent Series Fund, Inc. · Original filing · Compare with another fund · Report an error

Net assets
7.9B $ including 2.4B $ in equities, 30.5 %
Positions
985 in 15 countries
Top ten
10.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
501United Therapeutics Corp 458271.6K $0.00 %
502SS&C Technologies Holdings Inc 3,955267.2K $0.00 %
503OneMain Holdings Inc 4,980266.4K $0.00 %
504Hewlett Packard Enterprise Co 11,173266K $0.00 %
505Amkor Technology Inc 5,869264.3K $0.00 %
506Packaging Corp of America 1,244264K $0.00 %
507Central Garden & Pet Co 8,117263.2K $0.00 %
508Avnet Inc 4,242261.4K $0.00 %
509First Horizon Corp 11,479261.3K $0.00 %
510Steel Dynamics Inc 1,442259.6K $0.00 %
511SM Energy Co 8,311259.1K $0.00 %
512Jazz Pharmaceuticals PLC 1,362257.5K $0.00 %
513Masco Corp 4,261257.2K $0.00 %
514Henry Schein Inc 3,486256.9K $0.00 %
515Getty Realty Corp 8,072256.7K $0.00 %
516Expand Energy Corp 2,327255.5K $0.00 %
517Central Pacific Financial Corp 7,992255.4K $0.00 %
518Globus Medical Inc 2,926252.1K $0.00 %
519First Financial Corp 3,964250.5K $0.00 %
520American Financial Group Inc/OH 1,938247.5K $0.00 %
521PPG Industries Inc 2,297245.5K $0.00 %
522Graham Holdings Co 231244.2K $0.00 %
523Winmark Corp 570243.7K $0.00 %
524Lear Corp 2,007243K $0.00 %
525Zillow Group Inc 5,855242.3K $0.00 %
526Prudential Financial, Inc. 2,478242.1K $0.00 %
527Deckers Outdoor Corp 2,411241.3K $0.00 %
528Grand Canyon Education Inc 1,413240.3K $0.00 %
529Otter Tail Corp 2,734240K $0.00 %
530Park Hotels & Resorts Inc 22,528237.2K $0.00 %
531Unitil Corp 4,506235.4K $0.00 %
532MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 1,053233.8K $0.00 %
533Albemarle Corp 1,293232.1K $0.00 %
534Avient Corp 6,385231.8K $0.00 %
535Zurn Elkay Water Solutions Corp 5,037225.9K $0.00 %
536IQVIA Holdings Inc 1,309223.2K $0.00 %
537HF Sinclair Corp 3,556221.9K $0.00 %
538MillerKnoll Inc 14,922215.8K $0.00 %
539Greif Inc 3,195214.3K $0.00 %
540Aramark 5,279214K $0.00 %
541Gentex Corp 9,614210.1K $0.00 %
542FNB Corp/PA 12,442208K $0.00 %
543Coeur Mining Inc 10,978206.1K $0.00 %
544MarketAxess Holdings Inc 1,247205.7K $0.00 %
545US Bancorp 3,933204.6K $0.00 %
546API Group Corp 5,002202.7K $0.00 %
547Brady Corp 2,486202K $0.00 %
548ASGN Inc 5,215201.9K $0.00 %
549Fulton Financial Corp 9,861200.6K $0.00 %
550CarMax Inc 4,803199.7K $0.00 %
551Sonos Inc 14,883199.4K $0.00 %
552EPAM Systems Inc 1,468198.8K $0.00 %
553NETSTREIT Corp 10,469197.1K $0.00 %
554Nokia Oyj 24,375196K $0.00 %
555Sensient Technologies Corp 2,243193.9K $0.00 %
556United Community Banks Inc/GA 6,146193.5K $0.00 %
557Kodiak Gas Services Inc 3,309193K $0.00 %
558California Water Service Group 4,246192.5K $0.00 %
559Artisan Partners Asset Management Inc 5,279192.1K $0.00 %
560Buckle Inc/The 3,791190.9K $0.00 %
561Fortune Brands Innovations Inc 4,818187.8K $0.00 %
562ON Semiconductor Corp 3,030187.6K $0.00 %
563Valley National Bancorp 15,175186.3K $0.00 %
564Revvity Inc 2,120185.7K $0.00 %
565Agree Realty Corp 2,457185.2K $0.00 %
566Sensata Technologies Holding PLC 5,256185.1K $0.00 %
567Kaiser Aluminum Corp 1,519183.1K $0.00 %
568Church & Dwight Co Inc 1,961183K $0.00 %
569Chewy Inc 6,751182.3K $0.00 %
570Moderna Inc 3,567181.2K $0.00 %
571Commercial Metals Co 2,947181K $0.00 %
572Curbline Properties Corp 7,003180.6K $0.00 %
573Independent Bank Corp/MI 5,417180.4K $0.00 %
574FirstEnergy Corp 3,554180K $0.00 %
575Timken Co/The 1,787179.7K $0.00 %
576Simmons First National Corp 9,073176.5K $0.00 %
577Palomar Holdings Inc 1,476176.4K $0.00 %
578PNC Financial Services Group Inc/The 838174.4K $0.00 %
579Arcosa Inc 1,639174K $0.00 %
580Allegion plc 1,196173.8K $0.00 %
581Enovis Corp 7,601172.9K $0.00 %
582Pinnacle West Capital Corp. 1,715172.8K $0.00 %
583Ingredion Inc 1,533172.7K $0.00 %
584American Water Works Co Inc 1,265172.2K $0.00 %
585Diamondback Energy Inc 865171.1K $0.00 %
586Franklin Resources Inc 7,230170.8K $0.00 %
587RLJ Lodging Trust 22,986170.6K $0.00 %
588Cardinal Health, Inc. 804169.9K $0.00 %
589Sonoco Products Co 3,114168.4K $0.00 %
590Take-Two Interactive Software Inc 852168.3K $0.00 %
591First Mid Bancshares Inc 4,053166.9K $0.00 %
592Ventas Inc 2,039166.7K $0.00 %
593Ciena Corp 427165.8K $0.00 %
594Archrock Inc 4,751165.3K $0.00 %
595Atlantic Union Bankshares Corp 4,603164.5K $0.00 %
596United Airlines Holdings Inc 1,786164.4K $0.00 %
597Cullen/Frost Bankers Inc 1,194163.7K $0.00 %
598Carnival Corp 6,306163.2K $0.00 %
599Allison Transmission Holdings Inc 1,386162.2K $0.00 %
600Helen of Troy Ltd 11,234162K $0.00 %

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Sector breakdown

  • Technology 30.2 %
  • Communication 10.5 %
  • Financials 9.9 %
  • Consumer discretionary 9.1 %
  • Industrials 9.1 %
  • Health care 7.5 %
  • Energy 2.7 %
  • Consumer staples 2.4 %
  • Utilities 2.0 %
  • Materials 1.4 %
  • Real estate 0.5 %
  • Unattributed 14.9 %

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

Currency breakdown

  • USD 99.5 %
  • KRW 0.4 %
  • EUR 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 96.8 %
  • Taiwan 0.9 %
  • Canada 0.6 %
  • South Korea 0.4 %
  • Netherlands 0.3 %
  • Cayman Islands 0.2 %
  • Bermuda 0.2 %
  • Ireland 0.2 %
  • United Kingdom 0.1 %
  • Puerto Rico 0.1 %
  • Marshall Islands 0.1 %
  • Singapore 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States9452.3B $96.81 %
2Taiwan122.4M $0.94 %
3Canada615M $0.62 %
4South Korea19.2M $0.38 %
5Netherlands47.5M $0.31 %
6Cayman Islands45.3M $0.22 %
7Bermuda75.2M $0.22 %
8Ireland54M $0.17 %
9United Kingdom43.1M $0.13 %
10Puerto Rico21.5M $0.06 %
11Marshall Islands21.3M $0.05 %
12Singapore11.1M $0.04 %
Cite this page

Titelia. "Holdings of THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO". https://titelia.com/en/funds/S000001427