Titelia

Holdings of THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO

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

Net assets
564.4M $ including 86.7M $ in equities, 15.4 %
Positions
399 in 13 countries
Bond lines
161 from 105 companies
Top ten
3.5 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 18,3533.2M $0.57 %
2Microsoft Corp 8,1863M $0.54 %
3Apple Inc 9,8572.5M $0.44 %
4Amazon.com Inc 11,5932.4M $0.43 %
5Alphabet Inc 5,9971.7M $0.30 %
6Meta Platforms Inc 2,8041.6M $0.28 %
7Exxon Mobil Corp 9,0201.5M $0.27 %
8Alphabet Inc 4,6261.3M $0.24 %
9JPMorgan Chase & Co 4,2301.2M $0.22 %
10Wells Fargo & Co 13,0501M $0.18 %
11Broadcom Inc 3,3301M $0.18 %
12Morgan Stanley 6,041994.2K $0.18 %
13Bank of America Corp 19,754963K $0.17 %
14Johnson & Johnson 3,722909.8K $0.16 %
15Samsung Electronics Co Ltd 7,730904.1K $0.16 %
16Tesla Inc 2,351874K $0.15 %
17Merck & Co Inc 6,987840.5K $0.15 %
18Eli Lilly & Co 860791K $0.14 %
19ConocoPhillips 5,901778.9K $0.14 %
20Charles Schwab Corp/The 8,121763.2K $0.14 %
21Cisco Systems, Inc. 8,985697.1K $0.12 %
22Taiwan Semiconductor Manufacturing Co Ltd 2,056694.8K $0.12 %
23Caterpillar Inc 966684.4K $0.12 %
24Entergy Corp 5,821654K $0.12 %
25Netflix Inc 6,763650.3K $0.12 %
26Berkshire Hathaway Inc 1,332638.3K $0.11 %
27Intercontinental Exchange Inc 4,046636.4K $0.11 %
28Capital One Financial Corp 3,319605.5K $0.11 %
29QUALCOMM Inc 4,625595.6K $0.11 %
30Delta Air Lines Inc 8,499565K $0.10 %
31Duke Energy Corp 4,291561.9K $0.10 %
32Enterprise Products Partners LP 14,597552.4K $0.10 %
33Honeywell International Inc 2,434550.2K $0.10 %
34Lam Research Corp 2,574550K $0.10 %
35Labcorp Holdings Inc 2,056548.6K $0.10 %
36TD SYNNEX Corp 3,239546.5K $0.10 %
37Devon Energy Corp 10,427524.7K $0.09 %
38CF Industries Holdings Inc 4,031523.4K $0.09 %
39CSX Corp 12,663519.8K $0.09 %
40Constellation Energy Corp. 1,798502.1K $0.09 %
41Lowe's Cos Inc 2,119500.7K $0.09 %
42Cigna Group/The 1,861496.4K $0.09 %
43Palantir Technologies Inc 3,316485.1K $0.09 %
44L3Harris Technologies Inc 1,404484.6K $0.09 %
45Unilever PLC 8,429480.2K $0.09 %
46General Electric Co 1,690479.6K $0.09 %
47Halliburton Co 12,190475.3K $0.08 %
48Gilead Sciences Inc 3,333464.5K $0.08 %
49Nucor Corp 2,733462.2K $0.08 %
50Bank of New York Mellon Corp/The 3,885460.9K $0.08 %
51Crown Castle Inc 5,521448.9K $0.08 %
52Flowserve Corp 5,767423.9K $0.08 %
53General Dynamics Corp 1,186407.1K $0.07 %
54Sysco Corp 5,569397.2K $0.07 %
55Intuitive Surgical Inc 847390.5K $0.07 %
56Amphenol Corp 3,078388.9K $0.07 %
57Chubb Ltd 1,192388.5K $0.07 %
58Mastercard Inc 777388.2K $0.07 %
59Zimmer Biomet Holdings Inc 4,158376K $0.07 %
60Hexcel Corp 4,581370.7K $0.07 %
61RTX Corp 1,909368.2K $0.07 %
62Visa Inc 1,205364.2K $0.06 %
63Keurig Dr Pepper Inc 13,824364K $0.06 %
64Marsh & McLennan Cos Inc 2,087362K $0.06 %
65Costco Wholesale Corp 363361.7K $0.06 %
66AT&T Inc 12,471361.5K $0.06 %
67Medtronic PLC 4,128357.7K $0.06 %
68Parker-Hannifin Corp 399357.2K $0.06 %
69CNH Industrial NV 32,198354.2K $0.06 %
70GE Vernova Inc 398347.4K $0.06 %
71Micron Technology Inc 1,023345.6K $0.06 %
72Oracle Corp 2,334343.4K $0.06 %
73AMETEK Inc 1,581338.9K $0.06 %
74Marathon Petroleum Corp 1,372335K $0.06 %
75Wyndham Hotels & Resorts Inc 4,089332.1K $0.06 %
76Texas Instruments Inc 1,693328.7K $0.06 %
77Vistra Corp 2,143322.2K $0.06 %
78Arista Networks Inc 2,536311.4K $0.06 %
79Walmart Inc 2,489309.3K $0.05 %
80International Business Machines Corp. 1,264306.4K $0.05 %
81Fastenal Co 6,603306.4K $0.05 %
82Edison International 4,177305.7K $0.05 %
83CBRE Group Inc 2,228301.8K $0.05 %
84Warner Bros Discovery Inc 10,973301.3K $0.05 %
85Fortinet Inc 3,683301K $0.05 %
86JB Hunt Transport Services Inc 1,420300.9K $0.05 %
87Warner Music Group Corp 11,700298.8K $0.05 %
88Crown Holdings Inc 2,940294.7K $0.05 %
89Danaher Corp 1,549293.7K $0.05 %
90Ross Stores Inc 1,332288.6K $0.05 %
91American International Group Inc 3,830288.2K $0.05 %
92Autodesk Inc 1,179282.3K $0.05 %
93Automatic Data Processing Inc 1,377279.8K $0.05 %
94MetLife Inc 3,950279.3K $0.05 %
95UnitedHealth Group Inc 1,028278.2K $0.05 %
96Healthcare Realty Trust Inc 16,189275.1K $0.05 %
97PepsiCo Inc 1,747271.3K $0.05 %
98Evergy Inc 3,263267.3K $0.05 %
99Solstice Advanced Materials Inc 3,376257.1K $0.05 %
100Comcast Corp 8,947256.9K $0.05 %

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The bonds it holds

105 companies, 161 bond lines; the 100 largest follow. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Citigroup Inc7817.8K $0.14 %
2Akamai Technologies Inc3504.3K $0.09 %
3Integer Holdings Corp2489.3K $0.09 %
4Northern Oil & Gas Inc1488K $0.09 %
5PG&E Corp1482.5K $0.09 %
6BWX Technologies Inc1475.5K $0.08 %
7ON Semiconductor Corp2472.8K $0.08 %
8Live Nation Entertainment Inc3467.9K $0.08 %
9Western Digital Corp1458.1K $0.08 %
10Southern Co/The3450.4K $0.08 %
11MKS Inc1449.3K $0.08 %
12Pebblebrook Hotel Trust2441K $0.08 %
13WEC Energy Group Inc4425.9K $0.08 %
14Coinbase Global Inc4420.7K $0.07 %
15CenterPoint Energy Inc5416.4K $0.07 %
16Goldman Sachs Group Inc/The3405.8K $0.07 %
17Duke Energy Corp3372.4K $0.07 %
18Sempra4363.4K $0.06 %
19Vishay Intertechnology Inc1360.8K $0.06 %
20Fluor Corp1357.1K $0.06 %
21MetLife Inc3351.8K $0.06 %
22Uber Technologies Inc2349.1K $0.06 %
23Snap Inc2346.4K $0.06 %
24Mirion Technologies Inc2343.5K $0.06 %
25Enbridge Inc2338.3K $0.06 %
26FirstEnergy Corp2327.5K $0.06 %
27Semtech Corp2314.6K $0.06 %
28Array Technologies Inc2301.5K $0.05 %
29M&T Bank Corp1280.8K $0.05 %
30Post Holdings Inc1278.2K $0.05 %
31LCI Industries1275.1K $0.05 %
32Viavi Solutions Inc1273.9K $0.05 %
33PNC Financial Services Group Inc/The2272.5K $0.05 %
34JBT Marel Corp1271.3K $0.05 %
35EZCORP Inc1269.1K $0.05 %
36CSG Systems International Inc1265.2K $0.05 %
37Peabody Energy Corp1262.7K $0.05 %
38Ally Financial Inc1252.6K $0.04 %
39Vodafone Group PLC1246.9K $0.04 %
40Terawulf Inc3242.5K $0.04 %
41Charles Schwab Corp/The1238.4K $0.04 %
42Synaptics Inc1234.5K $0.04 %
43NiSource Inc3233.7K $0.04 %
44Patrick Industries Inc1226.7K $0.04 %
45Ultra Clean Holdings Inc1225.4K $0.04 %
46Microchip Technology Inc2222.9K $0.04 %
47Burlington Stores Inc1221.1K $0.04 %
48Prudential Financial, Inc.2220K $0.04 %
49Greenbrier Cos Inc/The1216.8K $0.04 %
50Applied Digital Corp1212.2K $0.04 %
51Zoetis Inc1210.4K $0.04 %
52Dominion Energy Inc2208.7K $0.04 %
53American Electric Power Co Inc2206.5K $0.04 %
54Progress Software Corp1206.1K $0.04 %
55BioMarin Pharmaceutical Inc1206.1K $0.04 %
56Chefs' Warehouse Inc/The1204.9K $0.04 %
57Truist Financial Corp1199.6K $0.04 %
58Global Payments Inc1199.1K $0.04 %
59Wells Fargo & Co1189.1K $0.03 %
60American Express Co1187.8K $0.03 %
61CMS Energy Corp2184.6K $0.03 %
62Marriott Vacations Worldwide Corp1183.4K $0.03 %
63Air Lease Corp1178.9K $0.03 %
64Evergy Inc1175.4K $0.03 %
65Energy Transfer LP2167K $0.03 %
66Bank of America Corp1165.3K $0.03 %
67Starwood Property Trust Inc1157.6K $0.03 %
68Bank of New York Mellon Corp/The1150K $0.03 %
69Encore Capital Group Inc1144.6K $0.03 %
70Rogers Communications Inc2144.6K $0.03 %
71Winnebago Industries Inc1143.4K $0.03 %
72NRG Energy Inc1138.1K $0.02 %
73Edison International1136.7K $0.02 %
74Corebridge Financial Inc2136.4K $0.02 %
75XPLR Infrastructure LP1131.7K $0.02 %
76Toronto-Dominion Bank/The1129K $0.02 %
77Entergy Corp2117.4K $0.02 %
78Bank of Nova Scotia/The1115.9K $0.02 %
79Citizens Financial Group Inc1113.2K $0.02 %
80Capital One Financial Corp1108.4K $0.02 %
81Algonquin Power & Utilities Corp1107K $0.02 %
82Exelon Corp1106.5K $0.02 %
83UGI Corp1105.1K $0.02 %
84JPMorgan Chase & Co1103.6K $0.02 %
85CVS Health Corp1103.3K $0.02 %
86Huntington Bancshares Inc/OH1103.2K $0.02 %
87AES Corp/The199.2K $0.02 %
88Ziff Davis Inc298K $0.02 %
89Realty Income Corp196.9K $0.02 %
90Royal Bank of Canada190.3K $0.02 %
91State Street Corp189.4K $0.02 %
92Xcel Energy Inc185.9K $0.02 %
93Euronet Worldwide Inc179.2K $0.01 %
94Avnet Inc175.9K $0.01 %
95Envista Holdings Corp175.4K $0.01 %
96Pinnacle West Capital Corp.174.4K $0.01 %
97Meritage Homes Corp160.7K $0.01 %
98Lincoln National Corp160.7K $0.01 %
99TELUS Corp160K $0.01 %
100Alliant Energy Corp159.3K $0.01 %

Sector breakdown

  • Technology 22.4 %
  • Financials 13.4 %
  • Industrials 8.8 %
  • Health care 8.6 %
  • Communication 7.7 %
  • Consumer discretionary 6.8 %
  • Energy 4.9 %
  • Utilities 3.5 %
  • Consumer staples 3.0 %
  • Materials 2.5 %
  • Real estate 1.1 %
  • Unattributed 17.4 %

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

Currency breakdown

  • USD 98.6 %
  • KRW 1.0 %
  • EUR 0.2 %
  • CAD 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 96.0 %
  • South Korea 1.0 %
  • Taiwan 0.8 %
  • Netherlands 0.7 %
  • Cayman Islands 0.4 %
  • Bermuda 0.3 %
  • Canada 0.2 %
  • Ireland 0.2 %
  • Finland 0.2 %
  • United Kingdom 0.1 %
  • Puerto Rico 0.1 %
  • Marshall Islands 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States37883.2M $95.95 %
2South Korea1904.1K $1.04 %
3Taiwan1694.8K $0.80 %
4Netherlands3571.6K $0.66 %
5Cayman Islands2325.6K $0.38 %
6Bermuda3282.1K $0.33 %
7Canada3215.5K $0.25 %
8Ireland1188.6K $0.22 %
9Finland1168.4K $0.19 %
10United Kingdom269.5K $0.08 %
11Puerto Rico247.8K $0.06 %
12Marshall Islands120.7K $0.02 %
Cite this page

Titelia. "Holdings of THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO ". https://titelia.com/en/funds/S000001434