Titelia

Holdings of THRIVENT MODERATE ALLOCATION PORTFOLIO

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

Net assets
8.3B $ including 2B $ in equities, 24.1 %
Positions
985 in 15 countries
Bond lines
547 from 297 companies
Top ten
9.2 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
901Tenable Holdings Inc 1,93932.8K $0.00 %
902Paymentus Holdings Inc 1,27632.4K $0.00 %
903StoneX Group Inc 40032.3K $0.00 %
904Varonis Systems Inc 1,48831.9K $0.00 %
905Texas Capital Bancshares Inc 33331.6K $0.00 %
906Simon Property Group Inc 16931.5K $0.00 %
907Starwood Property Trust Inc 1,76730.4K $0.00 %
908Humana Inc 17430.2K $0.00 %
909O-I Glass Inc 2,80329.5K $0.00 %
910Sprout Social Inc 5,06928.9K $0.00 %
911Sotera Health Co 2,00328.7K $0.00 %
912Urban Outfitters Inc 45228.6K $0.00 %
913Artivion Inc 76428K $0.00 %
914National Health Investors Inc 34527.9K $0.00 %
915Broadstone Net Lease Inc 1,49527.3K $0.00 %
916Baker Hughes Co 44327K $0.00 %
917Omega Healthcare Investors Inc 61526.9K $0.00 %
918Ryder System Inc 13126.8K $0.00 %
919Bloom Energy Corp 19726.7K $0.00 %
920Cushman & Wakefield Ltd 2,12826.1K $0.00 %
921AutoNation Inc 13326K $0.00 %
922Fox Corp 48425.7K $0.00 %
923BrightView Holdings Inc 2,17525.6K $0.00 %
924Astera Labs Inc 23025.2K $0.00 %
925Workday Inc 19325.1K $0.00 %
926Citizens Financial Services Inc 40824.9K $0.00 %
927Sanmina Corp 19224.9K $0.00 %
928Rocket Cos Inc 1,73924.8K $0.00 %
929First Financial Bankshares Inc 82924.4K $0.00 %
930Tetra Tech Inc 80724.3K $0.00 %
931Campbell's Company/The 1,08824.2K $0.00 %
932ServisFirst Bancshares Inc 33124.1K $0.00 %
9334D Molecular Therapeutics Inc 2,58424.1K $0.00 %
934Anika Therapeutics Inc 1,61023.3K $0.00 %
935Lamar Advertising Co 18323.2K $0.00 %
936California Resources Corp 32922.8K $0.00 %
937Waters Corp 7622.6K $0.00 %
938Flagstar Bank NA 1,69122.3K $0.00 %
939Primo Brands Corp 1,16321.9K $0.00 %
940Q2 Holdings Inc 45021.3K $0.00 %
941Corpay Inc 7321.2K $0.00 %
942Knight-Swift Transportation Holdings Inc 35920.7K $0.00 %
943Oceaneering International Inc 58120.6K $0.00 %
944WSFS Financial Corp 30219.8K $0.00 %
945Ingles Markets Inc 21519.3K $0.00 %
946Kennametal Inc 53219.2K $0.00 %
947GigaCloud Technology Inc 41518.8K $0.00 %
948Hudson Technologies Inc 3,11018.3K $0.00 %
949Option Care Health Inc 67918.3K $0.00 %
950GATX Corp 10718.3K $0.00 %
951Renasant Corp 49617.9K $0.00 %
952Bruker Corp 48617.6K $0.00 %
953Ichor Holdings Ltd 37517.5K $0.00 %
954Credo Technology Group Holding Ltd 18517.4K $0.00 %
955Northwestern Energy Group Inc 25116.6K $0.00 %
956Flywire Corp 1,39516.2K $0.00 %
957FrontView REIT Inc 1,03115.9K $0.00 %
958Brink's Co/The 14815.3K $0.00 %
959Insteel Industries Inc 45515.3K $0.00 %
960Bright Horizons Family Solutions Inc 18214.9K $0.00 %
961TPG RE Finance Trust Inc 1,90814.9K $0.00 %
962Myriad Genetics Inc 3,10714K $0.00 %
963Calix Inc 28413.9K $0.00 %
964Camden National Corp 28513.5K $0.00 %
965Citi Trends Inc 30713.3K $0.00 %
966Textron Inc 14012.3K $0.00 %
967Yum! Brands Inc 7511.7K $0.00 %
968American Vanguard Corp 4,65511.6K $0.00 %
969Cathay General Bancorp 22311.1K $0.00 %
970Independent Bank Corp 14110.6K $0.00 %
971York Water Co/The 3059.3K $0.00 %
972Fate Therapeutics Inc 7,5689.1K $0.00 %
973Farmers National Banc Corp 6468.5K $0.00 %
974First Hawaiian Inc 3368.3K $0.00 %
975Cincinnati Financial Corp 528.2K $0.00 %
976CTS Corp 1708.1K $0.00 %
977Avanos Medical Inc 5477.7K $0.00 %
978Meridian Corp 3957.5K $0.00 %
979CNA Financial Corp 1617.4K $0.00 %
980BankUnited Inc 1536.9K $0.00 %
981Community Financial System Inc 724.2K $0.00 %
982Cohu Inc 1063.2K $
983Jack Henry & Associates Inc 162.5K $
984REGENXBIO Inc 2942.5K $
985Webster Financial Corp 251.7K $

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The bonds it holds

This fund holds 547 bond lines from 297 companies. The table shows the 100 largest. Only companies that already have a page on Titelia appear here.

RankCompanyBond linesValueWeight
1Bank of America Corp109.2M $0.11 %
2JPMorgan Chase & Co118.8M $0.11 %
3Citigroup Inc75.9M $0.07 %
4Wells Fargo & Co75.4M $0.07 %
5Goldman Sachs Group Inc/The75.3M $0.06 %
6Morgan Stanley84.9M $0.06 %
7Oracle Corp74.3M $0.05 %
8Broadcom Inc64M $0.05 %
9AbbVie Inc53.7M $0.04 %
10CVS Health Corp63.5M $0.04 %
11AT&T Inc43.2M $0.04 %
12Barclays PLC43.2M $0.04 %
13Truist Financial Corp52.9M $0.04 %
14Energy Transfer LP42.8M $0.03 %
15Fiserv Inc42.4M $0.03 %
16MPLX LP42.3M $0.03 %
17Abbott Laboratories42.2M $0.03 %
18Cigna Group/The22.2M $0.03 %
19Boeing Co/The42M $0.02 %
20Credit Agricole SA31.9M $0.02 %
21Southern Co/The21.9M $0.02 %
22Tenet Healthcare Corp41.8M $0.02 %
23Deutsche Bank AG31.8M $0.02 %
24Alphabet Inc31.8M $0.02 %
25Meta Platforms Inc31.8M $0.02 %
26UBS Group AG41.8M $0.02 %
27Lowe's Cos Inc21.8M $0.02 %
28Comcast Corp21.7M $0.02 %
29HSBC Holdings PLC31.7M $0.02 %
30US Bancorp31.7M $0.02 %
31NatWest Group PLC21.6M $0.02 %
32Ally Financial Inc21.6M $0.02 %
33NRG Energy Inc61.6M $0.02 %
34Lloyds Banking Group PLC21.6M $0.02 %
35Sumitomo Mitsui Financial Group Inc21.6M $0.02 %
36Societe Generale SA31.5M $0.02 %
37Philip Morris International Inc.21.5M $0.02 %
38Iron Mountain Inc31.4M $0.02 %
39Charles Schwab Corp/The21.4M $0.02 %
40AES Corp/The21.4M $0.02 %
41Cencora Inc31.4M $0.02 %
42American Tower Corp31.4M $0.02 %
43Williams Cos Inc/The21.4M $0.02 %
44ONEOK Inc31.3M $0.02 %
45American International Group Inc11.3M $0.02 %
46Hewlett Packard Enterprise Co31.2M $0.01 %
47Blue Owl Technology Finance Corp31.2M $0.01 %
48Post Holdings Inc41.2M $0.01 %
49Uber Technologies Inc21.2M $0.01 %
50Banco Santander SA11.2M $0.01 %
51SM Energy Co41.2M $0.01 %
52International Business Machines Corp.21.2M $0.01 %
53Omega Healthcare Investors Inc21.2M $0.01 %
54NiSource Inc31.2M $0.01 %
55Exelon Corp21.1M $0.01 %
56Goldman Sachs BDC, Inc.21.1M $0.01 %
57Prudential Financial, Inc.11.1M $0.01 %
58Block Inc41.1M $0.01 %
59Las Vegas Sands Corp21.1M $0.01 %
60Lincoln National Corp11.1M $0.01 %
61Cleveland-Cliffs Inc51.1M $0.01 %
62Duke Energy Corp21.1M $0.01 %
63Orange SA11.1M $0.01 %
64Zions Bancorp NA21M $0.01 %
65Targa Resources Corp11M $0.01 %
66Verizon Communications Inc31M $0.01 %
67AppLovin Corp1998.7K $0.01 %
68Sysco Corp1998.3K $0.01 %
69Synchrony Financial2979.1K $0.01 %
70RTX Corp2979K $0.01 %
71Walt Disney Co/The1974.4K $0.01 %
72Salesforce Inc1971K $0.01 %
73Camden Property Trust1970.6K $0.01 %
74Northrop Grumman Corp1962.3K $0.01 %
75Rakuten Group Inc3949.5K $0.01 %
76Bombardier Inc4935.6K $0.01 %
77PNC Financial Services Group Inc/The2930.7K $0.01 %
78Carnival Corp3912K $0.01 %
79Amgen Inc1905.8K $0.01 %
80BNP Paribas SA1903.6K $0.01 %
81Bristol-Myers Squibb Co1902.9K $0.01 %
82American Express Co3899.7K $0.01 %
83Rogers Communications Inc2899.4K $0.01 %
84Royalty Pharma PLC2897.3K $0.01 %
85Takeda Pharmaceutical Co Ltd2867K $0.01 %
86SUNOCO LP2844.5K $0.01 %
87Public Service Enterprise Group Inc1842.3K $0.01 %
88Newell Brands Inc5835.7K $0.01 %
89Carvana Co2834.4K $0.01 %
90Micron Technology Inc2831.1K $0.01 %
91Herc Holdings Inc5827.7K $0.01 %
92Caesars Entertainment Inc3819.8K $0.01 %
93Diamondback Energy Inc1813.3K $0.01 %
94Western Midstream Partners LP2804.2K $0.01 %
95Ameriprise Financial Inc1793.9K $0.01 %
96EPR Properties2793.8K $0.01 %
97First Citizens BancShares Inc/NC1786.8K $0.01 %
98Mitsubishi UFJ Financial Group Inc1785.9K $0.01 %
99Bath & Body Works Inc3753.1K $0.01 %
100Mosaic Co/The1746.4K $0.01 %

Sector breakdown

  • Technology 33.3 %
  • Communication 11.3 %
  • Consumer discretionary 9.9 %
  • Financials 9.1 %
  • Industrials 9.0 %
  • Health care 7.2 %
  • Consumer staples 2.1 %
  • Energy 2.0 %
  • Utilities 1.3 %
  • Materials 1.2 %
  • Real estate 0.2 %
  • Unattributed 13.4 %

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

Currency breakdown

  • USD 99.9 %
  • KRW 0.1 %

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

Country breakdown

  • United States 97.4 %
  • Taiwan 0.8 %
  • Canada 0.7 %
  • Bermuda 0.2 %
  • Cayman Islands 0.2 %
  • United Kingdom 0.1 %
  • Netherlands 0.1 %
  • Ireland 0.1 %
  • Puerto Rico 0.1 %
  • South Korea 0.1 %
  • Marshall Islands 0.1 %
  • Singapore 0.1 %
  • Other countries 0.1 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States9452B $97.37 %
2Taiwan116.8M $0.84 %
3Canada613.7M $0.68 %
4Bermuda74.8M $0.24 %
5Cayman Islands44.2M $0.21 %
6United Kingdom42.7M $0.13 %
7Netherlands42.7M $0.13 %
8Ireland52M $0.10 %
9Puerto Rico21.4M $0.07 %
10South Korea11.3M $0.06 %
11Marshall Islands21.2M $0.06 %
12Singapore11M $0.05 %
Cite this page

Titelia. "Holdings of THRIVENT MODERATE ALLOCATION PORTFOLIO ". https://titelia.com/en/funds/S000001438