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
101Gilead Sciences Inc 21,1783M $0.04 %
102Cheniere Energy Inc 10,2492.9M $0.04 %
103Centene Corp 83,2392.7M $0.03 %
104Antero Midstream Corp 119,4362.7M $0.03 %
105Medpace Holdings Inc 5,6622.7M $0.03 %
106Philip Morris International Inc. 15,7782.6M $0.03 %
107Clean Harbors Inc 8,8182.5M $0.03 %
108Rockwell Automation Inc 6,7752.4M $0.03 %
109Devon Energy Corp 47,9302.4M $0.03 %
110SharkNinja Inc 22,4742.4M $0.03 %
111Zoetis Inc 19,8882.4M $0.03 %
112Howmet Aerospace Inc 10,1302.3M $0.03 %
113Guidewire Software Inc 15,4472.3M $0.03 %
114Progressive Corp/The 11,5212.3M $0.03 %
115Lattice Semiconductor Corp 24,5172.3M $0.03 %
116Texas Roadhouse Inc 13,7592.3M $0.03 %
117Turning Point Brands Inc 25,8562.2M $0.03 %
118PG&E Corp 127,2932.2M $0.03 %
119Host Hotels & Resorts Inc 115,9722.2M $0.03 %
120Freeport-McMoRan Inc 36,9922.2M $0.03 %
121VeriSign Inc 8,7202.2M $0.03 %
122Curtiss-Wright Corp 3,1612.2M $0.03 %
123ADT Inc 326,7922.1M $0.03 %
124Adobe Inc 8,7472.1M $0.03 %
125Tapestry Inc 15,0022.1M $0.03 %
126TJX Cos Inc/The 13,2312.1M $0.03 %
127Booking Holdings Inc 4912.1M $0.02 %
128Cadence Design Systems Inc 7,3332M $0.02 %
129RBC Bearings Inc 3,6432M $0.02 %
130Veralto Corp 22,3472M $0.02 %
131Reinsurance Group of America Inc 9,5151.9M $0.02 %
132Ferguson Enterprises Inc 8,3181.9M $0.02 %
133Chubb Ltd 5,8801.9M $0.02 %
134MGIC Investment Corp 72,2951.9M $0.02 %
135Casey's General Stores Inc 2,5831.9M $0.02 %
136Cintas Corp 10,9371.8M $0.02 %
137Republic Services Inc 8,4081.8M $0.02 %
138Bank of New York Mellon Corp/The 15,5041.8M $0.02 %
139TechnipFMC PLC 26,5951.8M $0.02 %
140Wynn Resorts Ltd 17,8211.8M $0.02 %
141Fabrinet 3,4701.8M $0.02 %
142Advanced Drainage Systems Inc 13,1731.8M $0.02 %
143Arch Capital Group Ltd 18,8171.8M $0.02 %
144T-Mobile US Inc 8,3781.8M $0.02 %
145Vertiv Holdings Co 6,9181.7M $0.02 %
146Quanta Services Inc 3,1541.7M $0.02 %
147Allstate Corp/The 8,3351.7M $0.02 %
148Citigroup Inc 15,1651.7M $0.02 %
149West Pharmaceutical Services Inc 6,8201.7M $0.02 %
150Royalty Pharma PLC 35,5441.7M $0.02 %
151Salesforce Inc 9,1021.7M $0.02 %
152Affiliated Managers Group Inc 6,1111.7M $0.02 %
153Vistra Corp 11,2361.7M $0.02 %
154QUALCOMM Inc 13,0601.7M $0.02 %
155Garmin Ltd 7,1101.6M $0.02 %
156Vontier Corp 46,1551.6M $0.02 %
157CBRE Group Inc 11,8371.6M $0.02 %
158Graco Inc 18,6631.6M $0.02 %
159Sila Realty Trust Inc 66,5181.6M $0.02 %
160CF Industries Holdings Inc 11,9391.6M $0.02 %
161Transocean Ltd 227,4601.5M $0.02 %
162Cencora Inc 4,7411.5M $0.02 %
163Viking Holdings Ltd 20,0261.5M $0.02 %
164Lincoln Electric Holdings Inc 5,7921.4M $0.02 %
165EOG Resources Inc 9,9721.4M $0.02 %
166MKS Inc 6,2011.4M $0.02 %
167General Dynamics Corp 4,0771.4M $0.02 %
168SOUTHSTATE BANK CORP 15,1221.4M $0.02 %
169Silicon Laboratories Inc 6,6861.4M $0.02 %
170Neurocrine Biosciences Inc 10,4961.4M $0.02 %
171Element Solutions Inc 40,1441.4M $0.02 %
172Applied Industrial Technologies Inc 5,1651.4M $0.02 %
173Moog Inc 4,6711.4M $0.02 %
174Xylem Inc/NY 11,4031.4M $0.02 %
175Cognex Corp 27,6851.4M $0.02 %
176Rambus Inc 15,7651.4M $0.02 %
177nVent Electric PLC 11,4161.4M $0.02 %
1783M Co 9,2871.3M $0.02 %
179Repligen Corp 11,3931.3M $0.02 %
180Sabra Health Care REIT Inc 69,7161.3M $0.02 %
181Triumph Financial Inc 22,4401.3M $0.02 %
182Veeva Systems Inc 7,5601.3M $0.02 %
183Coherent Corp 5,5011.3M $0.02 %
184Zions Bancorp NA 22,5761.3M $0.02 %
185Natera Inc 6,4781.3M $0.02 %
186Cloudflare Inc 6,2591.3M $0.02 %
187Popular Inc 9,6201.3M $0.02 %
188News Corp 51,5261.3M $0.02 %
189Waste Management Inc 5,5851.3M $0.02 %
190Ralph Lauren Corp 3,7211.3M $0.02 %
191Samsung Electronics Co Ltd 10,9131.3M $0.02 %
192Dexcom Inc 20,3141.3M $0.02 %
193Old Republic International Corp 31,8871.3M $0.02 %
194Old Dominion Freight Line Inc 6,4011.3M $0.02 %
195EPR Properties 24,7481.2M $0.01 %
196Morningstar Inc 7,1281.2M $0.01 %
197DuPont de Nemours Inc 26,2711.2M $0.01 %
198Genworth Financial Inc 147,7391.2M $0.01 %
199Flowserve Corp 16,2801.2M $0.01 %
200Merck & Co Inc 9,8321.2M $0.01 %

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The bonds it holds

297 companies, 547 bond lines; the 100 largest follow. Only issuers whose shares this site already serves 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 classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 99.9 %
  • KRW 0.1 %

The quoted currency of each line, as declared.

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 computed on the equity sleeve.

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