Titelia

Holdings of THRIVENT MODERATE ALLOCATION PORTFOLIO

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

Original filing · Net assets 8.3B $ · Ten largest lines: 38.1 % of the equity sleeve

Sector breakdown

  • Technology 33.3 %
  • Communication 11.4 %
  • Consumer discretionary 10.0 %
  • Financials 9.1 %
  • Industrials 9.0 %
  • Health care 7.1 %
  • 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

  • US 97.4 %
  • TW 0.8 %
  • CA 0.7 %
  • BM 0.2 %
  • KY 0.2 %
  • GB 0.1 %
  • NL 0.1 %
  • IE 0.1 %
  • PR 0.1 %
  • KR 0.1 %
  • MH 0.1 %
  • SG 0.1 %
  • Other countries 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US9452B $97.37 %
2TW116.8M $0.84 %
3CA613.7M $0.68 %
4BM74.8M $0.24 %
5KY44.2M $0.21 %
6GB42.7M $0.13 %
7NL42.7M $0.13 %
8IE52M $0.10 %
9PR21.4M $0.07 %
10KR11.3M $0.06 %
11MH21.2M $0.06 %
12SG11M $0.05 %

Positions

RankCompanySharesValueWeight
601Curbline Properties Corp 5,795149.5K $0.00 %
602Atlantic Union Bankshares Corp 4,121147.3K $0.00 %
603Simmons First National Corp 7,520146.3K $0.00 %
604John B Sanfilippo & Son Inc 1,839145.9K $0.00 %
605F5 Inc 501145K $0.00 %
606eBay Inc 1,590144.7K $0.00 %
607Ingredion Inc 1,278144K $0.00 %
608Arcosa Inc 1,356143.9K $0.00 %
609Pegasystems Inc 3,376143.7K $0.00 %
610Raymond James Financial Inc 992143.6K $0.00 %
611Enovis Corp 6,291143.1K $0.00 %
612AvalonBay Communities, Inc. 876143.1K $0.00 %
613Franklin Resources Inc 5,993141.6K $0.00 %
614RLJ Lodging Trust 19,025141.2K $0.00 %
615Fidelity National Information Services Inc 3,007141.1K $0.00 %
616Cognizant Technology Solutions Corp. 2,281139.9K $0.00 %
617Sonoco Products Co 2,582139.7K $0.00 %
618Qnity Electronics Inc 1,209139.5K $0.00 %
619EQT Corp 2,182138.9K $0.00 %
620Korn Ferry 2,202138.6K $0.00 %
621Woodward Inc 386138.2K $0.00 %
622Archrock Inc 3,960137.8K $0.00 %
623IES Holdings Inc 287136.7K $0.00 %
624Cullen/Frost Bankers Inc 990135.7K $0.00 %
625Helen of Troy Ltd 9,332134.6K $0.00 %
626Allison Transmission Holdings Inc 1,146134.2K $0.00 %
627Western Union Co/The 15,297133.5K $0.00 %
628Kulicke & Soffa Industries Inc 2,031133.5K $0.00 %
629Helios Technologies Inc 2,057133.1K $0.00 %
630Spire Inc 1,466132.7K $0.00 %
631Concentra Group Holdings Parent Inc 6,179132.5K $0.00 %
632Ingevity Corp 1,855132.1K $0.00 %
633Donnelley Financial Solutions Inc 2,792131.6K $0.00 %
634Service Corp International/US 1,595131.6K $0.00 %
635AECOM 1,551131.6K $0.00 %
636Towne Bank/Portsmouth VA 3,886130.8K $0.00 %
637Jefferies Financial Group Inc 3,167130.7K $0.00 %
638Seaboard Corp 23130K $0.00 %
639Principal Financial Group Inc 1,426128.5K $0.00 %
640Roper Technologies Inc 362128.1K $0.00 %
641Ionis Pharmaceuticals Inc 1,703127.9K $0.00 %
642Science Applications International Corp 1,347127.9K $0.00 %
643SPX Technologies Inc 634126.8K $0.00 %
644Zoom Communications Inc 1,575126.6K $0.00 %
645ExlService Holdings Inc 4,134125.9K $0.00 %
646Taylor Morrison Home Corp 2,160125.8K $0.00 %
647Federal Agricultural Mortgage Corp 843125.1K $0.00 %
648First Merchants Corp 3,227125K $0.00 %
649Owens Corning 1,150124.5K $0.00 %
650Virtu Financial Inc 2,822124.1K $0.00 %
651Revolution Medicines Inc 1,276124.1K $0.00 %
652Paychex Inc 1,344123.8K $0.00 %
653StepStone Group Inc 2,590123.6K $0.00 %
654American Eagle Outfitters Inc 7,394123.5K $0.00 %
655Globe Life Inc 885123.2K $0.00 %
656Ingersoll Rand Inc 1,537123.1K $0.00 %
657MasTec Inc 379121.9K $0.00 %
658Ashland Inc 2,184121.5K $0.00 %
659McCormick & Co Inc/MD 2,404121.3K $0.00 %
660Plexus Corp 598121.1K $0.00 %
661Minerals Technologies Inc 1,698120.4K $0.00 %
662Smurfit Westrock PLC 3,017120.2K $0.00 %
663CACI International Inc 221120.2K $0.00 %
664Zscaler Inc 856120.1K $0.00 %
665Huntington Ingalls Industries, Inc. 314119.3K $0.00 %
666Markel Group Inc 62118.7K $0.00 %
667Beacon Financial Corp 3,949118.5K $0.00 %
668Huntington Bancshares Inc/OH 7,524117.8K $0.00 %
669Xenia Hotels & Resorts Inc 7,888117K $0.00 %
670Dolby Laboratories Inc 1,939116.5K $0.00 %
671Vaxcyte Inc 2,003116.4K $0.00 %
672Lincoln National Corp 3,270116.1K $0.00 %
673Piper Sandler Cos 1,516116K $0.00 %
674Roku Inc 1,210114.5K $0.00 %
675Barrett Business Services Inc 3,902113.9K $0.00 %
676Anglogold Ashanti Plc 1,162113.1K $0.00 %
677Knowles Corp 4,386112.6K $0.00 %
678Marzetti Company/The 813112.5K $0.00 %
679Neogen Corp 12,098112.4K $0.00 %
680Genpact Ltd 2,993111.5K $0.00 %
681RLI Corp 1,951111.3K $0.00 %
682Equity LifeStyle Properties Inc 1,771110.5K $0.00 %
683Crane Co 637108.9K $0.00 %
684WisdomTree Inc 7,472108.8K $0.00 %
685Independence Realty Trust Inc 7,234107.7K $0.00 %
686Valero Energy Corp 435107.5K $0.00 %
687GE HealthCare Technologies Inc 1,507107.3K $0.00 %
688Denali Therapeutics Inc 5,558106.7K $0.00 %
689Lithia Motors Inc 425106.1K $0.00 %
690Macerich Co/The 5,612106.1K $0.00 %
691Federal Realty Investment Trust 997105.9K $0.00 %
692Hecla Mining Co 5,646105.2K $0.00 %
693Unity Software Inc 4,773104.7K $0.00 %
694Advance Auto Parts Inc 1,985104.7K $0.00 %
695Unity Bancorp Inc 1,996103.5K $0.00 %
696Biogen Inc 563103.2K $0.00 %
697Capitol Federal Financial Inc 14,472103.2K $0.00 %
698Intrepid Potash Inc 2,412103.2K $0.00 %
699BJ's Wholesale Club Holdings Inc 1,044102.8K $0.00 %
700Macy's Inc 5,615101.6K $0.00 %