Titelia

Holdings of THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO

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

Net assets
3.1B $ including 502.8M $ in equities, 16.2 %
Positions
985 in 15 countries
Top ten
5.4 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201Ally Financial Inc 9,729381.7K $0.01 %
202Repligen Corp 3,220379.4K $0.01 %
203Onto Innovation Inc 1,847378.8K $0.01 %
204Nucor Corp 2,239378.6K $0.01 %
205Waste Management Inc 1,641377.1K $0.01 %
206Morningstar Inc 2,216374.6K $0.01 %
207Genworth Financial Inc 45,891372.6K $0.01 %
208Stifel Financial Corp 5,004369.9K $0.01 %
209Unilever PLC 6,488369.6K $0.01 %
210Silicon Laboratories Inc 1,773369K $0.01 %
211Neurocrine Biosciences Inc 2,799368.7K $0.01 %
212Sysco Corp 5,165368.4K $0.01 %
213Coherent Corp 1,533365.2K $0.01 %
214Triumph Financial Inc 6,086363.1K $0.01 %
215Applied Industrial Technologies Inc 1,364361.9K $0.01 %
216DuPont de Nemours Inc 7,900361.8K $0.01 %
217Natera Inc 1,780356K $0.01 %
218Cloudflare Inc 1,722355.3K $0.01 %
219Fluor Corp 7,558352.6K $0.01 %
220Hexcel Corp 4,311348.9K $0.01 %
221Innovative Industrial Properties Inc 6,913346.8K $0.01 %
222Crown Castle Inc 4,246345.2K $0.01 %
223Cognex Corp 7,021344K $0.01 %
224Rambus Inc 3,898335.3K $0.01 %
225Copart Inc 9,777324.6K $0.01 %
226Flex Ltd 4,930322.7K $0.01 %
227Marathon Petroleum Corp 1,308319.4K $0.01 %
228Insulet Corp 1,519318.7K $0.01 %
229First BanCorp/Puerto Rico 14,874317.7K $0.01 %
230Terreno Realty Corp 5,119314.4K $0.01 %
231Associated Banc-Corp 12,112313.2K $0.01 %
232Crown Holdings Inc 3,122313K $0.01 %
233BorgWarner Inc 5,753312.2K $0.01 %
234NXP Semiconductors NV 1,569308.9K $0.01 %
235Encompass Health Corp 3,188308.4K $0.01 %
236JB Hunt Transport Services Inc 1,447306.6K $0.01 %
237Banc of California Inc 17,054299.8K $0.01 %
238Monster Beverage Corp 4,131299.3K $0.01 %
239Keurig Dr Pepper Inc 11,335298.5K $0.01 %
240Customers Bancorp Inc 4,280297.1K $0.01 %
241Aon PLC 916295.7K $0.01 %
242Otis Worldwide Corp 3,783291.6K $0.01 %
243Zimmer Biomet Holdings Inc 3,200289.3K $0.01 %
244Martin Marietta Materials Inc 490288.5K $0.01 %
245Colgate-Palmolive Co 3,329283.7K $0.01 %
246AAON Inc 3,413282.4K $0.01 %
247NetApp Inc 2,749281.5K $0.01 %
248Modine Manufacturing Co 1,279277.2K $0.01 %
249TopBuild Corp 783275.1K $0.01 %
250DoorDash Inc 1,825274K $0.01 %
251New York Times Co/The 3,267273.5K $0.01 %
252Axon Enterprise Inc 643273.1K $0.01 %
253CNH Industrial NV 24,777272.5K $0.01 %
254Synopsys Inc 686272K $0.01 %
255LivaNova PLC 4,235269.2K $0.01 %
256Waystar Holding Corp 11,110267.9K $0.01 %
257Old National Bancorp/IN 12,038266K $0.01 %
258Hartford Insurance Group Inc/The 1,959264.9K $0.01 %
259Twist Bioscience Corp 5,554263.9K $0.01 %
260Reddit Inc 1,959263.8K $0.01 %
261Tenet Healthcare Corp 1,382260.8K $0.01 %
262IRhythm Holdings Inc 2,207260.5K $0.01 %
263UFP Technologies Inc 1,334258.3K $0.01 %
264Trane Technologies PLC 619258K $0.01 %
265Snowflake Inc 1,708257.6K $0.01 %
266Wyndham Hotels & Resorts Inc 3,147255.6K $0.01 %
267BrightSpring Health Services Inc 5,998255.6K $0.01 %
268MetLife Inc 3,545250.7K $0.01 %
269Eversource Energy 3,612250.2K $0.01 %
270Life Time Group Holdings Inc 9,284250.1K $0.01 %
271Matador Resources Co 3,949249.5K $0.01 %
272WESCO International Inc 897245.4K $0.01 %
273Celestica Inc 871245.3K $0.01 %
274Balchem Corp 1,434243K $0.01 %
275WesBanco Inc 7,035242.6K $0.01 %
276Argenx SE 332242.4K $0.01 %
277Laureate Education Inc 6,957242.4K $0.01 %
278Invesco Ltd 9,855239.4K $0.01 %
279Northern Trust Corp 1,702237.5K $0.01 %
280Steel Dynamics Inc 1,314236.5K $0.01 %
281Acuity Inc 835234K $0.01 %
282DHT Holdings Inc 12,760233.1K $0.01 %
283Zebra Technologies Corp 1,114232.9K $0.01 %
284Wingstop Inc 1,502232.8K $0.01 %
285HEICO Corp 1,100232.2K $0.01 %
286Warner Bros Discovery Inc 8,438231.7K $0.01 %
287Outfront Media Inc 8,733231.4K $0.01 %
288Illumina Inc 1,867230.1K $0.01 %
289Warner Music Group Corp 9,006230K $0.01 %
290AbbVie Inc 1,055229.5K $0.01 %
291Alnylam Pharmaceuticals Inc 690228.3K $0.01 %
292Tyler Technologies Inc 665227.7K $0.01 %
293Churchill Downs Inc 2,502224.8K $0.01 %
294First Industrial Realty Trust Inc 3,878224.3K $0.01 %
295TTM Technologies Inc 2,298223.9K $0.01 %
296Permian Resources Corp 10,486223.6K $0.01 %
297Western Digital Corp 824222.9K $0.01 %
298ICU Medical Inc 1,725222.8K $0.01 %
299American International Group Inc 2,947221.8K $0.01 %
300Patterson-UTI Energy Inc 20,401220.9K $0.01 %

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Sector breakdown

  • Technology 30.6 %
  • Communication 10.2 %
  • Financials 9.6 %
  • Consumer discretionary 9.0 %
  • Industrials 8.7 %
  • Health care 7.4 %
  • Energy 2.5 %
  • Consumer staples 2.2 %
  • Utilities 1.5 %
  • Materials 1.5 %
  • Real estate 0.3 %
  • Unattributed 16.6 %

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

Currency breakdown

  • USD 99.8 %
  • KRW 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 97.3 %
  • Taiwan 0.7 %
  • Canada 0.5 %
  • Bermuda 0.3 %
  • Cayman Islands 0.2 %
  • Netherlands 0.2 %
  • United Kingdom 0.2 %
  • South Korea 0.1 %
  • Ireland 0.1 %
  • Puerto Rico 0.1 %
  • Marshall Islands 0.1 %
  • Singapore 0.1 %
  • Other countries 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States945489.4M $97.34 %
2Taiwan13.3M $0.66 %
3Canada62.7M $0.54 %
4Bermuda71.5M $0.30 %
5Cayman Islands41.2M $0.24 %
6Netherlands4960.7K $0.19 %
7United Kingdom4845K $0.17 %
8South Korea1695.8K $0.14 %
9Ireland5663.5K $0.13 %
10Puerto Rico2433.7K $0.09 %
11Marshall Islands2377.1K $0.07 %
12Singapore1322.7K $0.06 %
Cite this page

Titelia. "Holdings of THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO". https://titelia.com/en/funds/S000001441