Titelia

Holdings of THRIVENT MID CAP GROWTH FUND

Thrivent Mutual Funds · 71 declared positions · as of Apr 30, 2026

Original filing · Net assets 32.5M $ · Ten largest lines: 24.3 % of the equity sleeve

Sector breakdown

  • Technology 13.2 %
  • Industrials 9.0 %
  • Consumer discretionary 6.4 %
  • Health care 4.7 %
  • Utilities 1.6 %
  • Financials 1.1 %
  • Unattributed 64.0 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 90.4 %
  • BM 3.0 %
  • KY 1.6 %
  • CA 1.4 %
  • IE 1.4 %
  • GB 1.2 %
  • NL 1.1 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US6428.2M $90.37 %
BM2922.9K $2.95 %
KY1503.2K $1.61 %
CA1445.6K $1.43 %
IE1430K $1.38 %
GB1377.2K $1.21 %
NL1331.4K $1.06 %

Positions

CompanySharesValueWeight
Monolithic Power Systems Inc 8441.4M $4.20 %
Vertiv Holdings Co 2,634865.2K $2.67 %
IDEXX Laboratories Inc 1,336749.2K $2.31 %
Hilton Worldwide Holdings Inc 2,262733K $2.26 %
Howmet Aerospace Inc 3,003729.8K $2.25 %
Quanta Services Inc 984716.1K $2.21 %
EMCOR Group Inc 787701.7K $2.16 %
Amphenol Corp 4,036594.4K $1.83 %
Casey's General Stores Inc 709582.9K $1.80 %
Arista Networks Inc 3,178548.9K $1.69 %
Lattice Semiconductor Corp 4,352532.2K $1.64 %
Viking Holdings Ltd 6,411525.1K $1.62 %
JFrog Ltd 11,210520.6K $1.60 %
Advanced Drainage Systems Inc 3,475518.6K $1.60 %
Clean Harbors Inc 1,643513.7K $1.58 %
Natera Inc 2,474510K $1.57 %
Fastenal Co 11,251505.5K $1.56 %
SharkNinja Inc 4,356503.2K $1.55 %
Cencora Inc 1,631502.4K $1.55 %
West Pharmaceutical Services Inc 1,685501.4K $1.55 %
Vistra Corp 3,153497.7K $1.53 %
O'Reilly Automotive Inc 4,976494.6K $1.52 %
Cloudflare Inc 2,392490.3K $1.51 %
BWX Technologies Inc 2,252487.3K $1.50 %
Coherent Corp 1,488475.7K $1.47 %
CBRE Group Inc 3,329475.1K $1.46 %
Texas Roadhouse Inc 2,945474.1K $1.46 %
TopBuild Corp 1,043461.7K $1.42 %
Synopsys Inc 954460.4K $1.42 %
Rockwell Automation Inc 1,110453.9K $1.40 %
MKS Inc 1,588450.6K $1.39 %
Celestica Inc 1,088445.6K $1.37 %
Lincoln Electric Holdings Inc 1,664441K $1.36 %
AAON Inc 4,716440K $1.36 %
nVent Electric PLC 3,009430K $1.32 %
Ross Stores Inc 1,884429.2K $1.32 %
Wynn Resorts Ltd 3,998428.2K $1.32 %
Ameriprise Financial Inc 897425.9K $1.31 %
Martin Marietta Materials Inc 680421K $1.30 %
Turning Point Brands Inc 5,187418.5K $1.29 %
Xylem Inc/NY 3,528416.9K $1.28 %
Verisk Analytics Inc 2,243413.8K $1.28 %
Old Dominion Freight Line Inc 1,877398.7K $1.23 %
Arch Capital Group Ltd 4,211397.8K $1.23 %
Robinhood Markets Inc 5,306386.8K $1.19 %
TechnipFMC PLC 4,992377.2K $1.16 %
Nasdaq Inc 4,045371.8K $1.15 %
Rambus Inc 3,153362.9K $1.12 %
DoorDash Inc 2,118357.2K $1.10 %
Axon Enterprise Inc 887356.4K $1.10 %
Snowflake Inc 2,569350.6K $1.08 %
STERIS PLC 1,573341.2K $1.05 %
Argenx SE 424331.4K $1.02 %
Intercontinental Exchange Inc 2,087329.9K $1.02 %
Repligen Corp 2,646313K $0.96 %
Guidewire Software Inc 2,242310.3K $0.96 %
Tyler Technologies Inc 892304.3K $0.94 %
IRhythm Holdings Inc 2,182281.8K $0.87 %
Cognex Corp 5,003277.7K $0.86 %
Cheniere Energy Inc 968266.2K $0.82 %
Littelfuse Inc 631255K $0.79 %
Reddit Inc 1,718252.9K $0.78 %
Toast Inc 8,781250.4K $0.77 %
Mercury Systems Inc 3,156249K $0.77 %
Wingstop Inc 1,421233.1K $0.72 %
Alnylam Pharmaceuticals Inc 736227.8K $0.70 %
East West Bancorp Inc 1,708216K $0.67 %
Veeva Systems Inc 1,340209K $0.64 %
Spotify Technology SA 463206.8K $0.64 %
Levi Strauss & Co 9,238205.8K $0.63 %
Palantir Technologies Inc 1,368190.3K $0.59 %