Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Thrivent Financial for Lutherans (CIK 314984) reported $52.48B across 2,451 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($1.76B, 3.36%), MSFT ($1.34B, 2.54%), AAPL ($1.28B, 2.44%), AMZN ($1.22B, 2.33%), GOOG ($798.2M, 1.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $1.76B | 3.36% | 10.1M | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $1.34B | 2.54% | 3.6M | Trimmed |
| 3 | AAPL | APPLE INC | $1.28B | 2.44% | 5.1M | Trimmed |
| 4 | AMZN | AMAZON COM INC | $1.22B | 2.33% | 5.9M | Trimmed |
| 5 | GOOG | ALPHABET INC | $798.2M | 1.52% | 2.8M | Trimmed |
| 6 | META | META PLATFORMS INC | $792.5M | 1.51% | 1.4M | Trimmed |
| 7 | GOOGL | ALPHABET INC | $739.2M | 1.41% | 2.6M | Trimmed |
| 8 | AVGO | BROADCOM INC | $671.1M | 1.28% | 2.2M | Trimmed |
| 9 | IVV | ISHARES TR | $627.6M | 1.20% | 963,214 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $529.5M | 1.01% | 1.8M | Added |
| 11 | TSLA | TESLA INC | $502.8M | 0.96% | 1.4M | Trimmed |
| 12 | XOM | EXXON MOBIL CORP | $460.7M | 0.88% | 2.7M | Added |
| 13 | LLY | ELI LILLY & CO | $431.2M | 0.82% | 468,846 | Added |
| 14 | NFLX | NETFLIX INC. | $406.4M | 0.77% | 4.2M | Added |
| 15 | CAT | CATERPILLAR INC | $362.9M | 0.69% | 512,252 | Trimmed |
| 16 | V | VISA INC | $359.6M | 0.69% | 1.2M | Trimmed |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFA | $361.7M | 0.69% | 1.1M | Trimmed |
| 18 | SPY | STATE STR SPDR S&P 500 ETF | $355.3M | 0.68% | 546,290 | Added |
| 19 | MS | MORGAN STANLEY | $325.3M | 0.62% | 2.0M | Added |
| 20 | JNJ | JOHNSON & JOHNSON | $319.0M | 0.61% | 1.3M | Trimmed |
| 21 | WFC | WELLS FARGO & CO | $304.9M | 0.58% | 3.8M | Trimmed |
| 22 | LRCX | LAM RESEARCH CORP | $295.7M | 0.56% | 1.4M | Added |
| 23 | BAC | BANK AMERICA CORP | $286.9M | 0.55% | 5.9M | Added |
| 24 | WMT | WALMART INC | $286.1M | 0.55% | 2.3M | Trimmed |
| 25 | FAST | FASTENAL CO | $289.0M | 0.55% | 6.2M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31