THRIVENT FINANCIAL FOR LUTHERANS Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$56.4B

Holdings

2,561

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (2,561 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
11,774,408$2.2B3.89%
2
MSFTMICROSOFT CORP
4,017,473$1.9B3.44%
3
AAPLAPPLE INC
5,595,192$1.5B2.69%
4
AMZNAMAZON COM INC
5,899,067$1.4B2.41%
5
GOOGALPHABET INC
3,142,877$983.0M1.74%
6
METAMETA PLATFORMS INC
1,461,930$963.0M1.71%
7
GOOGLALPHABET INC
2,704,990$845.0M1.50%
8
AVGOBROADCOM INC
2,230,482$770.0M1.37%
9
IVVISHARES TR
927,131$638.0M1.13%
10
TSLATESLA INC
1,382,518$621.0M1.10%
11
VVISA INC
1,665,453$581.0M1.03%
12
JPMJPMORGAN CHASE & CO.
1,793,482$575.0M1.02%
13
LLYELI LILLY & CO
465,010$498.0M0.88%
14
WFCWELLS FARGO CO NEW
4,101,798$381.0M0.68%
15
SPYSPDR S&P 500 ETF TR
544,598$369.0M0.65%
16
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,214,419$367.0M0.65%
17
NFLXNETFLIX INC
3,645,548$339.0M0.60%
18
JNJJOHNSON & JOHNSON
1,568,944$323.0M0.57%
19
CATCATERPILLAR INC
557,202$317.0M0.56%
20
BACBANK AMERICA CORP
5,766,419$314.0M0.56%
21
WMTWALMART INC
2,779,559$309.0M0.55%
22
XOMEXXON MOBIL CORP
2,579,119$307.0M0.54%
23
SPOTSPOTIFY TECHNOLOGY S A
489,126$282.0M0.50%
24
VOOVANGUARD INDEX FDS
445,220$279.0M0.49%
25
FASTFASTENAL CO
6,820,172$271.0M0.48%
26
TMVETHRIVENT ETF TRUST
17,662,142$266.0M0.47%
27
SCHWSCHWAB CHARLES CORP
2,614,587$259.0M0.46%
28
MRKMERCK & CO INC
2,407,392$251.0M0.45%
29
DWDMORGAN STANLEY
1,406,495$248.0M0.44%
30
COFCAPITAL ONE FINL CORP
1,027,642$247.0M0.44%
31
ISRGINTUITIVE SURGICAL INC
418,847$235.0M0.42%
32
USHYISHARES TR
6,336,093$234.0M0.41%
33
TSMETHRIVENT ETF TRUST
5,586,076$231.0M0.41%
34
NOWSERVICENOW INC
1,495,706$227.0M0.40%
35
CSCOCISCO SYS INC
2,951,658$224.0M0.40%
36
DYNFBLACKROCK ETF TRUST
3,630,528$221.0M0.39%
37
PHPARKER-HANNIFIN CORP
244,547$214.0M0.38%
38
PLTRPALANTIR TECHNOLOGIES INC
1,209,935$214.0M0.38%
39
IBMINTERNATIONAL BUSINESS MACHS
730,008$213.0M0.38%
40
QCOMQUALCOMM INC
1,248,385$211.0M0.37%
41
DHRDANAHER CORPORATION
900,288$204.0M0.36%
42
COPCONOCOPHILLIPS
2,115,151$196.0M0.35%
43
HOODROBINHOOD MKTS INC
1,733,077$194.0M0.34%
44
ETRENTERGY CORP NEW
2,109,003$193.0M0.34%
45
AXPAMERICAN EXPRESS CO
520,495$190.0M0.34%
46
SHOPSHOPIFY INC
1,148,259$183.0M0.32%
47
HDHOME DEPOT INC
537,964$183.0M0.32%
48
BRK/BBERKSHIRE HATHAWAY INC DEL
365,412$182.0M0.32%
49
ORCLORACLE CORP
944,129$182.0M0.32%
50
DALDELTA AIR LINES INC DEL
2,641,993$180.0M0.32%
51
AMGNAMGEN INC
546,037$177.0M0.31%
52
CSXCSX CORP
4,908,534$176.0M0.31%
53
ALLYALLY FINL INC
3,867,023$174.0M0.31%
54
APPAPPLOVIN CORP
256,117$171.0M0.30%
55
IVWISHARES TR
1,385,637$171.0M0.30%
56
DVNDEVON ENERGY CORP NEW
4,669,486$170.0M0.30%
57
ORIOLD REP INTL CORP
3,949,102$169.0M0.30%
58
NUENUCOR CORP
1,036,663$168.0M0.30%
59
ULUNILEVER PLC
2,608,297$168.0M0.30%
60
EXEEXPAND ENERGY CORPORATION
1,524,096$167.0M0.30%
61
STLDSTEEL DYNAMICS INC
965,896$162.0M0.29%
62
A4SAMERIPRISE FINL INC
334,786$162.0M0.29%
63
AMDADVANCED MICRO DEVICES INC
731,606$155.0M0.27%
64
MUMICRON TECHNOLOGY INC
540,578$153.0M0.27%
65
ACGLARCH CAP GROUP LTD
1,599,400$152.0M0.27%
66
DUKDUKE ENERGY CORP NEW
1,317,434$151.0M0.27%
67
ONTOONTO INNOVATION INC
960,911$150.0M0.27%
68
SUXTD SYNNEX CORPORATION
1,000,942$149.0M0.26%
69
TRMBTRIMBLE INC
1,907,177$148.0M0.26%
70
TSCVTHRIVENT ETF TRUST
5,547,600$147.0M0.26%
71
FBNDFIDELITY MERRIMACK STR TR
3,196,841$146.0M0.26%
72
GRNYTIDAL TRUST I
5,934,411$146.0M0.26%
73
HONHONEYWELL INTL INC
749,598$144.0M0.26%
74
LHLABCORP HOLDINGS INC
577,027$144.0M0.26%
75
STESTERIS PLC
573,489$144.0M0.26%
76
DASHDOORDASH INC
636,278$143.0M0.25%
77
EPDENTERPRISE PRODS PARTNERS L
4,510,036$142.0M0.25%
78
FLSFLOWSERVE CORP
2,027,682$139.0M0.25%
79
ROKROCKWELL AUTOMATION INC
355,809$138.0M0.24%
80
LOWLOWES COS INC
579,927$137.0M0.24%
81
CEGCONSTELLATION ENERGY CORP
384,716$134.0M0.24%
82
BKBANK NEW YORK MELLON CORP
1,134,068$131.0M0.23%
83
CFCF INDS HLDGS INC
1,710,110$131.0M0.23%
84
SYYSYSCO CORP
1,776,370$129.0M0.23%
85
UNHUNITEDHEALTH GROUP INC
393,862$129.0M0.23%
86
8CWCROWN CASTLE INC
1,432,614$126.0M0.22%
87
MTBM & T BK CORP
624,450$125.0M0.22%
88
JNKSPDR SERIES TRUST
1,297,491$125.0M0.22%
89
EHCENCOMPASS HEALTH CORP
1,176,582$124.0M0.22%
90
LHXL3HARRIS TECHNOLOGIES INC
427,227$123.0M0.22%
91
CITHE CIGNA GROUP
453,677$123.0M0.22%
92
ICEINTERCONTINENTAL EXCHANGE IN
765,802$122.0M0.22%
93
HLIHOULIHAN LOKEY INC
708,847$122.0M0.22%
94
FRFIRST INDL RLTY TR INC
2,143,459$122.0M0.22%
95
UBERUBER TECHNOLOGIES INC
1,503,824$121.0M0.21%
96
GDGENERAL DYNAMICS CORP
362,423$119.0M0.21%
97
HWMHOWMET AEROSPACE INC
591,381$119.0M0.21%
98
GILDGILEAD SCIENCES INC
979,033$118.0M0.21%
99
NDQINVESCO QQQ TR
195,502$118.0M0.21%
100
KDPKEURIG DR PEPPER INC
4,161,158$115.0M0.20%
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