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)

#	Stock	Shares	Value	% Portfolio
1	NVDANVIDIA CORPORATION	11,774,408	$2.2B	3.89%
2	MSFTMICROSOFT CORP	4,017,473	$1.9B	3.44%
3	AAPLAPPLE INC	5,595,192	$1.5B	2.69%
4	AMZNAMAZON COM INC	5,899,067	$1.4B	2.41%
5	GOOGALPHABET INC	3,142,877	$983.0M	1.74%
6	METAMETA PLATFORMS INC	1,461,930	$963.0M	1.71%
7	GOOGLALPHABET INC	2,704,990	$845.0M	1.50%
8	AVGOBROADCOM INC	2,230,482	$770.0M	1.37%
9	IVVISHARES TR	927,131	$638.0M	1.13%
10	TSLATESLA INC	1,382,518	$621.0M	1.10%
11	VVISA INC	1,665,453	$581.0M	1.03%
12	JPMJPMORGAN CHASE & CO.	1,793,482	$575.0M	1.02%
13	LLYELI LILLY & CO	465,010	$498.0M	0.88%
14	WFCWELLS FARGO CO NEW	4,101,798	$381.0M	0.68%
15	SPYSPDR S&P 500 ETF TR	544,598	$369.0M	0.65%
16	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,214,419	$367.0M	0.65%
17	NFLXNETFLIX INC	3,645,548	$339.0M	0.60%
18	JNJJOHNSON & JOHNSON	1,568,944	$323.0M	0.57%
19	CATCATERPILLAR INC	557,202	$317.0M	0.56%
20	BACBANK AMERICA CORP	5,766,419	$314.0M	0.56%
21	WMTWALMART INC	2,779,559	$309.0M	0.55%
22	XOMEXXON MOBIL CORP	2,579,119	$307.0M	0.54%
23	SPOTSPOTIFY TECHNOLOGY S A	489,126	$282.0M	0.50%
24	VOOVANGUARD INDEX FDS	445,220	$279.0M	0.49%
25	FASTFASTENAL CO	6,820,172	$271.0M	0.48%
26	TMVETHRIVENT ETF TRUST	17,662,142	$266.0M	0.47%
27	SCHWSCHWAB CHARLES CORP	2,614,587	$259.0M	0.46%
28	MRKMERCK & CO INC	2,407,392	$251.0M	0.45%
29	DWDMORGAN STANLEY	1,406,495	$248.0M	0.44%
30	COFCAPITAL ONE FINL CORP	1,027,642	$247.0M	0.44%
31	ISRGINTUITIVE SURGICAL INC	418,847	$235.0M	0.42%
32	USHYISHARES TR	6,336,093	$234.0M	0.41%
33	TSMETHRIVENT ETF TRUST	5,586,076	$231.0M	0.41%
34	NOWSERVICENOW INC	1,495,706	$227.0M	0.40%
35	CSCOCISCO SYS INC	2,951,658	$224.0M	0.40%
36	DYNFBLACKROCK ETF TRUST	3,630,528	$221.0M	0.39%
37	PHPARKER-HANNIFIN CORP	244,547	$214.0M	0.38%
38	PLTRPALANTIR TECHNOLOGIES INC	1,209,935	$214.0M	0.38%
39	IBMINTERNATIONAL BUSINESS MACHS	730,008	$213.0M	0.38%
40	QCOMQUALCOMM INC	1,248,385	$211.0M	0.37%
41	DHRDANAHER CORPORATION	900,288	$204.0M	0.36%
42	COPCONOCOPHILLIPS	2,115,151	$196.0M	0.35%
43	HOODROBINHOOD MKTS INC	1,733,077	$194.0M	0.34%
44	ETRENTERGY CORP NEW	2,109,003	$193.0M	0.34%
45	AXPAMERICAN EXPRESS CO	520,495	$190.0M	0.34%
46	HDHOME DEPOT INC	537,964	$183.0M	0.32%
47	SHOPSHOPIFY INC	1,148,259	$183.0M	0.32%
48	ORCLORACLE CORP	944,129	$182.0M	0.32%
49	BRK/BBERKSHIRE HATHAWAY INC DEL	365,412	$182.0M	0.32%
50	DALDELTA AIR LINES INC DEL	2,641,993	$180.0M	0.32%
51	AMGNAMGEN INC	546,037	$177.0M	0.31%
52	CSXCSX CORP	4,908,534	$176.0M	0.31%
53	ALLYALLY FINL INC	3,867,023	$174.0M	0.31%
54	APPAPPLOVIN CORP	256,117	$171.0M	0.30%
55	IVWISHARES TR	1,385,637	$171.0M	0.30%
56	DVNDEVON ENERGY CORP NEW	4,669,486	$170.0M	0.30%
57	ORIOLD REP INTL CORP	3,949,102	$169.0M	0.30%
58	ULUNILEVER PLC	2,608,297	$168.0M	0.30%
59	NUENUCOR CORP	1,036,663	$168.0M	0.30%
60	EXEEXPAND ENERGY CORPORATION	1,524,096	$167.0M	0.30%
61	STLDSTEEL DYNAMICS INC	965,896	$162.0M	0.29%
62	A4SAMERIPRISE FINL INC	334,786	$162.0M	0.29%
63	AMDADVANCED MICRO DEVICES INC	731,606	$155.0M	0.27%
64	MUMICRON TECHNOLOGY INC	540,578	$153.0M	0.27%
65	ACGLARCH CAP GROUP LTD	1,599,400	$152.0M	0.27%
66	DUKDUKE ENERGY CORP NEW	1,317,434	$151.0M	0.27%
67	ONTOONTO INNOVATION INC	960,911	$150.0M	0.27%
68	SUXTD SYNNEX CORPORATION	1,000,942	$149.0M	0.26%
69	TRMBTRIMBLE INC	1,907,177	$148.0M	0.26%
70	TSCVTHRIVENT ETF TRUST	5,547,600	$147.0M	0.26%
71	GRNYTIDAL TRUST I	5,934,411	$146.0M	0.26%
72	FBNDFIDELITY MERRIMACK STR TR	3,196,841	$146.0M	0.26%
73	LHLABCORP HOLDINGS INC	577,027	$144.0M	0.26%
74	HONHONEYWELL INTL INC	749,598	$144.0M	0.26%
75	STESTERIS PLC	573,489	$144.0M	0.26%
76	DASHDOORDASH INC	636,278	$143.0M	0.25%
77	EPDENTERPRISE PRODS PARTNERS L	4,510,036	$142.0M	0.25%
78	FLSFLOWSERVE CORP	2,027,682	$139.0M	0.25%
79	ROKROCKWELL AUTOMATION INC	355,809	$138.0M	0.24%
80	LOWLOWES COS INC	579,927	$137.0M	0.24%
81	CEGCONSTELLATION ENERGY CORP	384,716	$134.0M	0.24%
82	CFCF INDS HLDGS INC	1,710,110	$131.0M	0.23%
83	BKBANK NEW YORK MELLON CORP	1,134,068	$131.0M	0.23%
84	SYYSYSCO CORP	1,776,370	$129.0M	0.23%
85	UNHUNITEDHEALTH GROUP INC	393,862	$129.0M	0.23%
86	8CWCROWN CASTLE INC	1,432,614	$126.0M	0.22%
87	MTBM & T BK CORP	624,450	$125.0M	0.22%
88	JNKSPDR SERIES TRUST	1,297,491	$125.0M	0.22%
89	EHCENCOMPASS HEALTH CORP	1,176,582	$124.0M	0.22%
90	CITHE CIGNA GROUP	453,677	$123.0M	0.22%
91	LHXL3HARRIS TECHNOLOGIES INC	427,227	$123.0M	0.22%
92	FRFIRST INDL RLTY TR INC	2,143,459	$122.0M	0.22%
93	ICEINTERCONTINENTAL EXCHANGE IN	765,802	$122.0M	0.22%
94	HLIHOULIHAN LOKEY INC	708,847	$122.0M	0.22%
95	UBERUBER TECHNOLOGIES INC	1,503,824	$121.0M	0.21%
96	GDGENERAL DYNAMICS CORP	362,423	$119.0M	0.21%
97	HWMHOWMET AEROSPACE INC	591,381	$119.0M	0.21%
98	NDQINVESCO QQQ TR	195,502	$118.0M	0.21%
99	GILDGILEAD SCIENCES INC	979,033	$118.0M	0.21%
100	KDPKEURIG DR PEPPER INC	4,161,158	$115.0M	0.20%

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