StockDriftsStockDriftsTop 50 Thrivent Financial For Lutherans Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.33% | 9.92M | $1.98B | -2.01%(-203.28K) | $29.68(+661.65%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.57% | 6.42M | $1.53B | +9.43%(+553.31K) | $125.89(+108.54%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.31% | 4.75M | $1.37B | -5.99%(-302.69K) | $129.49(+135.83%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.22% | 3.54M | $1.32B | -1.99%(-71.88K) | $180.16(+169.80%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.78% | 2.99M | $1.06B | +7.63%(+212.19K) | $139.99(+144.77%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.65% | 2.75M | $982.3M | +6.91%(+177.77K) | $191.30(+80.19%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.29% | 2.03M | $765.2M | -6.59%(-142.87K) | $158.24(+148.82%) | 2026-06-30 | |
| META | META PLATFORMS INC | 1.26% | 1.33M | $751.0M | -3.76%(-52.07K) | $237.21(+144.64%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.23% | 980.1K | $733.5M | +1.75%(+16.89K) | $485.96(+60.29%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 0.99% | 1.79M | $586.6M | -0.45%(-8.13K) | $141.19(+158.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.48% | +92.89% | +13.41% | +87.57% |
| Top 20 Holdings Unweighted | +25.59% | +98.08% | +14.11% | +93.50% |
Thrivent Financial For Lutherans reports $59.49B in US-listed equity holdings across 2,589 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (3.3%), AMZN (2.6%) and AAPL (2.3%). The top 20 holdings account for 25.71% of reported assets. Its disclosed equity book has returned +92.89% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Thrivent Financial For Lutherans’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 314984). View Thrivent Financial For Lutherans’s 13F filings on SEC