Thrivent Financial For Lutherans Portfolio Holdings

Thrivent Financial For Lutherans

$45.7 Billion
Q2 2025

Thrivent Financial For Lutherans has filed its 13F form on August 26, 2025 for Q2 2025 where it was disclosed a total value porftolio of $45.7 Billion distributed in 4212 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $1.84B, Nvidia Corp with a value of $1.69B, Amazon Com Inc with a value of $1.25B, Meta Platforms, Inc. with a value of $1.21B, and Apple Inc. with a value of $1.05B.

Examining the 13F form we can see an increase of $225M in the current position value, from $45.5B to 45.7B.

Thrivent Financial For Lutherans is based out at Minneapolis, MN

Below you can find more details about Thrivent Financial For Lutherans portfolio as well as his latest detailed transactions.

Portfolio value $45.7 Billion

Technology: $10.1 Billion

Financial Services: $6.15 Billion

Industrials: $4.71 Billion

Consumer Cyclical: $4.2 Billion

ETFs: $4.1 Billion

Healthcare: $3.93 Billion

Communication Services: $3.23 Billion

Energy: $1.39 Billion

Other: $4.82 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
CENTA Central Garden & Pet Company C Consumer Defensive	$1.27B	$1.14 Million 0.0% of portfolio	36,317	Q2 2025 Reduced 2.14%
CENT Central Garden & Pet CO Consumer Defensive	$399M	$218,000 0.0% of portfolio	6,209	Q2 2025 Reduced 8.29%
CENX Century Aluminum CO Basic Materials	$2.14B	$692,000 0.0% of portfolio	38,420	Q2 2025 Added 0.65%
CCS Century Communities, Inc. Consumer Cyclical	$2B	$1.11 Million 0.0% of portfolio	19,766	Q2 2025 Reduced 1.23%
CERT Certara, Inc. Healthcare	$1.72B	$2.26 Million 0.0% of portfolio	192,901	Q2 2025 Added 0.37%
CEVA Ceva Inc Technology	$548M	$387,000 0.0% of portfolio	17,586	Q2 2025 Added 1.34%
CHX Champion X Corp Energy	$5.15B	$1.12 Million 0.0% of portfolio	45,074	Q2 2025 Added 0.76%
GTLS Chart Industries Inc Industrials	$7.29B	$1.74 Million 0.0% of portfolio	10,580	Q2 2025 Added 7.31%
CLDT Chatham Lodging Trust Real Estate	$348M	$645,000 0.0% of portfolio	92,528	Q2 2025 Reduced 9.6%
CAKE Cheesecake Factory Inc Consumer Cyclical	$3.26B	$2.1 Million 0.0% of portfolio	33,505	Q2 2025 Reduced 71.72%
CHEF Chefs' Warehouse, Inc. Consumer Defensive	$2.4B	$1.66 Million 0.0% of portfolio	26,027	Q2 2025 Added 0.78%
CPK Chesapeake Utilities Corp Utilities	$2.21B	$2.06 Million 0.0% of portfolio	17,153	Q2 2025 Added 2.51%
Chimera Invt Corp	-	$847,000 0.0% of portfolio	-	Q1 2025 New
CHH Choice Hotels International Inc Consumer Cyclical	$6.81B	$666,000 0.0% of portfolio	5,258	Q2 2025 Reduced 0.62%
CHDN Churchill Downs Inc Consumer Cyclical	$3.82B	$1.72 Million 0.0% of portfolio	17,007	Q2 2025 Reduced 1.31%
CNK Cinemark Holdings, Inc. Communication Services	$3.06B	$2.24 Million 0.0% of portfolio	74,227	Q2 2025 Reduced 5.37%
CRUS Cirrus Logic, Inc. Technology	$6.08B	$1.31 Million 0.0% of portfolio	12,513	Q2 2025 Added 0.43%
CFG Citizens Financial Group Inc Financial Services	$23.9B	$1.36 Million 0.0% of portfolio	30,370	Q2 2025 Reduced 4.64%
CHCO City Holding CO Financial Services	$1.83B	$1.3 Million 0.0% of portfolio	10,650	Q2 2025 Reduced 1.38%
CLSK Cleanspark, Inc. Technology	$467M	$2.26 Million 0.0% of portfolio	204,517	Q2 2025 Reduced 10.6%
YOU Clear Secure, Inc. Technology	$2.75B	$1.88 Million 0.0% of portfolio	67,845	Q2 2025 Reduced 1.75%
CWAN Clearwater Analytics Holdings, Inc. Technology	$1.09B	$1.08 Million 0.0% of portfolio	49,325	Q2 2025 Reduced 12.71%
CLF Cleveland Cliffs Inc. Basic Materials	$5.11B	$958,000 0.0% of portfolio	126,167	Q2 2025 Added 11.17%
CLX Clorox CO Consumer Defensive	$15.2B	$864,000 0.0% of portfolio	7,196	Q2 2025 Reduced 6.86%
CMS Cms Energy Corp Utilities	$21.1B	$853,000 0.0% of portfolio	12,311	Q2 2025 Added 0.39%
CCNE Cnb Financial Corp Financial Services	$507M	$718,000 0.0% of portfolio	31,440	Q1 2025 New
CNX Cnx Resources Corp Energy	$5.21B	$1.15 Million 0.0% of portfolio	34,076	Q2 2025 Reduced 2.36%
COKE Coca Cola Consolidated, Inc. Consumer Defensive	$959M	$1.54 Million 0.0% of portfolio	13,802	Q2 2025 Added 898.7%
CCEP Coca Cola Europacific Partners PLC Consumer Defensive	$42.6B	$288,000 0.0% of portfolio	3,108	Q2 2025 Added 14.77%
CDE Coeur Mining, Inc. Basic Materials	$3.33B	$1.26 Million 0.0% of portfolio	142,610	Q2 2025 New
CNS Cohen & Steers, Inc. Financial Services	$3.67B	$1.5 Million 0.0% of portfolio	19,867	Q2 2025 Added 0.94%
COHU Cohu Inc Technology	$994M	$658,000 0.0% of portfolio	34,194	Q2 2025 Reduced 98.71%
COLL Collegium Pharmaceutical, Inc Healthcare	$1.29B	$699,000 0.0% of portfolio	23,635	Q2 2025 Reduced 0.22%
CBAN Colony Bankcorp Inc Financial Services	$290M	$203,000 0.0% of portfolio	12,325	Q2 2025 New
COLB Columbia Banking System, Inc. Financial Services	$1.99B	$2.02 Million 0.0% of portfolio	86,468	Q2 2025 Added 0.42%
XCEM Columbia ETF Tr Ii ETFs	$0	$633,000 0.0% of portfolio	18,510	Q2 2025 Added 21.33%
CMC Commercial Metals CO Basic Materials	$6.5B	$1.3 Million 0.0% of portfolio	26,606	Q2 2025 Reduced 0.15%
CBU Community Bank System, Inc. Financial Services	$3.16B	$2.27 Million 0.0% of portfolio	39,823	Q2 2025 Reduced 3.78%
COMP Compass, Inc. Technology	$3.49B	$932,000 0.0% of portfolio	148,364	Q1 2025 New
CRK Comstock Resources Inc Energy	$3.63B	$1.85 Million 0.0% of portfolio	66,770	Q2 2025 Added 0.33%
CNXC Concentrix Corp Technology	$2.4B	$572,000 0.0% of portfolio	10,830	Q2 2025 Reduced 0.29%
CNMD Conmed Corp Healthcare	$1.65B	$1.19 Million 0.0% of portfolio	22,751	Q2 2025 Added 0.27%
CNOB Connect One Bancorp, Inc. Financial Services	$943M	$570,000 0.0% of portfolio	24,586	Q2 2025 Added 162.7%
STZ Constellation Brands, Inc. Consumer Defensive	$27.4B	$979,000 0.0% of portfolio	6,018	Q2 2025 Reduced 20.29%
CPRT Copart Inc Consumer Cyclical	$11.2B	$2.07 Million 0.0% of portfolio	42,198	Q2 2025 Reduced 8.7%
OFC Corporate Office Properties Trust Real Estate	$2.71B	$737,000 0.0% of portfolio	26,729	Q2 2025 Added 0.57%
Core Laboratories Inc	-	$398,000 0.0% of portfolio	-	Q2 2025 Added 0.23%
CXW Core Civic, Inc. Real Estate	$2.43B	$1.69 Million 0.0% of portfolio	80,266	Q2 2025 Reduced 0.53%
CLM Cornerstone Strategic Value Fund Inc Financial Services	$0	$1.19 Million 0.0% of portfolio	145,939	Q2 2025 Added 45.28%
Corpay Inc	-	$919,000 0.0% of portfolio	-	Q2 2025 Added 1.43%

Summary

Portfolio
No. of Stocks 4,212
Current Value $45.7 Billion
Prior Value $45.5 Billion
Filing
Period Q2 2025
Filing Date August 26, 2025
Form Type 13F-HR/A
Activity in Q2 2025
New Purchases 66 stocks
Additional Purchases 1,077 stocks
Sold out of 0 stocks
Reduced holdings in 985 stocks

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Thrivent Financial For Lutherans Portfolio Holdings