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機関投資家の保有一覧

Thrivent Financial for Lutherans

持ち方
—
評価額を取得中
届出上位5銘柄の比重
—
保有
1,913銘柄

Thrivent Financial for Lutherans は、2026年6月30日の SEC Form 13F で 1,913 銘柄の保有を報告しました。届出上位には NVIDIA、Microsoft、Amazon が並び、情報技術・一般消費財・コミュニケーション・サービスにまたがります。下の銘柄名と保有株数は届出に基づきます。

届出上位の10銘柄

  1. 1
    NV
    NVDANVIDIA
    情報技術・ 9,916,316 株
    —
  2. 2
    MSFTMicrosoft
    情報技術・ 3,535,167 株
    —
  3. 3
    AM
    AMZNAmazon
    一般消費財・ 6,419,159 株
    —
  4. 4
    AA
    AAPLApple
    情報技術・ 4,752,770 株
    —
  5. 5
    GO
    GOOGAlphabet
    コミュニケーション・サービス・ 2,994,772 株
    —
  6. 6
    ME
    METAMeta Platforms
    コミュニケーション・サービス・ 1,333,275 株
    —
  7. 7
    GO
    GOOGLAlphabet
    コミュニケーション・サービス・ 2,748,695 株
    —
  8. 8
    AV
    AVGOBroadcom
    情報技術・ 2,025,628 株
    —
  9. 9
    JP
    JPMJPMorgan Chase
    金融・ 1,791,980 株
    —
  10. 10
    AM
    AMDAdvanced Micro Devices
    情報技術・ 842,788 株
    —
残り 490 銘柄をすべて見る ▾
#銘柄保有株数概算評価額
11LLYEli Lilly396,540—
12TSLATesla1,214,204—
13VVisa1,192,382—
14MUMicron Technology358,825—
15LRCXLam Research1,075,010—
16JNJJohnson & Johnson1,458,722—
17SPYSPDR S&P 500 ETF TRUST471,060—
18ANETArista Networks1,675,635—
19CSCOCisco Systems3,063,424—
20MSMorgan Stanley1,775,349—
21MRKMerck2,340,397—
22BACBank of America5,959,547—
23WFCWells Fargo3,827,289—
24FASTFastenal5,991,491—
25PLTRPalantir Technologies1,546,089—
26WMTWalmart2,780,915—
27BRK-BBerkshire Hathaway548,419—
28TSMTaiwan Semiconductor Manufacturing574,629—
29TWSTTwist Bioscience1,433,503—
30GEGE Aerospace842,863—
31CATCaterpillar308,430—
32COPConocoPhillips2,048,261—
33SNXTD SYNNEX932,469—
34CEGConstellation Energy965,662—
35AMATApplied Materials449,455—
36DVNDevon Energy4,643,627—
37LHLabcorp Holdings712,300—
38EPDEnterprise Products Partners6,060,053—
39CSXCSX4,542,344—
40NFLXNetflix3,210,923—
41HOODRobinhood Markets1,891,980—
42COFCapital One Financial1,077,942—
43QCOMQualcomm1,131,486—
44AMGNAmgen494,025—
45ETNEaton452,316—
46PHParker Hannifin200,919—
47ONTOOnto Innovation586,721—
48EMEEMCOR Group243,512—
49SCHWCharles Schwab1,978,758—
50CNHCNH Industrial14,012,589—
51GEVGE Vernova190,786—
52MPCMarathon Petroleum438,578—
53ILMNIllumina675,917—
54ETREntergy1,814,941—
55NUENucor729,358—
56CICigna623,070—
57SYYSysco2,171,331—
58HDHome Depot594,773—
59DHRDanaher776,924—
60BNYBNY Mellon1,137,406—
61ISRGIntuitive Surgical420,725—
62AXPAmerican Express542,965—
63UNHUnitedHealth Group433,915—
64ICEIntercontinental Exchange1,072,567—
65STLDSteel Dynamics693,227—
66HLTHilton Worldwide499,435—
67ULUnilever2,643,486—
68GDGeneral Dynamics469,642—
69HALHalliburton4,840,212—
70MEDPMedpace Holdings256,341—
71DUKDuke Energy1,341,500—
72LFUSLittelfuse334,447—
73QQQINVESCO QQQ TRUST, SERIES 1198,548—
74ZBRAZebra Technologies384,161—
75IBMIBM646,829—
76DALDelta Air Lines1,708,899—
77UBERUber Technologies2,104,711—
78FLSFlowserve1,914,230—
79NOWServiceNow1,050,445—
80ACGLArch Capital Group1,507,929—
81DDOGDatadog503,421—
82CDNSCadence Design Systems378,022—
83VSTVistra929,672—
84ICLRICON802,415—
85MPWRMonolithic Power Systems90,064—
86FRFirst Industrial Realty Trust2,154,351—
87KDPKeurig Dr Pepper4,204,237—
88LOWLowe's705,495—
89GILDGilead Sciences876,893—
90MTBM&T Bank565,114—
91CFCF Industries1,074,391—
92NTNXNutanix1,694,119—
93PWRQuanta Services180,552—
94NOKNokia11,386,375—
95ROSTRoss Stores513,789—
96LECOLincoln Electric Holdings426,287—
97THCTenet Healthcare452,147—
98CCICrown Castle1,749,136—
99HXLHexcel Corporation1,342,057—
100MTDMettler-Toledo International77,877—
101ROKRockwell Automation254,624—
102AIGAmerican International Group1,543,557—
103METMetLife1,222,413—
104ORIOld Republic International2,969,924—
105AMEAMETEK445,277—
106VIKViking Holdings1,389,326—
107ZBHZimmer Biomet Holdings1,256,690—
108ALLYAlly Financial2,907,507—
109HWMHowmet Aerospace472,453—
110LTHLife Time Group Holdings2,638,219—
111GRMNGarmin381,435—
112WBDWBD3,458,333—
113CCKCrown Holdings992,817—
114JBHTJ.B. Hunt Transport Services446,098—
115CBRECBRE Group805,952—
116LHXL3Harris Technologies439,685—
117ABBVAbbVie391,576—
118WMGWarner Music Group3,837,045—
119TKRTimken833,497—
120FNFabrinet216,427—
121NTRSNorthern Trust Corporation583,856—
122BTSGBrightSpring Health Services1,646,776—
123DXCMDexcom1,155,856—
124WYNNWynn Resorts1,287,688—
125IEXIDEX Corporation418,333—
126AGMFarmer Mac452,344—
127ESIElement Solutions2,552,350—
128REGNRegeneron Pharmaceuticals131,457—
129URIUnited Rentals89,022—
130EXELExelixis1,620,743—
131VEEVVeeva Systems342,848—
132WHWyndham Hotels & Resorts1,271,433—
133CORCencora294,692—
134MOG-AMoog(A種株)231,887—
135HRHealthcare Realty Trust5,162,354—
136EXEExpand Energy1,001,075—
137EHCEncompass Health705,597—
138EVRGEvergy1,067,287—
139FTNTFortinet465,633—
140SONYSony Group3,467,948—
141DHID.R. Horton606,796—
142CASYCasey's General Stores132,505—
143JJacobs Solutions587,672—
144TFINTriumph Financial1,300,194—
145HONHoneywell377,387—
146AITApplied Industrial Technologies234,862—
147APHAmphenol920,450—
148FITBFifth Third Bancorp1,562,137—
149RGENRepligen436,865—
150PLXSPlexus289,990—
151NDAQNasdaq875,074—
152TTMITTM Technologies586,793—
153TRNOTerreno Realty1,187,533—
154WDCWestern Digital184,329—
155PEPPepsiCo604,104—
156WSMWilliams-Sonoma326,523—
157INTCIntel633,875—
158NINiSource Inc.1,881,948—
159RTXRTX398,567—
160CONConcentra Group Holdings2,049,221—
161CVXChevron349,676—
162UFPTUFP Technologies239,388—
163ASHAshland1,029,179—
164KOCoca-Cola830,853—
165WTFCWintrust Financial489,473—
166RDDTReddit475,267—
167SPGSimon Property Group349,259—
168BMYBristol Myers Squibb1,147,117—
169UTHRUnited Therapeutics128,626—
170GEFGreif847,800—
171COHUCohu945,177—
172TPBTurning Point Brands1,234,351—
173LNTAlliant Energy1,065,784—
174GWREGuidewire Software449,647—
175EXRExtra Space Storage510,037—
176ONBOld National Bancorp2,694,595—
177ALLAllstate300,037—
178CHRWC.H. Robinson418,473—
179HLIOHelios Technologies918,909—
180AMPAmeriprise Financial133,674—
181TXRHTexas Roadhouse417,643—
182ATIATI Inc.338,645—
183ULSUL Solutions980,052—
184ALLEAllegion415,350—
185VMIValmont Industries132,935—
186CNPCenterPoint Energy1,683,285—
187WCCWESCO International165,530—
188FTITechnipFMC909,712—
189TXNTexas Instruments212,069—
190ODFLOld Dominion Freight Line343,647—
191PNWPinnacle West Capital646,418—
192CHEFChefs' Warehouse531,461—
193CMCSAComcast2,866,261—
194KFYKorn Ferry851,576—
195PHMPulteGroup525,326—
196ICUIICU Medical381,139—
197BOOTBoot Barn Holdings489,198—
198MODModine Manufacturing330,996—
199AZOAutoZone20,981—
200MTDRMatador Resources1,093,961—
201HONAHoneywell Aerospace Inc.377,387—
202VRSKVerisk Analytics354,922—
203MAMastercard105,131—
204PORPortland General Electric1,297,626—
205MUSAMurphy USA110,063—
206WDFCWD-40275,985—
207HBANHuntington Bancshares3,653,108—
208JBSSJohn B. Sanfilippo & Son814,504—
209ADIAnalog Devices133,569—
210AUBAtlantic Union Bankshares1,415,944—
211CSWCSW Industrials181,277—
212WMSAdvanced Drainage Systems425,647—
213ROGRogers334,289—
214SSBSouthState516,364—
215CECelanese1,187,694—
216PTENPatterson-UTI Energy4,669,040—
217BBSIBarrett Business Services1,708,111—
218PEGAPegasystems1,505,739—
219BWXTBWX Technologies376,408—
220AYIAcuity Brands163,127—
221ELSEquity LifeStyle Properties857,184—
222COSTCostco53,636—
223IESCIES Holdings144,735—
224AAPAdvance Auto Parts1,263,771—
225BCPCBalchem289,858—
226CLHClean Harbors149,177—
227CXTCrane NXT969,639—
228KNKnowles1,176,819—
229SNDKSandisk27,331—
230VLYValley National Bancorp3,607,726—
231GLDSPDR GOLD TRUST121,654—
232MDTMedtronic532,992—
233AMRZAmrize1,233,717—
234BWBBridgewater Bancshares2,205,041—
235CECOCECO Environmental607,981—
236TTETotalEnergies528,414—
237ADCAgree Realty674,209—
238AZNAstraZeneca282,337—
239AERAerCap Holdings304,686—
240HLIHoulihan Lokey345,248—
241NBIXNeurocrine Biosciences297,297—
242LMBLimbach Holdings864,210—
243RPRXRoyalty Pharma740,772—
244IPInternational Paper1,279,870—
245UBSUBS Group853,597—
246SRSpire517,411—
247SOLSSolstice Advanced Materials695,222—
248EMNEastman Chemical608,315—
249ABNBAirbnb238,145—
250WAYWaystar Holding1,558,103—
251AMTMAmentum2,105,802—
252UGIUGI Corp999,037—
253TTCToro376,309—
254COHRCoherent108,989—
255KEYSKeysight Technologies94,963—
256SAILSailPoint1,775,173—
257ENVAEnova International208,396—
258RBCRBC Bearings69,482—
259GPGIGPGI2,776,377—
260GMGeneral Motors447,227—
261NEMNewmont300,345—
262WELLWelltower151,803—
263LPXLouisiana-Pacific527,990—
264TJXTJX Companies258,347—
265ATRAptarGroup283,571—
266ORLYO'Reilly Automotive399,274—
267PANWPalo Alto Networks83,904—
268JLLJones Lang LaSalle109,514—
269SNOWSnowflake98,443—
270EQIXEquinix32,707—
271SEICSEI Investments324,567—
272BLKBlackRock31,221—
273SYKStryker119,996—
274XOMExxon Mobil200,037—
275UTIUniversal Technical Institute1,653,529—
276MKSIMKS Inc113,938—
277EIXEdison International589,345—
278SNPSSynopsys62,563—
279IBPInstalled Building Products154,323—
280BELFBBel Fuse111,726—
281DISWalt Disney281,360—
282CLSCelestica73,875—
283SKTTanger800,824—
284AAgilent Technologies166,550—
285IDCCInterDigital83,202—
286PLDPrologis211,752—
287ADPAutomatic Data Processing104,615—
288PRPermian Resources1,212,350—
289EPRTEssential Properties Realty Trust1,030,798—
290ECLEcolab95,905—
291ADSKAutodesk121,369—
292SXIStandex International87,866—
293FSSFederal Signal214,875—
294BSXBoston Scientific584,563—
295TAT&T1,023,498—
296LSCCLattice Semiconductor178,718—
297PGProcter & Gamble162,243—
298TMOThermo Fisher Scientific35,774—
299MMM3M143,936—
300WWDWoodward69,801—
301CWCurtiss-Wright41,899—
302DARDarling Ingredients361,501—
303FERFerrovial419,303—
304IAUISHARES GOLD TRUST284,219—
305FIVEFive Below99,794—
306RRyder System91,474—
307HASHasbro241,933—
308LYTSLSI Industries1,013,342—
309CCitigroup166,636—
310UNPUnion Pacific76,888—
311JCIJohnson Controls131,589—
312SITMSiTime28,592—
313FCXFreeport-McMoRan278,849—
314RYRoyal Bank of Canada102,588—
315MRVLMarvell Technology73,195—
316CLMBClimb Global Solutions605,027—
317ORCLOracle137,505—
318CRCrane Company92,787—
319KMIKinder Morgan619,539—
320GLOOGloo Holdings4,655,000—
321OMFOneMain Holdings340,225—
322RGAReinsurance Group of America76,320—
323IDXXIDEXX Laboratories36,701—
324JAZZJazz Pharmaceuticals80,500—
325TRNSTranscat209,420—
326IRMIron Mountain165,535—
327MSIMotorola Solutions41,910—
328PENGPenguin Solutions298,771—
329VRTVertiv Holdings72,252—
330ADBEAdobe76,453—
331CGNXCognex278,630—
332NETCloudflare51,556—
333HRIHerc Holdings129,565—
334NPKINPK International1,513,362—
335MTRNMaterion57,092—
336CMICummins33,403—
337MRCYMercury Systems207,034—
338NPOEnpro51,501—
339ETSYEtsy232,963—
340GSGoldman Sachs18,450—
341AMTAmerican Tower102,524—
342GHGuardant Health93,418—
343ELANElanco Animal Health746,855—
344KLACKLA Corporation79,536—
345DLRDigital Realty Trust91,885—
346USBU.S. Bancorp284,702—
347ACAArcosa111,708—
348MTSIMACOM Technology Solutions50,154—
349GLTRabrdn Precious Metals Basket ETF Trust85,849—
350ABTAbbott Laboratories159,084—
351DEDeere22,354—
352CVSCVS Health175,859—
353NTRANatera36,870—
354WSTWest Pharmaceutical Services41,398—
355SPOTSpotify Technology31,413—
356SHOPShopify97,076—
357TTTrane Technologies31,509—
358RMBSRambus129,787—
359MANHManhattan Associates71,119—
360PATKPatrick Industries216,145—
361SAIASaia41,311—
362AMGAffiliated Managers Group38,897—
363PBRPetrobras665,371—
364PFEPfizer517,789—
365BXBlackstone128,462—
366LEVILevi Strauss719,177—
367FLRFluor285,471—
368CRWDCrowdStrike51,006—
369BEBloom Energy47,597—
370AMAntero Midstream674,155—
371RRXRegal Rexnord85,616—
372EWBCEast West Bancorp107,977—
373MCKMcKesson15,063—
374SFNCSimmons First National591,886—
375DAKTDaktronics752,873—
376STXSeagate Technology15,842—
377TDToronto-Dominion Bank113,450—
378MRPMillrose Properties536,784—
379PMPhilip Morris International70,194—
380SKYChampion Homes147,875—
381BURLBurlington Stores46,995—
382TLNTalen Energy40,199—
383CNMCore & Main311,355—
384VZVerizon Communications280,321—
385OLLIOllie's Bargain Outlet Holdings145,602—
386PSXPhillips 6647,784—
387RDNTRadNet173,649—
388RALRalliant163,266—
389ORealty Income220,046—
390DOCUDocusign171,109—
391TFCTruist Financial253,808—
392GNWGenworth Financial1,224,254—
393ARGXargenx12,688—
394GFFGriffon123,445—
395BGCBGC Group982,949—
396TWLOTwilio39,254—
397DOCNDigitalOcean82,076—
398PNCPNC Financial Services51,864—
399ELVElevance Health29,657—
400AAAlcoa270,807—
401AKAMAkamai Technologies103,528—
402MRSHMarsh & McLennan65,906—
403OPCHOption Care Health494,086—
404VTRVentas132,950—
405SGISomnigroup International179,881—
406EPREPR Properties193,302—
407EOGEOG Resources76,802—
408ESEESCO Technologies39,445—
409RSGRepublic Services51,465—
410ENBEnbridge234,435—
411WMBWilliams Companies152,770—
412CPRTCopart392,722—
413TPRTapestry90,104—
414ITUBItau Unibanco1,238,115—
415KEXKirby76,559—
416CRDOCredo Technology48,273—
417MCDMcDonald's44,874—
418DASHDoorDash54,649—
419TMUST-Mobile US62,252—
420VRTXVertex Pharmaceuticals20,169—
421LNGCheniere Energy37,627—
422DINOHF Sinclair89,127—
423LITELumentum Holdings9,307—
424PCGPG&E808,692—
425ZIONZions Bancorporation157,150—
426OKTAOkta46,823—
427PEverpure70,071—
428AFGAmerican Financial Group70,246—
429PSAPublic Storage33,991—
430AXONAxon Enterprise23,197—
431NEENextEra Energy124,736—
432ITWIllinois Tool Works36,405—
433IQVIQVIA Holdings36,949—
434STRLSterling Infrastructure17,835—
435AUAngloGold Ashanti100,074—
436LMTLockheed Martin18,744—
437APDAir Products and Chemicals34,094—
438NTESNetEase80,501—
439IAUMiShares Gold Trust Micro226,369—
440TEXTerex161,907—
441SBRASabra Health Care REIT479,094—
442SHWSherwin-Williams28,551—
443ASXASE Technology191,093—
444DHTDHT Holdings378,684—
445BLFSBLFS239,775—
446CNCCentene139,882—
447POWLPowell Industries44,675—
448MLMMartin Marietta Materials18,128—
449FANGDiamondback Energy47,302—
450MHKMohawk Industries68,480—
451MTGMGIC Investment320,134—
452MSMMSC Industrial Direct66,252—
453HPEHewlett Packard Enterprise124,132—
454JXNJackson Financial65,033—
455TDYTeledyne Technologies13,752—
456GLWCorning51,409—
457CRMSalesforce35,822—
458SOSouthern Company99,730—
459SYBTStock Yards Bancorp105,431—
460UMBFUMB Financial62,126—
461CLColgate-Palmolive96,022—
462YUMCYum China Holdings202,206—
463DELLDell Technologies14,251—
464TOLToll Brothers58,299—
465IBNICICI Bank287,755—
466BKTIBK Technologies103,696—
467BNSBank of Nova Scotia86,387—
468AIRSAirSculpt Technologies4,425,000—
469IVZInvesco255,005—
470GGGGraco100,218—
471BMOBank of Montreal47,028—
472KMXCarMax Inc141,113—
473CNQCanadian Natural Resources159,512—
474NMIHNMI Holdings198,208—
475VALEVale558,827—
476FORMFormFactor51,190—
477AVTRAvantor497,088—
478HSTHost Hotels & Resorts337,950—
479WMWaste Management37,209—
480ENTGEntegris45,395—
481FTDRFrontdoor97,700—
482AWIArmstrong World Industries46,093—
483LAURLaureate Education194,169—
484PPGPPG Industries71,124—
485WGSGeneDx101,992—
486MLIMueller Industries119,050—
487GPORGulfport Energy47,802—
488ADTADT Inc.1,179,585—
489AEMAgnico Eagle Mines39,946—
490VOYAVoya Financial75,583—
491CORTCorcept Therapeutics62,740—
492CBLCBL & Associates Properties132,578—
493AGCOAGCO63,012—
494CUBICustomers Bancorp95,649—
495VICIVICI Properties317,968—
496MWAMueller Water Products332,032—
497VSATViasat99,705—
498SPGIS&P Global18,540—
499TERTeradyne15,914—
500BWABorgWarner116,634—

評価額の大きい上位 500 銘柄を表示しています (報告は全 1,913 銘柄。表示外の細かい持分も冒頭の概算評価額には含めています)。

2026年6月30日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。 届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。 概算評価額と構成比は当サイトの株価で計算した参考値です。 届出対象外の資産 (米国外上場株・債券など) は含まれません。