THRIVENT LARGE CAP GROWTH PORTFOLIO
Registrant
Thrivent Series Fund, Inc.
Net Assets
$3,229,137,797
Holdings
42
Latest Report
Jun 30, 2026
Net Assets Over Time
Holdings · 42
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Portfolio coverage: 42 of
45 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | 1,751,356 | $350,428,822 | 10.85% | Long | EC | |
| AMAZON.COM INC | AMZN | 1,009,865 | $240,691,224 | 7.45% | Long | EC | |
| APPLE INC | AAPL | 685,383 | $198,322,425 | 6.14% | Long | EC | |
| ALPHABET INC | GOOGL | 479,534 | $171,371,066 | 5.31% | Long | EC | |
| MICROSOFT CORPORATION | MSFT | 433,900 | $161,853,378 | 5.01% | Long | EC | |
| BROADCOM INC | AVGO | 367,139 | $138,686,757 | 4.29% | Long | EC | |
| META PLATFORMS INC | META | 207,464 | $116,862,397 | 3.62% | Long | EC | |
| LAM RESEARCH CORPORATION | LRCX | 255,485 | $110,709,315 | 3.43% | Long | EC | |
| ADVANCED MICRO DEVICES INC | AMD | 164,698 | $95,674,715 | 2.96% | Long | EC | |
| TESLA INC (PRE-REINCORPORATION) | TSLA | 220,637 | $92,799,922 | 2.87% | Long | EC | |
| VISA INC | V | 260,158 | $89,257,608 | 2.76% | Long | EC | |
| ELI LILLY AND COMPANY | LLY | 68,044 | $81,614,015 | 2.53% | Long | EC | |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | 138,293 | $66,044,588 | 2.05% | Long | EC | |
| WALMART INC | WMT | 579,854 | $65,674,264 | 2.03% | Long | EC | |
| MICRON TECHNOLOGY INC | MU | 54,750 | $63,197,378 | 1.96% | Long | EC | |
| CATERPILLAR INC | CAT | 56,344 | $60,000,726 | 1.86% | Long | EC | |
| JPMORGAN CHASE & CO | JPM | 178,066 | $58,286,344 | 1.81% | Long | EC | |
| ARISTA NETWORKS INC | ANET | 342,818 | $58,237,922 | 1.80% | Long | EC | |
| GENERAL ELECTRIC CO | GE | 153,801 | $57,480,048 | 1.78% | Long | EC | |
| GE VERNOVA INC | GEV | 45,303 | $53,224,683 | 1.65% | Long | EC | |
| FASTENAL COMPANY | FAST | 1,001,669 | $48,110,162 | 1.49% | Long | EC | |
| NETFLIX INC | NFLX | 638,732 | $45,605,465 | 1.41% | Long | EC | |
| PARKER HANNIFIN CORPORATION | PH | 44,216 | $43,248,554 | 1.34% | Long | EC | |
| EATON CORPORATION PLC | ETN | 100,411 | $42,787,135 | 1.33% | Long | EC | |
| PALANTIR TECHNOLOGIES INC | PLTR | 362,632 | $42,308,275 | 1.31% | Long | EC | |
| HOME DEPOT INC | HD | 118,067 | $41,639,870 | 1.29% | Long | EC | |
| AMGEN INC | AMGN | 110,304 | $39,943,284 | 1.24% | Long | EC | |
| AMERICAN EXPRESS COMPANY | AXP | 113,221 | $38,297,003 | 1.19% | Long | EC | |
| UBER TECHNOLOGIES INC | UBER | 478,692 | $34,542,415 | 1.07% | Long | EC | |
| HILTON WORLDWIDE HOLDINGS INC | HLT | 103,603 | $34,236,647 | 1.06% | Long | EC | |
| CADENCE DESIGN SYSTEMS INC | CDNS | 89,407 | $33,556,235 | 1.04% | Long | EC | |
| INTUITIVE SURGICAL INC | ISRG | 82,311 | $32,733,438 | 1.01% | Long | EC | |
| DANAHER CORPORATION | DHR | 171,379 | $32,644,272 | 1.01% | Long | EC | |
| MORGAN STANLEY | MS | 146,094 | $30,539,490 | 0.95% | Long | EC | |
| EMCOR GROUP INC | EME | 34,021 | $28,233,347 | 0.87% | Long | EC | |
| AMPHENOL CORPORATION | APH | 145,458 | $25,647,155 | 0.79% | Long | EC | |
| ROBINHOOD MARKETS INC | HOOD | 254,362 | $25,507,421 | 0.79% | Long | EC | |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | 79,934 | $22,478,240 | 0.70% | Long | EC | |
| SERVICENOW INC | NOW | 216,524 | $21,496,503 | 0.67% | Long | EC | |
| CONSTELLATION ENERGY CORP | CEG | 71,192 | $17,681,957 | 0.55% | Long | EC | |
| CONOCOPHILLIPS | COP | 162,182 | $16,860,441 | 0.52% | Long | EC | |
| SPACE EXPLORATION TECHNOLOGIES CORP | SPCX | 5,126 | $875,828 | 0.03% | Long | EC |