Thrivent Financial for Lutherans

Position in COHU — Cohu Inc

CIK 314984 Minneapolis, MN

Back to COHU Full portfolio

Position in COHU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$69,858,032

+$67,492,546 QoQ

Shares Held

945,177

+1123.5% QoQ

Ownership

2.00%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#16

of 347 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in COHU Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Thrivent Financial for Lutherans holds $1,170,638,734 across 21 Semiconductor Equipment & Materials names. COHU ranks #4 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	1,075,010	$465,834,082
2	AMAT	Applied Materials Inc /De	449,455	$324,955,965
3	ONTO	Onto Innovation Inc.	586,721	$222,044,561
4	COHU	Cohu Inc This page	945,177	$69,858,032
5	KLAC	Kla Corp	79,536	$23,996,804
6	FORM	Formfactor Inc	51,190	$8,186,816
7	ENTG	Entegris Inc	45,395	$8,164,744
8	TER	Teradyne, Inc	15,914	$7,699,829

All Filings in COHU

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$69,858,032	945,177	+1123.5%	Shares	Sole	2026-08-14
2026-03-31	$2,365,486	77,253	+140.8%	Shares	Defined	2026-05-01
2025-12-31	$746,594	32,084	-4.7%	Shares	Sole	2026-02-05
2025-09-30	$684,673	33,678	-1.5%	Shares	Sole	2025-11-04
2025-06-30	$657,892	34,194	-98.7%	Shares	Sole	2025-08-26
2025-03-31	$38,859,376	2,641,698	+1.0%	Shares	Sole	2025-08-26
2024-12-31	$69,826,774	2,615,235	+78.8%	Shares	Defined	2025-02-10
2024-12-31	$69,826,774	2,615,235	—	Shares	Sole	2025-02-10
2024-09-30	$37,583,936	1,462,410	+11.6%	Shares	Defined	2024-11-07
2024-06-30	$43,355,570	1,309,836	+0.0%	Shares	Defined	2024-08-13
2024-03-31	$43,653,867	1,309,747	+1.4%	Shares	Defined	2024-05-14
2023-12-31	$45,719,562	1,291,878	-0.1%	Shares	Sole	2024-02-14
2023-09-30	$44,534,018	1,293,090	+2.1%	Shares	Defined	2023-11-14
2023-06-30	$52,625,182	1,266,246	+6.7%	Shares	Sole	2023-08-14
2023-03-31	$45,541,442	1,186,284	+10.6%	Shares	Defined	2023-05-17
2022-12-31	$34,381,252	1,072,738	+2051.8%	Shares	Sole	2023-02-08
2022-09-30	$1,285,210	49,853	+4.3%	Shares	Sole	2022-11-14
2022-06-30	$1,325,922	47,781	+20.5%	Shares	Sole	2022-08-16
2022-03-31	$1,173,225	39,636	+0.0%	Shares	Sole	2022-05-13
2021-12-31	$1,509,240	39,623	+0.9%	Shares	Sole	2022-02-16
2021-09-30	$1,254,635	39,281	-0.8%	Shares	Sole	2021-11-15
2021-06-30	$1,456,552	39,591	+2.2%	Shares	Sole	2021-09-24
2021-03-31	$1,620,212	38,724	+11.5%	Shares	Sole	2021-05-17
2020-12-31	$1,326,220	34,736	+0.1%	Shares	Sole	2021-02-16
2020-09-30	$596,352	34,712	-0.6%	Shares	Sole	2020-11-10
2020-06-30	$605,270	34,906	+0.9%	Shares	Sole	2020-08-12
2020-03-31	$428,162	34,585	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.