Position in FORM
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$5,018,359
+$2,047,238 QoQ
Shares Held
51,741
-2.9% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Thrivent Financial for Lutherans holds $535,490,021 across 19 Semiconductor Equipment & Materials names. FORM ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,383,950 | $295,694,755 | |
| 2 | ONTO |
Onto Innovation Inc.
|
739,292 | $151,606,609 | |
| 3 | AMAT |
Applied Materials Inc /De
|
98,385 | $33,627,007 | |
| 4 | TER |
Teradyne, Inc
|
67,206 | $19,923,890 | |
| 5 | ENTG |
Entegris Inc
|
44,420 | $5,207,800 | |
| 6 | FORM |
Formfactor Inc
This page
|
51,741 | $5,018,359 | |
| 7 | ASML |
Asml Holding NV
|
3,104 | $4,099,854 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
47,158 | $3,099,223 |
All Filings in FORM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,018,359 | 51,741 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,971,121 | 53,265 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,026,117 | 55,632 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,950,221 | 56,676 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $1,609,389 | 56,889 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $2,634,104 | 59,866 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,795,512 | 60,772 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $25,839,348 | 426,885 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $19,599,180 | 429,524 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $17,807,583 | 426,938 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $15,121,228 | 432,777 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $15,304,586 | 447,241 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,519,933 | 110,516 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,756,347 | 79,008 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,997,336 | 79,734 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,970,397 | 76,695 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $2,675,881 | 63,666 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,909,895 | 63,646 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $2,343,764 | 62,785 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,313,642 | 63,457 | Shares | Sole | 2021-09-24 | |
| 2021-03-31 | $2,881,130 | 63,869 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,755,689 | 64,056 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,592,927 | 63,896 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,869,758 | 63,749 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,274,569 | 63,443 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||