Position in FORM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,186,816
+$3,168,457 QoQ
Shares Held
51,190
-1.1% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#111
of 508 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Thrivent Financial for Lutherans holds $1,170,638,734 across 21 Semiconductor Equipment & Materials names. FORM ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
|
945,177 | $69,858,032 | |
| 5 | KLAC |
Kla Corp
|
79,536 | $23,996,804 | |
| 6 | FORM |
Formfactor Inc
This page
|
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 FORM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,186,816 | 51,190 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||