Thrivent Financial for Lutherans

CIK

314984

City

Minneapolis

State / Country

Stock

NMIH — NMI Holdings, Inc.

Top Portfolio Positions

1,890 positions · $42,152,997,444 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	10,119,593	$1,764,857,017	4.19%
MSFT	Microsoft Corp Technology	3,607,045	$1,335,219,845	3.17%
AAPL	Apple Inc. Technology	5,055,463	$1,283,025,952	3.04%
AMZN	Amazon Com Inc Consumer Cyclical	5,865,847	$1,221,679,953	2.90%
META	Meta Platforms, Inc. Communication Services	1,385,345	$792,597,433	1.88%
GOOGL	Alphabet Inc. Communication Services	2,570,926	$739,295,478	1.75%
AVGO	Broadcom Inc. Technology	2,168,499	$671,172,123	1.59%
JPM	Jpmorgan Chase & Co Financial Services	1,800,110	$529,520,355	1.26%
TSLA	Tesla, Inc. Consumer Cyclical	1,352,570	$502,817,896	1.19%
XOM	Exxon Mobil Corp Energy	2,715,349	$460,686,109	1.09%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,284,671	140,887	-1.4%	Shares	Defined	2026-05-01
2025-12-31	$5,831,175	142,956	-5.1%	Shares	Defined	2026-02-05
2025-09-30	$5,777,224	150,684	-20.6%	Shares	Defined	2025-11-04
2025-06-30	$8,010,192	189,860	-34.1%	Shares	Defined	2025-08-26
2025-03-31	$10,386,221	288,106	-0.1%	Shares	Defined	2025-08-26
2024-12-31	$10,597,907	288,300	-22.4%	Shares	Defined	2025-02-10
2024-09-30	$15,297,389	371,386	-0.9%	Shares	Defined	2024-11-07
2024-06-30	$12,756,012	374,736	+2.4%	Shares	Defined	2024-08-13
2024-03-31	$11,837,409	366,030	+1.1%	Shares	Defined	2024-05-14
2023-12-31	$10,748,551	362,148	-4.8%	Shares	Defined	2024-02-14
2023-09-30	$10,308,665	380,534	-7.7%	Shares	Sole	2023-11-14
2023-06-30	$10,644,474	412,257	+13.9%	Shares	Defined	2023-08-14
2023-03-31	$8,080,088	361,849	-9.7%	Shares	Sole	2023-05-17
2022-12-31	$8,376,719	400,800	+40.5%	Shares	Sole	2023-02-08
2022-09-30	$5,812,456	285,344	+6.3%	Shares	Defined	2022-11-14
2022-06-30	$4,469,541	268,441	+18.5%	Shares	Defined	2022-08-16
2022-03-31	$4,669,749	226,467	-13.7%	Shares	Sole	2022-05-13
2021-12-31	$5,733,264	262,392	-5.4%	Shares	Sole	2022-02-16
2021-09-30	$6,273,393	277,461	+51.0%	Shares	Defined	2021-11-15
2021-06-30	$4,131,261	183,775	+20.8%	Shares	Defined	2021-09-24
2021-03-31	$3,597,321	152,171	+116.8%	Shares	Sole	2021-05-17
2020-12-31	$1,590,075	70,202	-0.2%	Shares	Sole	2021-02-16
2020-09-30	$1,251,678	70,319	-0.9%	Shares	Sole	2020-11-10
2020-06-30	$1,140,586	70,932	+24.5%	Shares	Sole	2020-08-12
2020-03-31	$661,468	56,974	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.