Position in NVMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$257,896
-$5,031,637 QoQ
Shares Held
475
-98.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#255
of 340 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVMI 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. NVMI ranks #21 (0.0% 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
|
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 NVMI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,896 | 475 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $5,289,533 | 28,696 | Shares | Sole | 2025-08-26 | |
| 2024-06-30 | $25,382,711 | 108,228 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $24,457,154 | 137,880 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $18,640,662 | 135,677 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,305,622 | 198,378 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $22,747,988 | 193,930 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $20,426,809 | 195,528 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $8,628,102 | 105,633 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $8,881,861 | 104,125 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,696,567 | 98,233 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $9,989,304 | 91,746 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $13,454,413 | 91,839 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $9,322,812 | 91,141 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,318,953 | 90,572 | Shares | Sole | 2021-09-24 | |
| 2021-03-31 | $8,109,718 | 89,108 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $9,470,071 | 134,137 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $7,463,162 | 143,137 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $7,090,628 | 147,139 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $6,511,421 | 199,431 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||