Position in PLAB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,259,594
-$333,570 QoQ
Shares Held
38,721
-1.8% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#110
of 312 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLAB 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. PLAB ranks #17 (0.1% 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 PLAB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,259,594 | 38,721 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,593,164 | 39,425 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,297,440 | 40,545 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $995,915 | 43,395 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $880,076 | 46,738 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $965,775 | 46,521 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $1,153,709 | 48,969 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,231,909 | 49,754 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,297,469 | 52,593 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,538,087 | 54,311 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,748,406 | 55,735 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,155,830 | 57,191 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,541,339 | 59,765 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,014,414 | 61,183 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,064,951 | 63,277 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $930,972 | 63,678 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,181,384 | 60,646 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $851,520 | 50,178 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $938,070 | 49,765 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $713,612 | 52,356 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $684,502 | 51,817 | Shares | Sole | 2021-09-24 | |
| 2021-03-31 | $669,928 | 52,094 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $606,177 | 54,317 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $542,889 | 54,507 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $606,662 | 54,507 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $577,812 | 56,317 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||