Position in SITM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,317,050
+$12,439,139 QoQ
Shares Held
28,592
+11.2% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#84
of 563 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Thrivent Financial for Lutherans holds $4,672,493,570 across 36 Semiconductors names. SITM ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
9,916,316 | $1,984,155,666 | |
| 2 | AVGO |
Broadcom Inc.
|
2,025,628 | $765,180,974 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
842,788 | $489,583,975 | |
| 4 | MU |
Micron Technology Inc
|
358,825 | $414,188,108 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
574,629 | $274,425,569 | |
| 6 | QCOM |
Qualcomm Inc/De
|
1,131,486 | $209,087,296 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
90,064 | $124,500,870 | |
| 8 | INTC |
Intel Corp
|
633,875 | $88,507,964 |
All Filings in SITM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,317,050 | 28,592 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $8,877,911 | 25,707 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $5,321,160 | 15,066 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,748,042 | 15,758 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,272,695 | 15,359 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $2,146,294 | 14,040 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $3,137,930 | 14,627 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,523,598 | 14,714 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,818,435 | 14,620 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,413,180 | 15,158 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,881,008 | 15,408 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,787,441 | 15,645 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,477,858 | 88,818 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,082,418 | 77,919 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $7,723,932 | 76,008 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $5,899,238 | 74,930 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,143,889 | 62,221 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $14,379,507 | 58,024 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $16,788,284 | 57,388 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $10,344,885 | 50,668 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,663,181 | 84,234 | Shares | Sole | 2021-09-24 | |
| 2021-03-31 | $5,547,334 | 56,261 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||