Position in SITM
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$8,877,911
+$3,556,751 QoQ
Shares Held
25,707
+70.6% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Thrivent Financial for Lutherans holds $3,559,632,054 across 33 Semiconductors names. SITM ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
10,119,593 | $1,764,857,017 | |
| 2 | AVGO |
Broadcom Inc.
|
2,168,499 | $671,172,123 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,070,641 | $361,823,124 | |
| 4 | QCOM |
Qualcomm Inc/De
|
1,386,312 | $178,529,257 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
752,136 | $153,007,025 | |
| 6 | MPWR |
Monolithic Power Systems Inc
|
96,116 | $105,088,428 | |
| 7 | SLAB |
Silicon Laboratories Inc.
|
362,128 | $75,376,942 | |
| 8 | MU |
Micron Technology Inc
|
171,116 | $57,809,828 |
All Filings in SITM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||