Thrivent Financial for Lutherans

CIK

314984

City

Minneapolis

State / Country

Stock

SKY — Champion Homes, 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	$10,411,724	139,999	-33.5%	Shares	Sole	2026-05-01
2025-12-31	$17,776,434	210,372	+6.5%	Shares	Sole	2026-02-05
2025-09-30	$15,085,212	197,528	-90.5%	Shares	Sole	2025-11-04
2025-06-30	$129,531,950	2,068,870	+6.3%	Shares	Sole	2025-08-26
2025-03-31	$184,400,590	1,945,975	-13.7%	Shares	Sole	2025-08-26
2024-12-31	$198,687,260	2,255,247	-2.3%	Shares	Defined	2025-02-10
2024-09-30	$219,007,510	2,308,988	-12.6%	Shares	Defined	2024-11-07
2024-06-30	$179,003,832	2,642,123	+2.1%	Shares	Sole	2024-08-13
2024-03-31	$220,019,311	2,588,158	+32.6%	Shares	Sole	2024-05-14
2023-12-31	$144,976,832	1,952,287	+3.2%	Shares	Defined	2024-02-14
2023-09-30	$120,571,747	1,892,212	-7.9%	Shares	Defined	2023-11-14
2023-06-30	$134,488,295	2,054,825	+83.5%	Shares	Defined	2023-08-14
2023-03-31	$84,223,820	1,119,551	+230.9%	Shares	Sole	2023-05-17
2022-12-31	$17,427,995	338,342	+7.4%	Shares	Defined	2023-02-08
2022-09-30	$16,657,909	315,073	-2.4%	Shares	Sole	2022-11-14
2022-06-30	$15,301,627	322,683	-21.0%	Shares	Sole	2022-08-16
2022-03-31	$22,423,528	408,592	+7.8%	Shares	Defined	2022-05-13
2021-12-31	$29,929,312	378,948	-6.3%	Shares	Defined	2022-02-16
2021-09-30	$24,289,764	404,425	-3.7%	Shares	Defined	2021-11-15
2021-06-30	$22,383,921	419,961	+1.6%	Shares	Defined	2021-09-24
2021-03-31	$18,706,591	413,314	+6.1%	Shares	Sole	2021-05-17
2020-12-31	$12,053,357	389,572	+69.3%	Shares	Sole	2021-02-16
2020-09-30	$6,159,027	230,072	-2.8%	Shares	Sole	2020-11-10
2020-06-30	$5,758,697	236,594	+51.0%	Shares	Sole	2020-08-12
2020-03-31	$2,457,338	156,718	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.