Position in TER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,699,829
-$12,224,061 QoQ
Shares Held
15,914
-76.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#365
of 1,417 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in TER 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. TER ranks #8 (0.7% 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
This page
|
15,914 | $7,699,829 |
All Filings in TER
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,699,829 | 15,914 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,923,890 | 67,206 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $15,818,883 | 81,726 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $3,414,159 | 24,805 | Shares | Defined | 2025-11-04 | |
| 2024-12-31 | $803,999 | 6,385 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $857,553 | 6,403 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $934,078 | 6,299 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $772,321 | 6,845 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $756,058 | 6,967 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $717,183 | 7,139 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $808,923 | 7,266 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $790,306 | 7,351 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $973,689 | 11,147 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $546,039 | 7,266 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $617,268 | 6,893 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $827,137 | 6,996 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,144,041 | 13,111 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $1,218,446 | 11,161 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,618,236 | 12,080 | Shares | Defined | 2021-09-24 | |
| 2021-03-31 | $983,174 | 8,080 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,478,488 | 29,014 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,090,429 | 13,723 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $141,508,951 | 1,674,464 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $88,899,415 | 1,641,119 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||