TM

Thrivent Mid Cap Stock Portfolio

Mutual Fund
THRIVENT SERIES FUND INC
Last update 2025-06-25 56 Stocks (5 new)
Value $2.03 Bil Turnover 14 %
Countries:
Top Holdings: TRMB(3.32%)EXE(3.25%)STLD(3.22%)DOCU(3.12%)KNSL(2.88%)
Summary Stock Picks Current Portfolio
Thrivent Mid Cap Stock Portfol... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TRMB
Trimble Inc
1,025,921
67,351.7
+2.30%
3.320
+0.07%
0.430
+30.85%
+11.63%
18,818.5
Hardware
EXE
Expand Energy Corp
593,345
66,051.2
-12.32%
3.250
-0.39%
0.250
-1.14%
+10.43%
25,877.9
Oil & Gas
STLD
Steel Dynamics Inc
522,528
65,357.8
+9.70%
3.220
+0.28%
0.350
+15.24%
+17.73%
19,780.0
Steel
DOCU
Docusign Inc
778,540
63,373.2
+2.30%
3.120
+0.07%
0.390
+2.13%
-12.14%
15,967.0
Software
KNSL
Kinsale Capital Group Inc
120,206
58,505.5
+2.30%
2.880
+0.06%
0.520
-4.47%
+2.45%
11,100.0
Insurance
GRMN
Garmin Ltd
248,849
54,032.6
+2.30%
2.660
+0.06%
0.130
+16.40%
+4.97%
41,352.1
Hardware
HWM
Howmet Aerospace Inc
384,513
49,882.9
-7.57%
2.460
-0.16%
0.100
+44.94%
+65.78%
73,089.2
Aerospace & Defense
SBAC
SBA Communications Corp
225,156
49,536.6
-16.91%
2.440
-0.44%
0.210
+1.81%
+15.93%
25,134.6
REITs
ACGL
Arch Capital Group Ltd
495,074
47,616.2
+2.30%
2.350
+0.05%
0.130
-7.36%
-3.42%
33,424.4
Insurance
ODFL
Old Dominion Freight Line Inc
272,046
45,010.0
+33.63%
2.220
+0.56%
0.130
+10.00%
-2.72%
36,143.0
Transportation

Thrivent Mid Cap Stock Portfolio's Historical Top Holdings Breakdowns

Thrivent Mid Cap Stock Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FR
First Industrial Realty Trust Inc
2025-03-31
New Buy
New Buy
+1.99%
●
48.46 ($54.09) 57.99
$49.17
-9.10%
New holding
748,585
748,585
ZBRA
Zebra Technologies Corp
2025-03-31
New Buy
New Buy
+1.69%
●
271.72 ($341.7) 421.11
$323.72
-5.26%
New holding
121,424
121,424
HSY
The Hershey Co
2025-03-31
New Buy
New Buy
+1.51%
●
144.74 ($163.72) 186.36
$176.47
7.79%
New holding
178,849
178,849
NVR
NVR Inc
2025-03-31
Reduce
Reduce
-1.39%
●
7062.02 ($7605.45) 8382.63
$7,623.24
0.23%
Reduce -43.86%
4,603
-3,596
PGNY
Progyny Inc
2025-03-31
New Buy
New Buy
+1.34%
●
17.43 ($21.54) 23.88
$21.46
-0.37%
New holding
1,218,178
1,218,178
EW
Edwards Lifesciences Corp
2025-03-31
Sold Out
Sold Out
-1.30%
●
67.95 ($71.57) 76.19
$76.79
7.29%
Sold Out
0
-371,129
TSN
Tyson Foods Inc
2025-03-31
Sold Out
Sold Out
-1.27%
●
54.27 ($58.72) 63.81
$57.36
-2.32%
Sold Out
0
-466,674
URI
United Rentals Inc
2025-03-31
Reduce
Reduce
-1.15%
●
594.17 ($687.44) 789.56
$792.50
15.28%
Reduce -34.63%
64,837
-34,351
CNC
Centene Corp
2025-03-31
New Buy
New Buy
+1.12%
●
55.93 ($60.43) 65.89
$33.31
-44.88%
New holding
372,821
372,821
WAT
Waters Corp
2025-03-31
Add
Add
+1.06%
●
362.16 ($387.18) 417.28
$350.22
-9.55%
Add 92.37%
121,262
58,226

Thrivent Mid Cap Stock Portfolio Total Holding History ($B)

To

Thrivent Mid Cap Stock Portfolio's Asset Allocation

To

Thrivent Mid Cap Stock Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Thrivent Mid Cap Stock Portfolio's Hypothetical Growth since 2025-03-31

Thrivent Mid Cap Stock Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Thrivent Mid Cap Stock Portfolio's Holdings Heat Map

Size field:

Thrivent Mid Cap Stock Portfolio's Holdings Bubble Chart

Thrivent Mid Cap Stock Portfolio News

  • 1

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