THRIVENT GLOBAL STOCK PORTFOLIO

Thrivent Series Fund, Inc.

Actively managed U.S. equity fund
$2.10B NAV
1,343 positions · as of 2026-06-30 · filed 2026-08-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

THRIVENT GLOBAL STOCK PORTFOLIO is an actively managed U.S. equity fund.

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q2

Thrivent Global Stock Portfolio (the "Portfolio") seeks long-term capital growth.

Strategy · summarised

The fund invests at least 80% of its net assets in equity securities of U.S. and international companies, typically allocating roughly 40% to foreign stocks across developed and emerging markets, with the remainder in U.S. large-, mid-, and small-cap equities. The manager uses fundamental, quantitative, and technical analysis to select individual stocks, assessing factors such as financial profile, business prospects, and market trends. Because actual holdings in each broad asset category may diverge from the stated allocation ranges due to differing investment performance, the fund's exposure to particular markets or capitalizations can shift materially without advance notice.

Expenses
0.60%one share class
Share classExpense ratio
C0000038360.60%

Portfolio turnover 63.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.77%
of net assets
Stocks73.59%
Cash & short-term21.21%
Other4.84%
Derivatives0.14%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
International25.3%
Cash21.2%
Information Technology11.4%
Financials8.7%
10 smaller33.4%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 251 new165 exited

Largest new: FEDERAL HOME LOAN BANKS OFFICE OF FINANCE ×2, AMAT, MU, GEV, BRK/B, CDNS, INFINEON TECHNOLOGIES AG

Largest exited: FEDERAL HOME LOAN BANKS OFFICE OF FINANCE ×4, FEDERAL NATIONAL MORTGAGE ASSOCIATION, SHOP, INTU, ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+29.90%
3-year
+68.22%
5-year
+60.95%
Volatility
12.12%
Worst 3-yr fall
-9.32%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
STATE ST INST US GOV MM FUNDGVMXX18.95%$397.58M
THRIVENT MUTUAL FUNDS3.58%$75.05M
NVIDIA CORPORATIONNVDA1.98%$41.64M
AMAZON.COM INCAMZN1.89%$39.73M
MICROSOFT CORPORATIONMSFT1.63%$34.21M
ALPHABET INCGOOG1.44%$30.24M
APPLE INCAAPL1.13%$23.68M
FEDERAL HOME LOAN BANKS OFFICE OF FINANCE1.05%$22.08M
ASML HOLDING NV1.02%$21.39M
ALPHABET INCGOOGL0.97%$20.37M
Showing 10 of 1,343Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 33.65% of net assets, top 25 43.61%, across 1.3K issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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