THRIVENT LARGE CAP INDEX PORTFOLIO

Thrivent Series Fund, Inc.

U.S. equity index fund
$2.40B NAV
510 positions · as of 2026-06-30 · filed 2026-08-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

THRIVENT LARGE CAP INDEX PORTFOLIO is a U.S. equity index fund that tracks the S&P 500 Index. 21% of THRIVENT LARGE CAP INDEX PORTFOLIO’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 100% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Index (passive)
Fund type
Open-end fund
Features
Non-diversified

Fund profile

As filed in the prospectus · 2026 Q2

Thrivent Large Cap Index Portfolio (the "Portfolio") seeks total returns that track the performance of the S&P 500 Index (the "Index").

Strategy · summarised

The fund invests substantially all assets in the 500 large-company stocks of the S&P 500 Index in the same proportions as the Index, employing a passive strategy that replicates index changes quarterly. Because the fund tracks the Index by holding its constituents in index weight, tracking variations may occur when index adjustments are made. The fund may become non-diversified under the Investment Company Act solely as a result of shifts in the relative market capitalization or index weighting of Index constituents.

Expenses
0.22%one share class
Share classExpense ratio
C0000038370.22%

Portfolio turnover 3.00% · as of 2026 Q2

Allocation

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

100.08%
of net assets
Stocks98.78%
Cash & short-term1.28%
Derivatives0.01%

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
Information Technology37.5%
Financials11.6%
Communication Services9.6%
Consumer Discretionary9.2%
9 smaller32.1%

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).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
21%of stock holdings in top-quartile growers
covering 100% of the fund’s equity
Earnings growth
26%of stock holdings in top-quartile growers
covering 92% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 12 new10 exited

Largest new: MRVL, HONA, FLEX, CCL, FEDERAL HOME LOAN BANKS OFFICE OF FINANCE ×2, CASY, VEEV

Largest exited: CARNIVAL CORP, COTERRA ENERGY INC, DUPONT DE NEMOURS INC, HOLOGIC INC, FEDERAL HOME LOAN BANKS OFFICE OF FINANCE ×2, EPAM, CAG

Return profile

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

1-year
+30.78%
3-year
+79.00%
5-year
+83.31%
Volatility
13.42%
Worst 3-yr fall
-8.30%
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
NVIDIA CORPORATIONNVDA7.43%$178.61M
APPLE INCAAPL6.51%$156.63M
MICROSOFT CORPORATIONMSFT4.25%$102.12M
AMAZON.COM INCAMZN3.58%$85.98M
ALPHABET INCGOOGL3.21%$77.23M
BROADCOM INCAVGO2.74%$65.91M
ALPHABET INCGOOG2.56%$61.55M
MICRON TECHNOLOGY INCMU2.00%$47.97M
META PLATFORMS INCMETA1.90%$45.59M
TESLA INC (PRE-REINCORPORATION)TSLA1.81%$43.64M
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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 35.98% of net assets, top 25 50.99%, across 504 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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