THRIVENT FINANCIAL FOR LUTHERANS Information

625 FOURTH AVENUE SOUTH, MINNEAPOLIS, Minnesota, 55415, (612) 340-7215

Report Date: 06/30/2014

Position Statistics

Total Positions 1,690
New Positions 219
Increased Positions 903
Decreased Positions 483
Positions with Activity 1,386
Sold Out Positions 67
Total Mkt Value (in $ millions) 16,966

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.91%
Capital Goods 4.82%
Conglomerates 0.15%
Consumer Cyclical 3.77%
Consumer/Non-Cyclical 4.62%
Energy 8.44%
Financial 19.61%
Healthcare 10.91%
Services 16.43%
Technology 21.63%
Transportation 4.03%
Utilities 2.03%

1,690 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EBAY INC COM 53,736 26,421 96.72 948,900
FIRST REP BK SAN FRANCISCO CAL COM 51,264 1,662 3.35 1,038,160
OSHKOSH CORP COM 50,931 962 1.93 1,153,600
INGERSOLL-RAND PLC SHS 50,724 -1,928 (3.66) 900,000
AFFILIATED MANAGERS GROUP COM 49,202 -7,275 (12.88) 245,570
XILINX INC COM 48,264 -877 (1.78) 1,139,635
CHEESECAKE FACTORY INC COM 47,713 7,451 18.51 1,048,640
THE ADT CORPORATION COM 47,050 22,326 90.30 1,326,835
JACOBS ENGR GROUP INC DEL COM 46,983 -108,646 (69.81) 962,368
MONDELEZ INTL INC CL A 46,914 -60 (0.13) 1,369,159
HCC INS HLDGS INC COM 46,099 7 .02 954,630
ZIONS BANCORPORATION COM 45,256 25 .06 1,557,325
STATE STR CORP COM 43,667 -49,874 (53.32) 593,217
UNIVERSAL HLTH SVCS INC CL B 43,284 35,922 487.94 414,200
DISH NETWORK CORP CL A 42,975 New 665,450
TERADYNE INC COM 42,777 -10,857 (20.24) 2,206,115
AMGEN INC COM 42,375 37,399 751.56 301,690
SYMANTEC CORP COM 42,212 -15,026 (26.25) 1,795,484
LAZARD LTD SHS A 42,139 -395 (0.93) 831,140
FLOWSERVE CORP COM 42,058 240 .57 596,403