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 902
Decreased Positions 484
Positions with Activity 1,386
Sold Out Positions 68
Total Mkt Value (in $ millions) 17,341

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

Sector Weighting

Basic Materials 2.98%
Capital Goods 4.92%
Conglomerates 0.16%
Consumer Cyclical 3.83%
Consumer/Non-Cyclical 4.54%
Energy 8.59%
Financial 19.48%
Healthcare 10.72%
Services 16.45%
Technology 21.66%
Transportation 4.02%
Utilities 1.99%

1,690 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
WEATHERFORD INTL PLC ORD SHS -230,975 Sold Out 0
PERRIGO CO PLC SHS 22,465 -132,018 (85.46) 155,464
JACOBS ENGR GROUP INC DEL COM 51,448 -118,972 (69.81) 962,368
STATE STR CORP COM 43,946 -50,193 (53.32) 593,217
TRIQUINT SEMICONDUCTOR INC COM 1,257 -46,285 (97.36) 62,300
LAS VEGAS SANDS CORP COM 112,822 -45,744 (28.85) 1,785,154
PENTAIR PLC SHS -45,294 Sold Out 0
COVIDIEN PLC SHS 192,017 -38,885 (16.84) 2,117,759
TWENTY FIRST CENTY FOX INC CL A 106,482 -29,360 (21.61) 3,038,000
CORELOGIC INC COM 5,240 -28,113 (84.29) 185,350
GOOGLE INC CL C 145,105 -27,420 (15.89) 252,084
MASTERCARD INC CL A 4,124 -25,269 (85.97) 54,650
GILEAD SCIENCES INC COM 313,775 -22,313 (6.64) 3,026,959
COMCAST CORP NEW CL A 215,122 -19,187 (8.19) 3,768,777
ACE LIMITED SHS 79,486 -18,493 (18.88) 757,806
WHITEWAVE FOODS CO COM 67,161 -17,201 (20.39) 1,797,180
MICHAEL KORS HLDGS LTD SHS 2,105 -16,927 (88.94) 27,400
AGCO CORP COM 7,187 -16,256 (69.34) 153,630
SYMANTEC CORP COM 44,043 -15,678 (26.25) 1,795,484
PIEDMONT OFFICE REALTY TR INC COM CL A 7,120 -15,203 (68.11) 376,694