HOMESTEAD ADVISERS CORP Q1 2024 Filing

Filed May 10, 2024

Portfolio Value

$4.3B

Holdings

133

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (133 positions)

#StockSharesValue% PortfolioType
1
PHPARKER-HANNIFIN CORP
327,980$182.4T4278490.48%
2
JPMJPMORGAN CHASE & CO
885,636$177.3T4157836.24%
3
METAMETA PLATFORMS INC
294,300$143.3T3361686.28%
4
HONHONEYWELL INTL INC
639,105$131.2T3076365.71%
5
ABBVABBVIE INC
698,460$127.0T2978276.95%
6
CBCHUBB LIMITED
476,977$123.5T2897609.61%
7
FISVFISERV INC
773,000$123.5T2896053.68%
8
GSGOLDMAN SACHS GROUP INC
293,436$122.4T2871839.48%
9
COPCONOCOPHILLIPS
917,681$116.7T2737927.00%
10
ABTABBOTT LABS
1,014,446$115.3T2703683.54%
11
BSXBOSTON SCIENTIFIC CORP
1,578,926$108.2T2537203.45%
12
LRCXEURLAM RESEARCH CORP
110,800$107.5T2522211.14%
13
ETNEATON CORP PLC
342,704$107.3T2515673.91%
14
MSFTMICROSOFT CORP
242,287$102.0T2391540.97%
15
GOOGALPHABET INC
667,160$101.5T2381721.86%
16
CVXCHEVRON CORP NEW
637,005$100.3T2353177.81%
17
AVYAVERY DENNISON CORP
447,458$100.0T2344820.58%
18
CNCCENTENE CORP DEL
1,221,725$95.9T2248213.49%
19
NXPINXP SEMICONDUCTORS N V
363,003$89.8T2106227.14%
20
CSXCSX CORP
2,399,836$88.9T2084312.63%
21
CITHE CIGNA GROUP
242,962$88.2T2069802.14%
22
FANGDIAMONDBACK ENERGY INC
444,400$87.9T2062604.62%
23
MRKMERCK & CO INC
665,704$87.8T2059723.18%
24
DISDISNEY WALT CO
710,600$86.8T2035317.59%
25
NOCNORTHROP GRUMMAN CORP
181,172$86.7T2033000.72%
26
VVISA INC
294,874$82.3T1930083.02%
27
DEDEERE & CO
183,522$75.3T1766825.74%
28
ULTAULTA BEAUTY INC
137,072$71.5T1675924.63%
29
FCXFREEPORT-MCMORAN INC
1,494,303$70.0T1641012.38%
30
BACBANK AMERICA CORP
1,752,135$66.4T1557455.76%
31
DDDUPONT DE NEMOURS INC
828,969$63.5T1490121.50%
32
FQIDIGITAL RLTY TR INC
438,856$63.2T1482093.46%
33
MCDMCDONALDS CORP
218,977$61.7T1448158.28%
34
ALSALLSTATE CORP
342,778$59.1T1386712.45%
35
RPRXROYALTY PHARMA PLC
1,892,540$57.5T1348692.29%
36
TJXTJX COS INC NEW
554,200$56.2T1317553.39%
37
HDHOME DEPOT INC
141,972$54.5T1278649.01%
38
8CWCROWN CASTLE INC
513,302$54.3T1273613.32%
39
BMYBRISTOL-MEYERS SQUIBB CO
941,289$50.9T1193649.26%
40
VICIVICI PPTYS INC
1,683,969$50.2T1176345.35%
41
TRVCCITIGROUP INC
793,185$50.1T1174732.36%
42
TFCTRUIST FINL CORP
1,241,002$48.3T1132646.54%
43
PHMPULTE GROUP INC
375,500$45.1T1058306.95%
44
ORCLORACLE CORP
287,200$36.1T845729.68%
45
LKQ1LKQ CORP
660,300$35.2T826464.13%
46
KHCKRAFT HEINZ CO
882,300$32.5T762267.88%
47
AIGAMERICAN INTL GROUP INC
265,513$20.8T486980.85%
48
ATKRATKORE INC
53,500$10.2T238867.30%
49
FSSFEDERAL SIGNAL CORP
118,894$10.1T236668.99%
50
7SUSUMMIT MATLS INC
225,209$10.0T235426.63%
51
FIXCOMFORT SYS USA INC
30,788$9.8T229424.37%
52
MEDPMEDPACE HLDGS INC
23,950$9.7T227025.86%
53
AITAPPLIED INDL TECHNOLOGIES IN
48,921$9.7T226672.90%
54
ITGRINTEGER HLDGS CORP
78,370$9.1T214473.43%
55
KNSLKINSALE CAP GROUP INC
15,826$8.3T194779.18%
56
ALTREURALTAIR ENGR INC
94,477$8.1T190901.18%
57
DSGDESCARTES SYS GROUP INC
86,570$7.9T185848.08%
58
SMSM ENERGY CO
153,300$7.6T179239.83%
59
AVNTAVIENT CORPORATION
170,627$7.4T173685.96%
60
AEISADVANCED ENERGY INDS
64,110$6.5T153344.43%
61
NOGNORTHERN OIL & GAS INC
161,900$6.4T150676.57%
62
ESABESAB CORPORATION
57,176$6.3T148278.53%
63
TG7TRIUMPH GROUP INC NEW
407,930$6.1T143899.96%
64
HAYWHAYWARD HLDGS INC
386,000$5.9T138608.45%
65
ECPGENCORE CAP GROUP INC
116,283$5.3T124395.18%
66
FBKFB FINL CORP
138,827$5.2T122625.70%
67
HGVHILTON GRAND VACATIONS INC
110,400$5.2T122244.77%
68
LOBLIVE OAK BANCSHARES INC
123,000$5.1T119752.63%
69
DIODDIODES INC
68,690$4.8T113582.09%
70
AUBATLANTIC UN BANKSHARES CORP
129,592$4.6T107325.56%
71
PWSCPOWERSCHOOL HOLDINGS INC
207,669$4.4T103698.99%
72
MODNEURMODEL N INC
153,300$4.4T102366.26%
73
PRPERMIAN RESOURCES CORP
243,300$4.3T100776.67%
74
GBCIGLACIER BANCORP INC NEW
105,107$4.2T99299.79%
75
CADECADENCE BANK
136,750$4.0T93014.90%
76
MTDRMATADOR RES CO
59,300$4.0T92867.40%
77
JBTJOHN BEAN TECHNOLOGIES CORP
34,600$3.6T85121.13%
78
ENOVENOVIS CORPORATION
56,976$3.6T83454.85%
79
GMEDGLOBUS MED INC
66,225$3.6T83317.83%
80
DFINDONNELLEY FINL SOLUTIONS INC
56,900$3.5T82756.33%
81
PLXSPLEXUS CORP
35,600$3.4T79173.01%
82
WERNWERNER ENTERPRISES INC
85,933$3.4T78847.16%
83
YETIYETI HLDGS INC
82,700$3.2T74775.12%
84
MDC1USDM D C HLDGS INC
50,488$3.2T74496.36%
85
CA8ACACI INTL INC
8,371$3.2T74378.76%
86
CALYTOPGOLF CALLAWAY BRANDS CORP
187,951$3.0T71282.34%
87
UNITUNITI GROUP INC
507,481$3.0T70226.18%
88
MBUUMALIBU BOATS INC
62,579$2.7T63524.76%
89
DEAEASTERLY GOVT PPTYS INC
229,311$2.6T61905.25%
90
ARKOARKO CORP
446,366$2.5T59675.10%
91
HCQAMN HEALTHCARE SVCS INC
39,772$2.5T58311.50%
92
NVSTENVISTA HOLDINGS CORPORATION
106,000$2.3T53154.59%
93
CHCTCOMMUNITY HEALTHCARE TR INC
79,698$2.1T49629.42%
94
LNTHLANTHEUS HLDGS INC
31,600$2.0T46130.05%
95
IRTCIRHYTHM TECHNOLOGIES INC
16,900$2.0T45980.31%
96
STAASTAAR SURGICAL CO
35,236$1.3T31636.30%
97
ACLSAXCELIS TECHNOLOGIES INC
11,000$1.2T28772.17%
98
SVVSAVERS VALUE VLG INC
37,400$721.1B16912.42%
99
FASTFASTENAL CO
2,913$224.7B5270.45%
100
SYKSTRYKER CORPORATION
624$223.3B5237.66%
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