HOMESTEAD ADVISERS CORP Q2 2023 Filing

Filed July 25, 2023

Portfolio Value

$3.8T

Holdings

129

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (129 positions)

#StockSharesValue% PortfolioType
101
SYKSTRYKER CORPORATION
624$190.4M0.01%
102
FASTFASTENAL CO
2,913$171.8M0.00%
103
PAYCPAYCOM SOFTWARE INC
519$166.7M0.00%
104
AKXANSYS INC
482$159.2M0.00%
105
AMTAMERICAN TOWER CORP NEW
802$155.5M0.00%
106
TYLTYLER TECHNOLOGIES INC
354$147.4M0.00%
107
ORLYOREILLY AUTOMOTIVE INC
151$144.3M0.00%
108
CMECME GROUP INC
769$142.5M0.00%
109
JKHYHENRY JACK & ASSOC INC
842$140.9M0.00%
110
8CWCROWN CASTLE INC
1,188$135.4M0.00%
111
CHHCHOICE HOTELS INTL INC
1,059$124.5M0.00%
112
ICEINTERCONTINENTAL EXCHANGE IN
948$107.2M0.00%
113
IQVIQVIA HLDGS INC
433$97.3M0.00%
114
VMCVULCAN MATLS CO
413$93.1M0.00%
115
TMUST-MOBILE US INC
612$85.0M0.00%
116
MPCMARATHON PETE CORP
724$84.4M0.00%
117
SHWSHERWIN WILLIAMS CO
309$82.0M0.00%
118
TRMBTRIMBLE INC
1,522$80.6M0.00%
119
TSCOTRACTOR SUPPLY CO
363$80.3M0.00%
120
MUMICRON TECHNOLOGY INC
1,220$77.0M0.00%
121
CWSTCASELLA WASTE SYS INC
793$71.7M0.00%
122
LOWLOWES COS INC
317$71.5M0.00%
123
JBHTHUNT J B TRANS SVCS INC
344$62.3M0.00%
124
CMICUMMINS INC
241$59.1M0.00%
125
DGDOLLAR GEN CORP NEW
344$58.4M0.00%
126
OLLIOLLIES BARGAIN OUTLET HLDGS
588$34.1M0.00%
127
XYLXYLEM INC
267$30.1M0.00%
128
CABOCABLE ONE INC
42$27.6M0.00%
129
SSBUSDSOUTHSTATE CORPORATION
346$22.8M0.00%
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