HOMESTEAD ADVISERS CORP Q3 2018 Filing

Filed November 13, 2018

Portfolio Value

$6.5T

Holdings

85

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (85 positions)

#StockSharesValue% PortfolioType
1
CSCOCISCO SYS INC
5,055,416$245.9B3.76%
2
JPMJPMORGAN CHASE & CO
1,999,400$225.6B3.45%
3
MSFTMICROSOFT CORP
1,971,000$225.4B3.45%
4
AVYAVERY DENNISON CORP
1,966,900$213.1B3.26%
5
VVISA INC
1,380,000$207.1B3.17%
6
INTCINTEL CORP
4,210,700$199.1B3.05%
7
PHPARKER HANNIFIN CORP
1,053,481$193.8B2.97%
8
LUVSOUTHWEST AIRLS CO
3,048,023$190.3B2.91%
9
DOWDUPONT INC
2,841,300$182.7B2.80%
10
PFEPFIZER INC
4,115,000$181.3B2.78%
11
GOOGALPHABET INC
145,400$173.5B2.66%
12
HONHONEYWELL INTL INC
1,027,500$171.0B2.62%
13
BMYBRISTOL MYERS SQUIBB CO
2,700,000$167.6B2.56%
14
ALSALLSTATE CORP
1,685,000$166.3B2.54%
15
CVXCHEVRON CORP NEW
1,253,500$153.3B2.35%
16
COPCONOCOPHILLIPS
1,976,308$153.0B2.34%
17
TELTE CONNECTIVITY LTD
1,614,900$142.0B2.17%
18
MDTMEDTRONIC PLC
1,365,703$134.3B2.06%
19
MRKMERCK & CO INC
1,871,500$132.8B2.03%
20
MTDMETTLER TOLEDO INTERNATIONAL
205,000$124.8B1.91%
21
GPCGENUINE PARTS CO
1,227,379$122.0B1.87%
22
ABTABBOTT LABS
1,614,000$118.4B1.81%
23
AIGAMERICAN INTL GROUP INC
2,020,438$107.6B1.65%
24
BEMIS INC
2,182,900$106.1B1.62%
25
DYDYCOM INDS INC
1,142,252$96.6B1.48%
26
R6C2ROYAL DUTCH SHELL PLC
1,350,000$95.8B1.47%
27
BACBANK AMER CORP
3,107,960$91.6B1.40%
28
CBCHUBB LIMITED
656,346$87.7B1.34%
29
STERIS PLC
744,612$85.2B1.30%
30
TRVCCITIGROUP INC
1,175,000$84.3B1.29%
31
KNSLKINSALE CAP GROUP INC
1,298,571$82.9B1.27%
32
LDOSLEIDOS HLDGS INC
1,165,722$80.6B1.23%
33
ECPGENCORE CAP GROUP INC
2,226,559$79.8B1.22%
34
POLYONE CORP
1,703,949$74.5B1.14%
35
WFCWELLS FARGO CO NEW
1,336,789$70.3B1.08%
36
MRO*MARATHON OIL CORP
2,990,784$69.6B1.07%
37
CBRLCRACKER BARREL OLD CTRY STOR
449,609$66.2B1.01%
38
BACVERIZON COMMUNICATIONS INC
1,170,000$62.5B0.96%
39
BJRIBJS RESTAURANTS INC
831,230$60.0B0.92%
40
GIIIG-III APPAREL GROUP LTD
1,242,800$59.9B0.92%
41
AITAPPLIED INDL TECHNOLOGIES IN
739,359$57.9B0.89%
42
BDCBELDEN INC
765,785$54.7B0.84%
43
GBCIGLACIER BANCORP INC NEW
1,193,280$51.4B0.79%
44
WERNWERNER ENTERPRISES INC
1,379,306$48.8B0.75%
45
STATE BK FINL CORP
1,600,721$48.3B0.74%
46
MFS1EURWELBILT INC
2,183,900$45.6B0.70%
47
KNXKNIGHT SWIFT TRANSN HLDGS IN
1,281,282$44.2B0.68%
48
SXISTANDEX INTL CORP
422,259$44.0B0.67%
49
PRIMPRIMORIS SVCS CORP
1,763,815$43.8B0.67%
50
DSGDESCARTES SYS GROUP INC
1,221,350$41.4B0.63%
51
MANTECH INTL CORP
622,820$39.4B0.60%
52
TCBITEXAS CAPITAL BANCSHARES INC
476,296$39.4B0.60%
53
CORECORE MARK HOLDING CO INC
1,144,492$38.9B0.59%
54
UEOWESTLAKE CHEM CORP
459,800$38.2B0.58%
55
NNBRNN INC
2,397,250$37.4B0.57%
56
7SUSUMMIT MATLS INC
2,054,197$37.3B0.57%
57
HPHELMERICH & PAYNE INC
540,400$37.2B0.57%
58
JXC1J2 GLOBAL INC
445,935$36.9B0.57%
59
NATIONAL GEN HLDGS CORP
1,248,549$33.5B0.51%
60
CVLGCOVENANT TRANS GROUP INC
1,100,199$32.0B0.49%
61
JCIJOHNSON CTLS INTL PLC
850,569$29.8B0.46%
62
FBKFB FINL CORP
710,975$27.9B0.43%
63
CASSCASS INFORMATION SYS INC
422,943$27.5B0.42%
64
CSLCARLISLE COS INC
226,100$27.5B0.42%
65
SCOR1EURCOMSCORE INC
1,493,000$27.2B0.42%
66
HIIHUNTINGTON INGALLS INDS INC
101,248$25.9B0.40%
67
NKSHNATIONAL BANKSHARES INC VA
564,117$25.6B0.39%
68
LKQ1LKQ CORP
717,448$22.7B0.35%
69
BWXTBWX TECHNOLOGIES INC
353,200$22.1B0.34%
70
UBSIUNITED BANKSHARES INC WEST V
562,675$20.5B0.31%
71
TILEINTERFACE INC
721,519$16.8B0.26%
72
MYEMYERS INDS INC
688,478$16.0B0.24%
73
XECEURCIMAREX ENERGY CO
169,400$15.7B0.24%
74
MTWMANITOWOC CO INC
545,975$13.1B0.20%
75
MCBMETROPOLITAN BK HLDG CORP
311,330$12.8B0.20%
76
QTS RLTY TR INC
276,007$11.8B0.18%
77
TG7TRIUMPH GROUP INC NEW
449,400$10.5B0.16%
78
NSTGEURNANOSTRING TECHNOLOGIES INC
521,132$9.3B0.14%
79
FVCBFVCBANKCORP INC
439,452$8.7B0.13%
80
ADNTADIENT PLC
196,935$7.7B0.12%
81
ORNORION GROUP HOLDINGS INC
923,585$7.0B0.11%
82
ROWAN COMPANIES PLC
235,000$4.4B0.07%
83
COOPER TIRE & RUBR CO
130,054$3.7B0.06%
84
WENWENDYS CO
213,974$3.7B0.06%
85
FIXCOMFORT SYS USA INC
35,539$2.0B0.03%