HOMESTEAD ADVISERS CORP Q3 2023 Filing

Filed November 9, 2023

Portfolio Value

$3.6B

Holdings

131

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (131 positions)

#StockSharesValue% PortfolioType
1
PHPARKER-HANNIFIN CORP
376,380$146.6T4071160.50%
2
JPMJPMORGAN CHASE & CO
955,336$138.5T3847210.68%
3
GOOGALPHABET INC
915,460$120.7T3351825.74%
4
HONHONEYWELL INTL INC
639,005$118.0T3278137.16%
5
METAMETA PLATFORMS INC
383,100$115.0T3193737.59%
6
ABBVABBVIE INC
745,360$111.1T3085241.22%
7
COPCONOCOPHILLIPS
917,339$109.9T3051747.51%
8
CVXCHEVRON CORP NEW
636,612$107.3T2980889.16%
9
ABTABBOTT LABS
1,101,146$106.6T2961463.98%
10
MSFTMICROSOFT CORP
332,687$105.0T2917031.46%
11
CBCHUBB LIMITED
476,577$99.2T2755078.69%
12
GSGOLDMAN SACHS GROUP INC
293,536$95.0T2637494.40%
13
VVISA INC
392,474$90.3T2506799.13%
14
FISVFISERV INC
772,900$87.3T2424431.48%
15
BSXBOSTON SCIENTIFIC CORP
1,640,626$86.6T2405500.42%
16
CNCCENTENE CORP DEL
1,249,125$86.0T2389246.52%
17
HESHESS CORP
547,300$83.7T2325298.99%
18
AVYAVERY DENNISON CORP
447,558$81.8T2270275.06%
19
NOCNORTHROP GRUMMAN CORP
181,272$79.8T2215811.56%
20
CSXCSX CORP
2,399,536$73.8T2048963.93%
21
ETNEATON CORP PLC
342,604$73.1T2029104.83%
22
NXPINXP SEMICONDUCTORS N V
362,903$72.6T2014692.30%
23
FCXFREEPORT-MCMORAN INC
1,877,903$70.0T1944587.38%
24
CITHE CIGNA GROUP
242,762$69.4T1928479.14%
25
DEDEERE & CO
183,422$69.2T1922171.91%
26
MRKMERCK & CO INC
665,604$68.5T1902848.44%
27
LRCXEURLAM RESEARCH CORP
104,300$65.4T1815325.19%
28
VICIVICI PPTYS INC
2,231,469$64.9T1803207.78%
29
DDDUPONT DE NEMOURS INC
829,069$61.8T1717248.75%
30
MCDMCDONALDS CORP
218,777$57.6T1600461.77%
31
ULTAULTA BEAUTY INC
137,072$54.8T1520453.34%
32
BMYBRISTOL-MYERS SQUIBB CO
940,989$54.6T1516609.87%
33
FQIDIGITAL RLTY TR INC
438,856$53.1T1474827.11%
34
PFEPFIZER INC
1,514,760$50.2T1395247.40%
35
TJXTJX COS INC NEW
554,100$49.2T1367584.34%
36
BACBANK AMERICA CORP
1,754,735$48.0T1334156.89%
37
HDHOME DEPOT INC
141,972$42.9T1191246.40%
38
AIGAMERICAN INTL GROUP INC
692,113$41.9T1164693.25%
39
DISDISNEY WALT CO
487,900$39.5T1098109.78%
40
ALSALLSTATE CORP
342,578$38.2T1059852.84%
41
RPRXROYALTY PHARMA PLC
1,343,040$36.5T1012186.92%
42
TFCTRUIST FINL CORP
1,240,702$35.5T985705.69%
43
DOWDOW INC
609,149$31.4T872164.41%
44
8CWCROWN CASTLE INC
322,602$29.7T824438.76%
45
KHCKRAFT HEINZ CO
882,200$29.7T824109.58%
46
TRVCCITIGROUP INC
577,585$23.8T659684.89%
47
AITAPPLIED INDL TECHNOLOGIES IN
57,621$8.9T247388.95%
48
ATKRATKORE INC
59,300$8.8T245672.38%
49
FSSFEDERAL SIGNAL CORP
147,294$8.8T244309.03%
50
FIXCOMFORT SYS USA INC
48,588$8.3T229924.91%
51
7SUSUMMIT MATLS INC
251,409$7.8T217400.90%
52
KNSLKINSALE CAP GROUP INC
17,326$7.2T199249.35%
53
DSGDESCARTES SYS GROUP INC
95,570$7.0T194742.72%
54
AEISADVANCED ENERGY INDS
64,110$6.6T183582.21%
55
NOGNORTHERN OIL & GAS INC
161,900$6.5T180866.78%
56
ITGRINTEGER HLDGS CORP
78,370$6.1T170684.46%
57
SMSM ENERGY CO
153,300$6.1T168790.22%
58
AVNTAVIENT CORPORATION
170,627$6.0T167351.80%
59
MEDPMEDPACE HLDGS INC
24,650$6.0T165740.06%
60
ALTREURALTAIR ENGR INC
94,477$5.9T164128.78%
61
ECPGENCORE CAP GROUP INC
116,283$5.6T154220.63%
62
MDC1USDM D C HLDGS INC
134,288$5.5T153749.05%
63
DIODDIODES INC
68,690$5.4T150384.16%
64
HAYWHAYWARD HLDGS INC
338,900$4.8T132694.40%
65
HGVHILTON GRAND VACATIONS INC
110,400$4.5T124774.38%
66
MBUUMALIBU BOATS INC
89,179$4.4T121394.18%
67
HCQAMN HEALTHCARE SVCS INC
49,772$4.2T117729.33%
68
ESABESAB CORPORATION
57,176$4.0T111490.16%
69
JXC1ZIFF DAVIS INC
62,726$4.0T110938.11%
70
FBKFB FINL CORP
138,827$3.9T109330.70%
71
NVSTENVISTA HOLDINGS CORPORATION
139,400$3.9T107923.86%
72
ARKOARKO CORP
531,466$3.8T105522.11%
73
WERNWERNER ENTERPRISES INC
97,433$3.8T105384.18%
74
YETIYETI HLDGS INC
77,500$3.7T103774.54%
75
AUBATLANTIC UN BANKSHARES CORP
129,592$3.7T103569.27%
76
PWSCPOWERSCHOOL HOLDINGS INC
159,969$3.6T100660.18%
77
TG7TRIUMPH GROUP INC NEW
469,430$3.6T99853.10%
78
ENSENERSYS
36,035$3.4T94732.45%
79
MODNEURMODEL N INC
134,900$3.3T91441.14%
80
GMEDGLOBUS MED INC
66,225$3.3T91306.80%
81
ENOVENOVIS CORPORATION
61,576$3.2T90163.57%
82
PRPERMIAN RESOURCES CORP
226,500$3.2T87804.25%
83
GBCIGLACIER BANCORP INC NEW
105,107$3.0T83183.75%
84
CADECADENCE BANK
136,750$2.9T80581.37%
85
MTDRMATADOR RES CO
48,000$2.9T79281.91%
86
CALYTOPGOLF CALLAWAY BRANDS CORP
204,351$2.8T78537.09%
87
PLXSPLEXUS CORP
28,700$2.7T74102.59%
88
CA8ACACI INTL INC
8,371$2.6T72974.66%
89
DEAEASTERLY GOVT PPTYS INC
229,311$2.6T72783.53%
90
UNITUNITI GROUP INC
507,481$2.4T66515.62%
91
CHCTCOMMUNITY HEALTHCARE TR INC
79,698$2.4T65730.34%
92
JBTJOHN BEAN TECHNOLOGIES CORP
22,200$2.3T64816.10%
93
COLBCOLUMBIA BKG SYS INC
87,115$1.8T49107.86%
94
LOBLIVE OAK BANCSHARES INC
60,400$1.7T48556.51%
95
DFINDONNELLEY FINL SOLUTIONS INC
25,300$1.4T39539.99%
96
STAASTAAR SURGICAL CO
35,236$1.4T39315.00%
97
TWSTTWIST BIOSCIENCE CORP
61,977$1.3T34868.39%
98
IRTCIRHYTHM TECHNOLOGIES INC
6,300$593.8B16490.35%
99
ZTSZOETIS INC
1,176$204.6B5681.56%
100
SYKSTRYKER CORPORATION
624$170.5B4735.19%
Page 1 of 2Next