HOMESTEAD ADVISERS CORP Q4 2022 Filing

Filed February 3, 2023

Portfolio Value

$3.7T

Holdings

130

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (130 positions)

#StockSharesValue% PortfolioType
101
JKHYHENRY JACK & ASSOC INC
866$152.0M0.00%
102
ZTSZOETIS INC
1,026$150.4M0.00%
103
AMTAMERICAN TOWER CORP NEW
701$148.5M0.00%
104
PAYCPAYCOM SOFTWARE INC
454$140.9M0.00%
105
8CWCROWN CASTLE INC
1,037$140.7M0.00%
106
SYKSTRYKER CORPORATION
547$133.7M0.00%
107
FASTFASTENAL CO
2,544$120.4M0.00%
108
CMECME GROUP INC
670$112.7M0.00%
109
ORLYOREILLY AUTOMOTIVE INC
133$112.3M0.00%
110
CHHCHOICE HOTELS INTL INC
925$104.2M0.00%
111
AKXANSYS INC
423$102.2M0.00%
112
TYLTYLER TECHNOLOGIES INC
311$100.3M0.00%
113
ICEINTERCONTINENTAL EXCHANGE IN
827$84.8M0.00%
114
IQVIQVIA HLDGS INC
377$77.2M0.00%
115
DGDOLLAR GEN CORP NEW
301$74.1M0.00%
116
TSCOTRACTOR SUPPLY CO
318$71.5M0.00%
117
TRMBTRIMBLE INC
1,329$67.2M0.00%
118
SHWSHERWIN WILLIAMS CO
271$64.3M0.00%
119
MPCMARATHON PETE CORP
545$63.4M0.00%
120
VMCVULCAN MATLS CO
360$63.0M0.00%
121
ATSG*AIR TRANSPORT SERVICES GRP I
2,117$55.0M0.00%
122
LOWLOWES COS INC
276$55.0M0.00%
123
CWSTCASELLA WASTE SYS INC
691$54.8M0.00%
124
JBHTHUNT J B TRANS SVCS INC
299$52.1M0.00%
125
CMICUMMINS INC
212$51.4M0.00%
126
SSBUSDSOUTHSTATE CORPORATION
597$45.6M0.00%
127
XYZBLOCK INC
601$37.8M0.00%
128
CABOCABLE ONE INC
39$27.8M0.00%
129
XYLXYLEM INC
233$25.8M0.00%
130
OLLIOLLIES BARGAIN OUTLET HLDGS
512$24.0M0.00%
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