HOMESTEAD ADVISERS CORP

data from 30/09/2025

Capitalization

$ 4.198 B -0.52 %

Average holding period

17 ans

Performance

$ 4.907 B 180 215.89 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in HOMESTEAD ADVISERS CORP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 JPM JPMORGAN CHASE & CO. 5.09% 213.684 M $ 677436 2016/03/31 18.424 M $ 8.80 %
2025/09/30 ABBV ABBVIE INC 3.62% 151.950 M $ 656260 2020/03/31 32.780 M $ 24.74 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 3.61% 151.733 M $ 190536 2019/03/31 18.255 M $ 12.52 %
2025/09/30 LRCX LAM RESEARCH CORP 3.42% 143.782 M $ 1073800 2024/12/31 41.521 M $ 37.56 %
2025/09/30 META META PLATFORMS INC 3.17% 133.290 M $ 181500 2020/03/31 -685.608 K $ -0.50 %
2025/09/30 PH PARKER-HANNIFIN CORP 2.95% 123.867 M $ 163380 2016/03/31 11.195 M $ 8.54 %
2025/09/30 MSFT MICROSOFT CORP 2.87% 120.676 M $ 232987 2016/03/31 4.876 M $ 4.13 %
2025/09/30 ABT ABBOTT LABS 2.85% 119.628 M $ 893146 2016/03/31 -1.881 M $ -1.52 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 2.64% 110.635 M $ 181572 2020/03/31 20.236 M $ 21.87 %
2025/09/30 XOM EXXON MOBIL CORP 2.49% 104.440 M $ 926300 2024/09/30 4.675 M $ 4.59 %
2025/09/30 V VISA INC 2.41% 101.005 M $ 295874 2016/03/31 -4.127 M $ -3.85 %
2025/09/30 C CITIGROUP INC 2.40% 100.595 M $ 991085 2016/09/30 16.588 M $ 19.24 %
2025/09/30 DE DEERE & CO 2.35% 98.585 M $ 215600 2020/03/31 -11.250 M $ -10.07 %
2025/09/30 ETN EATON CORP PLC 2.33% 97.943 M $ 261704 2020/06/30 4.602 M $ 4.83 %
2025/09/30 DIS DISNEY WALT CO 2.31% 97.085 M $ 847900 2023/03/31 -8.224 M $ -7.67 %
2025/09/30 BAC BANK AMERICA CORP 2.14% 89.877 M $ 1742135 2016/03/31 7.605 M $ 9.02 %
2025/09/30 HON HONEYWELL INTL INC 2.09% 87.548 M $ 415905 2016/03/31 -9.491 M $ -9.61 %
2025/09/30 MCD MCDONALDS CORP 2.07% 86.723 M $ 285377 2019/12/31 3.408 M $ 4.01 %
2025/09/30 CB CHUBB LIMITED 2.06% 86.626 M $ 306911 2016/03/31 -2.337 M $ -2.58 %
2025/09/30 TJX TJX COS INC NEW 1.91% 80.364 M $ 556000 2020/06/30 11.933 M $ 17.05 %
2025/09/30 WMT WALMART INC 1.91% 80.212 M $ 778300 2025/06/30 4.191 M $ 5.40 %
2025/09/30 BA BOEING CO 1.88% 78.929 M $ 365700 2024/06/30 2.234 M $ 3.01 %
2025/09/30 GEHC GE HEALTHCARE TECHNOLOGIES I 1.83% 77.030 M $ 1025700 2024/09/30 1.022 M $ 1.39 %
2025/09/30 AEE AMEREN CORP 1.82% 76.614 M $ 733991 2025/09/30 0.000 $ 0.00 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 1.81% 76.139 M $ 220500 2024/12/31 6.409 M $ 10.68 %
2025/09/30 ALL ALLSTATE CORP 1.76% 74.097 M $ 345198 2016/03/31 4.693 M $ 6.63 %
2025/09/30 NXPI NXP SEMICONDUCTORS N V 1.74% 72.874 M $ 320003 2019/06/30 3.013 M $ 4.23 %
2025/09/30 GOOG ALPHABET INC 1.70% 71.448 M $ 293360 2016/03/31 7.824 M $ 37.30 %
2025/09/30 RPRX ROYALTY PHARMA PLC 1.60% 67.118 M $ 1902440 2021/06/30 -1.455 M $ -2.08 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 1.55% 65.258 M $ 668426 2019/03/31 -7.427 M $ -9.11 %
2025/09/30 DD DUPONT DE NEMOURS INC 1.54% 64.764 M $ 831369 2019/06/30 7.895 M $ 13.57 %
2025/09/30 PHM PULTE GROUP INC 1.51% 63.224 M $ 478500 2023/12/31 12.220 M $ 25.29 %
2025/09/30 COP CONOCOPHILLIPS 1.49% 62.571 M $ 661500 2022/03/31 3.274 M $ 5.40 %
2025/09/30 CI THE CIGNA GROUP 1.44% 60.550 M $ 210062 2019/06/30 -9.061 M $ -12.80 %
2025/09/30 FCX FREEPORT-MCMORAN INC 1.40% 58.732 M $ 1497500 2020/12/31 -6.307 M $ -9.53 %
2025/09/30 HD HOME DEPOT INC 1.38% 57.769 M $ 142572 2020/06/30 5.600 M $ 10.51 %
2025/09/30 AVY AVERY DENNISON CORP 1.36% 57.191 M $ 352658 2016/03/31 -4.783 M $ -7.58 %
2025/09/30 CACI CACI INTL INC 1.35% 56.846 M $ 113971 2019/03/31 2.561 M $ 4.63 %
2025/09/30 CCI CROWN CASTLE INC 1.35% 56.524 M $ 585800 2021/06/30 -3.728 M $ -6.07 %
2025/09/30 FI FISERV INC 1.26% 53.042 M $ 411400 2020/09/30 -28.684 M $ -25.22 %
2025/09/30 CSX CSX CORP 1.26% 52.982 M $ 1492033 2019/06/30 5.436 M $ 8.83 %
2025/09/30 DLR DIGITAL RLTY TR INC 1.07% 45.062 M $ 260656 2020/03/31 -385.636 K $ -0.83 %
2025/09/30 PG PROCTER AND GAMBLE CO 1.05% 44.021 M $ 286500 2024/12/31 -1.657 M $ -3.56 %
2025/09/30 TFC TRUIST FINL CORP 0.90% 37.952 M $ 830100 2020/12/31 2.884 M $ 6.35 %
2025/09/30 TRU TRANSUNION 0.81% 33.830 M $ 403800 2024/09/30 -1.739 M $ -4.80 %
2025/09/30 TMUS T-MOBILE US INC 0.77% 32.436 M $ 135500 2025/06/30 154.896 K $ 0.47 %
2025/09/30 ADBE ADOBE INC 0.74% 30.936 M $ 87700 2025/09/30 0.000 $ 0.00 %
2025/09/30 FANG DIAMONDBACK ENERGY INC 0.69% 29.064 M $ 203100 2024/03/31 1.180 M $ 4.15 %
2025/09/30 LKQ LKQ CORP 0.49% 20.379 M $ 667300 2023/12/31 -4.405 M $ -17.48 %
2025/09/30 MRK MERCK & CO INC 0.48% 20.068 M $ 239104 2016/03/31 3.045 M $ 6.03 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.46% 19.140 M $ 424389 2016/03/31 -1.147 M $ -2.57 %
2025/09/30 AIT APPLIED INDL TECHNOLOGIES IN 0.19% 7.943 M $ 30426 2016/03/31 930.243 K $ 12.30 %
2025/09/30 FSS FEDERAL SIGNAL CORP 0.19% 7.900 M $ 66394 2020/06/30 1.055 M $ 11.81 %
2025/09/30 AEIS ADVANCED ENERGY INDS 0.18% 7.429 M $ 43662 2019/03/31 2.246 M $ 28.41 %
2025/09/30 KNSL KINSALE CAP GROUP INC 0.17% 6.943 M $ 16326 2016/09/30 -957.356 K $ -12.12 %
2025/09/30 FBK FB FINL CORP 0.17% 6.932 M $ 124359 2016/09/30 1.298 M $ 23.05 %
2025/09/30 GIL GILDAN ACTIVEWEAR INC 0.16% 6.838 M $ 118300 2024/06/30 1.013 M $ 17.38 %
2025/09/30 DSGX DESCARTES SYS GROUP INC 0.16% 6.537 M $ 69370 2017/09/30 -514.725 K $ -7.30 %
2025/09/30 FIX COMFORT SYS USA INC 0.14% 6.014 M $ 7288 2019/12/31 2.250 M $ 53.89 %
2025/09/30 ESAB ESAB CORPORATION 0.14% 5.908 M $ 52876 2022/06/30 -526.626 K $ -7.31 %
2025/09/30 PLXS PLEXUS CORP 0.14% 5.903 M $ 40800 2023/06/30 382.703 K $ 6.93 %
2025/09/30 HAYW HAYWARD HLDGS INC 0.13% 5.617 M $ 371500 2022/09/30 586.475 K $ 9.57 %
2025/09/30 CADE CADENCE BANK 0.13% 5.524 M $ 147150 2021/12/31 818.153 K $ 17.39 %
2025/09/30 GBCI GLACIER BANCORP INC NEW 0.13% 5.471 M $ 112416 2016/03/31 628.405 K $ 12.98 %
2025/09/30 IRTC IRHYTHM TECHNOLOGIES INC 0.12% 5.177 M $ 30100 2023/09/30 584.172 K $ 11.71 %
2025/09/30 CWK CUSHMAN WAKEFIELD PLC 0.12% 5.091 M $ 319800 2024/12/31 1.551 M $ 43.81 %
2025/09/30 KAR OPENLANE INC 0.12% 5.054 M $ 175600 2024/09/30 760.348 K $ 17.71 %
2025/09/30 AUB ATLANTIC UN BANKSHARES CORP 0.12% 4.923 M $ 139492 2019/06/30 559.362 K $ 12.82 %
2025/09/30 NVST ENVISTA HOLDINGS CORPORATION 0.11% 4.543 M $ 223000 2020/09/30 244.352 K $ 4.25 %
2025/09/30 QTWO Q2 HLDGS INC 0.11% 4.510 M $ 62300 2024/06/30 -1.321 M $ -22.65 %
2025/09/30 GMED GLOBUS MED INC 0.10% 4.371 M $ 76325 2023/09/30 -133.568 K $ -2.97 %
2025/09/30 JBT MAREL CORPORATION 0.10% 4.326 M $ 30800 2022/09/30 801.542 K $ 16.79 %
2025/09/30 ITGR INTEGER HLDGS CORP 0.10% 4.202 M $ 40670 2020/03/31 -798.758 K $ -15.97 %
2025/09/30 ESI ELEMENT SOLUTIONS INC 0.09% 3.942 M $ 156600 2024/12/31 394.632 K $ 11.13 %
2025/09/30 ONB OLD NATL BANCORP IND 0.09% 3.659 M $ 166700 2025/03/31 89.364 K $ 2.86 %
2025/09/30 DBRG DIGITALBRIDGE GROUP INC 0.08% 3.483 M $ 297700 2024/06/30 401.894 K $ 13.04 %
2025/09/30 CCCS CCC INTELLIGENT SOLUTIONS HL 0.08% 3.407 M $ 374000 2025/03/31 -112.200 K $ -3.19 %
2025/09/30 ACLS AXCELIS TECHNOLOGIES INC 0.08% 3.339 M $ 34200 2024/03/31 955.890 K $ 40.11 %
2025/09/30 ECPG ENCORE CAP GROUP INC 0.08% 3.222 M $ 77183 2016/03/31 295.979 K $ 7.83 %
2025/09/30 AVNT AVIENT CORPORATION 0.08% 3.190 M $ 96827 2020/09/30 118.225 K $ 1.98 %
2025/09/30 HQY HEALTHEQUITY INC 0.07% 3.108 M $ 32800 2025/06/30 -268.731 K $ -9.54 %
2025/09/30 KEX KIRBY CORP 0.07% 3.004 M $ 36000 2025/03/31 -1.079 M $ -26.42 %
2025/09/30 MEDP MEDPACE HLDGS INC 0.07% 2.956 M $ 5750 2019/06/30 1.152 M $ 63.82 %
2025/09/30 EYE NATIONAL VISION HLDGS INC 0.07% 2.931 M $ 100400 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADMA ADMA BIOLOGICS INC 0.07% 2.910 M $ 198500 2025/06/30 -384.820 K $ -19.49 %
2025/09/30 DIOD DIODES INC 0.07% 2.793 M $ 52486 2020/06/30 21.979 K $ 0.61 %
2025/09/30 KBH KB HOME 0.07% 2.749 M $ 43200 2024/09/30 460.944 K $ 20.14 %
2025/09/30 VRRM VERRA MOBILITY CORP 0.06% 2.697 M $ 109200 2024/12/31 -75.348 K $ -2.72 %
2025/09/30 ENOV ENOVIS CORPORATION 0.06% 2.554 M $ 84176 2022/06/30 -79.025 K $ -3.25 %
2025/09/30 SVV SAVERS VALUE VLG INC 0.06% 2.479 M $ 187106 2024/03/31 570.673 K $ 29.90 %
2025/09/30 YETI YETI HLDGS INC 0.06% 2.313 M $ 69700 2023/03/31 158.198 K $ 5.27 %
2025/09/30 NOG NORTHERN OIL & GAS INC 0.05% 2.195 M $ 88500 2022/09/30 -354.290 K $ -12.52 %
2025/09/30 KTB KONTOOR BRANDS INC 0.05% 2.106 M $ 26400 2024/12/31 364.319 K $ 20.92 %
2025/09/30 CWST CASELLA WASTE SYS INC 0.05% 1.945 M $ 20500 2025/09/30 0.000 $ 0.00 %
2025/09/30 PR PERMIAN RESOURCES CORP 0.04% 1.807 M $ 141200 2023/03/31 -134.479 K $ -6.02 %
2025/09/30 MTDR MATADOR RES CO 0.04% 1.662 M $ 37000 2023/03/31 -121.643 K $ -5.85 %
2025/09/30 MBUU MALIBU BOATS INC 0.04% 1.564 M $ 48200 2021/12/31 53.502 K $ 3.54 %
2025/09/30 LNTH LANTHEUS HLDGS INC 0.04% 1.503 M $ 29300 2023/12/31 -1.779 M $ -37.34 %
2025/09/30 STRL STERLING INFRASTRUCTURE INC 0.03% 1.257 M $ 3700 2025/09/30 0.000 $ 0.00 %
2025/09/30 HGV HILTON GRAND VACATIONS INC 0.03% 1.254 M $ 30000 2021/09/30 8.400 K $ 0.67 %