HOMESTEAD ADVISERS CORP Q2 2019 Filing

Filed August 12, 2019

Portfolio Value

$5.3B

Holdings

108

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (108 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,767,800$236.8B4483.79%
2
VVISA INC
1,230,000$213.5B4041.75%
3
JPMJPMORGAN CHASE & CO
1,849,400$206.8B3914.81%
4
CSCOCISCO SYS INC
3,593,279$196.7B3723.52%
5
AVYAVERY DENNISON CORP
1,666,900$192.8B3650.95%
6
HONHONEYWELL INTL INC
1,029,500$179.7B3403.16%
7
PHPARKER HANNIFIN CORP
1,053,481$179.1B3391.08%
8
ALSALLSTATE CORP
1,635,000$166.3B3147.99%
9
MTDMETTLER TOLEDO INTERNATIONAL
188,000$157.9B2990.03%
10
GOOGALPHABET INC
145,400$157.2B2975.71%
11
CVXCHEVRON CORP NEW
1,253,500$156.0B2953.41%
12
PFEPFIZER INC
3,425,000$148.4B2809.23%
13
ABTABBOTT LABS
1,619,000$136.2B2577.99%
14
TELTE CONNECTIVITY LTD
1,414,900$135.5B2565.89%
15
COPCONOCOPHILLIPS
1,976,308$120.6B2282.57%
16
MRKMERCK & CO INC
1,404,221$117.7B2229.34%
17
CBCHUBB LIMITED
656,346$96.7B1830.39%
18
GPCGENUINE PARTS CO
927,379$96.1B1818.74%
19
BACBANK AMER CORP
3,107,960$90.1B1706.52%
20
R6C2ROYAL DUTCH SHELL PLC
1,350,000$88.7B1680.36%
21
TRVCCITIGROUP INC
1,184,000$82.9B1569.92%
22
MDTMEDTRONIC PLC
813,703$79.2B1500.45%
23
AIGAMERICAN INTL GROUP INC
1,397,140$74.4B1409.43%
24
BSXBOSTON SCIENTIFIC CORP
1,672,000$71.9B1360.64%
25
DDDUPONT DE NEMOURS INC
947,099$71.1B1346.18%
26
LDOSLEIDOS HLDGS INC
887,241$70.8B1341.39%
27
AMCRAMCOR PLC
6,154,807$70.7B1338.98%
28
LUVSOUTHWEST AIRLS CO
1,366,009$69.4B1313.36%
29
BACVERIZON COMMUNICATIONS INC
1,173,000$67.0B1268.81%
30
CICIGNA CORP NEW
417,310$65.7B1244.84%
31
WFCWELLS FARGO CO NEW
1,342,789$63.5B1203.07%
32
ALLERGAN PLC
375,609$62.9B1190.71%
33
BMYBRISTOL MYERS SQUIBB CO
1,349,330$61.2B1158.60%
34
CNCCENTENE CORP DEL
1,094,906$57.4B1087.12%
35
DOWDOW INC
997,099$49.2B930.92%
36
GSGOLDMAN SACHS GROUP INC
220,500$45.1B854.18%
37
CSXCSX CORP
568,100$44.0B832.22%
38
NVDANVIDIA CORP
249,353$41.0B775.36%
39
KNSLKINSALE CAP GROUP INC
414,793$37.9B718.44%
40
NXPINXP SEMICONDUCTORS N V
360,692$35.2B666.60%
41
STESTERIS PLC
231,738$34.5B653.24%
42
CBRLCRACKER BARREL OLD CTRY STOR
195,939$33.5B633.39%
43
GBCIGLACIER BANCORP INC NEW
708,695$28.7B544.12%
44
JXC1J2 GLOBAL INC
318,946$28.4B536.79%
45
DSGDESCARTES SYS GROUP INC
763,793$28.2B534.35%
46
CTVACORTEVA INC
947,099$28.0B530.26%
47
ECPGENCORE CAP GROUP INC
806,668$27.3B517.31%
48
CORECORE MARK HOLDING CO INC
679,152$27.0B510.76%
49
AITAPPLIED INDL TECHNOLOGIES IN
413,454$25.4B481.68%
50
MFS1EURWELBILT INC
1,518,550$25.4B480.16%
51
DYDYCOM INDS INC
419,060$24.7B467.10%
52
BDCBELDEN INC
406,686$24.2B458.69%
53
HPHELMERICH & PAYNE INC
453,822$23.0B434.95%
54
7SUSUMMIT MATLS INC
1,178,709$22.7B429.61%
55
GIIIG-III APPAREL GROUP LTD
764,785$22.5B426.01%
56
SWKSTANLEY BLACK & DECKER INC
155,250$22.5B425.08%
57
MANTECH INTL CORP
340,108$22.4B424.04%
58
POLYONE CORP
691,520$21.7B411.00%
59
TCBITEXAS CAPITAL BANCSHARES INC
325,914$20.0B378.70%
60
NSTGEURNANOSTRING TECHNOLOGIES INC
608,794$18.5B349.84%
61
PRIMPRIMORIS SVCS CORP
867,206$18.2B343.67%
62
FBKFB FINL CORP
483,482$17.7B335.03%
63
INTCINTEL CORP
347,341$16.6B314.81%
64
NATIONAL GEN HLDGS CORP
716,007$16.4B310.99%
65
CADEEURCADENCE BANCORPORATION
780,039$16.2B307.20%
66
WERNWERNER ENTERPRISES INC
517,827$16.1B304.72%
67
LKQ1LKQ CORP
601,966$16.0B303.28%
68
ICUIICU MED INC
63,498$16.0B302.87%
69
TYLTYLER TECHNOLOGIES INC
65,900$14.2B269.54%
70
BWXTBWX TECHNOLOGIES INC
267,290$13.9B263.67%
71
BJRIBJS RESTAURANTS INC
306,844$13.5B255.28%
72
NNBRNN INC
1,360,587$13.3B251.42%
73
UEOWESTLAKE CHEM CORP
188,751$13.1B248.24%
74
HALHALLIBURTON CO
570,000$13.0B245.42%
75
KNXKNIGHT SWIFT TRANSN HLDGS IN
380,154$12.5B236.37%
76
TILEINTERFACE INC
755,849$11.6B219.39%
77
MMSIMERIT MED SYS INC
189,827$11.3B214.07%
78
LHCGUSDLHC GROUP INC
90,600$10.8B205.13%
79
KNKNOWLES CORP
587,286$10.8B203.60%
80
QTS RLTY TR INC
231,323$10.7B202.25%
81
CASSCASS INFORMATION SYS INC
216,748$10.5B198.96%
82
CA8ACACI INTL INC
50,309$10.3B194.89%
83
TENBTENABLE HLDGS INC
357,401$10.2B193.12%
84
AUBATLANTIC UN BANKSHARES CORP
288,444$10.2B192.95%
85
MCBMETROPOLITAN BK HLDG CORP
222,472$9.8B185.34%
86
HIIHUNTINGTON INGALLS INDS INC
42,539$9.6B181.01%
87
FIVNFIVE9 INC
179,212$9.2B174.04%
88
ENOVCOLFAX CORP
320,543$9.0B170.12%
89
IJRISHARES TR
110,000$8.6B163.04%
90
HCQAMN HEALTHCARE SERVICES INC
156,285$8.5B160.52%
91
CSFLUSDCENTERSTATE BK CORP
341,071$7.9B148.73%
92
ALTREURALTAIR ENGR INC
183,811$7.4B140.56%
93
RESRPC INC
994,467$7.2B135.76%
94
FVCBFVCBANKCORP INC
366,629$7.1B134.81%
95
STAASTAAR SURGICAL CO
239,729$7.0B133.35%
96
MEDPMEDPACE HLDGS INC
106,960$7.0B132.48%
97
THSTREEHOUSE FOODS INC
118,752$6.4B121.63%
98
CPE3EURCALLON PETE CO DEL
887,434$5.8B110.72%
99
EBSEMERGENT BIOSOLUTIONS INC
120,110$5.8B109.87%
100
CVLGCOVENANT TRANSN GROUP INC
375,508$5.5B104.59%
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