HOMESTEAD ADVISERS CORP Q2 2023 Filing

Filed July 25, 2023

Portfolio Value

$3.8B

Holdings

129

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (129 positions)

StockValue
MSFTMICROSOFT CORP
$153.8M
PHPARKER-HANNIFIN CORP
$144.5M
JPMJPMORGAN CHASE & CO
$136.8M
ABTABBOTT LABS
$135.2M
HONHONEYWELL INTL INC
$130.5M
METAMETA PLATFORMS INC
$122.2M
GOOGALPHABET INC
$122.2M
ABBVABBVIE INC
$120.0M
VVISA INC
$106.6M
CVXCHEVRON CORP NEW
$98.6M
FISVFISERV INC
$96.0M
COPCONOCOPHILLIPS
$93.6M
GSGOLDMAN SACHS GROUP INC
$93.3M
CBCHUBB LIMITED
$90.2M
BSXBOSTON SCIENTIFIC CORP
$87.4M
AVYAVERY DENNISON CORP
$86.4M
CNCCENTENE CORP DEL
$82.9M
VICIVICI PPTYS INC
$81.5M
NOCNORTHROP GRUMMAN CORP
$81.4M
CSXCSX CORP
$80.5M
HESHESS CORP
$78.3M
MRKMERCK & CO INC
$75.7M
FCXFREEPORT-MCMORAN INC
$73.9M
DEDEERE & CO
$73.3M
NXPINXP SEMICONDUCTORS N V
$73.1M
DDDUPONT DE NEMOURS INC
$69.9M
ETNEATON CORP PLC
$67.8M
CITHE CIGNA GROUP
$67.1M
LRCXEURLAM RESEARCH CORP
$66.1M
MCDMCDONALDS CORP
$64.3M
ULTAULTA BEAUTY INC
$63.6M
BMYBRISTOL-MYERS SQUIBB CO
$59.2M
PFEPFIZER INC
$54.7M
BACBANK AMERICA CORP
$49.6M
TJXTJX COS INC NEW
$46.3M
HDHOME DEPOT INC
$43.4M
RPRXROYALTY PHARMA PLC
$40.6M
FQIDIGITAL RLTY TR INC
$40.1M
AIGAMERICAN INTL GROUP INC
$39.2M
DOWDOW INC
$38.7M
TFCTRUIST FINL CORP
$37.1M
ALSALLSTATE CORP
$36.8M
DISDISNEY WALT CO
$31.6M
TRVCCITIGROUP INC
$31.4M
KHCKRAFT HEINZ CO
$30.8M
GLWCORNING INC
$27.0M
7SUSUMMIT MATLS INC
$10.4M
ATKRATKORE INC
$10.0M
AITAPPLIED INDL TECHNOLOGIES IN
$10.0M
FSSFEDERAL SIGNAL CORP
$10.0M
FIXCOMFORT SYS USA INC
$9.1M
DSGDESCARTES SYS GROUP INC
$7.7M
KNSLKINSALE CAP GROUP INC
$7.3M
ALTREURALTAIR ENGR INC
$7.2M
AEISADVANCED ENERGY INDS
$7.1M
AVNTAVIENT CORPORATION
$7.0M
ITGRINTEGER HLDGS CORP
$6.9M
DIODDIODES INC
$6.4M
MDC1USDM D C HLDGS INC
$6.3M
MEDPMEDPACE HLDGS INC
$5.9M
TG7TRIUMPH GROUP INC NEW
$5.8M
ECPGENCORE CAP GROUP INC
$5.7M
NOGNORTHERN OIL & GAS INC
$5.6M
HCQAMN HEALTHCARE SVCS INC
$5.4M
MBUUMALIBU BOATS INC
$5.2M
WERNWERNER ENTERPRISES INC
$5.0M
HGVHILTON GRAND VACATIONS INC
$5.0M
SMSM ENERGY CO
$4.8M
MODNEURMODEL N INC
$4.8M
NVSTENVISTA HOLDINGS CORPORATION
$4.7M
JXC1ZIFF DAVIS INC
$4.4M
HAYWHAYWARD HLDGS INC
$4.4M
ARKOARKO CORP
$4.2M
CALYTOPGOLF CALLAWAY BRANDS CORP
$4.1M
ENOVENOVIS CORPORATION
$3.9M
ENSENERSYS
$3.9M
FBKFB FINL CORP
$3.9M
ESABESAB CORPORATION
$3.8M
NUVAGBPNUVASIVE INC
$3.7M
AUBATLANTIC UN BANKSHARES CORP
$3.4M
DEAEASTERLY GOVT PPTYS INC
$3.3M
GBCIGLACIER BANCORP INC NEW
$3.3M
YETIYETI HLDGS INC
$3.0M
CA8ACACI INTL INC
$2.9M
PWSCPOWERSCHOOL HOLDINGS INC
$2.7M
JBTJOHN BEAN TECHNOLOGIES CORP
$2.7M
CADECADENCE BANK
$2.7M
CHCTCOMMUNITY HEALTHCARE TR INC
$2.6M
PLXSPLEXUS CORP
$2.6M
EBCEASTERN BANKSHARES INC
$2.4M
UNITUNITI GROUP INC
$2.1M
MTDRMATADOR RES CO
$2.0M
PRPERMIAN RESOURCES CORP
$2.0M
STAASTAAR SURGICAL CO
$1.9M
COLBCOLUMBIA BKG SYS INC
$1.8M
LOBLIVE OAK BANCSHARES INC
$1.6M
TWSTTWIST BIOSCIENCE CORP
$1.3M
TASKTASKUS INC
$1.1M
ZTSZOETIS INC
$203K
HSYHERSHEY CO
$196K
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