Homestead Advisers Corp

CIK
944804
City
Arlington
State / Country
VA

Top Portfolio Positions

110 positions · $3,613,376,938 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
JPM
Jpmorgan Chase & Co
Financial Services
554,425 $163,089,658 4.51%
XOM
Exxon Mobil Corp
Energy
957,108 $162,382,943 4.49%
PH
Parker-Hannifin Corp
Industrials
141,927 $127,058,727 3.52%
LRCX
Lam Research Corp
Technology
516,736 $110,405,813 3.06%
NOC
Northrop Grumman Corp /De/
Industrials
158,092 $107,856,686 2.98%
WMT
Walmart Inc.
Consumer Defensive
850,763 $105,732,825 2.93%
DE
Deere & Co
Industrials
187,448 $105,589,458 2.92%
ABBV
AbbVie Inc.
Healthcare
439,401 $95,565,323 2.64%
GS
Goldman Sachs Group Inc
Financial Services
107,581 $91,012,450 2.52%
C
Citigroup Inc
Financial Services
799,666 $90,690,121 2.51%

Portfolio Trend

29 quarters · across all stocks

Holdings in FBK

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $5,087,990 97,959
2025-12-31 $5,466,112 97,959
2025-09-30 $6,931,770 124,359
2025-06-30 $5,633,462 124,359
2025-03-31 $6,701,755 144,559
2024-12-31 $7,121,721 138,259
2024-09-30 $6,488,494 138,259
2024-06-30 $5,396,248 138,259
2024-03-31 $5,228,224 138,827
2023-12-31 $5,532,255 138,827
2023-09-30 $3,937,133 138,827
2023-06-30 $3,894,097 138,827
2023-03-31 $4,066,103 130,827
2022-12-31 $5,558,115 153,794
2022-09-30 $5,875,322 153,764
2022-06-30 $6,029,800 153,743
2022-03-31 $6,822,334 153,587
2021-12-31 $6,726,282 153,498
2021-09-30 $6,576,462 153,369
2021-06-30 $5,565,158 149,120
2021-03-31 $6,618,271 148,859
2020-12-31 $5,169,873 148,859
2020-09-30 $3,812,186 151,759
2020-06-30 $3,759,070 151,759
2020-03-31 $3,024,239 153,359