§ 13F · FUND PROFILE
Homestead Advisers Corp.
AUM · $4.0B (13F)Positions · 124Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$484M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMORGAN CHASE & CO | 493K | $161M | 4.0% | −11% |
| 2 | LRCX | LAM RESEARCH CORP | 319K | $138M | 3.4% | −38% |
| 3 | MSFT | MICROSOFT CORP | 356K | $133M | 3.3% | +76% |
| 4 | XOM | EXXON MOBIL CORP | 960K | $131M | 3.3% | ±0% |
| 5 | ABBV | ABBVIE INC | 517K | $130M | 3.2% | +18% |
| 6 | PH | PARKER-HANNIFIN CORP | 127K | $124M | 3.1% | −11% |
| 7 | GOOG | ALPHABET INC | 314K | $111M | 2.8% | −26% |
| 8 | DE | DEERE & CO | 175K | $111M | 2.8% | −7% |
| 9 | UNH | UNITEDHEALTH GROUP INC | 265K | $110M | 2.7% | ±0% |
| 10 | GS | GOLDMAN SACHS GROUP INC | 108K | $109M | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HOMESTEAD SIGNAL
AC read
Homestead Advisers Corp is a Other fund managing $4.0 billion in assets. The fund runs a portfolio of 124 positions.
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