HOMESTEAD ADVISERS CORP

PrivateCIK: 944804
Location

ARLINGTON, VA

111
Positions
$3.72B
Total AUM (reported)
29.35M
Total Shares

Allocation by class

TOTAL AUM$3.72B111 positions
COM$2.79B74.9%
COM NEW$240.91M6.5%
CL A$153.33M4.1%
CAP STK CL C$121.38M3.3%
COMMON STOCK$93.70M2.5%
SHS$81.01M2.2%
SHS CLASS A$78.91M2.1%

Portfolio Concentration

Top 312.1%4–1019.7%11–2532.2%Rest35.9%TOP 1031.9%0%100%
Top 3$451.29M12.1%
4–10$735.11M19.7%
11–25$1.20B32.2%
Rest$1.34B35.9%

Top 3 weight

12.1%

Top 10 weight

31.9%

Voting Authority Distribution

Total shares with voting rights: 29.35M

Sole

Full voting authority

29.35M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other111
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings111
Rows:

EXXON MOBIL CORP

DFND
COM
Shares957.11K
TypeSH
Market value$162.63M
4.37%
Sole
957.11K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

DFND
COM
Shares554.42K
TypeSH
Market value$162.27M
4.36%
Sole
554.42K
Shared
0.00
None
0.00

PARKER-HANNIFIN CORP

DFND
COM
Shares141.93K
TypeSH
Market value$126.38M
3.39%
Sole
141.93K
Shared
0.00
None
0.00

ALPHABET INC

DFND
CAP STK CL C
Shares426.07K
TypeSH
Market value$121.38M
3.26%
Sole
426.07K
Shared
0.00
None
0.00

LAM RESEARCH CORP

DFND
COM NEW
Shares516.74K
TypeSH
Market value$109.37M
2.94%
Sole
516.74K
Shared
0.00
None
0.00

NORTHROP GRUMMAN CORP

DFND
COM
Shares158.09K
TypeSH
Market value$107.61M
2.89%
Sole
158.09K
Shared
0.00
None
0.00

WALMART INC

DFND
COM
Shares850.76K
TypeSH
Market value$105.64M
2.84%
Sole
850.76K
Shared
0.00
None
0.00

DEERE & CO

DFND
COM
Shares187.45K
TypeSH
Market value$105.38M
2.83%
Sole
187.45K
Shared
0.00
None
0.00

ABBVIE INC

DFND
COM
Shares439.40K
TypeSH
Market value$95.30M
2.56%
Sole
439.40K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

DFND
COM
Shares107.58K
TypeSH
Market value$90.44M
2.43%
Sole
107.58K
Shared
0.00
None
0.00

CITIGROUP INC

DFND
COM NEW
Shares799.67K
TypeSH
Market value$89.87M
2.41%
Sole
799.67K
Shared
0.00
None
0.00

META PLATFORMS INC

DFND
CL A
Shares157.71K
TypeSH
Market value$89.44M
2.40%
Sole
157.71K
Shared
0.00
None
0.00

BANK AMERICA CORP

DFND
COM
Shares1.76M
TypeSH
Market value$85.23M
2.29%
Sole
1.76M
Shared
0.00
None
0.00

CONOCOPHILLIPS

DFND
COM
Shares636.54K
TypeSH
Market value$84.11M
2.26%
Sole
636.54K
Shared
0.00
None
0.00

HONEYWELL INTL INC

DFND
COM
Shares361.49K
TypeSH
Market value$81.58M
2.19%
Sole
361.49K
Shared
0.00
None
0.00

EATON CORP PLC

DFND
SHS
Shares227.81K
TypeSH
Market value$81.01M
2.18%
Sole
227.81K
Shared
0.00
None
0.00

BOEING CO

DFND
COM
Shares404.22K
TypeSH
Market value$79.88M
2.15%
Sole
404.22K
Shared
0.00
None
0.00

CHUBB LTD SWITZ

DFND
COM
Shares243.66K
TypeSH
Market value$79.40M
2.13%
Sole
243.66K
Shared
0.00
None
0.00

ROYALTY PHARMA PLC

DFND
SHS CLASS A
Shares1.65M
TypeSH
Market value$78.91M
2.12%
Sole
1.65M
Shared
0.00
None
0.00

VISA INC

DFND
COM CL A
Shares256.85K
TypeSH
Market value$77.53M
2.08%
Sole
256.85K
Shared
0.00
None
0.00

TJX COS INC NEW

DFND
COM
Shares483.61K
TypeSH
Market value$76.95M
2.07%
Sole
483.61K
Shared
0.00
None
0.00

FREEPORT MCMORAN INC

DFND
CL B
Shares1.30M
TypeSH
Market value$75.63M
2.03%
Sole
1.30M
Shared
0.00
None
0.00

MICROSOFT CORP

DFND
COM
Shares202.49K
TypeSH
Market value$74.63M
2.00%
Sole
202.49K
Shared
0.00
None
0.00

MCDONALDS CORP

DFND
COM
Shares235.68K
TypeSH
Market value$73.17M
1.97%
Sole
235.68K
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

DFND
COM
Shares264.47K
TypeSH
Market value$71.23M
1.91%
Sole
264.47K
Shared
0.00
None
0.00
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