SEC 13F Intelligence

Managers / Q2 2021 · view latest →

HOMESTEAD ADVISERS CORP

CIK 0000944804 · 4301 WILSON BLVD, ARLINGTON, VA, 22203 · 7039075993

Reported Value
$4.3B
Q2 2021
Positions
140
Filings on Record
30
2019–present window
Filed
Aug 2, 2021
original filing

Summary

Homestead Advisers Corp reported $4.3B in U.S.-listed holdings across 140 positions for Q2 2021.

Its largest position, MSFT, represents 4.8% of the portfolio.

Compared with Q1 2021, the fund opened 33 new positions and exited 2.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $5.2BQ4 ’18Q1 ’19: $5.3BQ2 ’19: $5.3BQ3 ’19: $5.0BQ4 ’19: $4.8BQ4 ’19Q1 ’20: $3.4BQ2 ’20: $3.9BQ3 ’20: $3.7BQ4 ’20: $4.0BQ4 ’20Q1 ’21: $4.2BQ2 ’21: $4.3BQ3 ’21: $4.1BQ4 ’21: $4.3BQ4 ’21Q1 ’22: $4.1BQ2 ’22: $3.5BQ3 ’22: $3.3BQ4 ’22: $3.75TQ4 ’22Q1 ’23: $3.6BQ2 ’23: $3.8BQ3 ’23: $3.6BQ4 ’23: $3.9BQ4 ’23Q1 ’24: $4.3BQ2 ’24: $4.1BQ3 ’24: $4.2BQ4 ’24: $4.1BQ4 ’24Q1 ’25: $4.1BQ2 ’25: $4.2BQ3 ’25: $4.2BQ4 ’25: $3.8BQ4 ’25Q1 ’26: $3.7Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2021

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$3.7B111May 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$3.8B107Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$4.2B104Nov 5, 202513F-HRchanges · EDGAR ↗
Q2 2025$4.2B101Aug 5, 202513F-HRchanges · EDGAR ↗
Q1 2025$4.1B98May 6, 202513F-HRchanges · EDGAR ↗
Q4 2024$4.1B102Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$4.2B98Nov 1, 202413F-HRchanges · EDGAR ↗
Q2 2024$4.1B98Jul 23, 202413F-HRchanges · EDGAR ↗
Q1 2024$4.3B133May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$3.9B134Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$3.6B131Nov 9, 202313F-HRchanges · EDGAR ↗
Q2 2023$3.8B129Jul 25, 202313F-HRchanges · EDGAR ↗
Q1 2023$3.6B134Apr 27, 202313F-HRchanges · EDGAR ↗
Q4 2022$3.75T130Feb 3, 202313F-HRchanges · EDGAR ↗
Q3 2022$3.3B135Nov 7, 202213F-HRchanges · EDGAR ↗
Q2 2022$3.5B132Aug 1, 202213F-HRchanges · EDGAR ↗
Q1 2022$4.1B135May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$4.3B137Feb 7, 202213F-HRchanges · EDGAR ↗
Q3 2021$4.1B139Nov 5, 202113F-HRchanges · EDGAR ↗
Q2 2021$4.3B140Aug 2, 202113F-HRchanges · EDGAR ↗
Q1 2021$4.2B109May 7, 202113F-HRchanges · EDGAR ↗
Q4 2020$4.0B104Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$3.7B100Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$3.9B99Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$3.4B96May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$4.8B95Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$5.0B106Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$5.3B108Aug 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$5.3B98May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$5.2B88Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.