Institutional manager
Homestead Advisers Corp
Holds positions in 47 of the S&P 500, worth $3.28bn as reported for the quarter ended 31-mar-2026.
Positions held47of 488 index companies covered
Reported value$3.28bnS&P 500 positions only
Top ten weight36%how concentrated the book is
Filing entities1single filer
Largest positions
The 47 biggest by reported value.
ExxonMobilXOM957,108$163mEnergyJPMorgan ChaseJPM554,425$162mFinancialsParker HannifinPH141,927$126mIndustrialsAlphabet Inc. (Class A)GOOGL426,072$121mCommunication ServicesLam ResearchLRCX516,736$109mInformation TechnologyNorthrop GrummanNOC158,092$108mIndustrialsWalmartWMT850,763$106mConsumer StaplesDeere & CompanyDE187,448$105mIndustrialsAbbVieABBV439,401$95mHealth CareGoldman SachsGS107,581$90mFinancialsCitigroupC799,666$90mFinancialsMeta PlatformsMETA157,707$89mCommunication ServicesBank of AmericaBAC1.8m$85mFinancialsConocoPhillipsCOP636,544$84mEnergyEaton CorporationETN227,814$81mIndustrialsBoeingBA404,224$80mIndustrialsChubb LimitedCB243,659$79mFinancialsVisa Inc.V256,846$78mFinancialsTJX CompaniesTJX483,613$77mConsumer DiscretionaryFreeport-McMoRanFCX1.3m$76mMaterialsMicrosoftMSFT202,492$75mInformation TechnologyMcDonald'sMCD235,678$73mConsumer DiscretionaryUnitedHealth GroupUNH264,472$71mHealth CareWalt Disney Company (The)DIS736,157$71mCommunication ServicesAmerenAEE637,739$70mUtilitiesGE HealthCareGEHC890,788$63mHealth CareBoston ScientificBSX942,062$59mHealth CareAllstateALL263,630$55mFinancialsNXP SemiconductorsNXPI277,990$54mInformation TechnologyAbbott LaboratoriesABT519,571$53mHealth CareCSX CorporationCSX1.3m$53mIndustrialsAvery DennisonAVY306,570$53mMaterialsDiamondback EnergyFANG264,018$52mEnergyPulteGroupPHM415,194$49mConsumer DiscretionaryCignaCI182,682$49mHealth CareCrown CastleCCI508,671$41mReal EstateHome Depot (The)HD124,199$41mConsumer DiscretionaryMotorola SolutionsMSI88,300$38mInformation TechnologyProcter & GamblePG248,783$36mConsumer StaplesDigital RealtyDLR190,242$34mReal EstateTruist FinancialTFC722,187$33mFinancialsDuPontDD724,456$33mIndustrialsQnity ElectronicsQ268,077$31mInformation TechnologyMerck & Co.MRK210,577$25mHealth CareT-Mobile USTMUS117,735$25mCommunication ServicesBristol Myers SquibbBMY370,021$22mHealth CareAdobe Inc.ADBE46,302$11mInformation Technology
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.