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Holdings (Monthly) Guide ↗

Value Fund

· Homestead Funds Inc
Monthly Holdings $1.1B AUM 57 positions Period Jun 2026 Filed Aug 4, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 JPMorgan Chase & Co 46625H100 Jun 2026 145,391 $47.6M 4.23% EC
2 Lam Research Corp 512807306 Jun 2026 95,800 $41.5M 3.69% EC
3 Microsoft Corp 594918104 Jun 2026 104,414 $38.9M 3.46% EC
4 AbbVie Inc 00287Y109 Jun 2026 152,863 $38.5M 3.42% EC
5 Exxon Mobil Corp 30231G102 Jun 2026 278,000 $38.0M 3.38% EC
6 Parker-Hannifin Corp 701094104 Jun 2026 37,222 $36.4M 3.23% EC
7 Goldman Sachs Group Inc/The 38141G104 Jun 2026 32,974 $33.3M 2.96% EC
8 Alphabet Inc 02079K107 Jun 2026 92,920 $32.8M 2.92% EC
9 UnitedHealth Group Inc 91324P102 Jun 2026 78,200 $32.5M 2.89% EC
10 Deere & Co 244199105 Jun 2026 50,700 $32.2M 2.86% EC
11 Amazon.com Inc 023135106 Jun 2026 132,700 $31.6M 2.81% EC
12 Cisco Systems Inc 17275R102 Jun 2026 266,100 $31.3M 2.78% EC
13 Citigroup Inc 172967424 Jun 2026 208,439 $29.2M 2.59% EC
14 Eaton Corp PLC 000000000 Jun 2026 67,787 $28.9M 2.57% EC
15 Walmart Inc 931142103 Jun 2026 251,600 $28.5M 2.53% EC
16 Bank of America Corp 060505104 Jun 2026 491,202 $28.0M 2.49% EC
17 Royalty Pharma PLC 000000000 Jun 2026 483,484 $27.1M 2.41% EC
18 Meta Platforms Inc 30303M102 Jun 2026 46,400 $26.1M 2.32% EC
19 Visa Inc 92826C839 Jun 2026 74,898 $25.7M 2.28% EC
20 Northrop Grumman Corp 666807102 Jun 2026 47,031 $24.0M 2.13% EC
21 Freeport-McMoRan Inc 35671D857 Jun 2026 375,000 $23.6M 2.09% EC
22 Micron Technology Inc 595112103 Jun 2026 19,700 $22.7M 2.02% EC
23 Boeing Co/The 097023105 Jun 2026 104,500 $22.6M 2.01% EC
24 ConocoPhillips 20825C104 Jun 2026 214,500 $22.3M 1.98% EC
25 TJX Cos Inc/The 872540109 Jun 2026 143,200 $21.7M 1.93% EC
26 Ameren Corp 023608102 Jun 2026 188,598 $21.3M 1.89% EC
27 Walt Disney Co/The 254687106 Jun 2026 214,500 $20.6M 1.83% EC
28 Chubb Ltd 000000000 Jun 2026 56,638 $19.3M 1.71% EC
29 CSX Corp 126408103 Jun 2026 383,882 $18.2M 1.62% EC
30 Allstate Corp/The 020002101 Jun 2026 76,084 $18.1M 1.61% EC
31 PulteGroup Inc 745867101 Jun 2026 120,100 $16.5M 1.46% EC
32 Cigna Group/The 125523100 Jun 2026 55,714 $15.4M 1.36% EC
33 Avery Dennison Corp 053611109 Jun 2026 92,687 $15.0M 1.34% EC
34 State Street Global Advisors 857492706 Jun 2026 14,230,418 $14.2M 1.26% STIV
35 Diamondback Energy Inc 25278X109 Jun 2026 75,800 $13.3M 1.18% EC
36 Home Depot Inc/The 437076102 Jun 2026 36,918 $13.0M 1.16% EC
37 GE HealthCare Technologies Inc 36266G107 Jun 2026 198,600 $12.7M 1.13% EC
38 CACI International Inc 127190304 Jun 2026 26,400 $12.2M 1.09% EC
39 Honeywell International Inc 438516205 Jun 2026 53,936 $12.1M 1.07% EC
40 Honeywell Aerospace Inc 43849R105 Jun 2026 53,936 $11.9M 1.06% EC
41 Apple Inc 037833100 Jun 2026 40,500 $11.7M 1.04% EC
42 Motorola Solutions Inc 620076307 Jun 2026 26,100 $10.8M 0.96% EC
43 Procter & Gamble Co/The 742718109 Jun 2026 73,500 $10.8M 0.96% EC
44 Truist Financial Corp 89832Q109 Jun 2026 210,900 $10.5M 0.93% EC
45 NXP Semiconductors NV 000000000 Jun 2026 37,263 $10.5M 0.93% EC
46 McDonald's Corp 580135101 Jun 2026 38,397 $10.4M 0.92% EC
47 DuPont de Nemours Inc 26614N201 Jun 2026 75,426 $10.2M 0.91% EC
48 Merck & Co Inc 58933Y105 Jun 2026 76,282 $9.8M 0.87% EC
49 Digital Realty Trust Inc 253868103 Jun 2026 54,401 $9.8M 0.87% EC
50 Crown Castle Inc 22822V101 Jun 2026 125,000 $9.5M 0.84% EC
51 Qnity Electronics Inc 74743L100 Jun 2026 48,939 $8.0M 0.71% EC
52 Boston Scientific Corp 101137107 Jun 2026 164,396 $7.0M 0.62% EC
53 Bristol-Myers Squibb Co 110122108 Jun 2026 115,001 $6.6M 0.59% EC
54 Abbott Laboratories 002824100 Jun 2026 66,756 $6.1M 0.54% EC
55 SLB Ltd 806857108 Jun 2026 121,600 $5.7M 0.50% EC
56 LKQ Corp 501889208 Jun 2026 169,500 $4.5M 0.40% EC
57 Adobe Inc 00724F101 Jun 2026 13,400 $2.7M 0.24% EC