Long-term investor
Homestead Advisers Corp. @homesteadadviserscorp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000944804).
Record
- Tracked since 2025-06-30 (448 days), 85 trades recorded
- Returns: week n/a · month n/a · 90 days +5.3% · 6 months n/a · 1 year +12.5% · all +12.5%
- Max drawdown n/a · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JPM · 4.0% · long · since 2025-06-30
- 512807306 · 3.4% · long · since 2025-06-30
- MSFT · 3.3% · long · since 2025-06-30
- XOM · 3.3% · long · since 2025-06-30
- ABBV · 3.2% · long · since 2025-06-30
- PH · 3.1% · long · since 2025-06-30
- 02079K107 · 2.8% · long · since 2025-06-30
- DE · 2.8% · long · since 2025-06-30
- UNH · 2.7% · long · since 2025-06-30
- GS · 2.7% · long · since 2025-06-30
- AMZN · 2.7% · long · since 2026-06-30
- CSCO · 2.6% · long · since 2026-06-30