Homestead Advisers Corp.
Homestead Advisers Corp is an SEC-registered investment adviser headquartered in Arlington, Virginia. Founded in 1991 (formerly RE Advisers Corp), the firm provides investment management services and mutual fund solutions primarily to individuals, financial professionals, and institutional clients, including those connected to cooperatives. As of 2025, the firm manages approximately $7.7 billion in assets and employs around 40-41 professionals, with a focus on serving retirement, pension, and profit-sharing plans as well as investment companies.
Investment Strategy
Homestead Advisers specializes in actively managed mutual funds and investment solutions tailored to the needs of individuals, cooperatives, and financial professionals. Its philosophy centers on disciplined investment processes, diversification across asset classes, and long-term growth. The firm offers equity and fixed-income strategies, with specific emphasis on retirement planning and minimizing common investor mistakes. Homestead adopts detailed research-driven portfolio construction to achieve consistent results while managing risk and supporting client objectives.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JPMORGAN CHASE & CO. | 4.96% | $209.3M | 721,936 | $64.51 | $289.91 | +$23.9M |
G GS | GOLDMAN SACHS GROUP INC | 3.46% | $145.8M | 206,036 | $194.57 | $707.75 | +$33.5M |
M META | META PLATFORMS INC | 3.23% | $136.4M | 184,800 | $190.25 | $738.09 | +$30.1M |
A ABBV | ABBVIE INC | 3.14% | $132.5M | 713,860 | $95.44 | $185.62 | -$16.8M |
P PH | PARKER-HANNIFIN CORP | 3.10% | $131.0M | 187,580 | $117.30 | $698.47 | +$4.3M |