Homestead Advisers
Our archive holds 6 letters from Homestead Advisers, behind 6 investment theses and positions in 39 companies. Every quote below is copied verbatim from the letter it came from.
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2 strategies
Homestead Advisers publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.
- Homestead Advisers Small-Company Stock Fund2
11 companies
YTD +14.9% · 1Y +23.2% (Jun 30, 2026)
- Homestead Advisers Value Fund2
15 companies
YTD +10.0% · 1Y +18.3% (Jun 30, 2026)
Returns as reported in each strategy’s latest letter, extracted automatically and not verified by us; one share class, in its own currency. Not investment advice. Past performance does not predict future returns.
Also filed under Homestead Advisers Funds.
What they bought and sold · 6 moves
- ExitedAlphabet Inc.September 2026
“We also added to Amazon and exited Alphabet, which left the benchmark at the reconstitution.”
Read the letter - AddedMicrosoft Corp.September 2026
“We built a position in Apple and added to Microsoft, narrowing the fund's underweight in the sector, while reducing exposure to semiconductor and semiconductor equipment stocks.”
Read the letter - AddedAmazon.com, Inc.September 2026
“We also added to Amazon and exited Alphabet, which left the benchmark at the reconstitution.”
Read the letter - ExitedInteger Holdings Corp.September 2026
“We have exited the position.”
Read the letter - AddedApple Inc.September 2026
“We built a position in Apple and added to Microsoft, narrowing the fund's underweight in the sector, while reducing exposure to semiconductor and semiconductor equipment stocks.”
Read the letter - ExitedVerra Mobility Corp.June 2026
“We viewed this development as a break in our thesis, and we exited the position.”
Read the letter
Companies held · 39
Every company Homestead Advisers has disclosed a position in across our archive, with the letter that last mentioned it.
- AbbVie, Inc.Jun 2026
- Advanced Energy Industries, Inc.Sep 2026
- Alphabet Inc.Sep 2026
- Amazon.com, Inc.Sep 2026
- Apple Inc.Sep 2026
- Applied Industrial Technologies, Inc.Jun 2026
- CACI International Inc.Sep 2026
- Citigroup, Inc.Jun 2026
- ConocoPhillipsSep 2026
- Deere & Co.Jun 2026
- Element Solutions, Inc.Jun 2026
- ESAB Corp.Sep 2026
- ExxonMobil Holdings Corp.Sep 2026
- FB Financial Corp.Jun 2026
- Federal Signal Corp.Jun 2026
- Gildan Activewear, Inc.Jun 2026
- Globus Medical, Inc.Jun 2026
- Homestead AdvisersSep 2026
- Homestead Financial Services Corp.Sep 2026
- Homestead Funds TrustSep 2026
- Homestead Funds, Inc.Sep 2026
- Honeywell Aerospace Inc.Sep 2026
- Integer Holdings Corp.Sep 2026
- JPMorgan Chase & Co.Jun 2026
- Lam Research Corp.Sep 2026
- Meta Platforms, Inc.Sep 2026
- Micron Technology, Inc.Jun 2026
- Microsoft Corp.Sep 2026
- National Rural Electric Cooperative AssociationSep 2026
- National Vision Holdings, Inc.Jun 2026
- Northern Oil and Gas, Inc.Jun 2026
- Northrop Grumman Corp.Jun 2026
- OPENLANE, Inc.Jun 2026
- Parker-Hannifin Corp.Jun 2026
- Plexus Corp.Jun 2026
- Sterling Infrastructure, Inc.Sep 2026
- UnitedHealth Group, Inc.Jun 2026
- Verra Mobility Corp.Jun 2026
- Walmart, Inc.Jun 2026
Theses · 6
- September 2026
Sterling Infrastructure is a specialty engineering and construction company whose scale, execution capabilities, and multiyear backlog visibility support its role in data center and mission-critical facility buildouts.
Read the full thesis - September 2026
Twist Bioscience uses a proprietary silicon-based platform to manufacture synthetic DNA at scale and could benefit as drug discovery becomes increasingly data-intensive.
Read the full thesis - September 2026
Meta Platforms owns leading digital advertising platforms and its AI-enhanced advertising engine is viewed as one of the strongest franchises in the market.
Read the full thesis - September 2026
Lam Research's leadership in deposition and etch technologies positions it to benefit from a multiyear semiconductor investment upcycle.
Read the full thesis - June 2026
Micron Technology, Inc. is a memory manufacturer benefiting from constrained supply, AI-driven demand, longer contracts, and a valuation that may not reflect higher earnings power.
Read the full thesis - June 2026
Sterling Infrastructure benefits from data center growth and scale could support stronger margins over time.
Read the full thesis
Letter archive · 6
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