HOMESTEAD ADVISERS CORP
•CIK: 944804•Filing: Q4 2025
HOMESTEAD ADVISERS CORP, led by the seasoned team of John "Jay" Jacobs and John "Jack" Jacobs, is known for its concentrated, high-conviction investment strategy, currently managing $3.8 billion in assets across 107 positions. The fund recently made notable moves by adding Q, RJF, and SOLS, while significantly increasing its stake in GOOG by 89% and UAO by 158%, and cutting positions in FIX by 75% and ACLS by 70%.
Total AUM
$3.8B
QoQ Performance
-10.1%
Positions
107
Top 10 Concentration
32.8%
Latest Filing
Q4 2025
Top Holdings Allocation
JPM4.8%
GS3.9%
GOOGL3.6%
PH3.3%
LRCX3.3%
ABBV3.2%
META2.8%
C2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other35.2%
Financial18.3%
Technology14.2%
Healthcare10.2%
Industrial6.6%
Consumer5.7%
Energy4.0%
Communication2.9%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑12 increased
↓59 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022