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Homestead Funds Trust

CIK: 0001768447 Equity
Report date: 2026-02-04
AUM $142M
Expense Ratio
Category Equity
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-04

Holdings

From latest SEC N-PORT filing · US-listed stocks only

26 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ABBV ABBVIE INC Since 2026-05-10 00287YDT3 Debt
0.08%
$0.11 105,000
2 ABBV ABBVIE INC Since 2026-05-10 00287YDV8 Debt
0.05%
$0.06 65,000
3 ABBV ABBVIE INC Since 2026-05-10 00287YDW6 Debt
0.09%
$0.13 130,000
4 AMGN AMGEN INC Since 2026-05-10 031162DU1 Debt
0.15%
$0.21 215,000
5 AVT AVNET INC Since 2026-05-10 053807AW3 Debt
0.12%
$0.18 170,000
6 CVE CENOVUS ENERGY INC Since 2026-05-10 15135UAP4 Debt
0.27%
$0.38 395,000
7 LNG CHENIERE ENERGY INC Since 2026-05-10 16411RAN9 Debt
0.09%
$0.14 130,000
8 C CITIGROUP INC Since 2026-05-10 172967MS7 Debt
0.57%
$0.81 870,000
9 C CITIGROUP INC Since 2026-05-10 172967PF2 Debt
0.28%
$0.40 390,000
10 ENB ENBRIDGE INC Since 2026-05-10 29250NBR5 Debt
0.24%
$0.34 320,000
11 FITB FIFTH THIRD BANCORP Since 2026-05-10 316773DK3 Debt
0.25%
$0.35 335,000
12 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280EW5 Debt
0.25%
$0.35 345,000
13 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PDH6 Debt
0.13%
$0.19 185,000
14 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PDU7 Debt
0.14%
$0.20 195,000
15 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PEG7 Debt
0.48%
$0.68 655,000
16 KVUE KENVUE INC Since 2026-05-10 49177JAR3 Debt
0.05%
$0.08 85,000
17 MTB M&T BANK CORPORATION Since 2026-05-10 55261FAS3 Debt
0.38%
$0.54 500,000
18 MTB M&T BANK CORPORATION Since 2026-05-10 55261FAV6 Debt
0.10%
$0.14 135,000
19 MGA MAGNA INTERNATIONAL INC Since 2026-05-10 559222BD5 Debt
0.10%
$0.14 135,000
20 NOV NOV INC Since 2026-05-10 637071AM3 Debt
0.08%
$0.11 112,000
21 TRGP TARGA RESOURCES CORP Since 2026-05-10 87612GAD3 Debt
0.22%
$0.32 305,000
22 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U2Q5 Debt
0.24%
$0.34 440,000
23 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3E1 Debt
1.23%
$1.76 1,695,000
24 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3H4 Debt
0.17%
$0.24 220,000
25 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3P6 Debt
0.21%
$0.30 290,000
26 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3T8 Debt
0.24%
$0.35 340,000