Latest HOME FEDERAL BANK OF TENNESSEE Stock Portfolio
HOME FEDERAL BANK OF TENNESSEE Performance:
2025 Q2: 5.5%YTD: 4.05%2024: 15.12%
Performance for 2025 Q2 is 5.5%, and YTD is 4.05%, and 2024 is 15.12%.
About HOME FEDERAL BANK OF TENNESSEE and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, HOME FEDERAL BANK OF TENNESSEE reported an equity portfolio of $352.7 Millions as of 30 Jun, 2025.
The top stock holdings of HOME FEDERAL BANK OF TENNESSEE are IJR, IJR, LLY. The fund has invested 39.6% of it's portfolio in ISHARES and 21.7% of portfolio in ISHARES.
The fund managers got completely rid off EATON (ETN), ALLSTATE CORP (ALL) and KROGER CO (KR) stocks. They significantly reduced their stock positions in CATERPILLAR (CAT), ISHARES (IJR) and VULCAN MATERIALS CO (VMC). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON.COM INC (AMZN), ISHARES (AMPS) and INVESCO QQQ TRUST SERIES 1 (QQQ).
The top stock holdings of HOME FEDERAL BANK OF TENNESSEE are IJR, IJR, LLY. The fund has invested 39.6% of it's portfolio in ISHARES and 21.7% of portfolio in ISHARES.
The fund managers got completely rid off EATON (ETN), ALLSTATE CORP (ALL) and KROGER CO (KR) stocks. They significantly reduced their stock positions in CATERPILLAR (CAT), ISHARES (IJR) and VULCAN MATERIALS CO (VMC). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON.COM INC (AMZN), ISHARES (AMPS) and INVESCO QQQ TRUST SERIES 1 (QQQ).
HOME FEDERAL BANK OF TENNESSEE Annual Return Estimates Vs S&P 500
Our best estimate is that HOME FEDERAL BANK OF TENNESSEE made a return of 5.5% in the last quarter. In trailing 12 months, it's portfolio return was 8.99%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| amazon.com inc | 16.52 |
| ishares | 11.05 |
| invesco qqq trust series 1 | 5.41 |
| conagra brands | 3.11 |
| apple inc | 1.69 |
| baxter international inc | 1.22 |
| walmart inc | 0.77 |
| abbvie inc | 0.45 |
Additions to existing portfolio by HOME FEDERAL BANK OF TENNESSEE
Reductions
| Ticker | % Reduced |
|---|---|
| caterpillar | -54.95 |
| ishares | -36.86 |
| vulcan materials co | -31.59 |
| procter & gamble | -29.91 |
| pfizer inc | -21.77 |
| att inc | -14.74 |
| twin cities financial | -4.99 |
| ge aerospace | -4.9 |
HOME FEDERAL BANK OF TENNESSEE reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| kroger co | -265,886 |
| eaton | -765,473 |
| ppg industries inc | -242,757 |
| allstate corp | -316,403 |
HOME FEDERAL BANK OF TENNESSEE got rid off the above stocks
Sector Distribution
HOME FEDERAL BANK OF TENNESSEE has about 68% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 68 |
| Industrials | 6.6 |
| Technology | 6.3 |
| Healthcare | 6.2 |
| Consumer Defensive | 3.4 |
| Energy | 2.2 |
| Utilities | 2 |
| Financial Services | 2 |
| Consumer Cyclical | 1.8 |
Market Cap. Distribution
HOME FEDERAL BANK OF TENNESSEE has about 31% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 68 |
| LARGE-CAP | 16.2 |
| MEGA-CAP | 14.8 |
Stocks belong to which Index?
About 30.1% of the stocks held by HOME FEDERAL BANK OF TENNESSEE either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 68.9 |
| S&P 500 | 30.1 |
HOME FEDERAL BANK OF TENNESSEE Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of HOME FEDERAL BANK OF TENNESSEE
HOME FEDERAL BANK OF TENNESSEE has 78 stocks in it's portfolio. About 75.5% of the portfolio is in top 10 stocks. LLY proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for HOME FEDERAL BANK OF TENNESSEE last quarter.
Last Reported on: 15 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| IJR | ishares | 39.59 | 224,901 | 139,641,000 | reduced | -0.08 | ||
Historical Trend of ISHARES Position Held By HOME FEDERAL BANK OF TENNESSEEWhat % of Portfolio is IJR?:Number of IJR shares held:Change in No. of Shares Held: | ||||||||
| IJR | ishares | 21.69 | 391,484 | 76,503,800 | added | 0.11 | ||
| LLY | eli lilly co | 2.60 | 11,776 | 9,179,750 | unchanged | 0.00 | ||
| IJR | ishares | 2.38 | 84,378 | 8,394,730 | added | 0.43 | ||
| MSFT | microsoft corp | 2.09 | 14,813 | 7,368,140 | reduced | -0.09 | ||
| AAPL | apple inc | 1.68 | 28,836 | 5,916,280 | added | 1.69 | ||
| RTX | raytheon technologies corp | 1.53 | 36,974 | 5,398,950 | unchanged | 0.00 | ||
| JPM | jp morgan chase | 1.46 | 17,708 | 5,133,730 | unchanged | 0.00 | ||
| ADI | analog devices inc | 1.28 | 18,909 | 4,500,720 | unchanged | 0.00 | ||
| HD | home depot | 1.20 | 11,508 | 4,219,290 | added | 0.44 | ||
| SPY | spdr | 1.16 | 6,602 | 4,079,050 | unchanged | 0.00 | ||
| WM | waste management inc | 1.11 | 17,131 | 3,919,920 | added | 0.35 | ||
| HON | honeywell intl | 1.07 | 16,229 | 3,779,410 | reduced | -3.99 | ||
| QQQ | invesco qqq trust series 1 | 1.06 | 6,784 | 3,742,320 | added | 5.41 | ||
| AMPS | ishares | 0.99 | 34,014 | 3,500,390 | added | 11.05 | ||
| ADP | automatic data processing | 0.94 | 10,789 | 3,327,330 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.92 | 17,447 | 3,238,520 | added | 0.45 | ||
| DUK | duke energy corp | 0.79 | 23,585 | 2,783,030 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.75 | 19,547 | 2,658,590 | unchanged | 0.00 | ||
| JNJ | johnson & johnson | 0.75 | 17,316 | 2,645,030 | unchanged | 0.00 | ||
