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Latest HOME FEDERAL BANK OF TENNESSEE Stock Portfolio

$463Million | No. of Holdings #114

HOME FEDERAL BANK OF TENNESSEE Performance

2026 Q2+9.69%
YTD+7.62%
2025+13.94%

About HOME FEDERAL BANK OF TENNESSEE and 13F Hedge Fund Stock Holdings

On 2026-07-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, HOME FEDERAL BANK OF TENNESSEE reported an equity portfolio of $463.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of HOME FEDERAL BANK OF TENNESSEE are IJR, IJR, QQQ. The fund has invested 35.8% of it's portfolio in ISHARES and 18.9% of portfolio in ISHARES. <br><br> The fund managers got completely rid off HONEYWELL INTL (HON), DUPONT DE NEMOURS INC (DD) and MCDONALDS CORP (MCD) stocks. They significantly reduced their stock positions in CATERPILLAR (CAT), TWIN CITIES FINANCIAL and APPLE INC (AAPL). HOME FEDERAL BANK OF TENNESSEE opened new stock positions in HONEYWELL INTL (HON), HONEYWELL AEROSPACE INC. and DELL TECHNOLOGIES INC (DELL). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD (VAW), VANGUARD (VB) and ISHARES (IJR).
HOME FEDERAL BANK OF TENNESSEE Equity Portfolio Value
Last Reported on: 15 Jul, 2026
$463Million
  as of Jul 15, 2026

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 9.69% in the last quarter. In trailing 12 months, it's portfolio return was 17.71%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
honeywell intl1,804,410
honeywell aerospace inc.1,744,130
dell technologies inc560,899
dupont de nemours inc463,431
capital one financial corp411,271
bank of new york mellon corp404,908
metlife inc396,821
royal dutch shell plc - adr356,684
New stocks bought by HOME FEDERAL BANK OF TENNESSEE

Additions

Ticker% Inc.
vanguard700
vanguard501
ishares285
wells fargo90.48
the travelers companies inc87.5
simon property group inc85.71
devon energy corp83.67
quanta services, inc.83.33
Additions to existing portfolio by HOME FEDERAL BANK OF TENNESSEE

Reductions

Ticker% Reduced
caterpillar-77.3
twin cities financial-5.01
apple inc-2.23
state street spdr-1.8
ishares-1.06
berkshire hathaway inc cl-0.97
exxon mobil corp-0.44
coca cola co-0.35
HOME FEDERAL BANK OF TENNESSEE reduced stake in above stock

Sold off

Ticker$ Sold
honeywell intl-3,558,620
dupont de nemours inc-471,465
mcdonalds corp-214,135
HOME FEDERAL BANK OF TENNESSEE got rid off the above stocks

Sector Distribution

HOME FEDERAL BANK OF TENNESSEE has about 67.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
  • Consumer Defensive
  • Financial Services
  • Utilities
  • Energy
  • Consumer Cyclical
Sector%
Others67.1
Technology7.4
Healthcare6.9
Industrials5.3
Consumer Defensive3
Financial Services2.9
Utilities2.5
Energy2.2
Consumer Cyclical1.4

Market Cap. Distribution

HOME FEDERAL BANK OF TENNESSEE has about 31.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED67.1
MEGA-CAP19.4
LARGE-CAP11.7
MID-CAP1.7

Stocks belong to which Index?

About 31.9% of the stocks held by HOME FEDERAL BANK OF TENNESSEE either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others68.1
S&P 50030.2
RUSSELL 20001.7
Top 5 Winners (%)%
INTC
intel corp
179.2 %
AMD
advanced micro devices
175.1 %
AMAT
applied materials
105.8 %
QCOM
qualcomm inc
43.5 %
XLB
state street select sector sprd
43.4 %
Top 5 Winners ($)$
IJR
ishares
21.1 M
IJR
ishares
6.1 M
QQQ
invesco qqq trust series 1
5.4 M
LLY
eli lilly co
3.1 M
INTC
intel corp
2.1 M
Top 5 Losers (%)%
VAW
vanguard
-73.1 %
VB
vanguard
-70.4 %
IJR
ishares
-60.5 %
DOW
dow inc
-32.0 %
T
att inc
-28.6 %
Top 5 Losers ($)$
IJR
ishares
-3.6 M
VAW
vanguard
-1.8 M
VB
vanguard
-0.9 M
CVX
chevron corp
-0.6 M
XOM
exxon mobil corp
-0.4 M

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 114 stocks in it's portfolio. About 73.8% of the portfolio is in top 10 stocks. IJR 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.

$463.32MTotal Value
117Positions
15 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of HOME FEDERAL BANK OF TENNESSEE, last reported on 15 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change