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Latest Tennessee Valley Asset Management Partners Stock Portfolio

Tennessee Valley Asset Management Partners Performance:
2025 Q3: 1.11%YTD: 0.68%2024: 6.42%
Performance for 2025 Q3 is 1.11%, and YTD is 0.68%, and 2024 is 6.42%.

About Tennessee Valley Asset Management Partners and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Tennessee Valley Asset Management Partners reported an equity portfolio of $736.8 Millions as of 30 Sep, 2025.

The top stock holdings of Tennessee Valley Asset Management Partners are BIL, IJR, VB. The fund has invested 19.8% of it's portfolio in SPDR SERIES TRUST and 7.7% of portfolio in ISHARES TR.

They significantly reduced their stock positions in TESLA INC (TSLA), VANGUARD WORLD FD (VAW) and SPDR SERIES TRUST (BIL). Tennessee Valley Asset Management Partners opened new stock positions in ISHARES TR (IJR), BLACKROCK ETF TRUST (BECO) and ISHARES TR (IBCE). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO QQQ TR (QQQ), VANGUARD SPECIALIZED FUNDS (VIG) and WALMART INC (WMT).

Tennessee Valley Asset Management Partners Annual Return Estimates Vs S&P 500

Our best estimate is that Tennessee Valley Asset Management Partners made a return of 1.11% in the last quarter. In trailing 12 months, it's portfolio return was 1.52%.

New Buys

Ticker$ Bought
ishares tr56,520,900
blackrock etf trust34,520,500
ishares tr32,223,400
ishares tr22,678,100
blackrock etf trust11,112,600
ishares gold tr10,446,200
ishares tr9,919,810
ishares tr9,786,100
New stocks bought by Tennessee Valley Asset Management Partners

Additions

Ticker% Inc.
invesco qqq tr5,120
vanguard specialized funds1,915
walmart inc466
microsoft corp374
home depot inc147
ishares tr95.33
vanguard intl equity index f84.14
ishares tr64.98
Additions to existing portfolio by Tennessee Valley Asset Management Partners

Reductions

Ticker% Reduced
tesla inc-10.81
vanguard world fd-8.97
spdr series trust-7.6
spdr index shs fds-6.87
vanguard scottsdale fds-6.18
apple inc-5.47
spdr series trust-5.27
spdr series trust-4.6
Tennessee Valley Asset Management Partners reduced stake in above stock

Sold off

None of the stocks were completely sold off by Tennessee Valley Asset Management Partners

Sector Distribution

Tennessee Valley Asset Management Partners has about 90.8% of it's holdings in Others sector.

Sector%
Others90.8
Technology3.6
Healthcare1.2

Market Cap. Distribution

Tennessee Valley Asset Management Partners has about 8.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED90.8
MEGA-CAP6.6
LARGE-CAP2.1

Stocks belong to which Index?

About 8.5% of the stocks held by Tennessee Valley Asset Management Partners either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others91
S&P 5008.5
Top 5 Winners (%)%
STX
seagate technology hldngs pl
63.6 %
TSLA
tesla inc
40.0 %
GOOG
alphabet inc
37.0 %
GOOG
alphabet inc
30.4 %
ABBV
abbvie inc
24.7 %
Top 5 Winners ($)$
AAPL
apple inc
1.3 M
ABBV
abbvie inc
1.1 M
GOOG
alphabet inc
0.9 M
AVGO
broadcom inc
0.7 M
TSLA
tesla inc
0.6 M
Top 5 Losers (%)%
CRM
salesforce inc
-11.7 %
KO
coca cola co
-4.5 %
ADP
automatic data processing in
-4.0 %
WM
waste mgmt inc del
-3.5 %
V
visa inc
-2.5 %
Top 5 Losers ($)$
CRM
salesforce inc
-0.1 M
ABT
abbott labs
0.0 M
KO
coca cola co
0.0 M
V
visa inc
0.0 M
ADP
automatic data processing in
0.0 M

Tennessee Valley Asset Management Partners Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Tennessee Valley Asset Management Partners

Tennessee Valley Asset Management Partners has 171 stocks in it's portfolio. About 59.4% of the portfolio is in top 10 stocks. CRM proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Tennessee Valley Asset Management Partners last quarter.

Last Reported on: 13 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions