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CIK: 0001665446
Total reported value
$463.3M
$463.3M
80 檔
50.9%
At the close of Q3 2024, Home Federal Bank Of Tennessee disclosed equity holdings valued at approximately $463.3M, spread across 80 reported holdings.
In Q3 2024, Home Federal Bank Of Tennessee displayed an active expansion posture, initiating 4 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 37.47% | -0.31% | -0.59% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 22.25% | -1.41% | +0.36% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.30% | +0.33% | -1.97% | |
| 4 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.52% | -0.03% | -2.38% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.96% | -0.08% | -3.77% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.87% | -0.14% | +0.50% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 1.36% | -0.04% | +0.28% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 1.31% | -0.21% | +1.04% | |
| 9 | ADI | Analog Devices Inc | Stock-Tech | 1.25% | +0.12% | +1.06% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.16% | -0.01% | +0.84% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | +0.09% | +0.95% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.08% | -0.03% | +0.26% | |
| 13 | WM | Waste Management Inc | Stock-Industrials | 1.04% | -0.15% | -0.25% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.02% | +0.01% | +1.84% | |
| 15 | HON | Honeywell International Inc | Stock-Industrials | 1.00% | -0.89% | EXIT | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.94% | — | -0.31% | |
| 17 | ADP | Automatic Data Processing | Stock-Tech | 0.86% | -0.01% | +1.40% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.82% | -0.06% | +0.77% | |
| 19 | DUK | Duke Energy CORP | Stock-Utilities | 0.79% | -0.13% | -16.32% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | +1.02% | +7.70% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.67% | -0.11% | +1.48% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 0.66% | -0.11% | +3.05% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.14% | +1.65% | |
| 24 | ENB | Enbridge Inc | Stock-Energy | 0.63% | -0.09% | +1.60% | |
| 25 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.59% | -0.03% | +1.68% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.55% | -0.01% | +4.34% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.21% | +2.18% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.53% | -0.02% | — | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.53% | -0.01% | -1.87% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.50% | -0.04% | +1.91% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.50% | +0.06% | +2.61% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.17% | +1.86% | |
| 33 | MMM | 3m Co | Stock-Industrials | 0.45% | -0.01% | +1.22% | |
| 34 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.44% | +0.02% | +2.34% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.42% | -0.10% | -11.72% | |
| 36 | IP | International Paper Co | Stock-Consumer Disc | 0.40% | -0.02% | +2.64% | |
| 37 | COP | Conocophillips | Stock-Energy | 0.40% | -0.12% | +1.79% | |
| 38 | CARR | Carrier Global CORP | Stock-Industrials | 0.40% | +0.03% | +3.41% | |
| 39 | RF | Regions Financial CORP | Stock-Financials | 0.40% | — | -0.08% | |
| 40 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.38% | -0.01% | +2.27% | |
| 41 | VMC | Vulcan Materials Co | Stock-Materials | 0.37% | -0.02% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.03% | +0.17% | |
| 43 | DOW | Dow Inc | Stock-Materials | 0.31% | -0.04% | +0.89% | |
| 44 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.28% | -0.03% | +4.48% | |
| 45 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.27% | -0.12% | EXIT | |
| 46 | CVS | Cvs Health CORP | Stock-Healthcare | 0.27% | +0.14% | +6.00% | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.27% | +0.07% | NEW | |
| 48 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.26% | -0.01% | +5.73% | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.26% | -0.03% | +11.12% | |
| 50 | BAX | Baxter International Inc | Stock-Healthcare | 0.24% | +0.04% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | +0.5% | +0.36% | Add |
| 2 | RTX | Rtx CORP | +0.2% | +1.04% | Add |
| 3 | HD | Home Depot Inc | +0.1% | +0.28% | Add |
| 4 | ABBV | Abbvie Inc | +0.1% | +1.84% | Add |
| 5 | IBM | Intl Business Machines CORP | +0.1% | +2.61% | Add |
| 6 | MMM | 3m Co | +0.1% | +1.22% | Add |
| 7 | ADP | Automatic Data Processing | +0.1% | +1.40% | Add |
| 8 | WMT | Walmart Inc | +0.1% | +1.65% | Add |
| 9 | CARR | Carrier Global CORP | +0.1% | +3.41% | Add |
| 10 | PNC | Pnc Financial Services Group | +0.1% | NEW | New buy |
| 11 | ENB | Enbridge Inc | +0.1% | +1.60% | Add |
| 12 | KR | Kroger Co | +0.1% | NEW | New buy |
| 13 | MDLZ | Mondelez International Inc-a | +0.1% | NEW | New buy |
| 14 | SCHV | Schwab US Large-cap Value | +0.1% | NEW | New buy |
| 15 | NSC | Norfolk Southern CORP | +0.1% | +1.68% | Add |
| 16 | WY | Weyerhaeuser Co | +0.1% | +2.27% | Add |
| 17 | SO | Southern Co/the | +0.1% | +11.12% | Add |
| 18 | IJS | Ishares S&p Small-cap 600 Va | 0% | -2.38% | Trim |
| 19 | JNJ | Johnson & Johnson | 0% | +0.77% | Add |
| 20 | ABT | Abbott Laboratories | 0% | +3.05% | Add |
| 21 | RF | Regions Financial CORP | 0% | -0.08% | Trim |
| 22 | KO | Coca-cola Co/the | 0% | +1.91% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | 0% | +7.70% | Add |
| 24 | IP | International Paper Co | 0% | +2.64% | Add |
| 25 | CAG | Conagra Brands Inc | 0% | +14.54% | Add |
| 26 | BAX | Baxter International Inc | 0% | +5.76% | Add |
| 27 | GE | General Electric | 0% | +18.32% | Add |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.17% | Add |
| 29 | OTIS | Otis Worldwide CORP | 0% | +4.48% | Add |
| 30 | CVS | Cvs Health CORP | 0% | +6.00% | Add |
| 31 | CAT | Caterpillar Inc | 0% | -1.46% | Trim |
| 32 | IWS | Ishares Russell Mid-cap Valu | 0% | -1.87% | Trim |
| 33 | 6D8 | Dupont De Nemours Inc | 0% | -0.93% | Trim |
| 34 | AAPL | Apple Inc | — | -3.77% | Trim |
| 35 | PG | Procter & Gamble Co/the | 0% | +0.84% | Add |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.26% | Add |
| 37 | JPM | Jpmorgan Chase & Co | 0% | +0.95% | Add |
| 38 | PEP | Pepsico Inc | 0% | +1.48% | Add |
| 39 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 40 | T | At&t Inc | -0.1% | -38.44% | Trim |
| 41 | AMZN | Amazon.com Inc | -0.1% | -42.46% | Trim |
| 42 | COP | Conocophillips | -0.1% | +1.79% | Add |
| 43 | MRK | Merck & Co. Inc. | -0.1% | +4.34% | Add |
| 44 | INTC | Intel CORP | -0.1% | -6.69% | Trim |
| 45 | DUK | Duke Energy CORP | -0.1% | -16.32% | Trim |
| 46 | WM | Waste Management Inc | -0.1% | -0.25% | Trim |
| 47 | IWR | Ishares Russell Mid-cap ETF | -0.2% | EXIT | Sold out |
| 48 | MSFT | Microsoft CORP | -0.2% | +0.50% | Add |
| 49 | LLY | Eli Lilly & Co | -0.4% | -1.97% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | -0.6% | -0.59% | Trim |
According to official SEC Form 13F filings, Home Federal Bank Of Tennessee reported a total U.S. public equity portfolio value of $463.3M across 80 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IVE, LLY) accounted for 50.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
PNC
市值: $237.5K
Top Position Liquidated / Trimmed
IWR
前期市值: $535.1K
During Q3 2024, Home Federal Bank Of Tennessee's top holdings by market value included IVV (37.5%)、IVE (22.3%)、LLY (3.3%). The largest single position, IVV, represented 37.5% of total portfolio value.
In Q3 2024, Home Federal Bank Of Tennessee made 49 total portfolio adjustments, initiating 4 new buys, adding to 31 positions, trimming 13 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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