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CIK: 0001665446
Total reported value
$463.3M
$463.3M
81 檔
49.3%
In Q4 2024, Home Federal Bank Of Tennessee's U.S. equity holdings reached a combined market value of $463.3M, distributed across 81 disclosed stock positions.
In Q4 2024, Home Federal Bank Of Tennessee adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 38.42% | -0.31% | -2.90% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 21.80% | -1.41% | -2.18% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.71% | +0.33% | -8.77% | |
| 4 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.58% | -0.03% | -1.92% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.07% | -0.08% | -4.90% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.87% | -0.14% | -1.49% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 1.34% | -0.04% | -1.49% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 1.28% | -0.21% | -0.80% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | +0.09% | -2.60% | |
| 10 | ADI | Analog Devices Inc | Stock-Tech | 1.20% | +0.12% | — | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.15% | -0.01% | -1.48% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | -0.03% | — | |
| 13 | HON | Honeywell International Inc | Stock-Industrials | 1.13% | -0.89% | EXIT | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 1.02% | -0.15% | -1.89% | |
| 15 | ADP | Automatic Data Processing | Stock-Tech | 0.94% | -0.01% | — | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 0.92% | +0.01% | -2.77% | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.92% | — | -4.49% | |
| 18 | DUK | Duke Energy CORP | Stock-Utilities | 0.75% | -0.13% | -1.05% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.06% | -2.03% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.74% | +1.02% | -3.03% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.14% | -5.14% | |
| 22 | ENB | Enbridge Inc | Stock-Energy | 0.67% | -0.09% | -1.21% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 0.66% | -0.11% | -3.08% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.11% | -1.09% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.59% | -0.02% | — | |
| 26 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.57% | -0.03% | -1.92% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.21% | -0.08% | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.53% | -0.01% | -1.14% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.51% | +0.06% | -0.27% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | -0.01% | -1.47% | |
| 31 | IP | International Paper Co | Stock-Consumer Disc | 0.46% | -0.02% | — | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | -0.04% | — | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.17% | -0.11% | |
| 34 | MMM | 3m Co | Stock-Industrials | 0.43% | -0.01% | -1.09% | |
| 35 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.42% | +0.02% | -1.14% | |
| 36 | RF | Regions Financial CORP | Stock-Financials | 0.41% | — | — | |
| 37 | VMC | Vulcan Materials Co | Stock-Materials | 0.40% | -0.02% | — | |
| 38 | COP | Conocophillips | Stock-Energy | 0.39% | -0.12% | — | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.36% | -0.10% | -6.48% | |
| 40 | CARR | Carrier Global CORP | Stock-Industrials | 0.35% | +0.03% | — | |
| 41 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.32% | -0.01% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.03% | -0.21% | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.28% | +0.07% | NEW | |
| 44 | EPD | Enterprise Products Partners | Stock-Energy | 0.26% | -0.04% | — | |
| 45 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.25% | -0.03% | -1.07% | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.24% | -0.03% | — | |
| 47 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.24% | -0.12% | EXIT | |
| 48 | ✓ | Stock-Other | 0.23% | -0.03% | — | ||
| 49 | DOW | Dow Inc | Stock-Materials | 0.22% | -0.04% | -5.35% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.21% | -0.02% | -1.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1% | -2.90% | Trim |
| 2 | ✓ | +0.2% | NEW | New buy | |
| 3 | ✓ | Ess Management Holdings LLC | +0.2% | NEW | New buy |
| 4 | JPM | Jpmorgan Chase & Co | +0.2% | -2.60% | Trim |
| 5 | HON | Honeywell International Inc | +0.1% | -0.03% | Trim |
| 6 | AAPL | Apple Inc | +0.1% | -4.90% | Trim |
| 7 | ADP | Automatic Data Processing | +0.1% | — | Unchanged |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Unchanged |
| 9 | C | Citigroup Inc | +0.1% | NEW | New buy |
| 10 | IP | International Paper Co | +0.1% | — | Unchanged |
| 11 | WMT | Walmart Inc | +0.1% | -5.14% | Trim |
| 12 | IWF | Ishares Russell 1000 Growth | +0.1% | — | Unchanged |
| 13 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | -1.92% | Trim |
| 14 | MSFT | Microsoft CORP | — | -1.49% | Trim |
| 15 | ABT | Abbott Laboratories | — | -3.08% | Trim |
| 16 | PG | Procter & Gamble Co/the | 0% | -1.48% | Trim |
| 17 | COP | Conocophillips | 0% | — | Unchanged |
| 18 | HD | Home Depot Inc | 0% | -1.49% | Trim |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | 0% | -4.49% | Trim |
| 20 | WM | Waste Management Inc | 0% | -1.89% | Trim |
| 21 | NSC | Norfolk Southern CORP | 0% | -1.92% | Trim |
| 22 | KMB | Kimberly-clark CORP | 0% | -1.14% | Trim |
| 23 | XOM | Exxon Mobil CORP | 0% | -0.11% | Trim |
| 24 | MMM | 3m Co | 0% | -1.09% | Trim |
| 25 | QCOM | Qualcomm Inc | 0% | -5.49% | Trim |
| 26 | SO | Southern Co/the | 0% | — | Unchanged |
| 27 | PFE | Pfizer Inc | 0% | -1.53% | Trim |
| 28 | RTX | Rtx CORP | 0% | -0.80% | Trim |
| 29 | 6D8 | Dupont De Nemours Inc | 0% | — | Unchanged |
| 30 | CAG | Conagra Brands Inc | 0% | -3.21% | Trim |
| 31 | OTIS | Otis Worldwide CORP | 0% | -1.07% | Trim |
| 32 | DUK | Duke Energy CORP | 0% | -1.05% | Trim |
| 33 | AMGN | Amgen Inc | 0% | -2.31% | Trim |
| 34 | ADI | Analog Devices Inc | -0.1% | — | Unchanged |
| 35 | KO | Coca-cola Co/the | -0.1% | — | Unchanged |
| 36 | CARR | Carrier Global CORP | -0.1% | — | Unchanged |
| 37 | BAX | Baxter International Inc | -0.1% | — | Unchanged |
| 38 | PEP | Pepsico Inc | -0.1% | -1.09% | Trim |
| 39 | MRK | Merck & Co. Inc. | -0.1% | -1.47% | Trim |
| 40 | VZ | Verizon Communications Inc | -0.1% | -6.48% | Trim |
| 41 | EL | Estee Lauder Companies-cl A | -0.1% | — | Unchanged |
| 42 | WY | Weyerhaeuser Co | -0.1% | — | Unchanged |
| 43 | MDLZ | Mondelez International Inc-a | -0.1% | EXIT | Sold out |
| 44 | SCHV | Schwab US Large-cap Value | -0.1% | EXIT | Sold out |
| 45 | JNJ | Johnson & Johnson | -0.1% | -2.03% | Trim |
| 46 | CVS | Cvs Health CORP | -0.1% | -4.40% | Trim |
| 47 | DOW | Dow Inc | -0.1% | -5.35% | Trim |
| 48 | ABBV | Abbvie Inc | -0.1% | -2.77% | Trim |
| 49 | IVE | Ishares S&p 500 Value ETF | -0.5% | -2.18% | Trim |
| 50 | LLY | Eli Lilly & Co | -0.6% | -8.77% | 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 81 disclosed positions in Q4 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 49.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
市值: $793.3K
Top Position Liquidated / Trimmed
MDLZ
前期市值: $221.0K
During Q4 2024, Home Federal Bank Of Tennessee's top holdings by market value included IVV (38.4%)、IVE (21.8%)、LLY (2.7%). The largest single position, IVV, represented 38.4% of total portfolio value.
In Q4 2024, Home Federal Bank Of Tennessee made 37 total portfolio adjustments, initiating 3 new buys, adding to 0 positions, trimming 32 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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