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CIK: 0001665446
Total reported value
$463.3M
$463.3M
82 檔
48.6%
The Q1 2025 SEC filing reveals that Home Federal Bank Of Tennessee held a total portfolio value of $463.3M, covering 82 public equity positions.
In Q1 2025, Home Federal Bank Of Tennessee displayed an active expansion posture, initiating 50 new positions and adding to 0 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 | 37.42% | -0.31% | +2.08% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 22.05% | -1.41% | +1.31% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.88% | +0.33% | -0.84% | |
| 4 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.42% | -0.03% | +4.59% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.86% | -0.08% | +1.43% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.65% | -0.14% | -0.93% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 1.45% | -0.21% | -1.11% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | +0.09% | -0.44% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 1.24% | -0.04% | -1.20% | |
| 10 | WM | Waste Management Inc | Stock-Industrials | 1.17% | -0.15% | -0.26% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.15% | -0.01% | -1.51% | |
| 12 | ADI | Analog Devices Inc | Stock-Tech | 1.13% | +0.12% | -0.73% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | -0.03% | — | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.08% | +0.01% | -0.87% | |
| 15 | HON | Honeywell International Inc | Stock-Industrials | 1.06% | -0.89% | EXIT | |
| 16 | ADP | Automatic Data Processing | Stock-Tech | 0.98% | -0.01% | -0.46% | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.94% | — | -0.82% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.89% | +1.02% | +31.40% | |
| 19 | DUK | Duke Energy CORP | Stock-Utilities | 0.85% | -0.13% | — | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.85% | -0.06% | -0.39% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 0.77% | -0.11% | -0.62% | |
| 22 | ENB | Enbridge Inc | Stock-Energy | 0.70% | -0.09% | -0.16% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.14% | -0.45% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.21% | -0.76% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.60% | -0.11% | -0.04% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | +0.06% | — | |
| 27 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.57% | -0.03% | — | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.53% | -0.02% | — | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | -0.04% | — | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.51% | -0.01% | -1.07% | |
| 31 | MMM | 3m Co | Stock-Industrials | 0.49% | -0.01% | -0.40% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.17% | — | |
| 33 | IP | International Paper Co | Stock-Consumer Disc | 0.46% | -0.02% | -0.24% | |
| 34 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.45% | +0.02% | -0.23% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | -0.01% | -4.91% | |
| 36 | COP | Conocophillips | Stock-Energy | 0.42% | -0.12% | — | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.41% | -0.10% | -0.71% | |
| 38 | RF | Regions Financial CORP | Stock-Financials | 0.38% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.03% | -2.41% | |
| 40 | VMC | Vulcan Materials Co | Stock-Materials | 0.36% | -0.02% | — | |
| 41 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.33% | -0.01% | -0.28% | |
| 42 | CARR | Carrier Global CORP | Stock-Industrials | 0.33% | +0.03% | -0.17% | |
| 43 | EPD | Enterprise Products Partners | Stock-Energy | 0.28% | -0.04% | — | |
| 44 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.28% | -0.03% | -0.05% | |
| 45 | CVS | Cvs Health CORP | Stock-Healthcare | 0.28% | +0.14% | -2.40% | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.27% | -0.03% | -1.00% | |
| 47 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.24% | -0.12% | EXIT | |
| 48 | ✓ | Stock-Other | 0.23% | -0.03% | — | ||
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.23% | -0.02% | — | |
| 50 | BAX | Baxter International Inc | Stock-Healthcare | 0.23% | +0.04% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 2 | IVE | Ishares S&p 500 Value ETF | — | NEW | New buy |
| 3 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 4 | IJS | Ishares S&p Small-cap 600 Va | — | NEW | New buy |
| 5 | AAPL | Apple Inc | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | RTX | Rtx CORP | — | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 9 | HD | Home Depot Inc | — | NEW | New buy |
| 10 | WM | Waste Management Inc | — | NEW | New buy |
| 11 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 12 | ADI | Analog Devices Inc | — | NEW | New buy |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 14 | ABBV | Abbvie Inc | — | NEW | New buy |
| 15 | HON | Honeywell International Inc | — | NEW | New buy |
| 16 | ADP | Automatic Data Processing | — | NEW | New buy |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | — | NEW | New buy |
| 18 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 19 | DUK | Duke Energy CORP | — | NEW | New buy |
| 20 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 21 | ABT | Abbott Laboratories | — | NEW | New buy |
| 22 | ENB | Enbridge Inc | — | NEW | New buy |
| 23 | WMT | Walmart Inc | — | NEW | New buy |
| 24 | CVX | Chevron CORP | — | NEW | New buy |
| 25 | PEP | Pepsico Inc | — | NEW | New buy |
| 26 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 27 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 28 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 29 | KO | Coca-cola Co/the | — | NEW | New buy |
| 30 | IWS | Ishares Russell Mid-cap Valu | — | NEW | New buy |
| 31 | MMM | 3m Co | — | NEW | New buy |
| 32 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 33 | IP | International Paper Co | — | NEW | New buy |
| 34 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 35 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 36 | COP | Conocophillips | — | NEW | New buy |
| 37 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 38 | RF | Regions Financial CORP | — | NEW | New buy |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 40 | VMC | Vulcan Materials Co | — | NEW | New buy |
| 41 | WY | Weyerhaeuser Co | — | NEW | New buy |
| 42 | CARR | Carrier Global CORP | — | NEW | New buy |
| 43 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 44 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
| 45 | CVS | Cvs Health CORP | — | NEW | New buy |
| 46 | SO | Southern Co/the | — | NEW | New buy |
| 47 | 6D8 | Dupont De Nemours Inc | — | NEW | New buy |
| 48 | ✓ | — | NEW | New buy | |
| 49 | AMGN | Amgen Inc | — | NEW | New buy |
| 50 | BAX | Baxter International Inc | — | NEW | New buy |
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 82 disclosed positions in Q1 2025.
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 48.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $126.5M
During Q1 2025, Home Federal Bank Of Tennessee's top holdings by market value included IVV (37.4%)、IVE (22.1%)、LLY (2.9%). The largest single position, IVV, represented 37.4% of total portfolio value.
In Q1 2025, Home Federal Bank Of Tennessee made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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