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CIK: 0001665446
Total reported value
$463.3M
$463.3M
78 檔
52.0%
According to the latest 13F quarterly dataset, Home Federal Bank Of Tennessee managed an equity portfolio of $463.3M at the end of Q2 2025, spanning 78 distinct U.S. exchange-listed positions.
In Q2 2025, Home Federal Bank Of Tennessee adopted a defensive or profit-taking posture, trimming 10 positions and completely liquidating 4 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 | 39.59% | -0.31% | -0.08% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 21.69% | -1.41% | +0.11% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.60% | +0.33% | — | |
| 4 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.38% | -0.03% | +0.43% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.09% | -0.14% | -0.09% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.68% | -0.08% | +1.69% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 1.53% | -0.21% | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.46% | +0.09% | — | |
| 9 | ADI | Analog Devices Inc | Stock-Tech | 1.28% | +0.12% | — | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.20% | -0.04% | +0.44% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.16% | -0.03% | — | |
| 12 | WM | Waste Management Inc | Stock-Industrials | 1.11% | -0.15% | +0.35% | |
| 13 | HON | Honeywell International Inc | Stock-Industrials | 1.07% | -0.89% | EXIT | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.06% | +1.02% | +5.41% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.99% | — | +11.05% | |
| 16 | ADP | Automatic Data Processing | Stock-Tech | 0.94% | -0.01% | — | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 0.92% | +0.01% | +0.45% | |
| 18 | DUK | Duke Energy CORP | Stock-Utilities | 0.79% | -0.13% | — | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 0.75% | -0.11% | — | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.06% | — | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.14% | +0.77% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.01% | -29.91% | |
| 23 | ENB | Enbridge Inc | Stock-Energy | 0.67% | -0.09% | -1.79% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.65% | +0.06% | — | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.60% | -0.02% | — | |
| 26 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.59% | -0.03% | — | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.21% | — | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.51% | -0.11% | — | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.49% | -0.04% | — | |
| 30 | MMM | 3m Co | Stock-Industrials | 0.49% | -0.01% | — | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.17% | — | |
| 32 | RF | Regions Financial CORP | Stock-Financials | 0.39% | — | — | |
| 33 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.39% | +0.02% | — | |
| 34 | IP | International Paper Co | Stock-Consumer Disc | 0.38% | -0.02% | — | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.38% | -0.10% | — | |
| 36 | CARR | Carrier Global CORP | Stock-Industrials | 0.36% | +0.03% | — | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.36% | -0.01% | — | |
| 38 | COP | Conocophillips | Stock-Energy | 0.34% | -0.12% | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.03% | — | |
| 40 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.32% | -0.01% | -36.86% | |
| 41 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.28% | -0.01% | — | |
| 42 | CVS | Cvs Health CORP | Stock-Healthcare | 0.27% | +0.14% | — | |
| 43 | VMC | Vulcan Materials Co | Stock-Materials | 0.26% | -0.02% | -31.59% | |
| 44 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.26% | -0.03% | — | |
| 45 | SO | Southern Co/the | Stock-Utilities | 0.26% | -0.03% | — | |
| 46 | EPD | Enterprise Products Partners | Stock-Energy | 0.25% | -0.04% | — | |
| 47 | ✓ | Stock-Other | 0.22% | -0.03% | — | ||
| 48 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.21% | -0.01% | — | |
| 49 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.21% | -0.12% | EXIT | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.20% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.2% | -0.08% | Trim |
| 2 | MSFT | Microsoft CORP | +0.4% | -0.09% | Trim |
| 3 | JPM | Jpmorgan Chase & Co | +0.2% | — | Unchanged |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +5.41% | Add |
| 5 | ADI | Analog Devices Inc | +0.2% | — | Unchanged |
| 6 | RTX | Rtx CORP | +0.1% | — | Unchanged |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Unchanged |
| 8 | IBM | Intl Business Machines CORP | +0.1% | — | Unchanged |
| 9 | IWF | Ishares Russell 1000 Growth | +0.1% | — | Unchanged |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +11.05% | Add |
| 11 | WMT | Walmart Inc | +0.1% | +0.77% | Add |
| 12 | CARR | Carrier Global CORP | 0% | — | Unchanged |
| 13 | EL | Estee Lauder Companies-cl A | 0% | — | Unchanged |
| 14 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 15 | AMZN | Amazon.com Inc | 0% | +16.52% | Add |
| 16 | NSC | Norfolk Southern CORP | 0% | — | Unchanged |
| 17 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 18 | HON | Honeywell International Inc | 0% | -3.99% | Trim |
| 19 | RF | Regions Financial CORP | 0% | — | Unchanged |
| 20 | GE | General Electric | 0% | -4.90% | Trim |
| 21 | CAG | Conagra Brands Inc | 0% | +3.11% | Add |
| 22 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 23 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 24 | BAX | Baxter International Inc | 0% | +1.22% | Add |
| 25 | IJS | Ishares S&p Small-cap 600 Va | 0% | +0.43% | Add |
| 26 | WY | Weyerhaeuser Co | -0.1% | — | Unchanged |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Unchanged |
| 28 | DOW | Dow Inc | -0.1% | -3.79% | Trim |
| 29 | PFE | Pfizer Inc | -0.1% | -21.77% | Trim |
| 30 | MRK | Merck & Co. Inc. | -0.1% | — | Unchanged |
| 31 | XOM | Exxon Mobil CORP | -0.1% | — | Unchanged |
| 32 | KMB | Kimberly-clark CORP | -0.1% | — | Unchanged |
| 33 | DUK | Duke Energy CORP | -0.1% | — | Unchanged |
| 34 | PPG | Ppg Industries Inc | -0.1% | EXIT | Sold out |
| 35 | KR | Kroger Co | -0.1% | EXIT | Sold out |
| 36 | COP | Conocophillips | -0.1% | — | Unchanged |
| 37 | IP | International Paper Co | -0.1% | — | Unchanged |
| 38 | ALL | Allstate CORP | -0.1% | EXIT | Sold out |
| 39 | PEP | Pepsico Inc | -0.1% | — | Unchanged |
| 40 | CAT | Caterpillar Inc | -0.1% | -54.95% | Trim |
| 41 | VMC | Vulcan Materials Co | -0.1% | -31.59% | Trim |
| 42 | JNJ | Johnson & Johnson | -0.1% | — | Unchanged |
| 43 | CVX | Chevron CORP | -0.1% | — | Unchanged |
| 44 | ABBV | Abbvie Inc | -0.2% | +0.45% | Add |
| 45 | AAPL | Apple Inc | -0.2% | +1.69% | Add |
| 46 | IWS | Ishares Russell Mid-cap Valu | -0.2% | -36.86% | Trim |
| 47 | ETN | Eaton Corporation plc | -0.2% | EXIT | Sold out |
| 48 | LLY | Eli Lilly & Co | -0.3% | — | Unchanged |
| 49 | IVE | Ishares S&p 500 Value ETF | -0.4% | +0.11% | Add |
| 50 | PG | Procter & Gamble Co/the | -0.4% | -29.91% | 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 78 disclosed positions in Q2 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 52.0% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
ETN
前期市值: $765.5K
During Q2 2025, Home Federal Bank Of Tennessee's top holdings by market value included IVV (39.6%)、IVE (21.7%)、LLY (2.6%). The largest single position, IVV, represented 39.6% of total portfolio value.
In Q2 2025, Home Federal Bank Of Tennessee made 24 total portfolio adjustments, initiating 0 new buys, adding to 10 positions, trimming 10 holdings, and fully liquidating 4 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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