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CIK: 0001665446
Total reported value
$463.3M
$463.3M
76 檔
55.3%
During the Q3 2025 filing period, Home Federal Bank Of Tennessee (CIK: 0001665446) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $463.3M across 76 reported positions.
In Q3 2025, Home Federal Bank Of Tennessee adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 6 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 | 39.92% | -0.31% | -0.87% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 21.67% | -1.41% | +0.21% | |
| 3 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.52% | -0.03% | +0.81% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.40% | +0.33% | -0.13% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -0.14% | -0.44% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.96% | -0.08% | -0.03% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 1.64% | -0.21% | -0.68% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.48% | +0.09% | -0.91% | |
| 9 | ADI | Analog Devices Inc | Stock-Tech | 1.24% | +0.12% | — | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.24% | -0.04% | -0.52% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.22% | — | +29.63% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.18% | -0.03% | — | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.15% | +1.02% | +5.35% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.07% | +0.01% | -0.60% | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 1.01% | -0.15% | -0.06% | |
| 16 | HON | Honeywell International Inc | Stock-Industrials | 0.91% | -0.89% | EXIT | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.85% | -0.06% | -0.81% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 0.84% | -0.01% | -0.70% | |
| 19 | DUK | Duke Energy CORP | Stock-Utilities | 0.77% | -0.13% | -0.95% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.14% | — | |
| 21 | ENB | Enbridge Inc | Stock-Energy | 0.70% | -0.09% | -0.96% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 0.70% | -0.11% | -0.77% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.01% | -0.88% | |
| 24 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.65% | -0.03% | -1.04% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | -0.02% | — | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | +0.06% | -1.28% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.54% | -0.21% | -0.61% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.51% | -0.11% | -0.74% | |
| 29 | MMM | 3m Co | Stock-Industrials | 0.46% | -0.01% | -1.07% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.44% | -0.04% | — | |
| 31 | RF | Regions Financial CORP | Stock-Financials | 0.42% | — | — | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.17% | -1.17% | |
| 33 | IP | International Paper Co | Stock-Consumer Disc | 0.36% | -0.02% | — | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.36% | -0.01% | -0.51% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.36% | -0.10% | -1.31% | |
| 36 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.35% | +0.02% | -1.39% | |
| 37 | COP | Conocophillips | Stock-Energy | 0.34% | -0.12% | — | |
| 38 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.32% | -0.01% | -0.27% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.03% | -0.17% | |
| 40 | CVS | Cvs Health CORP | Stock-Healthcare | 0.28% | +0.14% | -1.79% | |
| 41 | CARR | Carrier Global CORP | Stock-Industrials | 0.28% | +0.03% | -0.57% | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.25% | -0.03% | — | |
| 43 | EPD | Enterprise Products Partners | Stock-Energy | 0.23% | -0.04% | — | |
| 44 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.22% | -0.03% | -0.54% | |
| 45 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.22% | -0.12% | EXIT | |
| 46 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.22% | -0.01% | — | |
| 47 | ✓ | Stock-Other | 0.21% | -0.03% | — | ||
| 48 | VMC | Vulcan Materials Co | Stock-Materials | 0.21% | -0.02% | -28.00% | |
| 49 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.19% | -0.01% | -25.83% | |
| 50 | ✓ | Ess Management Holdings LLC | Stock-Other | 0.17% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.5% | -0.87% | Trim |
| 2 | MSFT | Microsoft CORP | +0.4% | -0.44% | Trim |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | +0.3% | +29.63% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +5.35% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.2% | -0.91% | Trim |
| 6 | RTX | Rtx CORP | +0.2% | -0.68% | Trim |
| 7 | ADI | Analog Devices Inc | +0.1% | — | Unchanged |
| 8 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | +0.81% | Add |
| 9 | AAPL | Apple Inc | +0.1% | -0.03% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Unchanged |
| 11 | IWF | Ishares Russell 1000 Growth | +0.1% | — | Unchanged |
| 12 | NSC | Norfolk Southern CORP | +0.1% | -1.04% | Trim |
| 13 | NVDA | Nvidia CORP | +0.1% | +14.55% | Add |
| 14 | WMT | Walmart Inc | +0.1% | — | Add |
| 15 | RF | Regions Financial CORP | 0% | — | Unchanged |
| 16 | EL | Estee Lauder Companies-cl A | 0% | — | Unchanged |
| 17 | INTC | Intel CORP | 0% | — | Trim |
| 18 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 19 | HD | Home Depot Inc | — | -0.52% | Trim |
| 20 | JNJ | Johnson & Johnson | — | -0.81% | Trim |
| 21 | ENB | Enbridge Inc | — | -0.96% | Trim |
| 22 | IBM | Intl Business Machines CORP | — | -1.28% | Trim |
| 23 | ABBV | Abbvie Inc | 0% | -0.60% | Trim |
| 24 | AMGN | Amgen Inc | -0.1% | -10.56% | Trim |
| 25 | PFE | Pfizer Inc | -0.1% | -5.40% | Trim |
| 26 | CAT | Caterpillar Inc | -0.1% | — | Trim |
| 27 | COP | Conocophillips | -0.1% | — | Unchanged |
| 28 | KO | Coca-cola Co/the | -0.1% | — | Unchanged |
| 29 | PEP | Pepsico Inc | -0.1% | -0.74% | Trim |
| 30 | CAG | Conagra Brands Inc | -0.1% | -49.15% | Trim |
| 31 | KMB | Kimberly-clark CORP | -0.1% | -1.39% | Trim |
| 32 | IP | International Paper Co | -0.1% | — | Unchanged |
| 33 | CVX | Chevron CORP | -0.1% | -0.61% | Trim |
| 34 | DOW | Dow Inc | -0.1% | -29.43% | Trim |
| 35 | WY | Weyerhaeuser Co | -0.1% | -25.83% | Trim |
| 36 | ADP | Automatic Data Processing | -0.1% | -0.70% | Trim |
| 37 | BAX | Baxter International Inc | -0.2% | -46.12% | Trim |
| 38 | VMC | Vulcan Materials Co | -0.2% | -28.00% | Trim |
| 39 | HON | Honeywell International Inc | -0.2% | -0.62% | Trim |
| 40 | WM | Waste Management Inc | -0.2% | -0.06% | Add |
| 41 | IWS | Ishares Russell Mid-cap Valu | -0.2% | -0.27% | Trim |
| 42 | IVE | Ishares S&p 500 Value ETF | -0.4% | +0.21% | Add |
| 43 | LLY | Eli Lilly & Co | -0.5% | -0.13% | Trim |
| 44 | PG | Procter & Gamble Co/the | -0.5% | -0.88% | Trim |
| 45 | ETN | Eaton Corporation plc | — | EXIT | Sold out |
| 46 | ALL | Allstate CORP | — | EXIT | Sold out |
| 47 | KR | Kroger Co | — | EXIT | Sold out |
| 48 | PPG | Ppg Industries Inc | — | EXIT | Sold out |
| 49 | TSCO | Tractor Supply Company | — | EXIT | Sold out |
| 50 | MDLZ | Mondelez International Inc-a | — | EXIT | Sold out |
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 76 disclosed positions in Q3 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, IJS) accounted for 55.3% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
ETN
前期市值: $765.5K
During Q3 2025, Home Federal Bank Of Tennessee's top holdings by market value included IVV (39.9%)、IVE (21.7%)、IJS (2.5%). The largest single position, IVV, represented 39.9% of total portfolio value.
In Q3 2025, Home Federal Bank Of Tennessee made 41 total portfolio adjustments, initiating 0 new buys, adding to 8 positions, trimming 27 holdings, and fully liquidating 6 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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