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CIK: 0001665446
Total reported value
$463.3M
$463.3M
78 檔
57.3%
According to the latest 13F quarterly dataset, Home Federal Bank Of Tennessee managed an equity portfolio of $463.3M at the end of Q4 2025, spanning 78 distinct U.S. exchange-listed positions.
Home Federal Bank Of Tennessee executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 1 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 39.53% | -0.31% | -0.40% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 21.67% | -1.41% | +0.22% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.27% | +0.33% | -0.47% | |
| 4 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.52% | -0.03% | +0.32% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.05% | -0.08% | +0.69% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | -0.14% | -0.75% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 1.73% | -0.21% | -1.30% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.44% | +0.09% | -1.85% | |
| 9 | ADI | Analog Devices Inc | Stock-Tech | 1.33% | +0.12% | — | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.33% | +1.02% | +16.62% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.25% | — | +6.31% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | -0.03% | — | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.03% | +0.01% | -0.32% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | -0.04% | — | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 0.98% | -0.15% | — | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | -0.06% | -0.35% | |
| 17 | HON | Honeywell International Inc | Stock-Industrials | 0.81% | -0.89% | EXIT | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.14% | +1.76% | |
| 19 | ADP | Automatic Data Processing | Stock-Tech | 0.72% | -0.01% | — | |
| 20 | DUK | Duke Energy CORP | Stock-Utilities | 0.71% | -0.13% | -0.12% | |
| 21 | ENB | Enbridge Inc | Stock-Energy | 0.64% | -0.09% | -0.28% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 0.63% | -0.11% | -0.77% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.61% | -0.02% | — | |
| 24 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.61% | -0.03% | — | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.01% | — | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | +0.06% | -3.30% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.21% | +9.38% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.50% | -0.11% | — | |
| 29 | MMM | 3m Co | Stock-Industrials | 0.46% | -0.01% | — | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | -0.04% | +0.57% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.01% | — | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.17% | -0.66% | |
| 33 | RF | Regions Financial CORP | Stock-Financials | 0.42% | — | — | |
| 34 | COP | Conocophillips | Stock-Energy | 0.33% | -0.12% | — | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.32% | -0.10% | — | |
| 36 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.31% | -0.01% | -0.31% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.03% | -3.12% | |
| 38 | IP | International Paper Co | Stock-Consumer Disc | 0.30% | -0.02% | — | |
| 39 | CVS | Cvs Health CORP | Stock-Healthcare | 0.28% | +0.14% | — | |
| 40 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.28% | +0.02% | -0.71% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | — | +64.76% | |
| 42 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.25% | -0.01% | — | |
| 43 | CARR | Carrier Global CORP | Stock-Industrials | 0.24% | +0.03% | -1.15% | |
| 44 | EPD | Enterprise Products Partners | Stock-Energy | 0.23% | -0.04% | — | |
| 45 | SO | Southern Co/the | Stock-Utilities | 0.22% | -0.03% | — | |
| 46 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.21% | -0.03% | — | |
| 47 | ✓ | Stock-Other | 0.21% | -0.03% | — | ||
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.19% | -0.02% | — | |
| 49 | VMC | Vulcan Materials Co | Stock-Materials | 0.19% | -0.02% | — | |
| 50 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.17% | -0.01% | -4.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.9% | -0.47% | Trim |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +16.62% | Add |
| 3 | AAPL | Apple Inc | +0.1% | +0.69% | Add |
| 4 | RTX | Rtx CORP | +0.1% | -1.30% | Trim |
| 5 | ADI | Analog Devices Inc | +0.1% | — | Unchanged |
| 6 | NVDA | Nvidia CORP | +0.1% | +64.76% | Add |
| 7 | JNJ | Johnson & Johnson | +0.1% | -0.35% | Trim |
| 8 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 9 | WMT | Walmart Inc | +0.1% | +1.76% | Add |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +6.31% | Add |
| 11 | EL | Estee Lauder Companies-cl A | 0% | — | Unchanged |
| 12 | CVX | Chevron CORP | 0% | +9.38% | Add |
| 13 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 14 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 15 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 16 | AMZN | Amazon.com Inc | 0% | +9.45% | Add |
| 17 | INTC | Intel CORP | 0% | — | Unchanged |
| 18 | KO | Coca-cola Co/the | 0% | +0.57% | Add |
| 19 | XOM | Exxon Mobil CORP | 0% | -0.66% | Trim |
| 20 | VUG | Vanguard Growth ETF | 0% | +18.69% | Add |
| 21 | IVE | Ishares S&p 500 Value ETF | — | +0.22% | Add |
| 22 | IJS | Ishares S&p Small-cap 600 Va | — | +0.32% | Add |
| 23 | MMM | 3m Co | — | — | Unchanged |
| 24 | CVS | Cvs Health CORP | — | — | Unchanged |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 26 | MO | Altria Group Inc | 0% | — | Unchanged |
| 27 | WY | Weyerhaeuser Co | 0% | -4.41% | Trim |
| 28 | BAX | Baxter International Inc | 0% | -6.73% | Trim |
| 29 | VMC | Vulcan Materials Co | 0% | — | Unchanged |
| 30 | SO | Southern Co/the | 0% | — | Unchanged |
| 31 | CARR | Carrier Global CORP | 0% | -1.15% | Trim |
| 32 | VZ | Verizon Communications Inc | 0% | — | Unchanged |
| 33 | NSC | Norfolk Southern CORP | 0% | — | Unchanged |
| 34 | ABBV | Abbvie Inc | 0% | -0.32% | Trim |
| 35 | IP | International Paper Co | -0.1% | — | Unchanged |
| 36 | PG | Procter & Gamble Co/the | -0.1% | — | Unchanged |
| 37 | DUK | Duke Energy CORP | -0.1% | -0.12% | Trim |
| 38 | ENB | Enbridge Inc | -0.1% | -0.28% | Trim |
| 39 | KMB | Kimberly-clark CORP | -0.1% | -0.71% | Trim |
| 40 | ABT | Abbott Laboratories | -0.1% | -0.77% | Trim |
| 41 | HON | Honeywell International Inc | -0.1% | -0.84% | Trim |
| 42 | 6D8 | Dupont De Nemours Inc | -0.1% | — | Unchanged |
| 43 | ADP | Automatic Data Processing | -0.1% | — | Unchanged |
| 44 | MSFT | Microsoft CORP | -0.2% | -0.75% | Trim |
| 45 | HD | Home Depot Inc | -0.2% | — | Unchanged |
| 46 | IVV | Ishares Core S&p 500 ETF | -0.4% | -0.40% | Trim |
| 47 | Q | Qnity Electronics Inc | — | NEW | New buy |
| 48 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 49 | TFC | Truist Financial CORP | — | NEW | New buy |
| 50 | CAG | Conagra Brands Inc | — | 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 78 disclosed positions in Q4 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 57.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
Q
市值: $429.3K
Top Position Liquidated / Trimmed
CAG
前期市值: $185.3K
During Q4 2025, Home Federal Bank Of Tennessee's top holdings by market value included IVV (39.5%)、IVE (21.7%)、LLY (3.3%). The largest single position, IVV, represented 39.5% of total portfolio value.
In Q4 2025, Home Federal Bank Of Tennessee made 30 total portfolio adjustments, initiating 3 new buys, adding to 11 positions, trimming 15 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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