HOME FEDERAL BANK OF TENNESSEE

CIK

1665446

Location

KNOXVILLE, TN

Portfolio Value

Small $461,403,269

Diversification

Highly concentrated

Filing Date

Global Rank

#4,031 / 8,815 ▲ 18 · as of Jun 2026

Top Industry

Drug Manufacturers - General 18.3%

Period ended 23 days ago

Filed Oct 15, 2026 · 8d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 78.6% of the book (60%+)

Turnover

Low turnover

2.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 24.1 quarters (12+), a floor since 85.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 77.4%; sector active share 55.0% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

112 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

60.1%

+0.1 pts

Top 5

72.3%

+0.1 pts

Top 10

79.1%

+0.5 pts

HHI

3,678

Highly concentrated+8

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	67.4%	$310,981,535	15
Technology	8.7%	$40,239,959	15
Healthcare	7.1%	$32,597,870	14
Industrials	5.0%	$23,088,419	16
Financial Services	3.1%	$14,249,676	14
Consumer Defensive	3.0%	$13,683,256	11
Energy	2.6%	$11,814,342	8
Consumer Cyclical	1.1%	$5,252,862	5
Utilities	0.8%	$3,712,572	3
Basic Materials	0.6%	$2,643,696	6
Communication Services	0.4%	$2,034,531	3
Real Estate	0.2%	$1,104,551	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
STIP	iShares 0-5 Year TIPS Bond ETF	+10,283	84,282	$8,402,915
PFE	Pfizer Inc	+4,572	34,409	$981,344
SOLS	Solstice Advanced Materials Inc.	+1,475	5,536	$311,786
OTIS	Otis Worldwide Corp	+1,225	10,305	$662,817
BAX	Baxter International Inc	+1,000	10,635	$255,240
VZ	Verizon Communications Inc	+999	31,569	$1,448,070
CAT	Caterpillar Inc	+892	1,141	$925,111
MO	Altria Group, Inc.	+764	10,029	$675,352
AMD	Advanced Micro Devices Inc	+575	1,644	$1,005,733
MRK	Merck & Co., Inc.	+270	18,365	$2,668,617
EL	Estee Lauder Companies Inc	+225	8,678	$805,058
CSCO	Cisco Systems, Inc.	+200	11,236	$1,209,330
MDT	Medtronic plc	+169	7,676	$662,362
LNC	Lincoln National Corp	+156	6,031	$242,808
Q	Qnity Electronics, Inc.	+139	5,281	$664,032
HONA	Honeywell Aerospace Inc.	+133	8,060	$1,249,057
NVDA	Nvidia Corp	+30	5,360	$1,224,116
GE	General Electric Co	+24	2,788	$870,664
WM	Waste Management Inc	+20	16,806	$3,427,079
DUK	Duke Energy CORP	+15	23,192	$2,644,119
HON	Honeywell International Inc	+8	7,935	$1,673,808
TT	Trane Technologies plc	+1	546	$246,781
CVS	CVS HEALTH Corp	+1	20,281	$1,737,878
ELV	Elevance Health, Inc.	+1	556	$216,183
WMT	Walmart Inc.	+1	29,993	$3,116,871
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IVE	iShares S&P 500 Value ETF	−4,640	381,898	$87,179,674
IVV	iShares Core S&P 500 ETF	−2,093	219,175	$167,855,173
DOW	Dow Inc.	−1,982	17,749	$488,806
AMZN	Amazon Com Inc	−1,300	1,357	$338,096
QQQ	Invesco Qqq Trust, Series 1	−1,276	34,322	$25,390,385
IJS	iShares S&P Small-Cap 600 Value ETF	−1,048	81,580	$10,450,397
KO	Coca Cola Co	−965	23,157	$1,993,353
RF	Regions Financial Corp	−550	58,661	$1,576,807
IP	International Paper Co	−375	27,940	$926,769
WY	Weyerhaeuser Co	−335	34,017	$648,023
XOM	ExxonMobil Holdings Corp	−323	12,825	$2,087,268
VUG	VANGUARD GROWTH INDEX FUND	−228	4,014	$361,701
ABBV	AbbVie Inc.	−224	17,003	$4,447,814
CARR	CARRIER GLOBAL Corp	−163	17,009	$933,113
IWS	iShares Russell Mid-Cap Value ETF	−154	7,267	$1,168,096
JNJ	Johnson & Johnson	−135	18,893	$5,001,732
SO	Southern Co	−135	9,860	$817,295
IBM	International Business Machines Corp	−134	9,112	$2,004,001
ABT	Abbott Laboratories	−128	19,019	$1,879,647
MSFT	Microsoft Corp	−118	15,439	$7,918,662
PG	PROCTER & GAMBLE Co	−103	19,109	$2,776,155
T	At&T Inc.	−100	12,472	$304,316
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−99	1,988	$308,537
INTC	Intel Corp	−99	23,266	$2,797,271
EPD	Enterprise Products Partners L.P.	−85	27,175	$967,701
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
VO	VANGUARD MID-CAP INDEX FUND	3,803	$298,231
VTRS	Viatris Inc	14,077	$249,444
SJM	J M SMUCKER Co	1,774	$210,946
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
HOMB	Home Bancshares Inc	7,083	$202,219
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

112 tracked positions · $461,403,269 total · filing declares 178 positions · $465,253,420 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 112 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Reduced	219,175	-2,093	$167,855,173	+1.3%	36.38%
IVE	iShares S&P 500 Value ETF	Reduced	381,898	-4,640	$87,179,674	−0.7%	18.89%
QQQ	Invesco Qqq Trust, Series 1	Reduced	34,322	-1,276	$25,390,385	−3.1%	5.50%
LLY	ELI LILLY & Co Healthcare	Held	11,231	0	$12,995,165	−3.5%	2.82%
IJS	iShares S&P Small-Cap 600 Value ETF	Reduced	81,580	-1,048	$10,450,397	−7.5%	2.26%
AAPL	Apple Inc. Technology	Reduced	29,637	-36	$9,869,713	+14.9%	2.14%
STIP	iShares 0-5 Year TIPS Bond ETF	Added	84,282	+10,283	$8,402,915	+11.2%	1.82%
MSFT	Microsoft Corp Technology	Reduced	15,439	-118	$7,918,662	+36.5%	1.72%
ADI	Analog Devices Inc Technology	Reduced	18,554	-60	$7,360,556	−0.4%	1.60%
RTX	RTX Corp Industrials	Reduced	37,725	-61	$7,003,645	−2.3%	1.52%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	20,744	-46	$6,862,736	+0.8%	1.49%
JNJ	Johnson & Johnson Healthcare	Reduced	18,893	-135	$5,001,732	+3.5%	1.08%
SPY	Spdr S&P 500 ETF Trust	Held	6,483	0	$4,944,130	+2.1%	1.07%
ABBV	AbbVie Inc. Healthcare	Reduced	17,003	-224	$4,447,814	+2.6%	0.96%
WM	Waste Management Inc Industrials	Added	16,806	+20	$3,427,079	−8.4%	0.74%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	11,761	-4	$3,345,886	−19.4%	0.73%
WMT	Walmart Inc. Consumer Defensive	Added	29,993	+1	$3,116,871	−8.2%	0.68%
CVX	Chevron Corp Energy	Reduced	15,036	-65	$3,070,501	+22.7%	0.67%
ADP	Automatic Data Processing Inc Technology	Reduced	10,886	-10	$2,809,241	+15.1%	0.61%
INTC	Intel Corp Technology	Reduced	23,266	-99	$2,797,271	−14.3%	0.61%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	19,109	-103	$2,776,155	−1.5%	0.60%
MRK	Merck & Co., Inc. Healthcare	Added	18,365	+270	$2,668,617	+14.8%	0.58%
DUK	Duke Energy CORP Utilities	Added	23,192	+15	$2,644,119	−9.9%	0.57%
NSC	Norfolk Southern Corp Industrials	Held	7,917	0	$2,446,353	−1.8%	0.53%
IWF	iShares Russell 1000 Growth ETF	Held	18,748	0	$2,348,374	+0.9%	0.51%
ENB	Enbridge Inc Energy	Reduced	50,496	-1	$2,347,558	−14.2%	0.51%
XOM	ExxonMobil Holdings Corp Energy	Reduced	12,825	-323	$2,087,268	+16.1%	0.45%
COP	Conocophillips Energy	Held	16,103	0	$2,015,290	+20.4%	0.44%
IBM	International Business Machines Corp Technology	Reduced	9,112	-134	$2,004,001	−22.9%	0.43%
KO	Coca Cola Co Consumer Defensive	Reduced	23,157	-965	$1,993,353	+1.7%	0.43%
PEP	Pepsico Inc Consumer Defensive	Reduced	15,346	-16	$1,944,644	−6.5%	0.42%
ABT	Abbott Laboratories Healthcare	Reduced	19,019	-128	$1,879,647	+8.2%	0.41%
MMM	3M Co Industrials	Reduced	11,102	-15	$1,822,392	+1.2%	0.39%
CVS	CVS HEALTH Corp Healthcare	Added	20,281	+1	$1,737,878	−17.2%	0.38%
HON	Honeywell International Inc Industrials	Added	7,935	+8	$1,673,808	−5.7%	0.36%
RF	Regions Financial Corp Financial Services	Reduced	58,661	-550	$1,576,807	−11.8%	0.34%
VZ	Verizon Communications Inc Communication Services	Added	31,569	+999	$1,448,070	+11.9%	0.31%
HONA	Honeywell Aerospace Inc. Industrials	Added	8,060	+133	$1,249,057	−28.7%	0.27%
NVDA	Nvidia Corp Technology	Added	5,360	+30	$1,224,116	+14.8%	0.27%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	12,414	-16	$1,209,495	−11.4%	0.26%
CSCO	Cisco Systems, Inc. Technology	Added	11,236	+200	$1,209,330	−6.7%	0.26%
IWS	iShares Russell Mid-Cap Value ETF	Reduced	7,267	-154	$1,168,096	−4.4%	0.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2,246	0	$1,118,395	−0.5%	0.24%
AMD	Advanced Micro Devices Inc Technology	Added	1,644	+575	$1,005,733	+62.0%	0.22%
PFE	Pfizer Inc Healthcare	Added	34,409	+4,572	$981,344	+36.6%	0.21%
EPD	Enterprise Products Partners L.P. Energy	Reduced	27,175	-85	$967,701	−3.4%	0.21%
BAC	Bank Of America Corp Financial Services	Held	17,750	0	$966,132	−4.5%	0.21%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	17,009	-163	$933,113	−25.9%	0.20%
IP	International Paper Co Consumer Cyclical	Reduced	27,940	-375	$926,769	−14.1%	0.20%
AMGN	Amgen Inc Healthcare	Reduced	2,195	-75	$925,213	+12.6%	0.20%

Showing the top 50 of 112 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.