HOME FEDERAL BANK OF TENNESSEE

Bank

CIK

1665446

Location

KNOXVILLE, TN

Portfolio Value

Small $180,692,531

Diversification

Diversified

Filing Date

Global Rank

#4,747 / 8,618 ▲ 340

Top Industry

Drug Manufacturers - General 18.1%

3Y Alpha vs SPY

-2.3%

Period ended 50 days ago

Filed Jul 15, 2026 · 35d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+66.2%

SPY

+75.8%

Annualised alpha

-2.3%

Max drawdown

−14.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

98 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.5%

+2.0 pts

Top 5

34.8%

+1.4 pts

Top 10

49.5%

+0.3 pts

HHI

418

Diversified+29

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	20.7%	$37,406,967	15
Healthcare	17.6%	$31,881,363	13
Unclassified	17.2%	$31,055,675	2
Industrials	13.4%	$24,192,798	16
Financial Services	8.1%	$14,691,891	15
Consumer Defensive	7.6%	$13,819,825	10
Energy	6.0%	$10,761,662	8
Consumer Cyclical	3.7%	$6,613,556	5
Utilities	2.3%	$4,173,768	3
Basic Materials	1.6%	$2,916,221	6
Communication Services	1.0%	$1,847,616	3
Real Estate	0.7%	$1,331,189	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	+7,345	17,750	$1,011,395
PFE	Pfizer Inc	+4,700	29,837	$718,474
DVN	Devon Energy Corp/De	+4,100	9,000	$371,880
DOW	Dow Inc.	+3,975	19,731	$539,839
WY	Weyerhaeuser Co	+3,925	34,352	$822,386
QQQ	Invesco Qqq Trust, Series 1	+3,445	35,598	$26,214,366
CVS	CVS HEALTH Corp	+3,230	20,280	$2,097,966
TFC	Truist Financial Corp	+2,950	10,529	$524,554
INTC	Intel Corp	+2,875	23,365	$3,262,454
BMY	Bristol Myers Squibb Co	+2,800	9,159	$527,741
CSCO	Cisco Systems, Inc.	+2,700	11,036	$1,296,288
WFC	Wells Fargo & Company/Mn	+2,375	5,000	$413,200
JPM	Jpmorgan Chase & Co	+2,093	20,790	$6,805,190
PG	PROCTER & GAMBLE Co	+2,006	19,212	$2,817,247
WMT	Walmart Inc.	+1,843	29,992	$3,396,893
COP	Conocophillips	+1,450	16,103	$1,674,067
RTX	RTX Corp	+1,298	37,786	$7,169,137
MRK	Merck & Co., Inc.	+1,200	18,095	$2,325,207
KMB	Kimberly Clark Corp	+1,100	12,430	$1,364,440
JNJ	Johnson & Johnson	+1,068	19,028	$4,832,541
IBM	International Business Machines Corp	+1,060	9,246	$2,600,067
SPG	Simon Property Group Inc.	+1,050	2,275	$508,803
PEP	Pepsico Inc	+1,025	15,362	$2,080,014
AVGO	Broadcom Inc.	+900	2,345	$885,823
GE	General Electric Co	+850	2,764	$1,032,989
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
HON	Honeywell International Inc	−7,817	7,927	$1,774,854
DD	DuPont de Nemours, Inc.	−6,877	3,417	$463,481
CAT	Caterpillar Inc	−848	249	$265,160
AAPL	Apple Inc.	−678	29,673	$8,586,179
SPY	Spdr S&P 500 ETF Trust	−119	6,483	$4,841,309
KO	Coca Cola Co	−84	24,122	$1,960,394
XOM	ExxonMobil Holdings Corp	−58	13,148	$1,797,594
ADI	Analog Devices Inc	−45	18,614	$7,392,921
BRK-B	Berkshire Hathaway Inc	−22	2,246	$1,123,875
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	7,927	$1,750,281
DELL	Dell Technologies Inc.	1,300	$560,898
COF	Capital One Financial Corp	2,050	$411,271
BNY	Bank of New York Mellon Corp	2,800	$404,908
MET	Metlife Inc	4,690	$396,820
SHEL	Shell plc	4,600	$356,684
ETN	Eaton Corp plc	810	$345,157
NUE	Nucor Corp	1,500	$334,125
GEV	GE Vernova Inc.	256	$300,764
PM	Philip Morris International Inc.	1,650	$298,501
HPQ	Hp Inc	13,435	$294,763
TGT	Target Corp	2,202	$287,603
D	Dominion Energy, Inc	4,150	$283,403
DG	Dollar General Corp	2,439	$280,753
TT	Trane Technologies plc	545	$267,682
TJX	Tjx Companies Inc /De/	1,678	$254,217
GS	Goldman Sachs Group Inc	225	$227,558
ELV	Elevance Health, Inc.	555	$214,635
LNC	Lincoln National Corp	5,875	$207,681
BAX	Baxter International Inc	9,635	$205,418
HOMB	Home Bancshares Inc	7,083	$202,219
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
MCD	Mcdonalds Corp	689	$214,134
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

98 tracked positions · $180,692,531 total · as of Jun 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 98 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	35,598	+3,445	$26,214,366	+41.3%	14.51%
LLY	ELI LILLY & Co Healthcare	Held	11,231	0	$13,470,798	+30.4%	7.46%
AAPL	Apple Inc. Technology	Reduced	29,673	-678	$8,586,179	+11.5%	4.75%
ADI	Analog Devices Inc Technology	Reduced	18,614	-45	$7,392,921	+24.5%	4.09%
RTX	RTX Corp Industrials	Added	37,786	+1,298	$7,169,137	+1.9%	3.97%
JPM	Jpmorgan Chase & Co Financial Services	Added	20,790	+2,093	$6,805,190	+23.7%	3.77%
MSFT	Microsoft Corp Technology	Added	15,557	+594	$5,803,071	+4.8%	3.21%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,483	-119	$4,841,309	+12.8%	2.68%
JNJ	Johnson & Johnson Healthcare	Added	19,028	+1,068	$4,832,541	+10.1%	2.67%
ABBV	AbbVie Inc. Healthcare	Added	17,227	+173	$4,335,002	+16.9%	2.40%
HD	Home Depot, Inc. Consumer Cyclical	Added	11,765	+278	$4,149,279	+9.8%	2.30%
WM	Waste Management Inc Industrials	Added	16,786	+15	$3,741,263	−2.9%	2.07%
WMT	Walmart Inc. Consumer Defensive	Added	29,992	+1,843	$3,396,893	−2.9%	1.88%
INTC	Intel Corp Technology	Added	23,365	+2,875	$3,262,454	+260.8%	1.81%
DUK	Duke Energy CORP Utilities	Held	23,177	0	$2,933,744	−3.3%	1.62%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	19,212	+2,006	$2,817,247	+13.4%	1.56%
ENB	Enbridge Inc Energy	Held	50,497	0	$2,737,441	+0.1%	1.51%
IBM	International Business Machines Corp Technology	Added	9,246	+1,060	$2,600,067	+31.0%	1.44%
CVX	Chevron Corp Energy	Added	15,101	+684	$2,503,141	−16.1%	1.39%
NSC	Norfolk Southern Corp Industrials	Held	7,917	0	$2,490,608	+9.6%	1.38%
ADP	Automatic Data Processing Inc Technology	Added	10,896	+172	$2,440,158	+12.0%	1.35%
MRK	Merck & Co., Inc. Healthcare	Added	18,095	+1,200	$2,325,207	+14.4%	1.29%
CVS	CVS HEALTH Corp Healthcare	Added	20,280	+3,230	$2,097,966	+71.3%	1.16%
PEP	Pepsico Inc Consumer Defensive	Added	15,362	+1,025	$2,080,014	−6.6%	1.15%
KO	Coca Cola Co Consumer Defensive	Reduced	24,122	-84	$1,960,394	+6.5%	1.08%
MMM	3M Co Industrials	Held	11,117	0	$1,799,952	+11.5%	1.00%
XOM	ExxonMobil Holdings Corp Energy	Reduced	13,148	-58	$1,797,594	−19.8%	0.99%
RF	Regions Financial Corp Financial Services	Held	59,211	0	$1,788,172	+15.6%	0.99%
HON	Honeywell International Inc Industrials	Reduced	7,927	-7,817	$1,774,854	−50.1%	0.98%
HONA	Honeywell Aerospace Inc. Industrials	NEW	7,927	NEW	$1,750,281	NEW	0.97%
ABT	Abbott Laboratories Healthcare	Added	19,147	+175	$1,737,398	−10.8%	0.96%
COP	Conocophillips Energy	Added	16,103	+1,450	$1,674,067	−13.4%	0.93%
KMB	Kimberly Clark Corp Consumer Defensive	Added	12,430	+1,100	$1,364,440	+24.8%	0.76%
CSCO	Cisco Systems, Inc. Technology	Added	11,036	+2,700	$1,296,288	+100.4%	0.72%
VZ	Verizon Communications Inc Communication Services	Held	30,570	0	$1,294,333	−15.7%	0.72%
CARR	CARRIER GLOBAL Corp Industrials	Added	17,172	+300	$1,259,566	+32.6%	0.70%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,246	-22	$1,123,875	+3.4%	0.62%
AMAT	Applied Materials Inc /De Technology	Added	1,500	+75	$1,084,500	+122.7%	0.60%
IP	International Paper Co /New/ Consumer Cyclical	Held	28,315	0	$1,078,801	+6.7%	0.60%
NVDA	Nvidia Corp Technology	Added	5,330	+18	$1,066,479	+15.1%	0.59%
GE	General Electric Co Industrials	Added	2,764	+850	$1,032,989	+90.2%	0.57%
BAC	Bank Of America Corp /De/ Financial Services	Added	17,750	+7,345	$1,011,395	+99.4%	0.56%
EPD	Enterprise Products Partners L.P. Energy	Held	27,260	0	$1,002,077	−2.9%	0.55%
SO	Southern Co Utilities	Added	9,995	+150	$956,621	+0.7%	0.53%
AVGO	Broadcom Inc. Technology	Added	2,345	+900	$885,823	+98.1%	0.49%
Q	Qnity Electronics, Inc. Technology	Held	5,142	0	$839,739	+41.5%	0.46%
WY	Weyerhaeuser Co Real Estate	Added	34,352	+3,925	$822,386	+10.6%	0.46%
AMGN	Amgen Inc Healthcare	Held	2,270	0	$822,011	+2.9%	0.45%
VMC	Vulcan Materials CO Basic Materials	Added	2,584	+13	$762,305	+8.9%	0.42%
PFE	Pfizer Inc Healthcare	Added	29,837	+4,700	$718,474	+1.8%	0.40%

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.