HOME FEDERAL BANK OF TENNESSEE
BankFiling Date
Global Rank
#551
/ 1,340
▲ 4306
Top Industry
Drug Manufacturers - General
18.1%
3Y Alpha vs SPY
-3.8%
Period ended 18 days ago
Filed Jul 15, 2026 · 3d
26 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+58.2%
SPY
+69.4%
Annualised alpha
-2.7%
Max drawdown
−14.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
98 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
14.5%
+2.1 pts
Top 5
34.8%
+1.6 pts
Top 10
49.5%
+0.6 pts
HHI
418
Diversified+33
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 20.7% | $37,406,967 |
| Healthcare | 17.6% | $31,881,363 |
| Unclassified | 17.2% | $31,055,675 |
| Industrials | 13.4% | $24,192,798 |
| Financial Services | 8.1% | $14,691,891 |
| Consumer Defensive | 7.6% | $13,819,825 |
| Energy | 6.0% | $10,761,662 |
| Consumer Cyclical | 3.7% | $6,613,556 |
| Utilities | 2.3% | $4,173,768 |
| Basic Materials | 1.6% | $2,916,221 |
| Communication Services | 1.0% | $1,847,616 |
| Real Estate | 0.7% | $1,331,189 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
98 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 35,598 | $26,214,366 | 14.51% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 11,231 | $13,470,798 | 7.46% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 29,673 | $8,586,179 | 4.75% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 18,614 | $7,392,921 | 4.09% | |
| RTX |
RTX Corp
Industrials
|
Added | 37,786 | $7,169,137 | 3.97% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 20,790 | $6,805,190 | 3.77% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 15,557 | $5,803,071 | 3.21% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 6,483 | $4,841,309 | 2.68% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 19,028 | $4,832,541 | 2.67% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 17,227 | $4,335,002 | 2.40% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 11,765 | $4,149,279 | 2.30% | |
| WM |
Waste Management Inc
Industrials
|
Added | 16,786 | $3,741,263 | 2.07% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 29,992 | $3,396,893 | 1.88% | |
| INTC |
Intel Corp
Technology
|
Added | 23,365 | $3,262,454 | 1.81% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 23,177 | $2,933,744 | 1.62% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 19,212 | $2,817,247 | 1.56% | |
| ENB |
Enbridge Inc
Energy
|
Held | 50,497 | $2,737,441 | 1.51% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 9,246 | $2,600,067 | 1.44% | |
| CVX |
Chevron Corp
Energy
|
Added | 15,101 | $2,503,141 | 1.39% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 7,917 | $2,490,608 | 1.38% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 10,896 | $2,440,158 | 1.35% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 18,095 | $2,325,207 | 1.29% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Added | 20,280 | $2,097,966 | 1.16% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 15,362 | $2,080,014 | 1.15% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 24,122 | $1,960,394 | 1.08% | |
| MMM |
3M Co
Industrials
|
Held | 11,117 | $1,799,952 | 1.00% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 13,148 | $1,797,594 | 0.99% | |
| RF |
Regions Financial Corp
Financial Services
|
Held | 59,211 | $1,788,172 | 0.99% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 7,927 | $1,774,854 | 0.98% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 7,927 | $1,750,281 | 0.97% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 19,147 | $1,737,398 | 0.96% | |
| COP |
Conocophillips
Energy
|
Added | 16,103 | $1,674,067 | 0.93% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Added | 12,430 | $1,364,440 | 0.76% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 11,036 | $1,296,288 | 0.72% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 30,570 | $1,294,333 | 0.72% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Added | 17,172 | $1,259,566 | 0.70% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,246 | $1,123,875 | 0.62% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 1,500 | $1,084,500 | 0.60% | |
| IP |
International Paper Co /New/
Consumer Cyclical
|
Held | 28,315 | $1,078,801 | 0.60% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,330 | $1,066,479 | 0.59% | |
| GE |
General Electric Co
Industrials
|
Added | 2,764 | $1,032,989 | 0.57% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 17,750 | $1,011,395 | 0.56% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 27,260 | $1,002,077 | 0.55% | |
| SO |
Southern Co
Utilities
|
Added | 9,995 | $956,621 | 0.53% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,345 | $885,823 | 0.49% | |
| Q |
Qnity Electronics, Inc.
Technology
|
Held | 5,142 | $839,739 | 0.46% | |
| WY |
Weyerhaeuser Co
Real Estate
|
Added | 34,352 | $822,386 | 0.46% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 2,270 | $822,011 | 0.45% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Added | 2,584 | $762,305 | 0.42% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 29,837 | $718,474 | 0.40% |