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Portfolio (Quarterly) Guide ↗

HOME FEDERAL BANK OF TENNESSEE

· CIK 0001665446
13F Portfolio $463M AUM 176 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 48 Added 6 Reduced 3 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KMB KIMBERLY CLARK CORP Consumer Defensive 12,430.0 $1.4M 0.29% +1K +9.7% $109.77 +0.5%
22 CSCO CISCO SYSTEMS INC Technology 11,036.0 $1.3M 0.28% +3K +32.4% $117.46 -5.3%
23 CARR CARRIER GLOBAL CORPORATION Industrials 17,172.0 $1.3M 0.27% +300.0 +1.8% $73.35 -19.7%
24 AMAT APPLIED MATERIALS Technology 1,500.0 $1.1M 0.23% +75.0 +5.3% $723.00 -33.5%
25 GE GE AEROSPACE Industrials 2,764.0 $1.0M 0.22% +850.0 +44.4% $373.73 -7.3%
26 BAC BANK OF AMERICA Financial Services 17,750.0 $1.0M 0.22% +7K +70.6% $56.98 +9.2%
27 SO SOUTHERN COMPANY Utilities 9,995.0 $957K 0.21% +150.0 +1.5% $95.71 -6.1%
28 AVGO BROADCOM INC Technology 2,345.0 $886K 0.19% +900.0 +62.3% $377.75 -4.7%
29 WY WEYERHAEUSER CO Real Estate 34,352.0 $822K 0.18% +4K +12.9% $23.94 +1.2%
30 VMC VULCAN MATERIALS CO Basic Materials 2,584.0 $762K 0.17% +13.0 +0.5% $295.01 -6.8%
31 PFE PFIZER INC Healthcare 29,837.0 $718K 0.15% +5K +18.7% $24.08 +17.9%
32 VGT VANGUARD 5,480.0 $655K 0.14% +5K +700.0% $119.52 -1.7%
33 PWR QUANTA SERVICES, INC. Industrials 880.0 $634K 0.14% +400.0 +83.3% $720.04 -14.7%
34 AMZN AMAZON.COM INC Consumer Cyclical 2,657.0 $633K 0.14% +41.0 +1.6% $238.34 +9.5%
35 AMD ADVANCED MICRO DEVICES Technology 1,069.0 $621K 0.13% +44.0 +4.3% $580.91 -17.7%
36 MDT MEDTRONIC PLC Healthcare 7,507.0 $587K 0.13% +825.0 +12.3% $78.23 +17.5%
37 DOW DOW INC Basic Materials 19,731.0 $540K 0.12% +4K +25.2% $27.36 +12.3%
38 BMY BRISTOL-MYERS SQUIBB Healthcare 9,159.0 $528K 0.11% +3K +44.0% $57.62 +17.4%
39 TFC TRUIST FINANCIAL CORP Financial Services 10,529.0 $525K 0.11% +3K +38.9% $49.82 +1.1%
40 SPG SIMON PROPERTY GROUP INC Real Estate 2,275.0 $509K 0.11% +1K +85.7% $223.65 -1.6%
Page 2 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.6%
Technology 20.0%
Healthcare 18.3%
Industrials 13.1%
Consumer Defensive 7.9%
Energy 5.6%
Consumer Cyclical 3.8%
Utilities 2.6%
Basic Materials 1.4%
Communication Services 1.1%