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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 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TRV THE TRAVELERS COMPANIES INC Financial Services 1,500.0 $495K 0.11% +700.0 +87.5% $330.12 +11.1%
42 FDX FEDEX CORP Industrials 1,450.0 $454K 0.10% +600.0 +70.6% $313.13 +6.0%
43 WFC WELLS FARGO Financial Services 5,000.0 $413K 0.09% +2K +90.5% $82.64 +2.0%
44 DVN DEVON ENERGY CORP Energy 9,000.0 $372K 0.08% +4K +83.7% $41.32 +14.3%
45 VUG VANGUARD 4,242.0 $365K 0.08% +4K +501.7% $86.14 +1.5%
46 SOLS SOLSTICE ADVANCED MATERIALS INC Basic Materials 4,061.0 $360K 0.08% +115.0 +2.9% $88.60 -37.4%
47 VLO VALERO ENERGY CORP Energy 1,224.0 $319K 0.07% +125.0 +11.4% $260.44 +32.7%
48 UNP UNION PACIFIC Industrials 947.0 $258K 0.06% +21.0 +2.3% $272.00 +13.7%
Page 3 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%