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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 1 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES 221,268.0 $165.7M 35.76% $748.89 +2.8%
2 IVE ISHARES 386,538.0 $87.8M 18.94% $227.06 +4.5%
3 QQQ INVESCO QQQ TRUST SERIES 1 Financial Services 35,598.0 $26.2M 5.66% +3K +10.7% $736.40 -3.4%
4 LLY ELI LILLY CO Healthcare 11,231.0 $13.5M 2.91% $1199.43 +4.3%
5 IJS ISHARES 82,628.0 $11.3M 2.44% -882.0 -1.1% $136.68 +0.6%
6 AAPL APPLE INC Technology 29,673.0 $8.6M 1.85% -678.0 -2.2% $289.36 +7.3%
7 STIP ISHARES 73,999.0 $7.6M 1.63% +11K +17.6% $102.16 -1.2%
8 ADI ANALOG DEVICES INC Technology 18,614.0 $7.4M 1.60% $397.17 -6.7%
9 RTX RAYTHEON TECHNOLOGIES CORP Industrials 37,786.0 $7.2M 1.55% +1K +3.6% $189.73 +10.2%
10 JPM JP MORGAN CHASE Financial Services 20,790.0 $6.8M 1.47% +2K +11.2% $327.33 +8.3%
11 MSFT MICROSOFT CORP Technology 15,557.0 $5.8M 1.25% +594.0 +4.0% $373.02 +30.7%
12 SPY STATE STREET SPDR Financial Services 6,483.0 $4.8M 1.04% -119.0 -1.8% $746.77 +2.5%
13 JNJ JOHNSON & JOHNSON Healthcare 19,028.0 $4.8M 1.04% +1K +6.0% $253.97 +6.9%
14 ABBV ABBVIE INC Healthcare 17,227.0 $4.3M 0.94% +173.0 +1.0% $251.64 +5.3%
15 HD HOME DEPOT Consumer Cyclical 11,765.0 $4.1M 0.90% +278.0 +2.4% $352.68 -4.9%
16 WM WASTE MANAGEMENT INC Industrials 16,786.0 $3.7M 0.81% $222.88 +0.7%
17 WMT WALMART INC Consumer Defensive 29,992.0 $3.4M 0.73% +2K +6.5% $113.26 -6.9%
18 INTC INTEL CORP Technology 23,365.0 $3.3M 0.70% +3K +14.0% $139.63 -36.3%
19 DUK DUKE ENERGY CORP Utilities 23,177.0 $2.9M 0.63% $126.58 -3.9%
20 PG PROCTER & GAMBLE Consumer Defensive 19,212.0 $2.8M 0.61% +2K +11.7% $146.64 -0.8%
Page 1 of 6  ·  114 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%