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Portfolio (Quarterly) Guide ↗

HOME FEDERAL BANK OF TENNESSEE

· CIK 0001665446
13F Portfolio $400M AUM 152 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 29 Added 24 Reduced 1 Exited
Page 4 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMZN AMAZON.COM INC Consumer Cyclical 2,616.0 $545K 0.14% +300.0 +12.9% $208.27 +14.7%
62 GE GE AEROSPACE Industrials 1,914.0 $543K 0.14% +325.0 +20.4% $283.77 +29.0%
63 VOO VANGUARD 895.0 $535K 0.13% NEW $597.55 +13.8%
64 BAC BANK OF AMERICA Financial Services 10,405.0 $507K 0.13% NEW $48.75 +18.0%
65 AMAT APPLIED MATERIALS Technology 1,425.0 $487K 0.12% $341.79 +72.3%
66 VGT VANGUARD 685.0 $478K 0.12% NEW $697.72 -83.3%
67 DD DUPONT DE NEMOURS INC Basic Materials 10,294.0 $471K 0.12% -233.0 -2.2% $45.80 +1.9%
68 QCOM QUALCOMM INC Technology 3,640.0 $469K 0.12% +200.0 +5.8% $128.78 +52.5%
69 XLK STATE STREET SELECT SECTOR SPRD 3,520.0 $468K 0.12% $132.90 +39.1%
70 AVGO BROADCOM INC Technology 1,445.0 $447K 0.11% NEW $309.51 +24.0%
71 TSLA TESLA INC Consumer Cyclical 1,184.0 $440K 0.11% NEW $371.75 +2.6%
72 LIN LINDE PLC Basic Materials 880.0 $436K 0.11% $495.76 +5.2%
73 TWIN CITIES FINANCIAL 3,654.0 $415K 0.10% $113.70
74 BMY BRISTOL-MYERS SQUIBB Healthcare 6,359.0 $386K 0.10% NEW $60.65 -8.5%
75 T ATT INC Communication Services 12,572.0 $364K 0.09% +1K +9.6% $28.99 -22.6%
76 TFC TRUIST FINANCIAL CORP Financial Services 7,579.0 $348K 0.09% +3K +80.1% $45.97 +8.9%
77 VYM VANGUARD 2,087.0 $309K 0.08% $148.10 +6.8%
78 VUG VANGUARD 705.0 $308K 0.08% $436.79 -80.6%
79 FDX FEDEX CORP Industrials 850.0 $303K 0.08% NEW $356.18 -11.7%
80 SOLS SOLSTICE ADVANCED MATERIALS INC Basic Materials 3,946.0 $301K 0.07% NEW $76.16 +13.3%
Page 4 of 5  ·  94 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 21.5%
Healthcare 17.7%
Technology 17.5%
Industrials 16.5%
Consumer Defensive 8.4%
Energy 7.8%
Consumer Cyclical 4.1%
Utilities 2.7%
Basic Materials 1.7%
Communication Services 1.4%