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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 4 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EL ESTEE LAUDER COMPANIES-CL A Consumer Defensive 8,453.0 $667K 0.14% $78.95 +31.5%
62 MO ALTRIA GROUP INC Consumer Defensive 9,265.0 $667K 0.14% $71.95 -5.6%
63 VGT VANGUARD 5,480.0 $655K 0.14% +5K +700.0% $119.52 -1.7%
64 OTIS OTIS WORLDWIDE CORPORATION Industrials 9,080.0 $650K 0.14% $71.60 +0.3%
65 ESS MANAGEMENT HOLDINGS LLC 525.0 $641K 0.14% $1221.00
66 PWR QUANTA SERVICES, INC. Industrials 880.0 $634K 0.14% +400.0 +83.3% $720.04 -14.7%
67 AMZN AMAZON.COM INC Consumer Cyclical 2,657.0 $633K 0.14% +41.0 +1.6% $238.34 +9.5%
68 AMD ADVANCED MICRO DEVICES Technology 1,069.0 $621K 0.13% +44.0 +4.3% $580.91 -17.7%
69 VOO VANGUARD 895.0 $615K 0.13% $686.81 +2.5%
70 MDT MEDTRONIC PLC Healthcare 7,507.0 $587K 0.13% +825.0 +12.3% $78.23 +17.5%
71 DELL DELL TECHNOLOGIES INC Technology 1,300.0 $561K 0.12% NEW $431.46 +4.6%
72 DOW DOW INC Basic Materials 19,731.0 $540K 0.12% +4K +25.2% $27.36 +12.3%
73 BMY BRISTOL-MYERS SQUIBB Healthcare 9,159.0 $528K 0.11% +3K +44.0% $57.62 +17.4%
74 TFC TRUIST FINANCIAL CORP Financial Services 10,529.0 $525K 0.11% +3K +38.9% $49.82 +1.1%
75 SPG SIMON PROPERTY GROUP INC Real Estate 2,275.0 $509K 0.11% +1K +85.7% $223.65 -1.6%
76 TSLA TESLA INC Consumer Cyclical 1,184.0 $498K 0.11% $420.60 -15.7%
77 TRV THE TRAVELERS COMPANIES INC Financial Services 1,500.0 $495K 0.11% +700.0 +87.5% $330.12 +11.1%
78 DUPONT DE NEMOURS INC 3,417.0 $463K 0.10% NEW $135.63
79 LIN LINDE PLC Basic Materials 880.0 $457K 0.10% $518.94 -6.4%
80 FDX FEDEX CORP Industrials 1,450.0 $454K 0.10% +600.0 +70.6% $313.13 +6.0%
Page 4 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%