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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 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 C CITIGROUP INC Financial Services 2,597.0 $295K 0.07% $113.41 +27.9%
82 VLO VALERO ENERGY CORP Energy 1,099.0 $272K 0.07% NEW $247.08 -1.4%
83 PNC PNC FINANCIAL SERVICES GROUP Financial Services 1,285.0 $267K 0.07% $208.09 +14.7%
84 PWR QUANTA SERVICES, INC. Industrials 480.0 $264K 0.07% NEW $549.02 +27.9%
85 DVN DEVON ENERGY CORP Energy 4,900.0 $247K 0.06% NEW $50.32 -13.8%
86 GOOGL ALPHABET INC Communication Services 820.0 $236K 0.06% $287.56 +20.4%
87 VTI VANGUARD 729.0 $234K 0.06% $320.81 +13.4%
88 TRV THE TRAVELERS COMPANIES INC Financial Services 800.0 $233K 0.06% NEW $291.68 +8.7%
89 SPG SIMON PROPERTY GROUP INC Real Estate 1,225.0 $228K 0.06% NEW $186.53 +16.2%
90 UNP UNION PACIFIC Industrials 926.0 $225K 0.06% $242.62 +6.6%
91 MCD MCDONALDS CORP Consumer Cyclical 689.0 $214K 0.05% -60.0 -8.0% $310.79 -12.6%
92 WFC WELLS FARGO Financial Services 2,625.0 $209K 0.05% NEW $79.61 +5.7%
93 AMD ADVANCED MICRO DEVICES Technology 1,025.0 $209K 0.05% NEW $203.43 +155.5%
94 PROVECTUS 100,000.0 $5K 0.00% $0.05
Page 5 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%