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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 6 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 D DOMINION ENERGY INC Utilities 4,150.0 $283K 0.06% NEW $68.29 -2.6%
102 DG DOLLAR GENERAL CORP Consumer Defensive 2,439.0 $281K 0.06% NEW $115.11 +7.0%
103 VTI VANGUARD 729.0 $270K 0.06% $370.04 +2.2%
104 TT TRANE TECHNOLOGIES PLC Industrials 545.0 $268K 0.06% NEW $491.16 -7.2%
105 CAT CATERPILLAR Industrials 249.0 $265K 0.06% -848.0 -77.3% $1064.90 -23.5%
106 T ATT INC Communication Services 12,572.0 $260K 0.06% $20.70 +23.4%
107 UNP UNION PACIFIC Industrials 947.0 $258K 0.06% +21.0 +2.3% $272.00 +13.7%
108 TJX TJX COMPANIES INC Consumer Cyclical 1,678.0 $254K 0.06% NEW $151.50 -7.4%
109 GS GOLDMAN SACHS Financial Services 225.0 $228K 0.05% NEW $1011.37 +3.5%
110 ELV ELEVANCE HEALTH INC Healthcare 555.0 $215K 0.05% NEW $386.73 +3.2%
111 LNC LINCOLN NATL CORP Financial Services 5,875.0 $208K 0.04% NEW $35.35 +19.9%
112 BAX BAXTER INTERNATIONAL INC Healthcare 9,635.0 $205K 0.04% NEW $21.32 +22.5%
113 HOMB HOME BANCSHARES INC Financial Services 7,083.0 $202K 0.04% NEW $28.55 +4.9%
114 PROVECTUS 100,000.0 $7K 0.00% $0.07
Page 6 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%