13F Insight
DOSSIER · 13F-HR · Q2 2026

HOME FEDERAL BANK OF TENNESSEE

$463M in tracked AUM across 176 positions as of Q2 2026.

HF
CIK 0001665446 · last filed Jun 30, 2026
Total AUM
$463M
as of Q2 2026
Holdings
176
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SEC 13F Filing Analysis: Home Federal Bank of Tennessee

1. Portfolio Overview

The filing for Home Federal Bank of Tennessee (CIK: 0001665446) reveals a dramatic transformation in the institution’s investment portfolio during the quarter ending December 31, 2025. The total portfolio value surged by 785.1%, growing from $43.47 million to $384.75 million. This exponential increase indicates a significant strategic pivot, likely involving a substantial reallocation of capital i...

The portfolio now consists of 134 holdings, representing a shift from a previously concentrated structure to a more diversified one. The composition is heavily skewed toward passive management strategies, with Exchange Traded Funds (ETFs) dominating the asset base. The "core-satellite" approach is evident here, where the vast majority of the portfolio serves as a market-tracking core, supplemented by individual equity positions in high-conviction names.

2. Key Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES
$166M221K35.8%02
IVE
ISHARES
$88M387K18.9%03
QQQ
INVESCO QQQ TRUST SERIES 1
$26M36K5.7%04
LLY
ELI LILLY CO
$13M11K2.9%05
IJS
ISHARES
$11M83K2.4%06
AAPL
APPLE INC
$9M30K1.9%07
STIP
ISHARES
$8M74K1.6%08
ADI
ANALOG DEVICES INC
$7M19K1.6%09
RTX
RAYTHEON TECHNOLOGIES CORP
$7M38K1.5%10
JPM
JP MORGAN CHASE
$7M21K1.5%

Filing history

2026Q2Jun 30
$463M▲ 15.9%
176 positionsView →2026Q1Mar 31
$400M▲ 3.9%
152 positionsView →2025Q4Dec 31
$385M▲ 2.9%
134 positionsView →2025Q3Sep 30
$374M▲ 6.0%
132 positionsView →2025Q2Jun 30
$353M▲ 4.3%
134 positionsLocked2025Q1Mar 31
$338M▲ 0.0%
138 positionsLocked2024Q4Dec 31
$338M▼ 3.3%
137 positionsLocked2024Q3Sep 30
$350M▲ 6.4%
135 positionsLocked2024Q2Jun 30
$329M▲ 1.7%
132 positionsLocked2024Q1Mar 31
$323M▲ 8.4%
134 positionsLocked2023Q4Dec 31
$298M▲ 10.6%
125 positionsLocked2023Q3Sep 30
$270M▼ 4.6%
120 positionsLocked
Showing 12 of 41