Home Federal Bank of Tennessee

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Home Federal Bank of Tennessee reported 81 stock positions worth $337.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 38.4% of the portfolio, followed by iShares S&P 500 Value ETF (IVE, 21.8%) and Eli Lilly (LLY, 2.7%). Compared with Q3 2024, it opened 3 new positions, sold out of 2, added to 1 and reduced 44. The biggest buy was a new position in Ess Management and the biggest sale Eli Lilly (LLY, shares −9%).

Most Recent 13F
Q2 2026
Location
KNOXVILLE, TN
CIK
0001665446
Portfolio Value
$337.9M (Q4 2024)
SEC Filing
0001665446-25-000002 ↗ filed Jan 24, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $323.3M Q1 2024 Q2 2024: $328.6M Q2 2024 Q3 2024: $349.6M Q3 2024 Q4 2024: $337.9M $337.9M Q4 2024 Q1 2025: $338.0M Q1 2025 Q2 2025: $352.7M Q2 2025 Q3 2025: $373.8M Q3 2025 Q4 2025: $384.7M Q4 2025 Q1 2026: $399.9M Q1 2026 Q2 2026: $463.3M Q2 2026

Holdings 81 stocks · $337.9M
IVV iShares Core S&P 500 ETF 38.42% 220,513 $129.8M Reduce -2.9%
IVE iShares S&P 500 Value ETF 21.80% 385,974 $73.7M Reduce -2.2%
LLY Eli Lilly & Co. 2.71% 11,876 $9.2M Reduce -8.8%
IJS iShares S&P Small-Cap 600 Va 2.58% 80,335 $8.7M Reduce -1.9%
AAPL Apple Inc. 2.07% 27,957 $7.0M Reduce -4.9%
MSFT Microsoft Corp. 1.87% 14,965 $6.3M Reduce -1.5%
HD Home Depot Inc. 1.33% 11,597 $4.5M Reduce -1.5%
RTX RTX Corp. 1.28% 37,388 $4.3M Reduce -0.8%
JPM JPMorgan Chase & Co. 1.26% 17,787 $4.3M Reduce -2.6%
ADI Analog Devices Inc. 1.20% 19,049 $4.0M No change
PG The Procter & Gamble Co. 1.15% 23,168 $3.9M Reduce -1.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.15% 6,602 $3.9M No change
HON Honeywell International Inc. 1.13% 16,909 $3.8M Reduce -0.0%
WM Waste Management Inc. 1.02% 17,117 $3.5M Reduce -1.9%
ADP Automatic Data Processing 0.94% 10,839 $3.2M No change
ABBV Abbvie Inc. 0.92% 17,521 $3.1M Reduce -2.8%
STIP iShares 0-5 Year Tips Bond E 0.92% 30,881 $3.1M Reduce -4.5%
DUK Duke Energy Corp. 0.75% 23,585 $2.5M Reduce -1.1%
JNJ Johnson & Johnson 0.74% 17,384 $2.5M Reduce -2.0%
QQQ Invesco QQQ Trust Series 1 0.74% 4,898 $2.5M Reduce -3.0%
WMT Walmart Inc. 0.70% 26,227 $2.4M Reduce -5.1%
ENB Enbridge Inc. 0.67% 53,172 $2.3M Reduce -1.2%
ABT Abbott Laboratories 0.66% 19,669 $2.2M Reduce -3.1%
PEP Pepsico Inc. 0.61% 13,567 $2.1M Reduce -1.1%
IWF iShares Russell 1000 Growth 0.59% 4,960 $2.0M No change
NSC Norfolk Southern Corp. 0.57% 8,177 $1.9M Reduce -1.9%
CVX Chevron Corp. 0.56% 13,095 $1.9M Reduce -0.1%
IWS iShares Russell Mid-Cap Valu 0.53% 13,768 $1.8M Reduce -1.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.51% 7,835 $1.7M Reduce -0.3%
MRK Merck & Co. Inc. 0.49% 16,763 $1.7M Reduce -1.5%
IP International Paper Co. 0.46% 28,935 $1.6M No change
KO The Coca-Cola Co. 0.45% 24,542 $1.5M No change
XOM Exxon Mobil Corp. 0.44% 13,708 $1.5M Reduce -0.1%
MMM 3M Co. 0.43% 11,312 $1.5M Reduce -1.1%
KMB Kimberly-Clark Corp. 0.42% 10,795 $1.4M Reduce -1.1%
RF Regions Financial Corp. 0.41% 59,211 $1.4M No change
VMC Vulcan Materials Co. 0.40% 5,220 $1.3M No change
COP Conocophillips 0.39% 13,358 $1.3M No change
VZ Verizon Communications Inc. 0.36% 30,824 $1.2M Reduce -6.5%
CARR Carrier Global Corp. 0.35% 17,452 $1.2M No change
WY Weyerhaeuser Co. 0.32% 38,742 $1.1M No change
BRK.B Berkshire Hathaway Inc. Class B 0.32% 2,403 $1.1M Reduce -0.2%
ETN Eaton Corp. PLC 0.28% 2,816 $935K No change
EPD Enterprise Products Partners 0.26% 27,960 $877K No change
OTIS Otis Worldwide Corp. 0.25% 9,231 $855K Reduce -1.1%
SO The Southern Co. 0.24% 9,990 $822K No change
DD Dupont DE Nemours Inc. 0.24% 10,710 $817K No change
ESS MANAGEMENT HOLDINGS LLC 0.23% 525 $793K New
DOW Dow Inc. 0.22% 18,723 $751K Reduce -5.3%
PFE Pfizer Inc. 0.21% 27,304 $724K Reduce -1.5%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.20% 9,228 $692K No change
AMGN Amgen Inc. 0.20% 2,538 $662K Reduce -2.3%
CVS CVS Health Corp. 0.19% 14,345 $644K Reduce -4.4%
BAX Baxter International Inc. 0.19% 22,050 $643K No change
ESS MANAGEMENT HOLDINGS LLC 0.19% 525 $641K New
CAT Caterpillar Inc. 0.18% 1,684 $611K No change
CAG Conagra Brands Inc. 0.16% 19,900 $552K Reduce -3.2%
QCOM Qualcomm Inc. 0.16% 3,440 $528K Reduce -5.5%
MO Altria Group Inc. 0.14% 9,265 $484K No change
NVDA Nvidia Corp. 0.13% 3,250 $436K Add +6.6%
XLK SS Technology Select Sector 0.12% 1,760 $409K No change
LIN Linde PLC 0.11% 880 $368K No change
INTC Intel Corp. 0.11% 18,273 $366K Reduce -1.0%
TWIN CITIES FINANCIAL 0.11% 3,846 $363K No change
CSCO Cisco Systems Inc. 0.10% 5,436 $322K Reduce -8.1%
T AT&T Inc. 0.09% 13,986 $318K Reduce -4.0%
GE General Electric filed as GE AEROSPACE 0.09% 1,776 $296K No change
ALL Allstate Corp. 0.09% 1,528 $295K No change
AMZN Amazon.com Inc. 0.09% 1,316 $289K No change
UNP Union Pacific Corp. 0.08% 1,195 $273K No change
PPG PPG Industries Inc. 0.08% 2,220 $265K No change
PNC PNC Financial Services Group 0.07% 1,285 $248K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.07% 594 $244K Reduce -4.7%
KR Kroger Co. 0.07% 3,928 $240K No change
VYM Vanguard High DVD Yield ETF 0.07% 1,838 $235K No change
AMAT Applied Materials Inc. 0.07% 1,425 $232K No change
VTI VG Morningstar TS MKT ETF-US 0.07% 774 $224K Reduce -5.2%
TSCO Tractor Supply Company 0.06% 4,095 $217K No change
MCD McDonald's Corp. 0.06% 749 $217K Reduce -8.4%
C Citigroup Inc. 0.06% 2,889 $203K New
PVCT Provectus Biopharmaceutica-A 0.00% 100,000 $12K No change

Portfolio Sells Q3 2024 → Q4 2024
LLY Eli Lilly & Co. Reduce -8.8% 2.71% −0.59
IVE iShares S&P 500 Value ETF Reduce -2.2% 21.80% −0.45
ABBV Abbvie Inc. Reduce -2.8% 0.92% −0.10
DOW Dow Inc. Reduce -5.3% 0.22% −0.09
CVS CVS Health Corp. Reduce -4.4% 0.19% −0.08
JNJ Johnson & Johnson Reduce -2.0% 0.74% −0.08
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.06
SCHV Schwab US Large-Cap Value Sold out 0.00% −0.06
MRK Merck & Co. Inc. Reduce -1.5% 0.49% −0.06
VZ Verizon Communications Inc. Reduce -6.5% 0.36% −0.06
PEP Pepsico Inc. Reduce -1.1% 0.61% −0.06
AMGN Amgen Inc. Reduce -2.3% 0.20% −0.04
DUK Duke Energy Corp. Reduce -1.1% 0.75% −0.03
HD Home Depot Inc. Reduce -1.5% 1.33% −0.03
CAG Conagra Brands Inc. Reduce -3.2% 0.16% −0.03
KMB Kimberly-Clark Corp. Reduce -1.1% 0.42% −0.03
RTX RTX Corp. Reduce -0.8% 1.28% −0.03
NSC Norfolk Southern Corp. Reduce -1.9% 0.57% −0.02
OTIS Otis Worldwide Corp. Reduce -1.1% 0.25% −0.02
XOM Exxon Mobil Corp. Reduce -0.1% 0.44% −0.02
QCOM Qualcomm Inc. Reduce -5.5% 0.16% −0.02
STIP iShares 0-5 Year Tips Bond E Reduce -4.5% 0.92% −0.02
PG The Procter & Gamble Co. Reduce -1.5% 1.15% −0.02
INTC Intel Corp. Reduce -1.0% 0.11% −0.02
PFE Pfizer Inc. Reduce -1.5% 0.21% −0.02
MMM 3M Co. Reduce -1.1% 0.43% −0.01
WM Waste Management Inc. Reduce -1.9% 1.02% −0.01
MCD McDonald's Corp. Reduce -8.4% 0.06% −0.01
ABT Abbott Laboratories Reduce -3.1% 0.66% −0.00
MSFT Microsoft Corp. Reduce -1.5% 1.87% −0.00
IWS iShares Russell Mid-Cap Valu Reduce -1.1% 0.53% +0.00
VTI VG Morningstar TS MKT ETF-US Reduce -5.2% 0.07% +0.00
T AT&T Inc. Reduce -4.0% 0.09% +0.00
VUG Vanguard Mrngstar GR ETF-Sui Reduce -4.7% 0.07% +0.00
CSCO Cisco Systems Inc. Reduce -8.1% 0.10% +0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.2% 0.32% +0.01
CVX Chevron Corp. Reduce -0.1% 0.56% +0.01
IBM Intl Business Machines Corp. Reduce -0.3% 0.51% +0.01
QQQ Invesco QQQ Trust Series 1 Reduce -3.0% 0.74% +0.04
ENB Enbridge Inc. Reduce -1.2% 0.67% +0.04
IJS iShares S&P Small-Cap 600 Va Reduce -1.9% 2.58% +0.06
WMT Walmart Inc. Reduce -5.1% 0.70% +0.06
AAPL Apple Inc. Reduce -4.9% 2.07% +0.11
HON Honeywell International Inc. Reduce -0.0% 1.13% +0.13
JPM JPMorgan Chase & Co. Reduce -2.6% 1.26% +0.16
IVV iShares Core S&P 500 ETF Reduce -2.9% 38.42% +0.95

Portfolio Buys Q3 2024 → Q4 2024
ESS MANAGEMENT HOLDINGS LLC New 0.23% +0.23
ESS MANAGEMENT HOLDINGS LLC New 0.19% +0.19
C Citigroup Inc. New 0.06% +0.06
NVDA Nvidia Corp. Add +6.6% 0.13% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 114$463.3MIVV, IVE, QQQ, LLY, IJS
Q1 2026 94$399.9MIVV, IVE, QQQ, LLY, IJS
Q4 2025 78$384.7MIVV, IVE, LLY, IJS, AAPL
Q3 2025 76$373.8MIVV, IVE, IJS, LLY, MSFT
Q2 2025 78$352.7MIVV, IVE, LLY, IJS, MSFT
Q1 2025 82$338.0MIVV, IVE, LLY, IJS, AAPL
Q4 2024 81$337.9MIVV, IVE, LLY, IJS, AAPL
Q3 2024 80$349.6MIVV, IVE, LLY, IJS, AAPL
Q2 2024 77$328.6MIVV, IVE, LLY, IJS, MSFT
Q1 2024 79$323.3MIVV, IVE, LLY, IJS, MSFT