1y return+18.9%S&P 500 +20.9%
3y return+52.3%S&P 500 +68.5%
5y return+60.2%S&P 500 +74.5%
10y return+164.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $265 against $357 in the S&P 500.2
Home Federal Bank Of TennesseeS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares | $165.7M | 35.8% | |
| IVEIshares | $87.8M | 18.9% | |
| QQQInvesco Qqq Trust Series 1 | $26.2M | 5.7% | +10.7% |
| LLYEli Lilly Co | $13.5M | 2.9% | |
| IJSIshares | $11.3M | 2.4% | −1.1% |
| AAPLApple Inc | $8.6M | 1.9% | −2.2% |
| STIPIshares | $7.6M | 1.6% | +17.6% |
| ADIAnalog Devices Inc | $7.4M | 1.6% | |
| RTXRaytheon Technologies Corp | $7.2M | 1.5% | +3.6% |
| JPMJp Morgan Chase | $6.8M | 1.5% | +11.2% |
| MSFTMicrosoft Corp | $5.8M | 1.3% | +4.0% |
| SPYState Street Spdr | $4.8M | 1.0% | −1.8% |
| JNJJohnson & Johnson | $4.8M | 1.0% | +5.9% |
| ABBVAbbvie Inc | $4.3M | 0.9% | +1.0% |
| HDHome Depot | $4.1M | 0.9% | +2.4% |
| WMWaste Management Inc | $3.7M | 0.8% | |
| WMTWalmart Inc | $3.4M | 0.7% | +6.5% |
| INTCIntel Corp | $3.3M | 0.7% | +14.0% |
| DUKDuke Energy Corp | $2.9M | 0.6% | |
| PGProcter & Gamble | $2.8M | 0.6% | +11.7% |
| ENBEnbridge Inc | $2.7M | 0.6% | |
| IBMIbm Corp | $2.6M | 0.6% | +12.9% |
| CVXChevron Corp | $2.5M | 0.5% | +4.7% |
| NSCNorfolk Southern Corp | $2.5M | 0.5% | |
| ADPAutomatic Data Processing | $2.4M | 0.5% | +1.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LLYEli Lilly Co | June 30, 2020 | +630.6% | $13.5M |
| JPMJp Morgan Chase | June 30, 2020 | +248.0% | $6.8M |
| ADIAnalog Devices Inc | June 30, 2020 | +223.9% | $7.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $8.6M |
| RTXRaytheon Technologies Corp | June 30, 2020 | +207.9% | $7.2M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $1.8M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $3.4M |
| RFRegions Financial Corp | June 30, 2020 | +171.6% | $1.8M |
| QQQInvesco Qqq Trust Series 1 | June 30, 2022 | +162.7% | $26.2M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $4.3M |
Sold off last quarter
- Honeywell IntlCUSIP 438516106 was $3.6M
- Dupont De Nemours IncCUSIP 26614N102 was $471K
- MCDMcdonalds Corp was $214K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.0% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
| December 31, 2025 | +2.5% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +5.6% | +10.5% |
| March 31, 2025 | −1.2% | −4.6% |
| December 31, 2024 | −1.3% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +8.7% | +10.0% |
| December 31, 2023 | +10.8% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +6.3% | +8.3% |
| March 31, 2023 | +3.3% | +7.0% |
| December 31, 2022 | +10.4% | +7.1% |
| September 30, 2022 | −6.3% | −5.3% |
| June 30, 2022 | −12.3% | −16.5% |
| March 31, 2022 | −3.2% | −4.9% |
| December 31, 2021 | +9.9% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Home Federal Bank Of Tennessee Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1665446&type=13F-HR&dateb=&owner=include&count=40CIK 1665446
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1665446/000166544626000003/Filed July 15, 2026 · accession 0001665446-26-000003