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Latest HOME FEDERAL BANK OF TENNESSEE Stock Portfolio

HOME FEDERAL BANK OF TENNESSEE Performance:
2024 Q3: 6.37%YTD: 16.91%2023: 16.5%
Performance for 2024 Q3 is 6.37%, and YTD is 16.91%, and 2023 is 16.5%.

About HOME FEDERAL BANK OF TENNESSEE and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, HOME FEDERAL BANK OF TENNESSEE reported an equity portfolio of $349.6 Millions as of 30 Sep, 2024.

The top stock holdings of HOME FEDERAL BANK OF TENNESSEE are IJR, IJR, LLY. The fund has invested 37.5% of it's portfolio in ISHARES and 22.2% of portfolio in ISHARES.

The fund managers got completely rid off ISHARES (IJR) stocks. They significantly reduced their stock positions in AMAZON.COM INC (AMZN), ATT INC (T) and DUKE ENERGY CORP (DUK). HOME FEDERAL BANK OF TENNESSEE opened new stock positions in PNC FINANCIAL SERVICES GROUP (PNC), KROGER CO (KR) and MONDELEZ (MDLZ). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORP (NVDA), GE AEROSPACE (GE) and UNION PACIFIC (UNP).

HOME FEDERAL BANK OF TENNESSEE Annual Return Estimates Vs S&P 500

Our best estimate is that HOME FEDERAL BANK OF TENNESSEE made a return of 6.37% in the last quarter. In trailing 12 months, it's portfolio return was 29.31%.

New Buys

Ticker$ Bought
pnc financial services group237,532
kroger co225,074
mondelez221,010
schwab211,775
New stocks bought by HOME FEDERAL BANK OF TENNESSEE

Additions

Ticker% Inc.
nvidia corp24.49
ge aerospace18.32
union pacific17.16
applied materials16.33
conagra brands14.54
cisco systems inc12.58
southern company11.12
invesco qqq trust series 17.7
Additions to existing portfolio by HOME FEDERAL BANK OF TENNESSEE

Reductions

Ticker% Reduced
amazon.com inc-42.46
att inc-38.44
duke energy corp-16.32
verizon communications-11.72
intel corp-6.69
apple inc-3.77
ishares-2.38
eli lilly co-1.97
HOME FEDERAL BANK OF TENNESSEE reduced stake in above stock

Sold off

Ticker$ Sold
ishares-535,128
HOME FEDERAL BANK OF TENNESSEE got rid off the above stocks

Sector Distribution

HOME FEDERAL BANK OF TENNESSEE has about 65.9% of it's holdings in Others sector.

Sector%
Others65.9
Healthcare7.3
Industrials6.6
Technology6.2
Consumer Defensive4.1
Energy2.3
Utilities2
Consumer Cyclical2
Financial Services1.6
Basic Materials1.2

Market Cap. Distribution

HOME FEDERAL BANK OF TENNESSEE has about 33.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED65.9
LARGE-CAP16.9
MEGA-CAP16.3

Stocks belong to which Index?

About 32.3% of the stocks held by HOME FEDERAL BANK OF TENNESSEE either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others66.7
S&P 50032.3
Top 5 Winners (%)%
MMM
3m company
33.4 %
IBM
ibm corp
27.4 %
CARR
carrier global corporation
27.3 %
RTX
raytheon technologies corp
20.5 %
MCD
mcdonalds corp
19.4 %
Top 5 Winners ($)$
IJR
ishares
6.8 M
IJR
ishares
6.0 M
IJR
ishares
0.9 M
RTX
raytheon technologies corp
0.8 M
HD
home depot
0.7 M
Top 5 Losers (%)%
INTC
intel corp
-24.6 %
QCOM
qualcomm inc
-14.6 %
AMAT
applied materials
-12.7 %
MRK
merck & co inc
-8.1 %
COP
conocophillips
-7.9 %
Top 5 Losers ($)$
LLY
eli lilly co
-0.3 M
MSFT
microsoft corp
-0.3 M
MRK
merck & co inc
-0.2 M
INTC
intel corp
-0.2 M
COP
conocophillips
-0.1 M

HOME FEDERAL BANK OF TENNESSEE Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of HOME FEDERAL BANK OF TENNESSEE

HOME FEDERAL BANK OF TENNESSEE has 80 stocks in it's portfolio. About 74.5% of the portfolio is in top 10 stocks. LLY proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for HOME FEDERAL BANK OF TENNESSEE last quarter.

Last Reported on: 21 Oct, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions