DELTA ASSET MANAGEMENT LLC/TN Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$1.2B

Holdings

603

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (603 positions)

StockValue
MSFTMICROSOFT CORP
$212.4M
SPGIS&P GLOBAL INC
$66.4M
GSGOLDMAN SACHS GROUP INC
$57.1M
LOWLOWES COS INC
$51.8M
ETNEATON CORP PLC
$50.1M
WMTWALMART INC
$48.8M
HONHONEYWELL INTL INC
$47.5M
PGPROCTER AND GAMBLE CO
$36.9M
CARRCARRIER GLOBAL CORPORATION
$35.9M
DISDISNEY WALT CO
$33.8M
WFCWELLS FARGO CO NEW
$33.6M
SYYSYSCO CORP
$30.2M
BKBANK NEW YORK MELLON CORP
$26.6M
CATCATERPILLAR INC
$22.4M
ECLECOLAB INC
$21.3M
BDXBECTON DICKINSON & CO
$20.7M
ENBENBRIDGE INC
$20.6M
CMCSACOMCAST CORP NEW
$20.2M
AVYAVERY DENNISON CORP
$18.8M
UPSUNITED PARCEL SERVICE INC
$18.0M
RTXRTX CORPORATION
$17.4M
EMREMERSON ELEC CO
$14.9M
SWKSTANLEY BLACK & DECKER INC
$14.0M
TFCTRUIST FINL CORP
$13.6M
ACNACCENTURE PLC IRELAND
$11.2M
AAPLAPPLE INC
$10.1M
ADBEADOBE INC
$9.7M
IGSBISHARES TR
$8.9M
XOMEXXON MOBIL CORP
$7.7M
OTISOTIS WORLDWIDE CORP
$6.7M
JNJJOHNSON & JOHNSON
$6.6M
ABBVABBVIE INC
$6.1M
SPSBSPDR SERIES TRUST
$5.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.1M
NVDANVIDIA CORPORATION
$4.4M
CBRLCRACKER BARREL OLD CTRY STOR
$4.2M
ABTABBOTT LABS
$4.0M
JPMJPMORGAN CHASE & CO.
$4.0M
BNDVANGUARD BD INDEX FDS
$3.8M
TAT&T INC
$3.7M
HDHOME DEPOT INC
$3.7M
BMYBRISTOL-MYERS SQUIBB CO
$3.4M
ORIOLD REP INTL CORP
$3.4M
BACVERIZON COMMUNICATIONS INC
$3.3M
CXWCORECIVIC INC
$3.0M
AMZNAMAZON COM INC
$2.9M
BAXBAXTER INTL INC
$2.9M
INTCINTEL CORP
$2.7M
PFEPFIZER INC
$2.5M
WMWASTE MGMT INC DEL
$2.5M
METAMETA PLATFORMS INC
$2.3M
FT2FIRST HORIZON CORPORATION
$2.3M
COSTCOSTCO WHSL CORP NEW
$2.2M
MCDMCDONALDS CORP
$2.1M
NOVNOV INC
$2.0M
SPYSPDR S&P 500 ETF TR
$1.9M
VVISA INC
$1.8M
MAAMID-AMER APT CMNTYS INC
$1.8M
FDXFEDEX CORP
$1.7M
CVXCHEVRON CORP NEW
$1.6M
DWDMORGAN STANLEY
$1.6M
IBMINTERNATIONAL BUSINESS MACHS
$1.5M
PEPPEPSICO INC
$1.4M
AZOAUTOZONE INC
$1.4M
EDCONSOLIDATED EDISON INC
$1.4M
GEGE AEROSPACE
$1.4M
KOCOCA COLA CO
$1.3M
SOSOUTHERN CO
$1.3M
ORCLORACLE CORP
$1.2M
JDJD.COM INC
$1.1M
4I1PHILIP MORRIS INTL INC
$1.1M
GOOGLALPHABET INC
$1.1M
CSCOCISCO SYS INC
$1.0M
MRKMERCK & CO INC
$1.0M
MARMARRIOTT INTL INC NEW
$950K
GOOGALPHABET INC
$890K
DOWDOW INC
$877K
BACBANK AMERICA CORP
$775K
VTIVANGUARD INDEX FDS
$769K
SPOTSPOTIFY TECHNOLOGY S A
$723K
MDLZMONDELEZ INTL INC
$717K
GEVGE VERNOVA INC
$712K
MOALTRIA GROUP INC
$699K
DDDUPONT DE NEMOURS INC
$693K
CTVACORTEVA INC
$664K
TRVCCITIGROUP INC
$642K
IVVISHARES TR
$639K
CLCOLGATE PALMOLIVE CO
$627K
FASTFASTENAL CO
$605K
DEDEERE & CO
$574K
ADPAUTOMATIC DATA PROCESSING IN
$566K
PLDPROLOGIS INC.
$539K
EPDENTERPRISE PRODS PARTNERS L
$508K
LLYELI LILLY & CO
$502K
VMIVALMONT INDS INC
$497K
PNCPNC FINL SVCS GROUP INC
$484K
UFPIUFP INDUSTRIES INC
$473K
AXPAMERICAN EXPRESS CO
$472K
NSCNORFOLK SOUTHN CORP
$465K
ZTSZOETIS INC
$453K
Page 1 of 7Next