DELTA ASSET MANAGEMENT LLC/TN Q3 2024 Filing

Filed November 7, 2024

Portfolio Value

$1.2T

Holdings

620

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (620 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
450,043$193.7B16.68%
2
SPGIS&P GLOBAL INC
131,590$68.0B5.86%
3
LOWLOWES COS INC
246,874$66.9B5.76%
4
ETNEATON CORP PLC
147,368$48.8B4.21%
5
WMTWALMART INC
540,522$43.6B3.76%
6
HONHONEYWELL INTL INC
210,746$43.6B3.75%
7
GSGOLDMAN SACHS GROUP INC
85,383$42.3B3.64%
8
PGPROCTER AND GAMBLE CO
243,839$42.2B3.64%
9
CARRCARRIER GLOBAL CORPORATION
520,027$41.9B3.61%
10
SYYSYSCO CORP
422,491$33.0B2.84%
11
CMCSACOMCAST CORP NEW
767,624$32.1B2.76%
12
DISDISNEY WALT CO
291,143$28.0B2.41%
13
SWKSTANLEY BLACK & DECKER INC
232,358$25.6B2.20%
14
WFCWELLS FARGO CO NEW
443,873$25.1B2.16%
15
AVYAVERY DENNISON CORP
112,940$24.9B2.15%
16
UPSUNITED PARCEL SERVICE INC
180,346$24.6B2.12%
17
CATCATERPILLAR INC
60,646$23.7B2.04%
18
BKBANK NEW YORK MELLON CORP
307,922$22.1B1.91%
19
ECLECOLAB INC
83,812$21.4B1.84%
20
BDXBECTON DICKINSON & CO
84,668$20.4B1.76%
21
ENBENBRIDGE INC
480,279$19.5B1.68%
22
RTXRTX CORPORATION
126,841$15.4B1.32%
23
TFCTRUIST FINL CORP
320,436$13.7B1.18%
24
ACNACCENTURE PLC IRELAND
38,683$13.7B1.18%
25
EMREMERSON ELEC CO
116,959$12.8B1.10%
26
ADBEADOBE INC
24,022$12.4B1.07%
27
AAPLAPPLE INC
52,632$12.3B1.06%
28
XOMEXXON MOBIL CORP
71,022$8.3B0.72%
29
IGSBISHARES TR
154,252$8.1B0.70%
30
OTISOTIS WORLDWIDE CORP
70,894$7.4B0.63%
31
ABBVABBVIE INC
37,223$7.4B0.63%
32
JNJJOHNSON & JOHNSON
44,302$7.2B0.62%
33
BRK/BBERKSHIRE HATHAWAY INC DEL
13,236$6.1B0.52%
34
SPSBSPDR SER TR
178,917$5.4B0.47%
35
BAXBAXTER INTL INC
117,407$4.5B0.38%
36
BMYBRISTOL-MYERS SQUIBB CO
79,576$4.1B0.35%
37
HDHOME DEPOT INC
10,081$4.1B0.35%
38
NVDANVIDIA CORPORATION
32,142$3.9B0.34%
39
CBRLCRACKER BARREL OLD CTRY STOR
82,556$3.7B0.32%
40
ABTABBOTT LABS
32,445$3.7B0.32%
41
BACVERIZON COMMUNICATIONS INC
80,791$3.6B0.31%
42
INTCINTEL CORP
145,716$3.4B0.29%
43
ORIOLD REP INTL CORP
96,085$3.4B0.29%
44
JPMJPMORGAN CHASE & CO.
15,227$3.2B0.28%
45
BNDVANGUARD BD INDEX FDS
41,671$3.1B0.27%
46
TAT&T INC
131,228$2.9B0.25%
47
FDXFEDEX CORP
9,886$2.7B0.23%
48
NOVNOV INC
165,449$2.6B0.23%
49
AMZNAMAZON COM INC
13,727$2.6B0.22%
50
PFEPFIZER INC
84,633$2.4B0.21%
51
WMWASTE MGMT INC DEL
11,663$2.4B0.21%
52
MCDMCDONALDS CORP
7,746$2.4B0.20%
53
SPYSPDR S&P 500 ETF TR
4,006$2.3B0.20%
54
MAAMID-AMER APT CMNTYS INC
13,007$2.1B0.18%
55
METAMETA PLATFORMS INC
3,455$2.0B0.17%
56
COSTCOSTCO WHSL CORP NEW
2,182$1.9B0.17%
57
PEPPEPSICO INC
10,974$1.9B0.16%
58
CXWCORECIVIC INC
142,529$1.8B0.16%
59
CVXCHEVRON CORP NEW
12,074$1.8B0.15%
60
FT2FIRST HORIZON CORPORATION
110,976$1.7B0.15%
61
MRKMERCK & CO INC
14,346$1.6B0.14%
62
EDCONSOLIDATED EDISON INC
14,544$1.5B0.13%
63
VVISA INC
5,203$1.4B0.12%
64
JDJD.COM INC
35,000$1.4B0.12%
65
KOCOCA COLA CO
19,002$1.4B0.12%
66
SOSOUTHERN CO
15,010$1.4B0.12%
67
DWDMORGAN STANLEY
11,827$1.2B0.11%
68
IBMINTERNATIONAL BUSINESS MACHS
5,570$1.2B0.11%
69
AZOAUTOZONE INC
387$1.2B0.11%
70
GEGE AEROSPACE
5,914$1.1B0.10%
71
GOOGALPHABET INC
6,385$1.1B0.09%
72
MARMARRIOTT INTL INC NEW
4,177$1.0B0.09%
73
GOOGLALPHABET INC
6,211$1.0B0.09%
74
DDDUPONT DE NEMOURS INC
10,435$929.9M0.08%
75
ORCLORACLE CORP
5,425$924.4M0.08%
76
CSCOCISCO SYS INC
15,556$827.9M0.07%
77
MDLZMONDELEZ INTL INC
10,676$786.5M0.07%
78
4I1PHILIP MORRIS INTL INC
6,375$773.9M0.07%
79
CLCOLGATE PALMOLIVE CO
6,906$716.9M0.06%
80
VTIVANGUARD INDEX FDS
2,527$715.5M0.06%
81
DOWDOW INC
12,183$665.6M0.06%
82
BACBANK AMERICA CORP
16,575$657.7M0.06%
83
PLDPROLOGIS INC.
5,184$654.6M0.06%
84
LLYELI LILLY & CO
731$647.6M0.06%
85
UFPIUFP INDUSTRIES INC
4,758$624.3M0.05%
86
MOALTRIA GROUP INC
12,214$623.4M0.05%
87
ZTSZOETIS INC
3,087$603.1M0.05%
88
IVVISHARES TR
1,029$593.5M0.05%
89
CTVACORTEVA INC
9,401$552.7M0.05%
90
ADPAUTOMATIC DATA PROCESSING IN
1,926$533.0M0.05%
91
WYWEYERHAEUSER CO MTN BE
15,610$528.6M0.05%
92
FAFFIRST AMERN FINL CORP
7,929$523.4M0.05%
93
FASTFASTENAL CO
7,200$514.2M0.04%
94
DEDEERE & CO
1,191$497.0M0.04%
95
FUNSIX FLAGS ENTERTAINMENT CORP
12,110$488.2M0.04%
96
EPDENTERPRISE PRODS PARTNERS L
16,607$483.4M0.04%
97
PNCPNC FINL SVCS GROUP INC
2,595$479.7M0.04%
98
TRVCCITIGROUP INC
7,548$472.5M0.04%
99
UNPUNION PAC CORP
1,871$461.2M0.04%
100
NSCNORFOLK SOUTHN CORP
1,853$460.5M0.04%
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