DELTA ASSET MANAGEMENT LLC/TN Q4 2025 Filing

Filed February 9, 2026

Portfolio Value

$1.2B

Holdings

601

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (601 positions)

StockValue
MSFTMICROSOFT CORP
$201.9M
GSGOLDMAN SACHS GROUP INC
$68.4M
SPGIS&P GLOBAL INC
$64.8M
LOWLOWES COS INC
$55.8M
WMTWALMART INC
$54.8M
ETNEATON CORP PLC
$44.3M
HONHONEYWELL INTL INC
$39.8M
WFCWELLS FARGO CO NEW
$38.4M
PGPROCTER AND GAMBLE CO
$33.5M
BKBANK NEW YORK MELLON CORP
$33.1M
CATCATERPILLAR INC
$31.9M
DISDISNEY WALT CO
$29.9M
SYYSYSCO CORP
$29.0M
CARRCARRIER GLOBAL CORPORATION
$25.9M
BDXBECTON DICKINSON & CO
$23.2M
RTXRTX CORPORATION
$21.5M
ENBENBRIDGE INC
$21.5M
ECLECOLAB INC
$20.5M
AVYAVERY DENNISON CORP
$19.4M
UPSUNITED PARCEL SERVICE INC
$18.3M
CMCSACOMCAST CORP NEW
$15.8M
TFCTRUIST FINL CORP
$15.1M
EMREMERSON ELEC CO
$14.7M
SWKSTANLEY BLACK & DECKER INC
$14.3M
AAPLAPPLE INC
$13.2M
ACNACCENTURE PLC IRELAND
$10.5M
IGSBISHARES TR
$9.8M
ADBEADOBE INC
$9.1M
JNJJOHNSON & JOHNSON
$8.7M
XOMEXXON MOBIL CORP
$8.6M
ABBVABBVIE INC
$7.1M
OTISOTIS WORLDWIDE CORP
$6.1M
SPSBSPDR SERIES TRUST
$5.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.0M
NVDANVIDIA CORPORATION
$4.9M
BNDVANGUARD BD INDEX FDS
$4.5M
JPMJPMORGAN CHASE & CO.
$4.4M
BMYBRISTOL-MYERS SQUIBB CO
$4.1M
INTCINTEL CORP
$4.1M
ORIOLD REP INTL CORP
$3.9M
ABTABBOTT LABS
$3.6M
HDHOME DEPOT INC
$3.5M
TAT&T INC
$3.1M
AMZNAMAZON COM INC
$3.0M
BACVERIZON COMMUNICATIONS INC
$2.9M
CXWCORECIVIC INC
$2.7M
FT2FIRST HORIZON CORPORATION
$2.6M
PFEPFIZER INC
$2.5M
SOLSSOLSTICE ADVANCED MATLS INC
$2.4M
NOVNOV INC
$2.4M
WMWASTE MGMT INC DEL
$2.4M
FDXFEDEX CORP
$2.2M
MCDMCDONALDS CORP
$2.1M
SPYSPDR S&P 500 ETF TR
$2.1M
METAMETA PLATFORMS INC
$2.1M
DWDMORGAN STANLEY
$1.9M
GOOGLALPHABET INC
$1.9M
COSTCOSTCO WHSL CORP NEW
$1.8M
MAAMID-AMER APT CMNTYS INC
$1.8M
VVISA INC
$1.7M
GEGE AEROSPACE
$1.6M
CVXCHEVRON CORP NEW
$1.6M
PEPPEPSICO INC
$1.6M
GOOGALPHABET INC
$1.5M
IBMINTERNATIONAL BUSINESS MACHS
$1.5M
EDCONSOLIDATED EDISON INC
$1.4M
KOCOCA COLA CO
$1.4M
CBRLCRACKER BARREL OLD CTRY STOR
$1.3M
AZOAUTOZONE INC
$1.3M
MRKMERCK & CO INC
$1.3M
BAXBAXTER INTL INC
$1.3M
CSCOCISCO SYS INC
$1.2M
SOSOUTHERN CO
$1.1M
MARMARRIOTT INTL INC NEW
$1.1M
ORCLORACLE CORP
$1.0M
JDJD.COM INC
$1.0M
4I1PHILIP MORRIS INTL INC
$989K
IVVISHARES TR
$972K
BACBANK AMERICA CORP
$899K
TRVCCITIGROUP INC
$881K
GEVGE VERNOVA INC
$876K
VTIVANGUARD INDEX FDS
$847K
LLYELI LILLY & CO
$710K
MOALTRIA GROUP INC
$677K
DOWDOW INC
$618K
VMIVALMONT INDS INC
$612K
VOOVANGUARD INDEX FDS
$604K
PLDPROLOGIS INC.
$597K
CTVACORTEVA INC
$583K
FASTFASTENAL CO
$577K
AXPAMERICAN EXPRESS CO
$568K
MDLZMONDELEZ INTL INC
$551K
CLCOLGATE PALMOLIVE CO
$545K
SPOTSPOTIFY TECHNOLOGY S A
$544K
PNCPNC FINL SVCS GROUP INC
$531K
EPDENTERPRISE PRODS PARTNERS L
$518K
NSCNORFOLK SOUTHN CORP
$513K
UIUBIQUITI INC
$499K
SCHGSCHWAB STRATEGIC TR
$491K
RFREGIONS FINANCIAL CORP NEW
$488K
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