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
DEDEERE & CO
$482K
NDQINVESCO QQQ TR
$469K
IHIISHARES TR
$447K
ADPAUTOMATIC DATA PROCESSING IN
$439K
UFPIUFP INDUSTRIES INC
$433K
QQNITY ELECTRONICS INC
$409K
UNPUNION PAC CORP
$370K
AQLTISHARES TR
$370K
TRVTRAVELERS COMPANIES INC
$366K
USBUS BANCORP DEL
$360K
KMBKIMBERLY-CLARK CORP
$359K
AEPAMERICAN ELEC PWR CO INC
$356K
AFLAFLAC INC
$352K
GQ9SPDR GOLD TR
$344K
NEENEXTERA ENERGY INC
$343K
WYWEYERHAEUSER CO MTN BE
$343K
DDDUPONT DE NEMOURS INC
$339K
FAFFIRST AMERN FINL CORP
$339K
UNMUNUM GROUP
$335K
APOAPOLLO GLOBAL MGMT INC
$332K
QCOMQUALCOMM INC
$327K
ALSALLSTATE CORP
$322K
AMGNAMGEN INC
$321K
TSBKTIMBERLAND BANCORP INC
$315K
AMDADVANCED MICRO DEVICES INC
$315K
KHCKRAFT HEINZ CO
$306K
NFLXNETFLIX INC
$300K
ADMARCHER DANIELS MIDLAND CO
$292K
AMATAPPLIED MATLS INC
$290K
SCHDSCHWAB STRATEGIC TR
$288K
BILSPDR SERIES TRUST
$286K
RBLXROBLOX CORP
$285K
LINLINDE PLC
$282K
LMTLOCKHEED MARTIN CORP
$281K
THGHANOVER INS GROUP INC
$274K
TOSTTOAST INC
$273K
VUGVANGUARD INDEX FDS
$271K
IMCGISHARES TR
$268K
XYLXYLEM INC
$262K
ZTSZOETIS INC
$252K
LNCLINCOLN NATL CORP IND
$222K
DHRDANAHER CORPORATION
$218K
SANMSANMINA CORPORATION
$213K
IFFINTERNATIONAL FLAVORS&FRAGRA
$212K
CEGCONSTELLATION ENERGY CORP
$211K
TSCOTRACTOR SUPPLY CO
$211K
CBCHUBB LIMITED
$208K
TSLATESLA INC
$199K
AGGISHARES TR
$199K
MPCMARATHON PETE CORP
$195K
IDAIDACORP INC
$194K
DTEDTE ENERGY CO
$194K
MDTMEDTRONIC PLC
$190K
HOMBHOME BANCSHARES INC
$187K
FUNSIX FLAGS ENTERTAINMENT CORP
$183K
SHELSHELL PLC
$182K
ULUNILEVER PLC
$168K
UALUNITED AIRLS HLDGS INC
$167K
FBKFB FINL CORP
$167K
RNSTRENASANT CORP
$164K
BXBLACKSTONE INC
$164K
PLTRPALANTIR TECHNOLOGIES INC
$157K
INTUINTUIT
$151K
VYMVANGUARD WHITEHALL FDS
$150K
MCKMCKESSON CORP
$150K
DDOMINION ENERGY INC
$147K
LAZLAZARD INC
$145K
GEHCGE HEALTHCARE TECHNOLOGIES I
$143K
EFXEQUIFAX INC
$143K
USMVISHARES TR
$140K
MCXMCCORMICK & CO INC
$138K
HIGHARTFORD INSURANCE GROUP INC
$137K
SJMSMUCKER J M CO
$134K
HRHEALTHCARE RLTY TR
$131K
KMIKINDER MORGAN INC DEL
$131K
IWBISHARES TR
$130K
FDSFACTSET RESH SYS INC
$130K
ITTITT INC
$130K
BIPBROOKFIELD INFRAST PARTNERS
$130K
XLESELECT SECTOR SPDR TR
$130K
CMICUMMINS INC
$130K
SMGSCOTTS MIRACLE-GRO CO
$129K
EFAVISHARES TR
$127K
KKRKKR & CO INC
$125K
INTAINTAPP INC
$119K
AMXAMERICA MOVIL SAB DE CV
$119K
CSGPCOSTAR GROUP INC
$118K
ASTSAST SPACEMOBILE INC
$116K
NUNU HLDGS LTD
$115K
BLKBLACKROCK INC
$114K
XLVSELECT SECTOR SPDR TR
$112K
LRCXLAM RESEARCH CORP
$111K
AVGOBROADCOM INC
$110K
VVVANGUARD INDEX FDS
$109K
AVLVAMERICAN CENTY ETF TR
$109K
NADNUVEEN QUALITY MUNCP INCOME
$108K
NOCNORTHROP GRUMMAN CORP
$107K
BHPBHP GROUP LTD
$104K
CORZZCORE SCIENTIFIC INC NEW
$103K
GDXVANECK ETF TRUST
$103K
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