DELTA ASSET MANAGEMENT LLC/TN Q1 2025 Filing

Filed May 9, 2025

Portfolio Value

$1.1T

Holdings

606

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (606 positions)

#StockSharesValue% PortfolioType
101
NSCNORFOLK SOUTHN CORP
1,818$430.6M0.04%
102
UNPUNION PAC CORP
1,778$420.0M0.04%
103
GEVGE VERNOVA INC
1,346$410.9M0.04%
104
AXPAMERICAN EXPRESS CO
1,481$398.5M0.04%
105
RFREGIONS FINANCIAL CORP NEW
18,184$395.1M0.04%
106
VOOVANGUARD INDEX FDS
743$381.6M0.04%
107
AQLTISHARES TR
16,084$369.7M0.04%
108
AFLAFLAC INC
3,318$368.9M0.04%
109
FAFFIRST AMERN FINL CORP
5,597$367.3M0.03%
110
SCHGSCHWAB STRATEGIC TR
14,602$365.6M0.03%
111
KHCKRAFT HEINZ CO
11,660$354.8M0.03%
112
UNMUNUM GROUP
4,325$352.3M0.03%
113
TRVTRAVELERS COMPANIES INC
1,296$342.7M0.03%
114
ALSALLSTATE CORP
1,647$341.0M0.03%
115
AEPAMERICAN ELEC PWR CO INC
3,119$340.8M0.03%
116
APOAPOLLO GLOBAL MGMT INC
2,300$315.0M0.03%
117
LINLINDE PLC
663$308.7M0.03%
118
AMGNAMGEN INC
983$306.3M0.03%
119
NEENEXTERA ENERGY INC
4,299$304.8M0.03%
120
USBUS BANCORP DEL
7,187$303.4M0.03%
121
CRWDCROWDSTRIKE HLDGS INC
852$300.4M0.03%
122
NFLXNETFLIX INC
320$298.4M0.03%
123
QCOMQUALCOMM INC
1,925$295.7M0.03%
124
SCHDSCHWAB STRATEGIC TR
10,500$293.6M0.03%
125
NDQINVESCO QQQ TR
625$293.1M0.03%
126
IWBISHARES TR
950$291.4M0.03%
127
UIUBIQUITI INC
912$282.9M0.03%
128
LMTLOCKHEED MARTIN CORP
598$267.1M0.03%
129
TSBKTIMBERLAND BANCORP INC
8,800$265.3M0.03%
130
THGHANOVER INS GROUP INC
1,500$260.9M0.02%
131
TOSTTOAST INC
7,701$255.4M0.02%
132
IFFINTERNATIONAL FLAVORS&FRAGRA
3,250$252.2M0.02%
133
GQ9SPDR GOLD TR
865$249.2M0.02%
134
ADMARCHER DANIELS MIDLAND CO
5,082$244.0M0.02%
135
IMCGISHARES TR
3,360$240.0M0.02%
136
TSCOTRACTOR SUPPLY CO
4,225$232.8M0.02%
137
XYLXYLEM INC
1,930$230.6M0.02%
138
KMBKIMBERLY-CLARK CORP
1,551$220.6M0.02%
139
COPCONOCOPHILLIPS
2,054$215.7M0.02%
140
DTEDTE ENERGY CO
1,525$210.9M0.02%
141
RBLXROBLOX CORP
3,525$205.5M0.02%
142
FDSFACTSET RESH SYS INC
450$204.6M0.02%
143
DHRDANAHER CORPORATION
986$202.1M0.02%
144
AGGISHARES TR
2,040$201.8M0.02%
145
CBCHUBB LIMITED
667$201.4M0.02%
146
HOMBHOME BANCSHARES INC
6,759$191.1M0.02%
147
MDTMEDTRONIC PLC
2,080$186.9M0.02%
148
ABNBAIRBNB INC
1,551$185.3M0.02%
149
SHELSHELL PLC
2,480$181.7M0.02%
150
LNCLINCOLN NATL CORP IND
5,000$179.6M0.02%
151
IDAIDACORP INC
1,538$178.8M0.02%
152
MPCMARATHON PETE CORP
1,203$175.3M0.02%
153
ULUNILEVER PLC
2,915$173.6M0.02%
154
PLTRPALANTIR TECHNOLOGIES INC
2,000$168.8M0.02%
155
MCXMCCORMICK & CO INC
2,040$167.9M0.02%
156
AMATAPPLIED MATLS INC
1,130$164.1M0.02%
157
EFXEQUIFAX INC
663$161.5M0.02%
158
ELVELEVANCE HEALTH INC
370$160.9M0.02%
159
RNSTRENASANT CORP
4,672$158.5M0.02%
160
INTAINTAPP INC
2,599$151.7M0.01%
161
AMDADVANCED MICRO DEVICES INC
1,475$151.5M0.01%
162
SJMSMUCKER J M CO
1,278$151.3M0.01%
163
DDOMINION ENERGY INC
2,690$150.8M0.01%
164
PAYXPAYCHEX INC
968$149.3M0.01%
165
BXBLACKSTONE INC
1,065$148.9M0.01%
166
GEHCGE HEALTHCARE TECHNOLOGIES I
1,802$145.4M0.01%
167
HRHEALTHCARE RLTY TR
8,578$145.0M0.01%
168
INTUINTUIT
228$140.0M0.01%
169
CSGPCOSTAR GROUP INC
1,760$139.4M0.01%
170
USMVISHARES TR
1,488$139.4M0.01%
171
FBKFB FINL CORP
3,000$139.1M0.01%
172
UALUNITED AIRLS HLDGS INC
2,000$138.1M0.01%
173
XLESELECT SECTOR SPDR TR
1,455$136.0M0.01%
174
LAZLAZARD INC
3,000$129.9M0.01%
175
NADNUVEEN QUALITY MUNCP INCOME
11,000$126.7M0.01%
176
CEGCONSTELLATION ENERGY CORP
623$125.6M0.01%
177
HIGHARTFORD INSURANCE GROUP INC
1,000$123.7M0.01%
178
SMGSCOTTS MIRACLE-GRO CO
2,225$122.1M0.01%
179
SANMSANMINA CORPORATION
1,600$121.9M0.01%
180
EFAVISHARES TR
1,474$114.9M0.01%
181
KKRKKR & CO INC
981$113.4M0.01%
182
NUNU HLDGS LTD
10,740$110.0M0.01%
183
XLVSELECT SECTOR SPDR TR
728$106.3M0.01%
184
SHWSHERWIN WILLIAMS CO
302$105.5M0.01%
185
YUMYUM BRANDS INC
670$105.4M0.01%
186
MCKMCKESSON CORP
155$104.6M0.01%
187
TSLATESLA INC
401$103.9M0.01%
188
BLKBLACKROCK INC
107$101.3M0.01%
189
UNHUNITEDHEALTH GROUP INC
193$101.1M0.01%
190
PEOEXELON CORP
2,171$100.0M0.01%
191
VVVANGUARD INDEX FDS
386$99.2M0.01%
192
NOCNORTHROP GRUMMAN CORP
193$98.8M0.01%
193
BPBP PLC
2,911$98.4M0.01%
194
ITTITT INC
750$96.9M0.01%
195
AVXLANAVEX LIFE SCIENCES CORP
11,000$94.4M0.01%
196
SDYSPDR SER TR
663$90.0M0.01%
197
EATBRINKER INTL INC
600$89.4M0.01%
198
UBERUBER TECHNOLOGIES INC
1,200$87.4M0.01%
199
ETRENTERGY CORP NEW
1,006$86.0M0.01%
200
EQREQUITY RESIDENTIAL
1,200$85.9M0.01%
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