DELTA ASSET MANAGEMENT LLC/TN Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$1.2T

Holdings

603

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (603 positions)

#StockSharesValue% PortfolioType
101
IHIISHARES TR
7,200$451.0M0.04%
102
NFLXNETFLIX INC
320$428.5M0.04%
103
RFREGIONS FINANCIAL CORP NEW
18,184$427.7M0.04%
104
SCHGSCHWAB STRATEGIC TR
14,602$426.5M0.04%
105
VOOVANGUARD INDEX FDS
743$421.8M0.04%
106
WYWEYERHAEUSER CO MTN BE
15,238$391.5M0.03%
107
UNPUNION PAC CORP
1,644$378.3M0.03%
108
UIUBIQUITI INC
913$376.0M0.03%
109
RBLXROBLOX CORP
3,525$370.8M0.03%
110
AQLTISHARES TR
16,084$369.6M0.03%
111
FUNSIX FLAGS ENTERTAINMENT CORP
12,110$368.5M0.03%
112
UNMUNUM GROUP
4,325$349.3M0.03%
113
NDQINVESCO QQQ TR
625$344.8M0.03%
114
TRVTRAVELERS COMPANIES INC
1,286$344.1M0.03%
115
FAFFIRST AMERN FINL CORP
5,572$342.1M0.03%
116
TOSTTOAST INC
7,701$341.1M0.03%
117
AFLAFLAC INC
3,198$337.3M0.03%
118
ALSALLSTATE CORP
1,647$331.6M0.03%
119
KHCKRAFT HEINZ CO
12,694$327.8M0.03%
120
APOAPOLLO GLOBAL MGMT INC
2,300$326.3M0.03%
121
USBUS BANCORP DEL
7,154$323.7M0.03%
122
AEPAMERICAN ELEC PWR CO INC
3,119$323.6M0.03%
123
IWBISHARES TR
950$322.6M0.03%
124
LINLINDE PLC
663$311.1M0.03%
125
QCOMQUALCOMM INC
1,925$306.6M0.03%
126
NEENEXTERA ENERGY INC
4,284$297.4M0.03%
127
SCHDSCHWAB STRATEGIC TR
10,550$279.6M0.02%
128
LMTLOCKHEED MARTIN CORP
598$277.0M0.02%
129
TSBKTIMBERLAND BANCORP INC
8,800$274.6M0.02%
130
AMGNAMGEN INC
983$274.5M0.02%
131
IMCGISHARES TR
3,360$269.6M0.02%
132
ADMARCHER DANIELS MIDLAND CO
5,082$268.2M0.02%
133
GQ9SPDR GOLD TR
865$263.7M0.02%
134
THGHANOVER INS GROUP INC
1,500$254.8M0.02%
135
XYLXYLEM INC
1,930$249.7M0.02%
136
IFFINTERNATIONAL FLAVORS&FRAGRA
3,250$239.0M0.02%
137
TSCOTRACTOR SUPPLY CO
4,225$223.0M0.02%
138
PLTRPALANTIR TECHNOLOGIES INC
1,600$218.1M0.02%
139
AMDADVANCED MICRO DEVICES INC
1,475$209.3M0.02%
140
AMATAPPLIED MATLS INC
1,130$207.0M0.02%
141
ABNBAIRBNB INC
1,551$205.3M0.02%
142
FDSFACTSET RESH SYS INC
450$201.3M0.02%
143
CEGCONSTELLATION ENERGY CORP
623$201.1M0.02%
144
AGGISHARES TR
2,025$200.9M0.02%
145
DTEDTE ENERGY CO
1,510$200.0M0.02%
146
MPCMARATHON PETE CORP
1,203$199.8M0.02%
147
KMBKIMBERLY-CLARK CORP
1,531$197.4M0.02%
148
DHRDANAHER CORPORATION
986$194.8M0.02%
149
CBCHUBB LIMITED
667$193.2M0.02%
150
HOMBHOME BANCSHARES INC
6,759$192.4M0.02%
151
MDTMEDTRONIC PLC
2,080$181.3M0.02%
152
INTUINTUIT
228$179.6M0.02%
153
IDAIDACORP INC
1,538$177.6M0.02%
154
ULUNILEVER PLC
2,895$177.1M0.02%
155
SHELSHELL PLC
2,480$174.6M0.02%
156
LNCLINCOLN NATL CORP IND
5,000$173.0M0.02%
157
EFXEQUIFAX INC
663$172.0M0.01%
158
RNSTRENASANT CORP
4,672$167.9M0.01%
159
BXBLACKSTONE INC
1,065$159.3M0.01%
160
UALUNITED AIRLS HLDGS INC
2,000$159.3M0.01%
161
MCXMCCORMICK & CO INC
2,040$154.7M0.01%
162
NUNU HLDGS LTD
10,740$147.4M0.01%
163
SMGSCOTTS MIRACLE-GRO CO
2,225$146.8M0.01%
164
SANMSANMINA CORPORATION
1,500$146.7M0.01%
165
LAZLAZARD INC
3,000$143.9M0.01%
166
ELVELEVANCE HEALTH INC
370$143.9M0.01%
167
CSGPCOSTAR GROUP INC
1,760$141.5M0.01%
168
PAYXPAYCHEX INC
968$140.8M0.01%
169
USMVISHARES TR
1,488$139.7M0.01%
170
HRHEALTHCARE RLTY TR
8,578$136.0M0.01%
171
FBKFB FINL CORP
3,000$135.9M0.01%
172
INTAINTAPP INC
2,599$134.2M0.01%
173
GEHCGE HEALTHCARE TECHNOLOGIES I
1,802$133.5M0.01%
174
TSLATESLA INC
420$133.4M0.01%
175
KMIKINDER MORGAN INC DEL
4,465$131.3M0.01%
176
KKRKKR & CO INC
981$130.5M0.01%
177
HIGHARTFORD INSURANCE GROUP INC
1,000$126.9M0.01%
178
BIPBROOKFIELD INFRAST PARTNERS
3,767$126.2M0.01%
179
SJMSMUCKER J M CO
1,278$125.5M0.01%
180
NADNUVEEN QUALITY MUNCP INCOME
11,000$124.2M0.01%
181
EFAVISHARES TR
1,474$123.9M0.01%
182
XLESELECT SECTOR SPDR TR
1,455$123.4M0.01%
183
CORZZCORE SCIENTIFIC INC NEW
7,115$122.4M0.01%
184
DDOMINION ENERGY INC
2,105$119.0M0.01%
185
ITTITT INC
750$117.6M0.01%
186
BLKBLACKROCK INC
107$112.3M0.01%
187
UBERUBER TECHNOLOGIES INC
1,200$112.0M0.01%
188
AVXLANAVEX LIFE SCIENCES CORP
12,000$110.6M0.01%
189
VVVANGUARD INDEX FDS
386$110.1M0.01%
190
EATBRINKER INTL INC
600$108.2M0.01%
191
MCKMCKESSON CORP
145$106.6M0.01%
192
AMXAMERICA MOVIL SAB DE CV
5,800$104.1M0.01%
193
SHWSHERWIN WILLIAMS CO
302$103.7M0.01%
194
YUMYUM BRANDS INC
670$99.3M0.01%
195
XLVSELECT SECTOR SPDR TR
728$98.1M0.01%
196
NOCNORTHROP GRUMMAN CORP
193$96.5M0.01%
197
VUGVANGUARD INDEX FDS
220$96.4M0.01%
198
AQLTISHARES TR
1,130$94.3M0.01%
199
PEOEXELON CORP
2,162$93.9M0.01%
200
ARCCARES CAPITAL CORP
4,255$93.4M0.01%
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