DELTA ASSET MANAGEMENT LLC/TN Q4 2023 Filing

Filed February 9, 2024

Portfolio Value

$1049.6T

Holdings

682

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (682 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
482,122$181.3T17.27%
2
SPGIS&P GLOBAL INC
136,393$60.1T5.72%
3
LOWLOWES COS INC
255,826$56.9T5.42%
4
HONHONEYWELL INTL INC
212,728$44.6T4.25%
5
PGPROCTER AND GAMBLE CO
256,250$37.6T3.58%
6
ETNEATON CORP PLC
153,044$36.9T3.51%
7
CMCSACOMCAST CORP NEW
803,160$35.2T3.36%
8
GSGOLDMAN SACHS GROUP INC
89,406$34.5T3.29%
9
SYYSYSCO CORP
443,005$32.4T3.09%
10
CARRCARRIER GLOBAL CORPORATION
539,833$31.0T2.95%
11
WMTWALMART INC
188,232$29.7T2.83%
12
UPSUNITED PARCEL SERVICE INC
180,643$28.4T2.71%
13
DISDISNEY WALT CO
300,290$27.1T2.58%
14
SWKSTANLEY BLACK & DECKER INC
251,572$24.7T2.35%
15
AVYAVERY DENNISON CORP
117,838$23.8T2.27%
16
WFCWELLS FARGO CO NEW
466,075$22.9T2.19%
17
BDXBECTON DICKINSON & CO
87,355$21.3T2.03%
18
CATCATERPILLAR INC
63,042$18.6T1.78%
19
ENBENBRIDGE INC
506,764$18.3T1.74%
20
ECLECOLAB INC
87,000$17.3T1.64%
21
BKBANK NEW YORK MELLON CORP
325,424$16.9T1.61%
22
ADBEADOBE INC
23,890$14.3T1.36%
23
ACNACCENTURE PLC IRELAND
38,607$13.5T1.29%
24
TFCTRUIST FINL CORP
323,386$11.9T1.14%
25
EMREMERSON ELEC CO
120,847$11.8T1.12%
26
RTXRTX CORPORATION
132,003$11.1T1.06%
27
AAPLAPPLE INC
56,652$10.9T1.04%
28
IGSBISHARES TR
159,681$8.2T0.78%
29
CBRLCRACKER BARREL OLD CTRY STOR
99,553$7.7T0.73%
30
JNJJOHNSON & JOHNSON
47,367$7.4T0.71%
31
OTISOTIS WORLDWIDE CORP
73,148$6.5T0.62%
32
INTCINTEL CORP
128,728$6.5T0.62%
33
ABBVABBVIE INC
39,713$6.2T0.59%
34
XOMEXXON MOBIL CORP
56,294$5.6T0.54%
35
SPSBSPDR SER TR
188,410$5.6T0.53%
36
BAXBAXTER INTL INC
136,963$5.3T0.50%
37
BRK/BBERKSHIRE HATHAWAY INC DEL
12,877$4.6T0.44%
38
BMYBRISTOL-MYERS SQUIBB CO
77,464$4.0T0.38%
39
ABTABBOTT LABS
34,723$3.8T0.36%
40
HDHOME DEPOT INC
10,446$3.6T0.34%
41
NOVNOV INC
166,381$3.4T0.32%
42
BACVERIZON COMMUNICATIONS INC
86,620$3.3T0.31%
43
ORIOLD REP INTL CORP
107,101$3.1T0.30%
44
BNDVANGUARD BD INDEX FDS
38,333$2.8T0.27%
45
JPMJPMORGAN CHASE & CO
15,941$2.7T0.26%
46
FDXFEDEX CORP
10,051$2.5T0.24%
47
NVDANVIDIA CORPORATION
4,949$2.5T0.23%
48
MCDMCDONALDS CORP
7,705$2.3T0.22%
49
TAT&T INC
134,700$2.3T0.22%
50
WMWASTE MGMT INC DEL
12,392$2.2T0.21%
51
AMZNAMAZON COM INC
14,230$2.2T0.21%
52
CXWCORECIVIC INC
142,529$2.1T0.20%
53
CVXCHEVRON CORP NEW
12,809$1.9T0.18%
54
PEPPEPSICO INC
10,971$1.9T0.18%
55
MAAMID-AMER APT CMNTYS INC
13,738$1.8T0.18%
56
MRKMERCK & CO INC
14,620$1.6T0.15%
57
COSTCOSTCO WHSL CORP NEW
2,292$1.5T0.14%
58
SPYSPDR S&P 500 ETF TR
3,040$1.4T0.14%
59
PFEPFIZER INC
48,280$1.4T0.13%
60
EDCONSOLIDATED EDISON INC
15,087$1.4T0.13%
61
VVISA INC
5,218$1.4T0.13%
62
METAMETA PLATFORMS INC
3,645$1.3T0.12%
63
KOCOCA COLA CO
20,876$1.2T0.12%
64
SOSOUTHERN CO
17,515$1.2T0.12%
65
DWDMORGAN STANLEY
11,902$1.1T0.11%
66
AZOAUTOZONE INC
403$1.0T0.10%
67
JDJD.COM INC
35,000$1.0T0.10%
68
IBMINTERNATIONAL BUSINESS MACHS
5,989$979.5B0.09%
69
MARMARRIOTT INTL INC NEW
4,177$942.0B0.09%
70
GOOGALPHABET INC
6,491$914.8B0.09%
71
GOOGLALPHABET INC
6,391$892.8B0.09%
72
DDDUPONT DE NEMOURS INC
11,365$874.3B0.08%
73
CSCOCISCO SYS INC
15,836$800.0B0.08%
74
DOWDOW INC
14,557$798.3B0.08%
75
MDLZMONDELEZ INTL INC
10,701$775.1B0.07%
76
VTIVANGUARD INDEX FDS
3,188$756.3B0.07%
77
GEGENERAL ELECTRIC CO
5,872$749.4B0.07%
78
4I1PHILIP MORRIS INTL INC
7,302$687.0B0.07%
79
PLDPROLOGIS INC.
5,130$683.8B0.07%
80
ZTSZOETIS INC
3,123$616.4B0.06%
81
MOALTRIA GROUP INC
14,867$599.8B0.06%
82
UFPIUFP INDUSTRIES INC
4,758$597.4B0.06%
83
BACBANK AMERICA CORP
17,109$576.1B0.05%
84
ORCLORACLE CORP
5,459$575.5B0.05%
85
WYWEYERHAEUSER CO MTN BE
16,453$572.1B0.05%
86
CLCOLGATE PALMOLIVE CO
7,019$559.5B0.05%
87
FAFFIRST AMERN FINL CORP
8,117$523.1B0.05%
88
FT2FIRST HORIZON CORPORATION
35,494$502.6B0.05%
89
IVVISHARES TR
1,034$493.9B0.05%
90
CTVACORTEVA INC
10,225$490.0B0.05%
91
FUNCEDAR FAIR L P
12,210$486.0B0.05%
92
FASTFASTENAL CO
7,200$466.3B0.04%
93
UNPUNION PAC CORP
1,879$461.5B0.04%
94
DEDEERE & CO
1,149$459.5B0.04%
95
ADPAUTOMATIC DATA PROCESSING IN
1,950$454.3B0.04%
96
EPDENTERPRISE PRODS PARTNERS L
16,627$438.1B0.04%
97
NSCNORFOLK SOUTHN CORP
1,853$438.0B0.04%
98
LLYELI LILLY & CO
749$436.6B0.04%
99
PNCPNC FINL SVCS GROUP INC
2,680$415.0B0.04%
100
IHIISHARES TR
7,200$388.6B0.04%
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