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)

#StockSharesValue% PortfolioType
101
DEDEERE & CO
1,036$482K0.04%
102
NDQINVESCO QQQ TR
765$469K0.04%
103
IHIISHARES TR
7,200$447K0.04%
104
ADPAUTOMATIC DATA PROCESSING IN
1,707$439K0.04%
105
UFPIUFP INDUSTRIES INC
4,758$433K0.04%
106
QQNITY ELECTRONICS INC
5,012$409K0.04%
107
AQLTISHARES TR
16,084$370K0.03%
108
UNPUNION PAC CORP
1,602$370K0.03%
109
TRVTRAVELERS COMPANIES INC
1,263$366K0.03%
110
USBUS BANCORP DEL
6,754$360K0.03%
111
KMBKIMBERLY-CLARK CORP
3,560$359K0.03%
112
AEPAMERICAN ELEC PWR CO INC
3,092$356K0.03%
113
AFLAFLAC INC
3,198$352K0.03%
114
GQ9SPDR GOLD TR
870$344K0.03%
115
WYWEYERHAEUSER CO MTN BE
14,498$343K0.03%
116
NEENEXTERA ENERGY INC
4,284$343K0.03%
117
FAFFIRST AMERN FINL CORP
5,522$339K0.03%
118
DDDUPONT DE NEMOURS INC
8,453$339K0.03%
119
UNMUNUM GROUP
4,325$335K0.03%
120
APOAPOLLO GLOBAL MGMT INC
2,300$332K0.03%
121
QCOMQUALCOMM INC
1,915$327K0.03%
122
ALSALLSTATE CORP
1,547$322K0.03%
123
AMGNAMGEN INC
983$321K0.03%
124
TSBKTIMBERLAND BANCORP INC
8,800$315K0.03%
125
AMDADVANCED MICRO DEVICES INC
1,475$315K0.03%
126
KHCKRAFT HEINZ CO
12,637$306K0.03%
127
NFLXNETFLIX INC
3,200$300K0.03%
128
ADMARCHER DANIELS MIDLAND CO
5,082$292K0.03%
129
AMATAPPLIED MATLS INC
1,130$290K0.02%
130
SCHDSCHWAB STRATEGIC TR
10,500$288K0.02%
131
BILSPDR SERIES TRUST
3,131$286K0.02%
132
RBLXROBLOX CORP
3,525$285K0.02%
133
LINLINDE PLC
663$282K0.02%
134
LMTLOCKHEED MARTIN CORP
583$281K0.02%
135
THGHANOVER INS GROUP INC
1,500$274K0.02%
136
TOSTTOAST INC
7,701$273K0.02%
137
VUGVANGUARD INDEX FDS
557$271K0.02%
138
IMCGISHARES TR
3,360$268K0.02%
139
XYLXYLEM INC
1,930$262K0.02%
140
ZTSZOETIS INC
2,004$252K0.02%
141
LNCLINCOLN NATL CORP IND
5,000$222K0.02%
142
DHRDANAHER CORPORATION
956$218K0.02%
143
SANMSANMINA CORPORATION
1,425$213K0.02%
144
IFFINTERNATIONAL FLAVORS&FRAGRA
3,150$212K0.02%
145
CEGCONSTELLATION ENERGY CORP
598$211K0.02%
146
TSCOTRACTOR SUPPLY CO
4,225$211K0.02%
147
CBCHUBB LIMITED
667$208K0.02%
148
AGGISHARES TR
2,000$199K0.02%
149
TSLATESLA INC
444$199K0.02%
150
MPCMARATHON PETE CORP
1,203$195K0.02%
151
DTEDTE ENERGY CO
1,510$194K0.02%
152
IDAIDACORP INC
1,538$194K0.02%
153
MDTMEDTRONIC PLC
1,980$190K0.02%
154
HOMBHOME BANCSHARES INC
6,759$187K0.02%
155
FUNSIX FLAGS ENTERTAINMENT CORP
11,975$183K0.02%
156
SHELSHELL PLC
2,480$182K0.02%
157
ULUNILEVER PLC
2,571$168K0.01%
158
FBKFB FINL CORP
3,000$167K0.01%
159
UALUNITED AIRLS HLDGS INC
1,500$167K0.01%
160
RNSTRENASANT CORP
4,672$164K0.01%
161
BXBLACKSTONE INC
1,065$164K0.01%
162
PLTRPALANTIR TECHNOLOGIES INC
885$157K0.01%
163
INTUINTUIT
228$151K0.01%
164
MCKMCKESSON CORP
184$150K0.01%
165
VYMVANGUARD WHITEHALL FDS
1,048$150K0.01%
166
DDOMINION ENERGY INC
2,526$147K0.01%
167
LAZLAZARD INC
3,000$145K0.01%
168
GEHCGE HEALTHCARE TECHNOLOGIES I
1,754$143K0.01%
169
EFXEQUIFAX INC
663$143K0.01%
170
USMVISHARES TR
1,488$140K0.01%
171
MCXMCCORMICK & CO INC
2,040$138K0.01%
172
HIGHARTFORD INSURANCE GROUP INC
1,000$137K0.01%
173
SJMSMUCKER J M CO
1,378$134K0.01%
174
KMIKINDER MORGAN INC DEL
4,785$131K0.01%
175
HRHEALTHCARE RLTY TR
7,741$131K0.01%
176
ITTITT INC
750$130K0.01%
177
CMICUMMINS INC
255$130K0.01%
178
XLESELECT SECTOR SPDR TR
2,910$130K0.01%
179
IWBISHARES TR
350$130K0.01%
180
FDSFACTSET RESH SYS INC
450$130K0.01%
181
BIPBROOKFIELD INFRAST PARTNERS
3,767$130K0.01%
182
SMGSCOTTS MIRACLE-GRO CO
2,225$129K0.01%
183
EFAVISHARES TR
1,474$127K0.01%
184
KKRKKR & CO INC
981$125K0.01%
185
AMXAMERICA MOVIL SAB DE CV
5,800$119K0.01%
186
INTAINTAPP INC
2,599$119K0.01%
187
CSGPCOSTAR GROUP INC
1,760$118K0.01%
188
ASTSAST SPACEMOBILE INC
1,600$116K0.01%
189
NUNU HLDGS LTD
6,910$115K0.01%
190
BLKBLACKROCK INC
107$114K0.01%
191
XLVSELECT SECTOR SPDR TR
728$112K0.01%
192
LRCXLAM RESEARCH CORP
650$111K0.01%
193
AVGOBROADCOM INC
320$110K0.01%
194
AVLVAMERICAN CENTY ETF TR
1,440$109K0.01%
195
VVVANGUARD INDEX FDS
348$109K0.01%
196
NADNUVEEN QUALITY MUNCP INCOME
9,000$108K0.01%
197
NOCNORTHROP GRUMMAN CORP
189$107K0.01%
198
BHPBHP GROUP LTD
1,733$104K0.01%
199
GDXVANECK ETF TRUST
1,203$103K0.01%
200
CORZZCORE SCIENTIFIC INC NEW
7,115$103K0.01%
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