Fund Holdings — DELTA ASSET MANAGEMENT LLC/TN

Total Portfolio Value
$1.18B
Total Bought
$23.64M
Total Sold
$72.04M
Net Transaction
-$48.39M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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MICROSOFT CORP(MSFT)427,102424,627-2,475212,445219,93618.66%+7,491
LOWES COS INC(LOW)233,538232,514-1,02451,81558,4334.96%+6,618
GOLDMAN SACHS GROUP INC(GS)80,73379,509-1,22457,13963,3175.37%+6,178
CATERPILLAR INC(CAT)57,72457,331-39322,40927,3552.32%+4,946
BANK NEW YORK MELLON CORP292,431289,527-2,90426,64331,5472.68%+4,903
RTX CORPORATION(RTX)118,968118,573-39517,37219,8411.68%+2,469
EATON CORP PLC(ETN)140,478140,461-1750,14952,5684.46%+2,418
SYSCO CORP(SYY)399,084396,171-2,91330,22732,6212.77%+2,394
APPLE INC(AAPL)49,05548,915-14010,06512,4551.06%+2,391
ENBRIDGE INC(ENB)454,801454,174-62720,61222,9181.94%+2,306
WALMART INC(WMT)498,901495,406-3,49548,78351,0564.33%+2,274
BECTON DICKINSON & CO(BDX)120,183120,386+20320,70222,5331.91%+1,831
ABBVIE INC(ABBV)32,74032,699-416,0777,5710.64%+1,494
WELLS FARGO CO NEW(WFC)418,989416,212-2,77733,56934,8872.96%+1,317
JOHNSON & JOHNSON(JNJ)43,42342,316-1,1076,6337,8460.67%+1,213
INTEL CORP(INTC)118,473114,016-4,4572,6543,8250.32%+1,171
STANLEY BLACK & DECKER INC(SWK)206,255200,523-5,73213,97414,9051.26%+931
TRUIST FINL CORP(TFC)316,401315,522-87913,60214,4261.22%+824
NVIDIA CORPORATION(NVDA)28,05128,116+654,4325,2460.45%+814
ISHARES TR168,687177,107+8,4208,9009,3920.80%+492
ISHARES TR1,0291,634+6056391,0940.09%+455
VANGUARD BD INDEX FDS51,72757,152+5,4253,8094,2500.36%+442
HOME DEPOT INC(HD)10,07810,201+1233,6954,1330.35%+438
ALPHABET INC(GOOG)6,1166,153+371,0781,4960.13%+418
EXXON MOBIL CORP71,50071,713+2137,7088,0860.69%+378
JPMORGAN CHASE & CO.(JPM)13,95413,903-514,0454,3850.37%+340
ORACLE CORP(ORCL)5,3255,32501,1641,4980.13%+333
ALPHABET INC(GOOG)5,0205,02008901,2230.10%+332
ECOLAB INC(ECL)79,09878,952-14621,31221,6221.83%+310
OLD REP INTL CORP(ORI)88,03086,920-1,1103,3843,6910.31%+308
SPDR SERIES TRUST
ST STR BLO 1 ETF
03,088+3,08802830.02%+283
GE AEROSPACE(GE)5,4225,402-201,3961,6250.14%+229
AUTOZONE INC(AZO)38338301,4221,6430.14%+221
UBIQUITI INC(UI)913902-113765960.05%+220
MORGAN STANLEY(MS)11,05211,042-101,5571,7550.15%+198
SPDR S&P 500 ETF TR(SPY)3,0533,109+561,8862,0710.18%+185
VANGUARD INDEX FDS220577+357962770.02%+180
FIRST HORIZON CORPORATION(FHN)107,262107,597+3352,2742,4330.21%+159
VANGUARD INDEX FDS743944+2014225780.05%+156
PFIZER INC(PFE)104,435104,953+5182,5322,6740.23%+143
CITIGROUP INC(C)7,5487,554+66427670.07%+124
ROBLOX CORP(RBLX)3,5253,52503714880.04%+117
GE VERNOVA INC(GEV)1,3461,341-57128250.07%+112
AMERICAN CENTY ETF TR01,440+1,44001040.01%+104
PEPSICO INC(PEP)10,93011,000+701,4431,5450.13%+102
FASTENAL CO(FAST)14,40014,40006057060.06%+101
DUPONT DE NEMOURS INC(DD)10,09810,088-106937860.07%+93
VALMONT INDS INC(VMI)1,5221,52204975900.05%+93
NOV INC(NOV)160,735157,681-3,0541,9982,0890.18%+91
ALTRIA GROUP INC(MO)11,92911,904-256997860.07%+87
JD.COM INC(JD)35,00035,00001,1421,2240.10%+82
INVESCO QQQ TR625709+843454260.04%+81
NORFOLK SOUTHN CORP(NSC)1,8181,81804655460.05%+81
PALANTIR TECHNOLOGIES INC(PLTR)1,6001,610+102182940.02%+76
MCDONALDS CORP(MCD)7,0757,035-402,0672,1380.18%+71
BANK AMERICA CORP16,38416,38407758450.07%+70
MERCK & CO INC(MRK)12,90312,928+251,0211,0850.09%+64
FEDEX CORP(FDX)7,4527,451-11,6941,7570.15%+63
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0329+3290620.01%+62
VANGUARD INDEX FDS2,5292,52907698300.07%+61
TESLA INC(TSLA)420436+161331940.02%+60
VANGUARD SPECIALIZED FUNDS0223+2230480.00%+48
REGIONS FINANCIAL CORP NEW(RF)18,18418,034-1504284760.04%+48
SCHWAB STRATEGIC TR14,60214,785+1834274720.04%+45
SPDR GOLD TR(GLD)86586502643070.03%+44
BERKSHIRE HATHAWAY INC DEL10,48810,220-2685,0955,1380.44%+43
AMERICAN EXPRESS CO(AXP)1,4811,538+574725110.04%+38
PNC FINL SVCS GROUP INC(PNC)2,5952,59504845210.04%+38
CHEVRON CORP NEW(CVX)11,30110,658-6431,6181,6550.14%+37
MCKESSON CORP(MCK)145184+391071420.01%+35
ARCHER DANIELS MIDLAND CO5,0825,08202683040.03%+35
XYLEM INC(XYL)1,9301,93002502850.02%+35
CORNING INC(GLW)1,0491,089+4055890.01%+34
MARATHON PETE CORP(MPC)1,2031,20302002320.02%+32
FB FINL CORP(FBK)3,0003,00001361670.01%+31
SOUTHERN CO(SO)13,86613,762-1041,2731,3040.11%+31
STERLING INFRASTRUCTURE INC(STRL)270270062920.01%+29
ADVANCED MICRO DEVICES INC(AMD)1,4751,47502092390.02%+29
LINCOLN NATL CORP IND(LNC)5,0005,00001732020.02%+29
LAM RESEARCH CORP(LRCX)7707700751030.01%+28
AMERICAN ELEC PWR CO INC3,1193,11903243510.03%+27
VANECK ETF TRUST
GOLD MINERS ETF
1,1031,103057840.01%+27
NEXTERA ENERGY INC(NEE)4,2844,28402973230.03%+26
IDACORP INC(IDA)1,5381,53801782030.02%+26
ISHARES TR95095003233470.03%+25
NU HLDGS LTD(NU)10,74010,74001471720.01%+25
APPLIED MATLS INC1,1301,13002072310.02%+24
CUMMINS INC(CMI)2552550841080.01%+24
BLACKSTONE INC(BX)1,0651,06501591820.02%+23
ALLSTATE CORP(ALL)1,6471,64703323540.03%+22
LOCKHEED MARTIN CORP(LMT)59859802772990.03%+22
NORTHROP GRUMMAN CORP(NOC)1931930961180.01%+21
SANMINA CORPORATION(SANM)1,5001,450-501471670.01%+20
AFLAC INC(AFL)3,1983,19803373570.03%+20
TAIWAN SEMICONDUCTOR MFG LTD(TSM)100150+5023420.00%+19
TIMBERLAND BANCORP INC(TSBK)8,8008,80002752930.02%+18
AMERICA MOVIL SAB DE CV(AMX)5,8005,80001041220.01%+18
HANOVER INS GROUP INC(THG)1,5001,50002552720.02%+18
BROADCOM INC(AVGO)3203200881060.01%+17
TRACTOR SUPPLY CO(TSCO)4,2254,22502232400.02%+17
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DELTA ASSET MANAGEMENT LLC/TN — 13F Holdings — Q3 2025 | TickerTrail