DELTA ASSET MANAGEMENT LLC/TN

CIK 0000860857 · MEMPHIS, TN · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

DELTA ASSET MANAGEMENT LLC/TN reported 599 positions worth $1.16B as of June 30, 2026 (13F filed August 10, 2026). Largest holding: MSFT (13.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.16B
2026 Q2
Positions
599
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
52.1%
Est. Net Flow (Q)
2026 Q2
10 / 599 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MSFTMICROSOFT CORPSH$155.0M13.40%415,495
2GSGOLDMAN SACHS GROUP INCSH$75.9M6.56%75,027
3ETNEATON CORP PLCSH$57.7M4.99%135,303
4CATCATERPILLAR INCSH$57.1M4.94%53,594
5WMTWALMART INCSH$54.2M4.68%478,201
6SPGIS&P GLOBAL INCSH$51.4M4.44%126,133
7LOWLOWES COS INCSH$49.5M4.28%224,704
8CARRCARRIER GLOBAL CORPORATIONSH$35.0M3.03%476,937
9PGPROCTER & GAMBLE COSH$33.7M2.91%229,747
10WFCWELLS FARGO & COSH$33.3M2.88%403,045

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does DELTA ASSET MANAGEMENT LLC/TN hold as of Q2 2026?

DELTA ASSET MANAGEMENT LLC/TN reported 599 positions worth $1.16B in its Q2 2026 13F filing. Largest positions: MSFT (13.4%), GS (6.6%), ETN (5.0%), CAT (4.9%) and WMT (4.7%).

What did DELTA ASSET MANAGEMENT LLC/TN buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did DELTA ASSET MANAGEMENT LLC/TN sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.