DELTA ASSET MANAGEMENT LLC/TN - Portfolio overview

DELTA ASSET MANAGEMENT LLC/TN has 635 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 14.03%
2. GS - GOLDMAN SACHS GROUP INC, 5.88%
3. WMT - WALMART INC, 5.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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