Titelia

Holdings of DELTA ASSET MANAGEMENT LLC/TN

548 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 55.5 % of the equity sleeve

Sector breakdown

  • Financials 20.7 %
  • Technology 18.4 %
  • Industrials 18.0 %
  • Consumer staples 12.8 %
  • Consumer discretionary 6.4 %
  • Health care 5.3 %
  • Communication 5.2 %
  • Materials 2.4 %
  • Energy 1.2 %
  • Utilities 0.5 %
  • Funds 0.3 %
  • Real estate 0.1 %
  • Unattributed 8.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • KY 0.1 %
  • GB 0.1 %
  • MX 0.0 %
  • AU 0.0 %
  • BE 0.0 %
  • FR 0.0 %
  • TW 0.0 %
  • CA 0.0 %
  • DK 0.0 %
  • JP 0.0 %
  • NL 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US5331B $99.81 %
2KY11M $0.10 %
3GB5508.9K $0.05 %
4MX1147.8K $0.01 %
5AU1126.1K $0.01 %
6BE134.7K $0.00 %
7FR131.3K $0.00 %
8TW116.9K $0.00 %
9CA14.3K $0.00 %
10DK13.7K $0.00 %
11JP11.6K $0.00 %
12NL11.3K $0.00 %

Positions

RankCompanySharesValueWeight
501Henry Schein Inc 241.8K $
502NUVEEN PA INVT QUALITY MUN FD 1461.7K $
503Invesco Preferred ETF 1601.7K $
504Valero Energy Corp 71.7K $
505State Street SPDR ICE Preferre 561.7K $
506Chiron Real Estate Inc 521.7K $
507iShares Trust 341.7K $
508Toyota Motor Corp 81.6K $
509Gartner Inc 101.6K $
510ALT5 Sigma Corp 1,4001.6K $
511PG&E Corp 861.5K $
512Vanguard Information Technology ETF 21.4K $
513CAPITAL SOUTHWEST CORP 601.3K $
514ASML Holding NV 11.3K $
515Avantis International Small Cap Value ETF 131.3K $
516iShares Core 60/40 Balanced Al 201.3K $
517Suburban Propane Partners LP 611.2K $
518iShares Trust 121.2K $
519VanEck Fallen Angel High Yield 401.1K $
520Dollar Tree Inc 101.1K $
521Kenvue Inc 601K $
522Vertex Pharmaceuticals Inc 2893 $
523Sea Ltd 10828 $
524Recursion Pharmaceuticals Inc 269826 $
525Cloudflare Inc 4825 $
526iShares Core S&P U.S. Growth ETF 5801 $
527Crowdstrike Holdings Inc 2781 $
528Lucid Group Inc 75715 $
529Westinghouse Air Brake Technologies Corp 2500 $
530State Street Spdr Dow Jones Industrial Average Etf Trust 1463 $
531Grayscale Ethereum Staking Min 20397 $
532Vanguard Value ETF 2392 $
533Organon & Co 63377 $
534Veeva Systems Inc 2351 $
535Tyler Technologies Inc 1342 $
536iShares Trust 3332 $
537Main Street Capital Corp. 4212 $
538Medical Properties Trust Inc 42194 $
539Trade Desk Inc/The 8182 $
540OCCIDENTAL PETROLEUM CORP 3129 $
541Penn Entertainment Inc 575 $
542TRIPLEPOINT VENTURE GROWTH BDC CORP 1365 $
543Camping World Holdings Inc 427 $
544Embecta Corp 327 $
545AdvanSix Inc 124 $
546KLX ENERGY SERVICES HOLDINGS INC 25 $
547AMC Entertainment Holdings Inc 44 $
548Vanguard Charlotte Funds 1 $