Tennessee Valley Asset Management Partners

Tennessee Valley Asset Management Partners reported 207 holdings worth US$907M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 10, 2026

Tennessee Valley Asset Management Partners reported 207 holdings worth US$907M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Micron Technology, Inc. Filed Aug 10, 2026 (Form 13F).

Holdings
207
Value as reported
US$907M

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.43,830US$21.9M2.4%
Apple Inc30,820US$8.92M0.98%
Micron Technology, Inc.5,811US$6.71M0.74%
Nvidia Corporation32,249US$6.45M0.71%
Alphabet Inc (google) Class C16,899US$6.04M0.67%
Abbvie Inc.23,808US$5.99M0.66%
Broadcom Inc.15,554US$5.88M0.65%
Dell Technologies Inc.9,329US$4.03M0.44%
Meta Platforms, Inc.5,045US$2.84M0.31%
Procter & Gamble Company (the)16,798US$2.46M0.27%
Microsoft Corp.6,235US$2.33M0.26%
Amazon.com, Inc.8,739US$2.08M0.23%
Jp Morgan Chase & Co.5,847US$1.91M0.21%
Abbott Laboratories20,317US$1.84M0.20%
Tesla, Inc.4,186US$1.76M0.19%
Caterpillar, Inc.1,640US$1.75M0.19%
Walmart Inc.15,294US$1.73M0.19%
Home Depot, Inc. (the)3,574US$1.26M0.14%
Lam Research Corporation2,583US$1.12M0.12%
Lowe's Companies, Inc.5,019US$1.11M0.12%
Intel Corporation7,661US$1.07M0.12%
Advanced Micro Devices Inc1,821US$1.06M0.12%
Boeing Company (the)4,425US$958K0.11%
Johnson & Johnson3,163US$803K0.09%
Reddit, Inc.4,320US$750K0.08%
Visa Inc.2,164US$743K0.08%
Exxon Mobil Corporation4,941US$675K0.07%
American Express Company1,772US$599K0.07%
Cummins Inc.809US$577K0.06%
U.s. Bancorp9,325US$563K0.06%
Eli Lilly And Company467US$561K0.06%
Coca-cola Company (the)6,592US$536K0.06%
United Rentals, Inc.470US$532K0.06%
Phillips 662,839US$480K0.05%
Unitedhealth Group Incorporated1,062US$441K0.05%
Truist Financial Corporation8,788US$438K0.05%
Goldman Sachs Group, Inc. (the)422US$427K0.05%
Salesforce, Inc.2,612US$409K0.05%
Carrier Global Corporation5,542US$407K0.04%
Qualcomm Incorporated1,936US$358K0.04%
Waste Management, Inc.1,551US$346K0.04%
Norfolk Southern Corporation1,061US$334K0.04%
Space Exploration Technologies Corp1,953US$334K0.04%
Republic Services, Inc.1,521US$324K0.04%
Costco Wholesale Corporation341US$319K0.04%
Mastercard Incorporated608US$312K0.03%
Csx Corporation6,050US$288K0.03%
Southern Company (the)2,950US$282K0.03%
Deere & Company430US$273K0.03%
Pepsico, Inc.1,971US$267K0.03%
Taiwan Semiconductor Manufacturing Co., Ltd.470US$224K0.02%
Palantir Technologies Inc.1,908US$223K0.02%
Mcdonald's Corporation816US$221K0.02%
Paccar Inc.1,775US$213K0.02%
Pinnacle Financial Partners, Inc.2,100US$212K0.02%
Automatic Data Processing, Inc.933US$209K0.02%
United Parcel Service, Inc.0US$00.00%
Blue Owl Technology Finance Corp.0US$00.00%
Smartfinancial, Inc.0US$00.00%
Chevron Corporation0US$00.00%

Source

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