Edmp, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Edmp, Inc. reported 70 stock positions worth $124.3 million. Its top holding was Broadcom (AVGO) at 9.3% of the portfolio, followed by Abbvie (ABBV, 5.0%) and Amgen (AMGN, 4.5%). Compared with Q1 2026, it opened 5 new positions, sold out of 6, added to 26 and reduced 29. The biggest buy was Amdocs (DOX, shares +99%) and the biggest sale Cummins (CMI, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- LUTZ, FL
- CIK
- 0001016021
- Portfolio Value
- $124.3M (Q2 2026)
- SEC Filing
- 0001016021-26-000003 ↗ filed Jul 29, 2026
Holdings Value
Holdings 70 stocks · $124.3M
| AVGO Broadcom Inc. | 9.27% | 30,499 | $11.5M | Reduce -0.9% |
| ABBV Abbvie Inc. | 4.96% | 24,495 | $6.2M | Reduce -0.2% |
| AMGN Amgen Inc. | 4.53% | 15,552 | $5.6M | Add +0.2% |
| MO Altria Group Inc. | 4.50% | 77,690 | $5.6M | Add +0.5% |
| OHI Omega Healthcare Investors | 4.31% | 112,431 | $5.4M | Add +0.1% |
| AFL Aflac Inc. | 3.97% | 42,038 | $4.9M | Reduce -0.7% |
| OMC Omnicom Group | 3.68% | 62,552 | $4.6M | Add +2.0% |
| UGI Ugi Corp. | 3.35% | 120,683 | $4.2M | Add +1.9% |
| AMP Ameriprise Financial Inc. | 2.64% | 7,148 | $3.3M | Reduce -1.5% |
| TFC Truist Financial Corp. | 2.61% | 65,153 | $3.2M | Reduce -0.2% |
| SON Sonoco Products Co. | 2.45% | 54,002 | $3.0M | Add +0.3% |
| BWA Borgwarner Inc. | 2.31% | 43,271 | $2.9M | Reduce -10.7% |
| O Realty Income Corp. | 2.14% | 42,855 | $2.7M | Add +0.8% |
| NFG National Fuel Gas Co. | 2.08% | 33,443 | $2.6M | Reduce -0.2% |
| COR Cencora Inc. | 2.04% | 8,976 | $2.5M | Reduce -0.3% |
| ELV Elevance Health Inc. | 1.95% | 6,273 | $2.4M | Reduce -5.2% |
| EMN Eastman Chemical Co. | 1.94% | 35,967 | $2.4M | Reduce -0.7% |
| CVX Chevron Corp. | 1.87% | 14,035 | $2.3M | Reduce -0.3% |
| DOX Amdocs Ltd. | 1.86% | 45,697 | $2.3M | Add +98.9% |
| EPD Enterprise Products Partners | 1.73% | 58,597 | $2.2M | Add +0.8% |
| ES Eversource Energy | 1.69% | 29,101 | $2.1M | Add +0.1% |
| BMY Bristol-Myers Squibb Co. | 1.66% | 35,784 | $2.1M | Reduce -0.3% |
| T AT&T Inc. | 1.65% | 99,333 | $2.1M | Add +0.3% |
| RY Royal Bank of Canada | 1.64% | 9,870 | $2.0M | Reduce -0.3% |
| OGE Oge Energy Corp. | 1.60% | 40,845 | $2.0M | No change |
| VZ Verizon Communications Inc. | 1.59% | 46,707 | $2.0M | Reduce -1.1% |
| EBAY eBay Inc. | 1.59% | 17,657 | $2.0M | Reduce -12.8% |
| CI The Cigna Group | 1.44% | 6,508 | $1.8M | Add +1.3% |
| AMZN Amazon.com Inc. | 1.42% | 7,384 | $1.8M | Reduce -7.4% |
| AIZ Assurant Inc. | 1.34% | 6,203 | $1.7M | Reduce -9.1% |
| C Citigroup Inc. | 1.30% | 11,510 | $1.6M | Reduce -14.3% |
| MMM 3M Co. | 1.29% | 9,874 | $1.6M | Add +0.6% |
| PEP Pepsico Inc. | 1.25% | 11,496 | $1.6M | Reduce -1.1% |
| SMCI Super Micro Computer Inc. | 1.10% | 46,613 | $1.4M | Add +6.6% |
| CTSH Cognizant Tech Solutions-A | 1.07% | 34,455 | $1.3M | Add +60.6% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.89% | 9,854 | $1.1M | Reduce -0.7% |
| MGA Magna International Inc. | 0.87% | 16,429 | $1.1M | Reduce -21.4% |
| BBY Best Buy Co. Inc. | 0.75% | 12,230 | $928K | Add +24.6% |
| PRU Prudential Financial Inc. | 0.75% | 8,595 | $928K | Add +10.8% |
| MPT Medical Properties Trust Inc. | 0.69% | 185,011 | $855K | Reduce -6.3% |
| FDX FedEx Corp. | 0.62% | 2,472 | $774K | Reduce -16.0% |
| TGT Target Corp. | 0.62% | 5,878 | $768K | No change |
| CTBI Community Trust Bancorp Inc. | 0.55% | 9,504 | $688K | No change |
| SF Stifel Financial Corp. | 0.55% | 9,728 | $679K | Add +0.0% |
| NVDA Nvidia Corp. | 0.52% | 3,230 | $646K | Add +33.6% |
| G Genpact Ltd. | 0.51% | 22,846 | $635K | No change |
| AROW Arrow Financial Corp. | 0.47% | 14,237 | $584K | No change |
| CAG Conagra Brands Inc. | 0.43% | 39,787 | $536K | No change |
| CCK Crown Holdings Inc. | 0.41% | 4,572 | $511K | Reduce -22.8% |
| FSLR First Solar Inc. | 0.41% | 2,159 | $509K | Add +33.4% |
| JPM JPMorgan Chase & Co. | 0.41% | 1,553 | $508K | Add +0.5% |
| GPN Global Payments Inc. | 0.40% | 6,852 | $497K | Reduce -30.5% |
| CMCSA Comcast Corp. Class A | 0.37% | 18,482 | $454K | Add +17.0% |
| ADM Archer-Daniels-Midland Co. | 0.34% | 5,601 | $428K | No change |
| FISV Fiserv Inc. | 0.32% | 8,197 | $402K | Add +1.2% |
| MU Micron Technology Inc. | 0.32% | 342 | $395K | Reduce -48.3% |
| RJF Raymond James Financial Inc. | 0.31% | 2,552 | $388K | Add +53.5% |
| TKR Timken Co. | 0.26% | 2,228 | $324K | Reduce -29.0% |
| INGR Ingredion Inc. | 0.26% | 3,367 | $319K | New |
| TRV The Travelers Cos Inc. | 0.25% | 945 | $312K | No change |
| CMI Cummins Inc. | 0.24% | 410 | $292K | Reduce -89.6% |
| META Meta Platforms Inc. Class A | 0.23% | 505 | $284K | Add +1.8% |
| GIS General Mills Inc. | 0.22% | 7,909 | $275K | New |
| BTI British American Tob-SP ADR | 0.21% | 4,239 | $262K | No change |
| ALV Autoliv Inc. | 0.21% | 2,237 | $260K | New |
| DVA Davita Inc. | 0.19% | 1,049 | $233K | New |
| CB Chubb Ltd. | 0.18% | 648 | $221K | Reduce -38.6% |
| JD Jd.com Inc.-ADR | 0.17% | 8,185 | $209K | New |
| WU Western Union Co. | 0.14% | 22,089 | $170K | Add +10.1% |
| DNP DNP Select Income Fund Inc. | 0.11% | 12,267 | $132K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| CMI Cummins Inc. | Reduce -89.6% | 0.24% | −1.47 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −1.34 |
| NTAP Netapp Inc. | Sold out | 0.00% | −0.85 |
| CVX Chevron Corp. | Reduce -0.3% | 1.87% | −0.48 |
| NFG National Fuel Gas Co. | Reduce -0.2% | 2.08% | −0.47 |
| VZ Verizon Communications Inc. | Reduce -1.1% | 1.59% | −0.33 |
| EMN Eastman Chemical Co. | Reduce -0.7% | 1.94% | −0.30 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.25 |
| LEA Lear Corp. | Sold out | 0.00% | −0.24 |
| COR Cencora Inc. | Reduce -0.3% | 2.04% | −0.24 |
| FDX FedEx Corp. | Reduce -16.0% | 0.62% | −0.22 |
| PEP Pepsico Inc. | Reduce -1.1% | 1.25% | −0.21 |
| PHM Pultegroup Inc. | Sold out | 0.00% | −0.20 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.19 |
| GPN Global Payments Inc. | Reduce -30.5% | 0.40% | −0.14 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.3% | 1.66% | −0.10 |
| CB Chubb Ltd. | Reduce -38.6% | 0.18% | −0.10 |
| MGA Magna International Inc. | Reduce -21.4% | 0.87% | −0.08 |
| CCK Crown Holdings Inc. | Reduce -22.8% | 0.41% | −0.07 |
| MPT Medical Properties Trust Inc. | Reduce -6.3% | 0.69% | −0.05 |
| TKR Timken Co. | Reduce -29.0% | 0.26% | +0.01 |
| AMP Ameriprise Financial Inc. | Reduce -1.5% | 2.64% | +0.03 |
| C Citigroup Inc. | Reduce -14.3% | 1.30% | +0.07 |
| AMZN Amazon.com Inc. | Reduce -7.4% | 1.42% | +0.07 |
| EBAY eBay Inc. | Reduce -12.8% | 1.59% | +0.10 |
| SJM The JM Smucker Co. | Reduce -0.7% | 0.89% | +0.12 |
| MU Micron Technology Inc. | Reduce -48.3% | 0.32% | +0.14 |
| AIZ Assurant Inc. | Reduce -9.1% | 1.34% | +0.14 |
| TFC Truist Financial Corp. | Reduce -0.2% | 2.61% | +0.19 |
| BWA Borgwarner Inc. | Reduce -10.7% | 2.31% | +0.19 |
| AFL Aflac Inc. | Reduce -0.7% | 3.97% | +0.21 |
| RY Royal Bank of Canada | Reduce -0.3% | 1.64% | +0.35 |
| ELV Elevance Health Inc. | Reduce -5.2% | 1.95% | +0.39 |
| ABBV Abbvie Inc. | Reduce -0.2% | 4.96% | +0.65 |
| AVGO Broadcom Inc. | Reduce -0.9% | 9.27% | +1.57 |
Portfolio Buys Q1 2026 → Q2 2026
| DOX Amdocs Ltd. | Add +98.9% | 1.86% | +0.65 |
| MO Altria Group Inc. | Add +0.5% | 4.50% | +0.37 |
| OHI Omega Healthcare Investors | Add +0.1% | 4.31% | +0.34 |
| SMCI Super Micro Computer Inc. | Add +6.6% | 1.10% | +0.30 |
| INGR Ingredion Inc. | New | 0.26% | +0.26 |
| BBY Best Buy Co. Inc. | Add +24.6% | 0.75% | +0.24 |
| GIS General Mills Inc. | New | 0.22% | +0.22 |
| ALV Autoliv Inc. | New | 0.21% | +0.21 |
| DVA Davita Inc. | New | 0.19% | +0.19 |
| NVDA Nvidia Corp. | Add +33.6% | 0.52% | +0.18 |
| JD Jd.com Inc.-ADR | New | 0.17% | +0.17 |
| FSLR First Solar Inc. | Add +33.4% | 0.41% | +0.15 |
| PRU Prudential Financial Inc. | Add +10.8% | 0.75% | +0.13 |
| MMM 3M Co. | Add +0.6% | 1.29% | +0.13 |
| RJF Raymond James Financial Inc. | Add +53.5% | 0.31% | +0.12 |
| AMGN Amgen Inc. | Add +0.2% | 4.53% | +0.12 |
| SON Sonoco Products Co. | Add +0.3% | 2.45% | +0.10 |
| ES Eversource Energy | Add +0.1% | 1.69% | +0.07 |
| CI The Cigna Group | Add +1.3% | 1.44% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 0.41% | +0.04 |
| O Realty Income Corp. | Add +0.8% | 2.14% | +0.03 |
| CTSH Cognizant Tech Solutions-A | Add +60.6% | 1.07% | +0.01 |
| META Meta Platforms Inc. Class A | Add +1.8% | 0.23% | −0.00 |
| CMCSA Comcast Corp. Class A | Add +17.0% | 0.37% | −0.00 |
| WU Western Union Co. | Add +10.1% | 0.14% | −0.00 |
| SF Stifel Financial Corp. | Add +0.0% | 0.55% | −0.04 |
| FISV Fiserv Inc. | Add +1.2% | 0.32% | −0.04 |
| EPD Enterprise Products Partners | Add +0.8% | 1.73% | −0.04 |
| OMC Omnicom Group | Add +2.0% | 3.68% | −0.06 |
| UGI Ugi Corp. | Add +1.9% | 3.35% | −0.13 |
| T AT&T Inc. | Add +0.3% | 1.65% | −0.67 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 70 | $124.3M | AVGO, ABBV, AMGN, MO, OHI |
| Q1 2026 | 71 | $123.7M | AVGO, AMGN, ABBV, MO, OHI |
| Q4 2025 | 68 | $121.7M | AVGO, ABBV, AMGN, OHI, AFL |
| Q3 2025 | 69 | $126.2M | AVGO, MO, ABBV, OHI, AFL |
| Q2 2025 | 69 | $117.5M | AVGO, MO, ABBV, UGI, AFL |
| Q1 2025 | 71 | $119.4M | AVGO, MO, ABBV, AMGN, AFL |
| Q4 2024 | 65 | $105.3M | AVGO, MO, ABBV, AFL, OHI |
| Q3 2024 | 78 | $121.7M | AVGO, AMGN, AFL, OHI, ABBV |
| Q2 2024 | 79 | $110.4M | AVGO, AMGN, ABBV, OHI, MO |
| Q1 2024 | 76 | $119.8M | AVGO, ABBV, AMGN, OHI, AFL |