Edmp, Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 24, 2024), Edmp, Inc. reported 76 stock positions worth $119.8 million. Its top holding was Broadcom (AVGO) at 8.7% of the portfolio, followed by Abbvie (ABBV, 4.4%) and Amgen (AMGN, 4.1%). Compared with Q4 2023, it opened 6 new positions, sold out of 1, added to 27 and reduced 15. The biggest buy was a new position in 3M Co.-W/I (MMM) and the biggest sale an exit from 3M (MMM).

Most Recent 13F
Q2 2026
Location
LUTZ, FL
CIK
0001016021
Portfolio Value
$119.8M (Q1 2024)
SEC Filing
0001016021-24-000002 ↗ filed Apr 24, 2024

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $119.8M $119.8M Q1 2024 Q2 2024: $110.4M Q2 2024 Q3 2024: $121.7M Q3 2024 Q4 2024: $105.3M Q4 2024 Q1 2025: $119.4M Q1 2025 Q2 2025: $117.5M Q2 2025 Q3 2025: $126.2M Q3 2025 Q4 2025: $121.7M Q4 2025 Q1 2026: $123.7M Q1 2026 Q2 2026: $124.3M Q2 2026

Holdings 76 stocks · $119.8M
AVGO Broadcom Inc. 8.70% 7,867 $10.4M Reduce -0.3%
ABBV Abbvie Inc. 4.39% 28,888 $5.3M Add +0.2%
AMGN Amgen Inc. 4.12% 17,375 $4.9M Add +0.3%
OHI Omega Healthcare Investors 3.47% 131,095 $4.2M Add +0.3%
AFL Aflac Inc. 3.39% 47,321 $4.1M Add +0.4%
MO Altria Group Inc. 3.37% 92,527 $4.0M Reduce -0.2%
SWKS Skyworks Solutions Inc. 3.31% 36,636 $4.0M Reduce -0.2%
AMP Ameriprise Financial Inc. 3.27% 8,945 $3.9M Reduce -0.1%
CVS CVS Health Corp. 3.21% 48,260 $3.8M Add +0.3%
UGI Ugi Corp. 2.80% 136,891 $3.4M Add +1.2%
ELV Elevance Health Inc. 2.79% 6,457 $3.3M Add +0.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.60% 16,282 $3.1M Reduce -4.1%
COR Cencora Inc. 2.41% 11,885 $2.9M Reduce -0.8%
TFC Truist Financial Corp. 2.36% 72,428 $2.8M No change
GD General Dynamics Corp. 2.15% 9,139 $2.6M No change
CVX Chevron Corp. 2.02% 15,370 $2.4M Reduce -0.7%
CI The Cigna Group 1.98% 6,543 $2.4M Add +7.7%
BMY Bristol-Myers Squibb Co. 1.96% 43,333 $2.3M Add +0.1%
EPD Enterprise Products Partners 1.81% 74,510 $2.2M Add +0.7%
MMM 3M Co.-W/I 1.76% 19,902 $2.1M New
JNJ Johnson & Johnson 1.75% 13,235 $2.1M Add +0.5%
AMZN Amazon.com Inc. 1.74% 11,571 $2.1M Add +0.8%
T AT&T Inc. 1.55% 105,369 $1.9M Reduce -0.1%
VZ Verizon Communications Inc. 1.51% 43,125 $1.8M Add +2.0%
CMI Cummins Inc. 1.39% 5,649 $1.7M Add +1.6%
MPT Medical Properties Trust Inc. 1.34% 341,062 $1.6M No change
FDX FedEx Corp. 1.27% 5,236 $1.5M Add +1.8%
OGE Oge Energy Corp. 1.22% 42,643 $1.5M No change
CTSH Cognizant Tech Solutions-A 1.17% 19,116 $1.4M Reduce -0.0%
AZN Astrazeneca PLC-Spons ADR 1.14% 20,140 $1.4M Reduce -3.0%
SJM The JM Smucker Co. filed as SMUCKER J M CO 1.10% 10,491 $1.3M Add +0.7%
CAH Cardinal Health Inc. 1.10% 11,788 $1.3M Reduce -1.4%
WHR Whirlpool Corp. 1.06% 10,588 $1.3M No change
CSCO Cisco Systems Inc. 1.04% 24,892 $1.2M No change
EBAY eBay Inc. 1.01% 23,033 $1.2M No change
RY Royal Bank of Canada 0.98% 11,622 $1.2M No change
RTX RTX Corp. 0.98% 11,986 $1.2M Reduce -0.8%
AIZ Assurant Inc. 0.95% 6,075 $1.1M No change
GPN Global Payments Inc. 0.94% 8,446 $1.1M Add +1.9%
CMCSA Comcast Corp. Class A 0.94% 25,895 $1.1M Add +2.4%
BWA Borgwarner Inc. 0.91% 31,498 $1.1M Add +2.3%
O Realty Income Corp. 0.85% 18,874 $1.0M Add +7.6%
KVUE Kenvue Inc. 0.79% 44,353 $952K Reduce -4.7%
URI United Rentals Inc. 0.70% 1,168 $842K Reduce -0.4%
EMN Eastman Chemical Co. 0.67% 7,990 $801K Add +3.5%
FL Foot Locker Inc. 0.66% 27,597 $787K Reduce -4.1%
MGA Magna International Inc. 0.63% 13,880 $756K Add +3.0%
OMC Omnicom Group 0.58% 7,122 $689K Add +3.7%
CAT Caterpillar Inc. 0.55% 1,792 $657K No change
CCK Crown Holdings Inc. 0.45% 6,785 $538K No change
NTAP Netapp Inc. 0.41% 4,698 $493K No change
TKR Timken Co. 0.41% 5,551 $485K Add +72.0%
JBL Jabil Inc. 0.40% 3,567 $478K No change
PM Philip Morris International 0.38% 4,910 $450K No change
GIS General Mills Inc. 0.36% 6,111 $428K Add +89.1%
SPG Simon Property Group Inc. 0.35% 2,696 $422K No change
LMT Lockheed Martin Corp. 0.33% 866 $394K No change
ADM Archer-Daniels-Midland Co. 0.32% 6,041 $379K No change
WSM Williams-Sonoma Inc. 0.30% 1,118 $355K No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.29% 4,387 $352K No change
MCHP Microchip Technology Inc. 0.29% 3,868 $347K No change
NFG National Fuel Gas Co. 0.29% 6,423 $345K No change
RJF Raymond James Financial Inc. 0.26% 2,457 $316K No change
HCA HCA Healthcare Inc. 0.25% 915 $305K No change
ENB Enbridge Inc. 0.25% 8,164 $295K No change
LEA Lear Corp. 0.24% 2,024 $293K New
PII Polaris Inc. 0.23% 2,802 $281K Add +14.7%
BABA Alibaba Group Holding-SP ADR 0.23% 3,858 $279K New
JPM JPMorgan Chase & Co. 0.22% 1,337 $268K Add +2.8%
WU Western Union Co. 0.21% 18,294 $256K No change
IIPR Innovative Industrial Proper 0.21% 2,415 $250K No change
TGT Target Corp. 0.20% 1,357 $240K New
WBA Walgreens Boots Alliance Inc. 0.19% 10,383 $225K No change
TRV The Travelers Cos Inc. 0.18% 945 $217K New
NXPI NXP Semiconductors NV 0.17% 823 $204K New
AES AES Corp. 0.16% 10,858 $195K No change

Portfolio Sells Q4 2023 → Q1 2024
MMM 3M Co. Sold out 0.00% −1.82
SWKS Skyworks Solutions Inc. Reduce -0.2% 3.31% −0.45
FL Foot Locker Inc. Reduce -4.1% 0.66% −0.16
CTSH Cognizant Tech Solutions-A Reduce -0.0% 1.17% −0.15
AZN Astrazeneca PLC-Spons ADR Reduce -3.0% 1.14% −0.13
KVUE Kenvue Inc. Reduce -4.7% 0.79% −0.12
CVX Chevron Corp. Reduce -0.7% 2.02% −0.08
T AT&T Inc. Reduce -0.1% 1.55% −0.07
MO Altria Group Inc. Reduce -0.2% 3.37% −0.04
CAH Cardinal Health Inc. Reduce -1.4% 1.10% +0.00
RTX RTX Corp. Reduce -0.8% 0.98% +0.05
IBM Intl Business Machines Corp. Reduce -4.1% 2.60% +0.06
URI United Rentals Inc. Reduce -0.4% 0.70% +0.09
COR Cencora Inc. Reduce -0.8% 2.41% +0.17
AMP Ameriprise Financial Inc. Reduce -0.1% 3.27% +0.17
AVGO Broadcom Inc. Reduce -0.3% 8.70% +0.68

Portfolio Buys Q4 2023 → Q1 2024
MMM 3M Co.-W/I New 1.76% +1.76
CI The Cigna Group Add +7.7% 1.98% +0.33
ABBV Abbvie Inc. Add +0.2% 4.39% +0.32
LEA Lear Corp. New 0.24% +0.24
BABA Alibaba Group Holding-SP ADR New 0.23% +0.23
TGT Target Corp. New 0.20% +0.20
TRV The Travelers Cos Inc. New 0.18% +0.18
CMI Cummins Inc. Add +1.6% 1.39% +0.18
NXPI NXP Semiconductors NV New 0.17% +0.17
TKR Timken Co. Add +72.0% 0.41% +0.17
GIS General Mills Inc. Add +89.1% 0.36% +0.17
AMZN Amazon.com Inc. Add +0.8% 1.74% +0.15
FDX FedEx Corp. Add +1.8% 1.27% +0.08
VZ Verizon Communications Inc. Add +2.0% 1.51% +0.06
EPD Enterprise Products Partners Add +0.7% 1.81% +0.04
EMN Eastman Chemical Co. Add +3.5% 0.67% +0.04
ELV Elevance Health Inc. Add +0.5% 2.79% +0.03
OMC Omnicom Group Add +3.7% 0.58% +0.03
PII Polaris Inc. Add +14.7% 0.23% +0.02
JPM JPMorgan Chase & Co. Add +2.8% 0.22% +0.02
GPN Global Payments Inc. Add +1.9% 0.94% −0.02
BMY Bristol-Myers Squibb Co. Add +0.1% 1.96% −0.06
O Realty Income Corp. Add +7.6% 0.85% −0.07
CMCSA Comcast Corp. Class A Add +2.4% 0.94% −0.07
BWA Borgwarner Inc. Add +2.3% 0.91% −0.09
MGA Magna International Inc. Add +3.0% 0.63% −0.09
SJM The JM Smucker Co. Add +0.7% 1.10% −0.10
JNJ Johnson & Johnson Add +0.5% 1.75% −0.13
AFL Aflac Inc. Add +0.4% 3.39% −0.15
OHI Omega Healthcare Investors Add +0.3% 3.47% −0.19
UGI Ugi Corp. Add +1.2% 2.80% −0.23
CVS CVS Health Corp. Add +0.3% 3.21% −0.25
AMGN Amgen Inc. Add +0.3% 4.12% −0.42

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 70$124.3MAVGO, ABBV, AMGN, MO, OHI
Q1 2026 71$123.7MAVGO, AMGN, ABBV, MO, OHI
Q4 2025 68$121.7MAVGO, ABBV, AMGN, OHI, AFL
Q3 2025 69$126.2MAVGO, MO, ABBV, OHI, AFL
Q2 2025 69$117.5MAVGO, MO, ABBV, UGI, AFL
Q1 2025 71$119.4MAVGO, MO, ABBV, AMGN, AFL
Q4 2024 65$105.3MAVGO, MO, ABBV, AFL, OHI
Q3 2024 78$121.7MAVGO, AMGN, AFL, OHI, ABBV
Q2 2024 79$110.4MAVGO, AMGN, ABBV, OHI, MO
Q1 2024 76$119.8MAVGO, ABBV, AMGN, OHI, AFL