Edmp, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 31, 2024), Edmp, Inc. reported 79 stock positions worth $110.4 million. Its top holding was Broadcom (AVGO) at 5.3% of the portfolio, followed by Amgen (AMGN, 4.9%) and Abbvie (ABBV, 4.5%). Compared with Q1 2024, it opened 4 new positions, sold out of 1, added to 12 and reduced 34. The biggest buy was a new position in Centene (CNC) and the biggest sale Broadcom (AVGO, shares −54%).

Most Recent 13F
Q2 2026
Location
LUTZ, FL
CIK
0001016021
Portfolio Value
$110.4M (Q2 2024)
SEC Filing
0001016021-24-000003 ↗ filed Jul 31, 2024

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $119.8M Q1 2024 Q2 2024: $110.4M $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 79 stocks · $110.4M
AVGO Broadcom Inc. 5.27% 3,623 $5.8M Reduce -54.0%
AMGN Amgen Inc. 4.86% 17,172 $5.4M Reduce -1.2%
ABBV Abbvie Inc. 4.45% 28,662 $4.9M Reduce -0.8%
OHI Omega Healthcare Investors 4.02% 129,457 $4.4M Reduce -1.3%
MO Altria Group Inc. 3.81% 92,274 $4.2M Reduce -0.3%
AFL Aflac Inc. 3.77% 46,644 $4.2M Reduce -1.4%
SWKS Skyworks Solutions Inc. 3.54% 36,636 $3.9M No change
AMP Ameriprise Financial Inc. 3.45% 8,910 $3.8M Reduce -0.4%
ELV Elevance Health Inc. 3.17% 6,451 $3.5M Reduce -0.1%
UGI Ugi Corp. 2.67% 128,923 $3.0M Reduce -5.8%
CVS CVS Health Corp. 2.57% 47,960 $2.8M Reduce -0.6%
TFC Truist Financial Corp. 2.54% 72,157 $2.8M Reduce -0.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.44% 15,580 $2.7M Reduce -4.3%
COR Cencora Inc. 2.24% 10,955 $2.5M Reduce -7.8%
GD General Dynamics Corp. 2.22% 8,429 $2.4M Reduce -7.8%
CVX Chevron Corp. 2.16% 15,261 $2.4M Reduce -0.7%
AMZN Amazon.com Inc. 2.03% 11,570 $2.2M Reduce -0.0%
CI The Cigna Group 1.96% 6,543 $2.2M No change
EPD Enterprise Products Partners 1.92% 73,012 $2.1M Reduce -2.0%
T AT&T Inc. 1.81% 104,746 $2.0M Reduce -0.6%
JNJ Johnson & Johnson 1.73% 13,053 $1.9M Reduce -1.4%
VZ Verizon Communications Inc. 1.60% 42,818 $1.8M Reduce -0.7%
BMY Bristol-Myers Squibb Co. 1.55% 41,190 $1.7M Reduce -5.0%
MMM 3M Co. 1.51% 16,303 $1.7M Reduce -18.1%
FDX FedEx Corp. 1.43% 5,256 $1.6M Add +0.4%
CMI Cummins Inc. 1.42% 5,649 $1.6M No change
AZN Astrazeneca PLC-Spons ADR 1.40% 20,140 $1.5M No change
CTSH Cognizant Tech Solutions-A 1.38% 22,389 $1.5M Add +17.1%
OGE Oge Energy Corp. 1.38% 42,643 $1.5M No change
MPT Medical Properties Trust Inc. 1.13% 289,186 $1.2M Reduce -15.2%
EBAY eBay Inc. 1.13% 23,139 $1.2M Add +0.5%
RY Royal Bank of Canada 1.12% 11,622 $1.2M No change
CSCO Cisco Systems Inc. 1.06% 24,619 $1.2M Reduce -1.1%
CAH Cardinal Health Inc. 1.05% 11,788 $1.2M No change
RTX RTX Corp. 1.02% 11,236 $1.1M Reduce -6.3%
SJM The JM Smucker Co. filed as SMUCKER J M CO 1.02% 10,341 $1.1M Reduce -1.4%
WHR Whirlpool Corp. 0.98% 10,588 $1.1M No change
AIZ Assurant Inc. 0.93% 6,150 $1.0M Add +1.2%
BWA Borgwarner Inc. 0.92% 31,498 $1.0M No change
CMCSA Comcast Corp. Class A 0.92% 25,867 $1.0M Reduce -0.1%
O Realty Income Corp. 0.91% 19,056 $1.0M Add +1.0%
GPN Global Payments Inc. 0.74% 8,461 $818K Add +0.2%
MGA Magna International Inc. 0.73% 19,205 $805K Add +38.4%
EMN Eastman Chemical Co. 0.70% 7,892 $773K Reduce -1.2%
KVUE Kenvue Inc. 0.70% 42,435 $771K Reduce -4.3%
URI United Rentals Inc. 0.69% 1,174 $759K Add +0.5%
FL Foot Locker Inc. 0.62% 27,597 $688K No change
OMC Omnicom Group 0.57% 7,027 $630K Reduce -1.3%
NTAP Netapp Inc. 0.55% 4,698 $605K No change
CCK Crown Holdings Inc. 0.46% 6,785 $505K No change
PM Philip Morris International 0.45% 4,910 $498K No change
TKR Timken Co. 0.40% 5,551 $445K No change
SPG Simon Property Group Inc. 0.37% 2,696 $409K No change
LMT Lockheed Martin Corp. 0.37% 866 $404K No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.36% 4,387 $393K No change
JBL Jabil Inc. 0.36% 3,612 $393K Add +1.3%
GIS General Mills Inc. 0.35% 6,111 $387K No change
ADM Archer-Daniels-Midland Co. 0.33% 6,041 $365K No change
NFG National Fuel Gas Co. 0.32% 6,605 $358K Add +2.8%
MCHP Microchip Technology Inc. 0.32% 3,868 $354K No change
RJF Raymond James Financial Inc. 0.28% 2,500 $309K Add +1.8%
CAT Caterpillar Inc. 0.27% 885 $295K Reduce -50.6%
HCA HCA Healthcare Inc. 0.27% 915 $294K No change
ENB Enbridge Inc. 0.26% 8,164 $291K No change
BABA Alibaba Group Holding-SP ADR 0.25% 3,858 $278K No change
CNC Centene Corp. 0.24% 3,987 $264K New
IIPR Innovative Industrial Proper 0.24% 2,415 $264K No change
JPM JPMorgan Chase & Co. 0.24% 1,301 $263K Reduce -2.7%
MDT Medtronic PLC 0.23% 3,254 $256K New
WSM Williams-Sonoma Inc. 0.21% 826 $233K Reduce -26.1%
LEA Lear Corp. 0.21% 2,024 $231K No change
PII Polaris Inc. 0.21% 2,946 $231K Add +5.1%
BERY Berry Global Group Inc. 0.21% 3,893 $229K New
WU Western Union Co. 0.20% 18,294 $224K No change
NXPI NXP Semiconductors NV 0.20% 823 $221K No change
SOLV Solventum Corp. 0.19% 4,001 $212K New
TGT Target Corp. 0.18% 1,357 $201K No change
AES AES Corp. 0.17% 10,858 $191K No change
WBA Walgreens Boots Alliance Inc. 0.11% 10,095 $122K Reduce -2.8%

Portfolio Sells Q1 2024 → Q2 2024
AVGO Broadcom Inc. Reduce -54.0% 5.27% −3.43
CVS CVS Health Corp. Reduce -0.6% 2.57% −0.65
BMY Bristol-Myers Squibb Co. Reduce -5.0% 1.55% −0.41
CAT Caterpillar Inc. Reduce -50.6% 0.27% −0.28
MMM 3M Co. Reduce -18.1% 1.51% −0.25
MPT Medical Properties Trust Inc. Reduce -15.2% 1.13% −0.21
TRV The Travelers Cos Inc. Sold out 0.00% −0.18
COR Cencora Inc. Reduce -7.8% 2.24% −0.17
IBM Intl Business Machines Corp. Reduce -4.3% 2.44% −0.15
UGI Ugi Corp. Reduce -5.8% 2.67% −0.13
KVUE Kenvue Inc. Reduce -4.3% 0.70% −0.10
WSM Williams-Sonoma Inc. Reduce -26.1% 0.21% −0.09
SJM The JM Smucker Co. Reduce -1.4% 1.02% −0.08
WBA Walgreens Boots Alliance Inc. Reduce -2.8% 0.11% −0.08
CMCSA Comcast Corp. Class A Reduce -0.1% 0.92% −0.02
JNJ Johnson & Johnson Reduce -1.4% 1.73% −0.02
OMC Omnicom Group Reduce -1.3% 0.57% −0.00
JPM JPMorgan Chase & Co. Reduce -2.7% 0.24% +0.01
CSCO Cisco Systems Inc. Reduce -1.1% 1.06% +0.02
EMN Eastman Chemical Co. Reduce -1.2% 0.70% +0.03
RTX RTX Corp. Reduce -6.3% 1.02% +0.05
GD General Dynamics Corp. Reduce -7.8% 2.22% +0.06
ABBV Abbvie Inc. Reduce -0.8% 4.45% +0.06
VZ Verizon Communications Inc. Reduce -0.7% 1.60% +0.09
EPD Enterprise Products Partners Reduce -2.0% 1.92% +0.10
CVX Chevron Corp. Reduce -0.7% 2.16% +0.14
AMP Ameriprise Financial Inc. Reduce -0.4% 3.45% +0.17
TFC Truist Financial Corp. Reduce -0.4% 2.54% +0.18
T AT&T Inc. Reduce -0.6% 1.81% +0.27
AMZN Amazon.com Inc. Reduce -0.0% 2.03% +0.28
ELV Elevance Health Inc. Reduce -0.1% 3.17% +0.37
AFL Aflac Inc. Reduce -1.4% 3.77% +0.38
MO Altria Group Inc. Reduce -0.3% 3.81% +0.44
OHI Omega Healthcare Investors Reduce -1.3% 4.02% +0.55
AMGN Amgen Inc. Reduce -1.2% 4.86% +0.74

Portfolio Buys Q1 2024 → Q2 2024
CNC Centene Corp. New 0.24% +0.24
MDT Medtronic PLC New 0.23% +0.23
CTSH Cognizant Tech Solutions-A Add +17.1% 1.38% +0.21
BERY Berry Global Group Inc. New 0.21% +0.21
SOLV Solventum Corp. New 0.19% +0.19
FDX FedEx Corp. Add +0.4% 1.43% +0.16
EBAY eBay Inc. Add +0.5% 1.13% +0.11
MGA Magna International Inc. Add +38.4% 0.73% +0.10
O Realty Income Corp. Add +1.0% 0.91% +0.06
NFG National Fuel Gas Co. Add +2.8% 0.32% +0.04
RJF Raymond James Financial Inc. Add +1.8% 0.28% +0.02
URI United Rentals Inc. Add +0.5% 0.69% −0.02
PII Polaris Inc. Add +5.1% 0.21% −0.03
AIZ Assurant Inc. Add +1.2% 0.93% −0.03
JBL Jabil Inc. Add +1.3% 0.36% −0.04
GPN Global Payments Inc. Add +0.2% 0.74% −0.20

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