Edmp, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Edmp, Inc. reported 65 stock positions worth $105.3 million. Its top holding was Broadcom (AVGO) at 7.7% of the portfolio, followed by Altria (MO, 4.6%) and Abbvie (ABBV, 4.4%). Compared with Q3 2024, it opened 3 new positions, sold out of 16, added to 21 and reduced 29. The biggest buy was a new position in Super Micro Computer (SMCI) and the biggest sale an exit from Intl Business Machines (IBM).
- Most Recent 13F
- Q2 2026
- Location
- LUTZ, FL
- CIK
- 0001016021
- Portfolio Value
- $105.3M (Q4 2024)
- SEC Filing
- 0001016021-25-000001 ↗ filed Jan 29, 2025
Holdings Value
Holdings 65 stocks · $105.3M
| AVGO Broadcom Inc. | 7.71% | 35,028 | $8.1M | Reduce -3.1% |
| MO Altria Group Inc. | 4.62% | 93,058 | $4.9M | Add +0.4% |
| ABBV Abbvie Inc. | 4.42% | 26,192 | $4.7M | Reduce -0.3% |
| AFL Aflac Inc. | 4.38% | 44,623 | $4.6M | Reduce -3.9% |
| OHI Omega Healthcare Investors | 4.33% | 120,391 | $4.6M | Reduce -5.6% |
| AMP Ameriprise Financial Inc. | 4.25% | 8,400 | $4.5M | Reduce -1.6% |
| AMGN Amgen Inc. | 4.06% | 16,399 | $4.3M | Reduce -2.2% |
| UGI Ugi Corp. | 3.65% | 136,327 | $3.8M | Add +2.1% |
| TFC Truist Financial Corp. | 2.93% | 71,162 | $3.1M | Reduce -0.2% |
| SWKS Skyworks Solutions Inc. | 2.90% | 34,498 | $3.1M | Reduce -3.6% |
| T AT&T Inc. | 2.50% | 115,469 | $2.6M | Add +0.7% |
| COR Cencora Inc. | 2.27% | 10,663 | $2.4M | Reduce -1.4% |
| ELV Elevance Health Inc. | 2.27% | 6,473 | $2.4M | Add +1.7% |
| BMY Bristol-Myers Squibb Co. | 2.23% | 41,599 | $2.4M | Add +0.4% |
| EPD Enterprise Products Partners | 2.20% | 73,831 | $2.3M | No change |
| CVX Chevron Corp. | 2.08% | 15,147 | $2.2M | Reduce -2.1% |
| O Realty Income Corp. | 1.99% | 39,297 | $2.1M | Add +45.5% |
| CMI Cummins Inc. | 1.89% | 5,714 | $2.0M | Reduce -1.6% |
| WHR Whirlpool Corp. | 1.79% | 16,512 | $1.9M | Add +3.8% |
| AMZN Amazon.com Inc. | 1.76% | 8,450 | $1.9M | Reduce -0.8% |
| JNJ Johnson & Johnson | 1.75% | 12,737 | $1.8M | Reduce -2.9% |
| VZ Verizon Communications Inc. | 1.74% | 45,940 | $1.8M | Add +1.1% |
| CI The Cigna Group | 1.66% | 6,345 | $1.8M | Reduce -0.3% |
| OGE Oge Energy Corp. | 1.64% | 41,943 | $1.7M | Reduce -1.6% |
| CTSH Cognizant Tech Solutions-A | 1.55% | 21,290 | $1.6M | Reduce -4.1% |
| NFG National Fuel Gas Co. | 1.52% | 26,448 | $1.6M | Add +2.6% |
| MMM 3M Co. | 1.51% | 12,315 | $1.6M | Reduce -23.0% |
| AIZ Assurant Inc. | 1.45% | 7,173 | $1.5M | Reduce -2.3% |
| BWA Borgwarner Inc. | 1.43% | 47,405 | $1.5M | Add +1.1% |
| CSCO Cisco Systems Inc. | 1.35% | 23,932 | $1.4M | Reduce -4.8% |
| FDX FedEx Corp. | 1.33% | 4,964 | $1.4M | Add +1.6% |
| RY Royal Bank of Canada | 1.30% | 11,329 | $1.4M | No change |
| EBAY eBay Inc. | 1.28% | 21,694 | $1.3M | Reduce -2.1% |
| CAH Cardinal Health Inc. | 1.24% | 11,012 | $1.3M | Reduce -2.2% |
| SMCI Super Micro Computer Inc. | 1.20% | 41,450 | $1.3M | New |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 1.12% | 10,703 | $1.2M | Add +1.4% |
| DOX Amdocs Ltd. | 1.04% | 12,808 | $1.1M | Add +7.9% |
| CMCSA Comcast Corp. Class A | 0.95% | 26,656 | $1.0M | Reduce -3.6% |
| GPN Global Payments Inc. | 0.93% | 8,775 | $983K | Add +4.7% |
| MGA Magna International Inc. | 0.80% | 20,272 | $847K | Reduce -5.2% |
| MPT Medical Properties Trust Inc. | 0.80% | 213,498 | $843K | Reduce -10.7% |
| EMN Eastman Chemical Co. | 0.73% | 8,404 | $767K | Add +7.2% |
| OMC Omnicom Group | 0.66% | 8,139 | $700K | Add +20.2% |
| PM Philip Morris International | 0.56% | 4,910 | $591K | No change |
| JBL Jabil Inc. | 0.54% | 3,959 | $570K | Add +9.6% |
| CCK Crown Holdings Inc. | 0.52% | 6,672 | $552K | Reduce -0.3% |
| TKR Timken Co. | 0.38% | 5,593 | $399K | Reduce -3.9% |
| JPM JPMorgan Chase & Co. | 0.37% | 1,645 | $394K | Add +27.6% |
| GIS General Mills Inc. | 0.37% | 6,111 | $390K | No change |
| NTAP Netapp Inc. | 0.36% | 3,273 | $380K | Reduce -16.6% |
| PFE Pfizer Inc. | 0.34% | 13,532 | $359K | Add +20.0% |
| ENB Enbridge Inc. | 0.33% | 8,164 | $346K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.31% | 3,858 | $327K | No change |
| WSM Williams-Sonoma Inc. | 0.29% | 1,652 | $306K | No change |
| ADM Archer-Daniels-Midland Co. | 0.27% | 5,647 | $285K | No change |
| RJF Raymond James Financial Inc. | 0.26% | 1,741 | $270K | Reduce -20.3% |
| TGT Target Corp. | 0.25% | 1,916 | $259K | Add +41.2% |
| BERY Berry Global Group Inc. | 0.24% | 3,893 | $252K | No change |
| CNC Centene Corp. | 0.23% | 3,987 | $242K | No change |
| TRV The Travelers Cos Inc. | 0.22% | 945 | $228K | No change |
| CAG Conagra Brands Inc. | 0.21% | 7,880 | $219K | Add +22.7% |
| BTI British American Tob-SP ADR | 0.21% | 6,016 | $219K | New |
| META Meta Platforms Inc. Class A | 0.19% | 350 | $205K | New |
| WU Western Union Co. | 0.18% | 18,195 | $193K | No change |
| AES AES Corp. | 0.13% | 10,566 | $136K | Reduce -2.7% |
Portfolio Sells Q3 2024 → Q4 2024
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −2.79 |
| GD General Dynamics Corp. | Sold out | 0.00% | −1.96 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −1.49 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −1.30 |
| RTX RTX Corp. | Sold out | 0.00% | −1.11 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −0.77 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.73 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.43 |
| AMGN Amgen Inc. | Reduce -2.2% | 4.06% | −0.38 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.37 |
| MPT Medical Properties Trust Inc. | Reduce -10.7% | 0.80% | −0.35 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.35 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.31 |
| MMM 3M Co. | Reduce -23.0% | 1.51% | −0.29 |
| IIPR Innovative Industrial Proper | Sold out | 0.00% | −0.27 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.25 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.24 |
| PII Polaris Inc. | Sold out | 0.00% | −0.20 |
| LEA Lear Corp. | Sold out | 0.00% | −0.18 |
| CI The Cigna Group | Reduce -0.3% | 1.66% | −0.15 |
| AES AES Corp. | Reduce -2.7% | 0.13% | −0.05 |
| NTAP Netapp Inc. | Reduce -16.6% | 0.36% | −0.04 |
| TKR Timken Co. | Reduce -3.9% | 0.38% | −0.02 |
| CCK Crown Holdings Inc. | Reduce -0.3% | 0.52% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -3.6% | 0.95% | +0.00 |
| SWKS Skyworks Solutions Inc. | Reduce -3.6% | 2.90% | +0.00 |
| JNJ Johnson & Johnson | Reduce -2.9% | 1.75% | +0.00 |
| RJF Raymond James Financial Inc. | Reduce -20.3% | 0.26% | +0.04 |
| OHI Omega Healthcare Investors | Reduce -5.6% | 4.33% | +0.06 |
| MGA Magna International Inc. | Reduce -5.2% | 0.80% | +0.08 |
| EBAY eBay Inc. | Reduce -2.1% | 1.28% | +0.09 |
| AFL Aflac Inc. | Reduce -3.9% | 4.38% | +0.12 |
| CTSH Cognizant Tech Solutions-A | Reduce -4.1% | 1.55% | +0.15 |
| ABBV Abbvie Inc. | Reduce -0.3% | 4.42% | +0.16 |
| OGE Oge Energy Corp. | Reduce -1.6% | 1.64% | +0.21 |
| CVX Chevron Corp. | Reduce -2.1% | 2.08% | +0.21 |
| CAH Cardinal Health Inc. | Reduce -2.2% | 1.24% | +0.21 |
| CSCO Cisco Systems Inc. | Reduce -4.8% | 1.35% | +0.25 |
| AIZ Assurant Inc. | Reduce -2.3% | 1.45% | +0.25 |
| COR Cencora Inc. | Reduce -1.4% | 2.27% | +0.28 |
| CMI Cummins Inc. | Reduce -1.6% | 1.89% | +0.35 |
| TFC Truist Financial Corp. | Reduce -0.2% | 2.93% | +0.43 |
| AMZN Amazon.com Inc. | Reduce -0.8% | 1.76% | +0.46 |
| AMP Ameriprise Financial Inc. | Reduce -1.6% | 4.25% | +0.95 |
| AVGO Broadcom Inc. | Reduce -3.1% | 7.71% | +2.59 |
Portfolio Buys Q3 2024 → Q4 2024
| SMCI Super Micro Computer Inc. | New | 1.20% | +1.20 |
| UGI Ugi Corp. | Add +2.1% | 3.65% | +0.91 |
| MO Altria Group Inc. | Add +0.4% | 4.62% | +0.74 |
| O Realty Income Corp. | Add +45.5% | 1.99% | +0.59 |
| BMY Bristol-Myers Squibb Co. | Add +0.4% | 2.23% | +0.47 |
| T AT&T Inc. | Add +0.7% | 2.50% | +0.43 |
| WHR Whirlpool Corp. | Add +3.8% | 1.79% | +0.40 |
| NFG National Fuel Gas Co. | Add +2.6% | 1.52% | +0.24 |
| GPN Global Payments Inc. | Add +4.7% | 0.93% | +0.23 |
| FDX FedEx Corp. | Add +1.6% | 1.33% | +0.23 |
| BTI British American Tob-SP ADR | New | 0.21% | +0.21 |
| META Meta Platforms Inc. Class A | New | 0.19% | +0.19 |
| JBL Jabil Inc. | Add +9.6% | 0.54% | +0.19 |
| DOX Amdocs Ltd. | Add +7.9% | 1.04% | +0.18 |
| JPM JPMorgan Chase & Co. | Add +27.6% | 0.37% | +0.15 |
| OMC Omnicom Group | Add +20.2% | 0.66% | +0.09 |
| PFE Pfizer Inc. | Add +20.0% | 0.34% | +0.07 |
| TGT Target Corp. | Add +41.2% | 0.25% | +0.07 |
| SJM The JM Smucker Co. | Add +1.4% | 1.12% | +0.07 |
| VZ Verizon Communications Inc. | Add +1.1% | 1.74% | +0.07 |
| BWA Borgwarner Inc. | Add +1.1% | 1.43% | +0.04 |
| CAG Conagra Brands Inc. | Add +22.7% | 0.21% | +0.04 |
| EMN Eastman Chemical Co. | Add +7.2% | 0.73% | +0.01 |
| ELV Elevance Health Inc. | Add +1.7% | 2.27% | −0.45 |
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 |