Edmp, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Edmp, Inc. reported 71 stock positions worth $119.4 million. Its top holding was Broadcom (AVGO) at 4.9% of the portfolio, followed by Altria (MO, 4.6%) and Abbvie (ABBV, 4.5%). Compared with Q4 2024, it opened 8 new positions, sold out of 2, added to 24 and reduced 30. The biggest buy was a new position in Pepsico (PEP) and the biggest sale Broadcom (AVGO, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LUTZ, FL
- CIK
- 0001016021
- Portfolio Value
- $119.4M (Q1 2025)
- SEC Filing
- 0001016021-25-000002 ↗ filed Apr 23, 2025
Holdings Value
Holdings 71 stocks · $119.4M
| AVGO Broadcom Inc. | 4.90% | 34,958 | $5.9M | Reduce -0.2% |
| MO Altria Group Inc. | 4.62% | 91,970 | $5.5M | Reduce -1.2% |
| ABBV Abbvie Inc. | 4.53% | 25,803 | $5.4M | Reduce -1.5% |
| AMGN Amgen Inc. | 4.26% | 16,335 | $5.1M | Reduce -0.4% |
| AFL Aflac Inc. | 4.15% | 44,574 | $5.0M | Reduce -0.1% |
| OHI Omega Healthcare Investors | 3.79% | 118,984 | $4.5M | Reduce -1.2% |
| UGI Ugi Corp. | 3.76% | 135,631 | $4.5M | Reduce -0.5% |
| AMP Ameriprise Financial Inc. | 3.33% | 8,211 | $4.0M | Reduce -2.3% |
| T AT&T Inc. | 2.72% | 114,748 | $3.2M | Reduce -0.6% |
| ELV Elevance Health Inc. | 2.53% | 6,946 | $3.0M | Add +7.3% |
| COR Cencora Inc. | 2.44% | 10,500 | $2.9M | Reduce -1.5% |
| TFC Truist Financial Corp. | 2.43% | 70,522 | $2.9M | Reduce -0.9% |
| NFG National Fuel Gas Co. | 2.37% | 35,710 | $2.8M | Add +35.0% |
| O Realty Income Corp. | 2.33% | 47,915 | $2.8M | Add +21.9% |
| CVX Chevron Corp. | 2.12% | 15,148 | $2.5M | Add +0.0% |
| EPD Enterprise Products Partners | 2.09% | 72,991 | $2.5M | Reduce -1.1% |
| BMY Bristol-Myers Squibb Co. | 2.03% | 39,773 | $2.4M | Reduce -4.4% |
| CI The Cigna Group | 1.85% | 6,731 | $2.2M | Add +6.1% |
| JNJ Johnson & Johnson | 1.77% | 12,737 | $2.1M | No change |
| EMN Eastman Chemical Co. | 1.76% | 23,908 | $2.1M | Add +184.5% |
| VZ Verizon Communications Inc. | 1.73% | 45,473 | $2.1M | Reduce -1.0% |
| DOX Amdocs Ltd. | 1.63% | 21,247 | $1.9M | Add +65.9% |
| WHR Whirlpool Corp. | 1.63% | 21,548 | $1.9M | Add +30.5% |
| OGE Oge Energy Corp. | 1.61% | 41,943 | $1.9M | No change |
| MMM 3M Co. | 1.51% | 12,270 | $1.8M | Reduce -0.4% |
| CMI Cummins Inc. | 1.45% | 5,528 | $1.7M | Reduce -3.3% |
| OMC Omnicom Group | 1.44% | 20,703 | $1.7M | Add +154.4% |
| AMZN Amazon.com Inc. | 1.40% | 8,785 | $1.7M | Add +4.0% |
| CTSH Cognizant Tech Solutions-A | 1.36% | 21,291 | $1.6M | Add +0.0% |
| PEP Pepsico Inc. | 1.35% | 10,787 | $1.6M | New |
| BWA Borgwarner Inc. | 1.34% | 55,875 | $1.6M | Add +17.9% |
| ES Eversource Energy | 1.26% | 24,227 | $1.5M | New |
| CSCO Cisco Systems Inc. | 1.24% | 23,932 | $1.5M | No change |
| AIZ Assurant Inc. | 1.24% | 7,039 | $1.5M | Reduce -1.9% |
| CAH Cardinal Health Inc. | 1.22% | 10,612 | $1.5M | Reduce -3.6% |
| SMCI Super Micro Computer Inc. | 1.22% | 42,479 | $1.5M | Add +2.5% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 1.20% | 12,098 | $1.4M | Add +13.0% |
| EBAY eBay Inc. | 1.20% | 21,123 | $1.4M | Reduce -2.6% |
| MPT Medical Properties Trust Inc. | 1.08% | 213,498 | $1.3M | No change |
| CAG Conagra Brands Inc. | 1.07% | 48,131 | $1.3M | Add +510.8% |
| FDX FedEx Corp. | 1.06% | 5,211 | $1.3M | Add +5.0% |
| RY Royal Bank of Canada | 1.05% | 11,101 | $1.3M | Reduce -2.0% |
| CMCSA Comcast Corp. Class A | 0.80% | 25,915 | $956K | Reduce -2.8% |
| NTAP Netapp Inc. | 0.73% | 9,961 | $876K | Add +204.3% |
| GPN Global Payments Inc. | 0.70% | 8,504 | $833K | Reduce -3.1% |
| PM Philip Morris International | 0.65% | 4,910 | $779K | No change |
| MGA Magna International Inc. | 0.62% | 21,780 | $740K | Add +7.4% |
| SWKS Skyworks Solutions Inc. | 0.62% | 11,432 | $739K | Reduce -66.9% |
| C Citigroup Inc. | 0.56% | 9,369 | $665K | New |
| SF Stifel Financial Corp. | 0.53% | 6,757 | $637K | New |
| CCK Crown Holdings Inc. | 0.50% | 6,672 | $596K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.43% | 3,858 | $510K | No change |
| WU Western Union Co. | 0.39% | 43,892 | $464K | Add +141.2% |
| JBL Jabil Inc. | 0.33% | 2,936 | $400K | Reduce -25.8% |
| TKR Timken Co. | 0.33% | 5,485 | $394K | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 0.33% | 1,589 | $390K | Reduce -3.4% |
| CNC Centene Corp. | 0.32% | 6,369 | $387K | Add +59.7% |
| GIS General Mills Inc. | 0.31% | 6,188 | $370K | Add +1.3% |
| ENB Enbridge Inc. | 0.30% | 8,164 | $362K | No change |
| PFE Pfizer Inc. | 0.28% | 13,339 | $338K | Reduce -1.4% |
| LEA Lear Corp. | 0.27% | 3,660 | $323K | New |
| ADM Archer-Daniels-Midland Co. | 0.26% | 6,502 | $312K | Add +15.1% |
| BTI British American Tob-SP ADR | 0.24% | 6,866 | $284K | Add +14.1% |
| EEFT Euronet Worldwide Inc. | 0.22% | 2,440 | $261K | New |
| TRV The Travelers Cos Inc. | 0.21% | 945 | $250K | No change |
| RJF Raymond James Financial Inc. | 0.19% | 1,662 | $231K | Reduce -4.5% |
| PHM Pultegroup Inc. | 0.18% | 2,091 | $215K | New |
| WSM Williams-Sonoma Inc. | 0.17% | 1,322 | $209K | Reduce -20.0% |
| META Meta Platforms Inc. Class A | 0.17% | 359 | $207K | Add +2.6% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.17% | 8,333 | $202K | New |
| AES AES Corp. | 0.11% | 10,174 | $126K | Reduce -3.7% |
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -0.2% | 4.90% | −2.81 |
| SWKS Skyworks Solutions Inc. | Reduce -66.9% | 0.62% | −2.29 |
| AMP Ameriprise Financial Inc. | Reduce -2.3% | 3.33% | −0.92 |
| OHI Omega Healthcare Investors | Reduce -1.2% | 3.79% | −0.53 |
| TFC Truist Financial Corp. | Reduce -0.9% | 2.43% | −0.50 |
| CMI Cummins Inc. | Reduce -3.3% | 1.45% | −0.44 |
| RY Royal Bank of Canada | Reduce -2.0% | 1.05% | −0.25 |
| TGT Target Corp. | Sold out | 0.00% | −0.25 |
| BERY Berry Global Group Inc. | Sold out | 0.00% | −0.24 |
| GPN Global Payments Inc. | Reduce -3.1% | 0.70% | −0.24 |
| AFL Aflac Inc. | Reduce -0.1% | 4.15% | −0.23 |
| AIZ Assurant Inc. | Reduce -1.9% | 1.24% | −0.22 |
| JBL Jabil Inc. | Reduce -25.8% | 0.33% | −0.21 |
| BMY Bristol-Myers Squibb Co. | Reduce -4.4% | 2.03% | −0.20 |
| CMCSA Comcast Corp. Class A | Reduce -2.8% | 0.80% | −0.15 |
| WSM Williams-Sonoma Inc. | Reduce -20.0% | 0.17% | −0.12 |
| EPD Enterprise Products Partners | Reduce -1.1% | 2.09% | −0.11 |
| EBAY eBay Inc. | Reduce -2.6% | 1.20% | −0.08 |
| RJF Raymond James Financial Inc. | Reduce -4.5% | 0.19% | −0.06 |
| PFE Pfizer Inc. | Reduce -1.4% | 0.28% | −0.06 |
| TKR Timken Co. | Reduce -1.9% | 0.33% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -3.4% | 0.33% | −0.05 |
| AES AES Corp. | Reduce -3.7% | 0.11% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -1.0% | 1.73% | −0.02 |
| CAH Cardinal Health Inc. | Reduce -3.6% | 1.22% | −0.01 |
| MMM 3M Co. | Reduce -0.4% | 1.51% | −0.00 |
| MO Altria Group Inc. | Reduce -1.2% | 4.62% | +0.00 |
| UGI Ugi Corp. | Reduce -0.5% | 3.76% | +0.10 |
| ABBV Abbvie Inc. | Reduce -1.5% | 4.53% | +0.11 |
| COR Cencora Inc. | Reduce -1.5% | 2.44% | +0.17 |
| AMGN Amgen Inc. | Reduce -0.4% | 4.26% | +0.20 |
| T AT&T Inc. | Reduce -0.6% | 2.72% | +0.22 |
Portfolio Buys Q4 2024 → Q1 2025
| PEP Pepsico Inc. | New | 1.35% | +1.35 |
| ES Eversource Energy | New | 1.26% | +1.26 |
| EMN Eastman Chemical Co. | Add +184.5% | 1.76% | +1.04 |
| CAG Conagra Brands Inc. | Add +510.8% | 1.07% | +0.87 |
| NFG National Fuel Gas Co. | Add +35.0% | 2.37% | +0.84 |
| OMC Omnicom Group | Add +154.4% | 1.44% | +0.77 |
| DOX Amdocs Ltd. | Add +65.9% | 1.63% | +0.59 |
| C Citigroup Inc. | New | 0.56% | +0.56 |
| SF Stifel Financial Corp. | New | 0.53% | +0.53 |
| NTAP Netapp Inc. | Add +204.3% | 0.73% | +0.37 |
| O Realty Income Corp. | Add +21.9% | 2.33% | +0.33 |
| LEA Lear Corp. | New | 0.27% | +0.27 |
| ELV Elevance Health Inc. | Add +7.3% | 2.53% | +0.26 |
| EEFT Euronet Worldwide Inc. | New | 0.22% | +0.22 |
| WU Western Union Co. | Add +141.2% | 0.39% | +0.21 |
| CI The Cigna Group | Add +6.1% | 1.85% | +0.19 |
| PHM Pultegroup Inc. | New | 0.18% | +0.18 |
| CPRX Catalyst Pharmaceuticals Inc. | New | 0.17% | +0.17 |
| CNC Centene Corp. | Add +59.7% | 0.32% | +0.09 |
| SJM The JM Smucker Co. | Add +13.0% | 1.20% | +0.08 |
| CVX Chevron Corp. | Add +0.0% | 2.12% | +0.04 |
| BTI British American Tob-SP ADR | Add +14.1% | 0.24% | +0.03 |
| SMCI Super Micro Computer Inc. | Add +2.5% | 1.22% | +0.02 |
| ADM Archer-Daniels-Midland Co. | Add +15.1% | 0.26% | −0.01 |
| META Meta Platforms Inc. Class A | Add +2.6% | 0.17% | −0.02 |
| GIS General Mills Inc. | Add +1.3% | 0.31% | −0.06 |
| BWA Borgwarner Inc. | Add +17.9% | 1.34% | −0.09 |
| WHR Whirlpool Corp. | Add +30.5% | 1.63% | −0.17 |
| MGA Magna International Inc. | Add +7.4% | 0.62% | −0.18 |
| CTSH Cognizant Tech Solutions-A | Add +0.0% | 1.36% | −0.19 |
| FDX FedEx Corp. | Add +5.0% | 1.06% | −0.26 |
| AMZN Amazon.com Inc. | Add +4.0% | 1.40% | −0.36 |
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 |