Edmp, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), Edmp, Inc. reported 69 stock positions worth $117.5 million. Its top holding was Broadcom (AVGO) at 7.9% of the portfolio, followed by Altria (MO, 4.5%) and Abbvie (ABBV, 4.0%). Compared with Q1 2025, it opened 2 new positions, sold out of 4, added to 12 and reduced 45. The biggest buy was Super Micro Computer (SMCI, shares +14%) and the biggest sale an exit from Philip Morris International (PM).
- Most Recent 13F
- Q2 2026
- Location
- LUTZ, FL
- CIK
- 0001016021
- Portfolio Value
- $117.5M (Q2 2025)
- SEC Filing
- 0001016021-25-000004 ↗ filed Jul 28, 2025
Holdings Value
Holdings 69 stocks · $117.5M
| AVGO Broadcom Inc. | 7.89% | 33,627 | $9.3M | Reduce -3.8% |
| MO Altria Group Inc. | 4.50% | 90,172 | $5.3M | Reduce -1.9% |
| ABBV Abbvie Inc. | 4.03% | 25,476 | $4.7M | Reduce -1.3% |
| UGI Ugi Corp. | 4.00% | 129,119 | $4.7M | Reduce -4.8% |
| AFL Aflac Inc. | 3.92% | 43,698 | $4.6M | Reduce -2.0% |
| AMGN Amgen Inc. | 3.77% | 15,859 | $4.4M | Reduce -2.9% |
| OHI Omega Healthcare Investors | 3.66% | 117,255 | $4.3M | Reduce -1.4% |
| AMP Ameriprise Financial Inc. | 3.64% | 8,007 | $4.3M | Reduce -2.5% |
| T AT&T Inc. | 2.63% | 106,817 | $3.1M | Reduce -6.9% |
| COR Cencora Inc. | 2.55% | 9,983 | $3.0M | Reduce -4.9% |
| NFG National Fuel Gas Co. | 2.49% | 34,476 | $2.9M | Reduce -3.5% |
| TFC Truist Financial Corp. | 2.38% | 65,110 | $2.8M | Reduce -7.7% |
| O Realty Income Corp. | 2.29% | 46,791 | $2.7M | Reduce -2.4% |
| ELV Elevance Health Inc. | 2.25% | 6,785 | $2.6M | Reduce -2.3% |
| SMCI Super Micro Computer Inc. | 2.03% | 48,551 | $2.4M | Add +14.3% |
| WHR Whirlpool Corp. | 2.01% | 23,275 | $2.4M | Add +8.0% |
| CI The Cigna Group | 1.91% | 6,775 | $2.2M | Add +0.7% |
| EPD Enterprise Products Partners | 1.89% | 71,662 | $2.2M | Reduce -1.8% |
| CVX Chevron Corp. | 1.80% | 14,809 | $2.1M | Reduce -2.2% |
| VZ Verizon Communications Inc. | 1.74% | 47,131 | $2.0M | Add +3.6% |
| JNJ Johnson & Johnson | 1.69% | 13,011 | $2.0M | Add +2.1% |
| DOX Amdocs Ltd. | 1.61% | 20,787 | $1.9M | Reduce -2.2% |
| OGE Oge Energy Corp. | 1.56% | 41,378 | $1.8M | Reduce -1.4% |
| BMY Bristol-Myers Squibb Co. | 1.48% | 37,679 | $1.7M | Reduce -5.3% |
| CAH Cardinal Health Inc. | 1.48% | 10,331 | $1.7M | Reduce -2.6% |
| AMZN Amazon.com Inc. | 1.47% | 7,865 | $1.7M | Reduce -10.5% |
| EMN Eastman Chemical Co. | 1.45% | 22,879 | $1.7M | Reduce -4.3% |
| MMM 3M Co. | 1.42% | 10,973 | $1.7M | Reduce -10.6% |
| ES Eversource Energy | 1.38% | 25,398 | $1.6M | Add +4.8% |
| CTSH Cognizant Tech Solutions-A | 1.37% | 20,616 | $1.6M | Reduce -3.2% |
| PEP Pepsico Inc. | 1.37% | 12,183 | $1.6M | Add +12.9% |
| BWA Borgwarner Inc. | 1.36% | 47,832 | $1.6M | Reduce -14.4% |
| CSCO Cisco Systems Inc. | 1.35% | 22,891 | $1.6M | Reduce -4.3% |
| CMI Cummins Inc. | 1.35% | 4,846 | $1.6M | Reduce -12.3% |
| EBAY eBay Inc. | 1.30% | 20,509 | $1.5M | Reduce -2.9% |
| OMC Omnicom Group | 1.20% | 19,615 | $1.4M | Reduce -5.3% |
| AIZ Assurant Inc. | 1.15% | 6,824 | $1.3M | Reduce -3.0% |
| RY Royal Bank of Canada | 1.13% | 10,108 | $1.3M | Reduce -8.9% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.99% | 11,869 | $1.2M | Reduce -1.9% |
| NTAP Netapp Inc. | 0.93% | 10,236 | $1.1M | Add +2.8% |
| FDX FedEx Corp. | 0.92% | 4,754 | $1.1M | Reduce -8.8% |
| CAG Conagra Brands Inc. | 0.85% | 48,675 | $996K | Add +1.1% |
| MPT Medical Properties Trust Inc. | 0.72% | 197,449 | $851K | Reduce -7.5% |
| CMCSA Comcast Corp. Class A | 0.71% | 23,242 | $829K | Reduce -10.3% |
| C Citigroup Inc. | 0.70% | 9,698 | $825K | Add +3.5% |
| MGA Magna International Inc. | 0.70% | 21,310 | $823K | Reduce -2.2% |
| SF Stifel Financial Corp. | 0.56% | 6,357 | $660K | Reduce -5.9% |
| JBL Jabil Inc. | 0.55% | 2,936 | $640K | No change |
| CCK Crown Holdings Inc. | 0.54% | 6,181 | $637K | Reduce -7.4% |
| GPN Global Payments Inc. | 0.51% | 7,537 | $603K | Reduce -11.4% |
| JPM JPMorgan Chase & Co. | 0.39% | 1,589 | $461K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.38% | 3,886 | $441K | Add +0.7% |
| ENB Enbridge Inc. | 0.31% | 8,164 | $370K | No change |
| ADM Archer-Daniels-Midland Co. | 0.30% | 6,723 | $355K | Add +3.4% |
| LEA Lear Corp. | 0.30% | 3,660 | $348K | No change |
| CNC Centene Corp. | 0.29% | 6,369 | $346K | No change |
| TKR Timken Co. | 0.29% | 4,764 | $346K | Reduce -13.1% |
| GIS General Mills Inc. | 0.27% | 6,188 | $321K | No change |
| PFE Pfizer Inc. | 0.25% | 11,950 | $290K | Reduce -10.4% |
| WU Western Union Co. | 0.24% | 33,926 | $286K | Reduce -22.7% |
| RJF Raymond James Financial Inc. | 0.22% | 1,662 | $255K | No change |
| TRV The Travelers Cos Inc. | 0.22% | 945 | $253K | No change |
| TGT Target Corp. | 0.21% | 2,545 | $251K | New |
| EEFT Euronet Worldwide Inc. | 0.21% | 2,380 | $241K | Reduce -2.5% |
| USB US Bancorp | 0.20% | 5,245 | $237K | New |
| PHM Pultegroup Inc. | 0.19% | 2,091 | $221K | No change |
| WSM Williams-Sonoma Inc. | 0.18% | 1,322 | $216K | No change |
| META Meta Platforms Inc. Class A | 0.18% | 292 | $216K | Reduce -18.7% |
| BTI British American Tob-SP ADR | 0.17% | 4,239 | $201K | Reduce -38.3% |
Portfolio Sells Q1 2025 → Q2 2025
| PM Philip Morris International | Sold out | 0.00% | −0.65 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.62 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.3% | 1.48% | −0.55 |
| ABBV Abbvie Inc. | Reduce -1.3% | 4.03% | −0.50 |
| AMGN Amgen Inc. | Reduce -2.9% | 3.77% | −0.49 |
| MPT Medical Properties Trust Inc. | Reduce -7.5% | 0.72% | −0.35 |
| CVX Chevron Corp. | Reduce -2.2% | 1.80% | −0.32 |
| EMN Eastman Chemical Co. | Reduce -4.3% | 1.45% | −0.31 |
| ELV Elevance Health Inc. | Reduce -2.3% | 2.25% | −0.28 |
| OMC Omnicom Group | Reduce -5.3% | 1.20% | −0.24 |
| AFL Aflac Inc. | Reduce -2.0% | 3.92% | −0.23 |
| SJM The JM Smucker Co. | Reduce -1.9% | 0.99% | −0.21 |
| EPD Enterprise Products Partners | Reduce -1.8% | 1.89% | −0.19 |
| GPN Global Payments Inc. | Reduce -11.4% | 0.51% | −0.18 |
| CPRX Catalyst Pharmaceuticals Inc. | Sold out | 0.00% | −0.17 |
| WU Western Union Co. | Reduce -22.7% | 0.24% | −0.15 |
| FDX FedEx Corp. | Reduce -8.8% | 0.92% | −0.14 |
| OHI Omega Healthcare Investors | Reduce -1.4% | 3.66% | −0.14 |
| MO Altria Group Inc. | Reduce -1.9% | 4.50% | −0.12 |
| AES AES Corp. | Sold out | 0.00% | −0.11 |
| CMI Cummins Inc. | Reduce -12.3% | 1.35% | −0.10 |
| CMCSA Comcast Corp. Class A | Reduce -10.3% | 0.71% | −0.09 |
| AIZ Assurant Inc. | Reduce -3.0% | 1.15% | −0.09 |
| MMM 3M Co. | Reduce -10.6% | 1.42% | −0.09 |
| T AT&T Inc. | Reduce -6.9% | 2.63% | −0.09 |
| BTI British American Tob-SP ADR | Reduce -38.3% | 0.17% | −0.07 |
| OGE Oge Energy Corp. | Reduce -1.4% | 1.56% | −0.05 |
| TFC Truist Financial Corp. | Reduce -7.7% | 2.38% | −0.05 |
| PFE Pfizer Inc. | Reduce -10.4% | 0.25% | −0.04 |
| TKR Timken Co. | Reduce -13.1% | 0.29% | −0.04 |
| O Realty Income Corp. | Reduce -2.4% | 2.29% | −0.03 |
| DOX Amdocs Ltd. | Reduce -2.2% | 1.61% | −0.01 |
| EEFT Euronet Worldwide Inc. | Reduce -2.5% | 0.21% | −0.01 |
| CTSH Cognizant Tech Solutions-A | Reduce -3.2% | 1.37% | +0.01 |
| META Meta Platforms Inc. Class A | Reduce -18.7% | 0.18% | +0.01 |
| BWA Borgwarner Inc. | Reduce -14.4% | 1.36% | +0.02 |
| SF Stifel Financial Corp. | Reduce -5.9% | 0.56% | +0.03 |
| CCK Crown Holdings Inc. | Reduce -7.4% | 0.54% | +0.04 |
| AMZN Amazon.com Inc. | Reduce -10.5% | 1.47% | +0.07 |
| MGA Magna International Inc. | Reduce -2.2% | 0.70% | +0.08 |
| RY Royal Bank of Canada | Reduce -8.9% | 1.13% | +0.08 |
| EBAY eBay Inc. | Reduce -2.9% | 1.30% | +0.10 |
| COR Cencora Inc. | Reduce -4.9% | 2.55% | +0.10 |
| CSCO Cisco Systems Inc. | Reduce -4.3% | 1.35% | +0.12 |
| NFG National Fuel Gas Co. | Reduce -3.5% | 2.49% | +0.12 |
| UGI Ugi Corp. | Reduce -4.8% | 4.00% | +0.25 |
| CAH Cardinal Health Inc. | Reduce -2.6% | 1.48% | +0.25 |
| AMP Ameriprise Financial Inc. | Reduce -2.5% | 3.64% | +0.31 |
| AVGO Broadcom Inc. | Reduce -3.8% | 7.89% | +2.99 |
Portfolio Buys Q1 2025 → Q2 2025
| SMCI Super Micro Computer Inc. | Add +14.3% | 2.03% | +0.81 |
| WHR Whirlpool Corp. | Add +8.0% | 2.01% | +0.38 |
| TGT Target Corp. | New | 0.21% | +0.21 |
| USB US Bancorp | New | 0.20% | +0.20 |
| NTAP Netapp Inc. | Add +2.8% | 0.93% | +0.20 |
| C Citigroup Inc. | Add +3.5% | 0.70% | +0.15 |
| ES Eversource Energy | Add +4.8% | 1.38% | +0.12 |
| CI The Cigna Group | Add +0.7% | 1.91% | +0.05 |
| ADM Archer-Daniels-Midland Co. | Add +3.4% | 0.30% | +0.04 |
| PEP Pepsico Inc. | Add +12.9% | 1.37% | +0.01 |
| VZ Verizon Communications Inc. | Add +3.6% | 1.74% | +0.01 |
| BABA Alibaba Group Holding-SP ADR | Add +0.7% | 0.38% | −0.05 |
| JNJ Johnson & Johnson | Add +2.1% | 1.69% | −0.08 |
| CAG Conagra Brands Inc. | Add +1.1% | 0.85% | −0.23 |
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 |