Edmp, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), Edmp, Inc. reported 69 stock positions worth $126.2 million. Its top holding was Broadcom (AVGO) at 8.5% of the portfolio, followed by Altria (MO, 4.8%) and Abbvie (ABBV, 4.7%). Compared with Q2 2025, it opened 3 new positions, sold out of 3, added to 27 and reduced 28. The biggest buy was Eastman Chemical (EMN, shares +95%) and the biggest sale Whirlpool (WHR, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- LUTZ, FL
- CIK
- 0001016021
- Portfolio Value
- $126.2M (Q3 2025)
- SEC Filing
- 0001016021-25-000006 ↗ filed Oct 21, 2025
Holdings Value
Holdings 69 stocks · $126.2M
| AVGO Broadcom Inc. | 8.53% | 32,635 | $10.8M | Reduce -3.0% |
| MO Altria Group Inc. | 4.78% | 91,360 | $6.0M | Add +1.3% |
| ABBV Abbvie Inc. | 4.66% | 25,408 | $5.9M | Reduce -0.3% |
| OHI Omega Healthcare Investors | 3.87% | 115,583 | $4.9M | Reduce -1.4% |
| AFL Aflac Inc. | 3.85% | 43,454 | $4.9M | Reduce -0.6% |
| AMGN Amgen Inc. | 3.56% | 15,927 | $4.5M | Add +0.4% |
| UGI Ugi Corp. | 3.39% | 128,724 | $4.3M | Reduce -0.3% |
| AMP Ameriprise Financial Inc. | 3.06% | 7,868 | $3.9M | Reduce -1.7% |
| NFG National Fuel Gas Co. | 2.52% | 34,430 | $3.2M | Reduce -0.1% |
| COR Cencora Inc. | 2.40% | 9,686 | $3.0M | Reduce -3.0% |
| TFC Truist Financial Corp. | 2.40% | 66,181 | $3.0M | Add +1.6% |
| T AT&T Inc. | 2.36% | 105,471 | $3.0M | Reduce -1.3% |
| O Realty Income Corp. | 2.32% | 48,149 | $2.9M | Add +2.9% |
| EMN Eastman Chemical Co. | 2.23% | 44,602 | $2.8M | Add +95.0% |
| JNJ Johnson & Johnson | 2.20% | 14,978 | $2.8M | Add +15.1% |
| ES Eversource Energy | 1.90% | 33,694 | $2.4M | Add +32.7% |
| SMCI Super Micro Computer Inc. | 1.88% | 49,382 | $2.4M | Add +1.7% |
| CVX Chevron Corp. | 1.82% | 14,810 | $2.3M | Add +0.0% |
| EPD Enterprise Products Partners | 1.79% | 72,380 | $2.3M | Add +1.0% |
| ELV Elevance Health Inc. | 1.76% | 6,884 | $2.2M | Add +1.5% |
| VZ Verizon Communications Inc. | 1.74% | 50,025 | $2.2M | Add +6.1% |
| BWA Borgwarner Inc. | 1.65% | 47,223 | $2.1M | Reduce -1.3% |
| CMI Cummins Inc. | 1.64% | 4,898 | $2.1M | Add +1.1% |
| PEP Pepsico Inc. | 1.58% | 14,170 | $2.0M | Add +16.3% |
| OGE Oge Energy Corp. | 1.52% | 41,378 | $1.9M | No change |
| CI The Cigna Group | 1.51% | 6,607 | $1.9M | Reduce -2.5% |
| EBAY eBay Inc. | 1.48% | 20,510 | $1.9M | Add +0.0% |
| AMZN Amazon.com Inc. | 1.47% | 8,447 | $1.9M | Add +7.4% |
| DOX Amdocs Ltd. | 1.39% | 21,392 | $1.8M | Add +2.9% |
| WHR Whirlpool Corp. | 1.35% | 21,740 | $1.7M | Reduce -6.6% |
| BMY Bristol-Myers Squibb Co. | 1.35% | 37,831 | $1.7M | Add +0.4% |
| MMM 3M Co. | 1.32% | 10,760 | $1.7M | Reduce -1.9% |
| OMC Omnicom Group | 1.26% | 19,449 | $1.6M | Reduce -0.8% |
| CSCO Cisco Systems Inc. | 1.23% | 22,723 | $1.6M | Reduce -0.7% |
| AIZ Assurant Inc. | 1.20% | 6,990 | $1.5M | Add +2.4% |
| CAH Cardinal Health Inc. | 1.18% | 9,474 | $1.5M | Reduce -8.3% |
| RY Royal Bank of Canada | 1.16% | 9,940 | $1.5M | Reduce -1.7% |
| CTSH Cognizant Tech Solutions-A | 1.10% | 20,618 | $1.4M | Add +0.0% |
| NTAP Netapp Inc. | 0.96% | 10,217 | $1.2M | Reduce -0.2% |
| FDX FedEx Corp. | 0.88% | 4,731 | $1.1M | Reduce -0.5% |
| MPT Medical Properties Trust Inc. | 0.85% | 211,841 | $1.1M | Add +7.3% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.85% | 9,826 | $1.1M | Reduce -17.2% |
| GPN Global Payments Inc. | 0.80% | 12,134 | $1.0M | Add +61.0% |
| C Citigroup Inc. | 0.79% | 9,763 | $991K | Add +0.7% |
| MGA Magna International Inc. | 0.79% | 20,904 | $990K | Reduce -1.9% |
| CAG Conagra Brands Inc. | 0.58% | 40,235 | $737K | Reduce -17.3% |
| SF Stifel Financial Corp. | 0.57% | 6,337 | $719K | Reduce -0.3% |
| BABA Alibaba Group Holding-SP ADR | 0.55% | 3,858 | $690K | Reduce -0.7% |
| CMCSA Comcast Corp. Class A | 0.54% | 21,530 | $676K | Reduce -7.4% |
| BBY Best Buy Co. Inc. | 0.48% | 7,996 | $605K | New |
| CCK Crown Holdings Inc. | 0.47% | 6,135 | $593K | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.40% | 1,589 | $501K | No change |
| PRU Prudential Financial Inc. | 0.35% | 4,296 | $446K | New |
| ENB Enbridge Inc. | 0.32% | 8,094 | $408K | Reduce -0.9% |
| LEA Lear Corp. | 0.29% | 3,660 | $368K | No change |
| ADM Archer-Daniels-Midland Co. | 0.29% | 6,127 | $366K | Reduce -8.9% |
| TKR Timken Co. | 0.28% | 4,764 | $358K | No change |
| USB US Bancorp | 0.26% | 6,703 | $324K | Add +27.8% |
| WU Western Union Co. | 0.25% | 38,763 | $310K | Add +14.3% |
| PFE Pfizer Inc. | 0.24% | 11,950 | $304K | No change |
| TRV The Travelers Cos Inc. | 0.24% | 1,068 | $298K | Add +13.0% |
| RJF Raymond James Financial Inc. | 0.23% | 1,662 | $287K | No change |
| PHM Pultegroup Inc. | 0.22% | 2,091 | $276K | No change |
| AES AES Corp. | 0.21% | 20,103 | $265K | New |
| WSM Williams-Sonoma Inc. | 0.20% | 1,322 | $258K | No change |
| TGT Target Corp. | 0.18% | 2,545 | $228K | No change |
| BTI British American Tob-SP ADR | 0.18% | 4,239 | $225K | No change |
| META Meta Platforms Inc. Class A | 0.17% | 293 | $215K | Add +0.3% |
| EEFT Euronet Worldwide Inc. | 0.17% | 2,380 | $209K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| WHR Whirlpool Corp. | Reduce -6.6% | 1.35% | −0.65 |
| UGI Ugi Corp. | Reduce -0.3% | 3.39% | −0.61 |
| AMP Ameriprise Financial Inc. | Reduce -1.7% | 3.06% | −0.57 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.55 |
| CI The Cigna Group | Reduce -2.5% | 1.51% | −0.40 |
| CAH Cardinal Health Inc. | Reduce -8.3% | 1.18% | −0.30 |
| CNC Centene Corp. | Sold out | 0.00% | −0.29 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.27 |
| T AT&T Inc. | Reduce -1.3% | 2.36% | −0.27 |
| CAG Conagra Brands Inc. | Reduce -17.3% | 0.58% | −0.26 |
| CMCSA Comcast Corp. Class A | Reduce -7.4% | 0.54% | −0.17 |
| COR Cencora Inc. | Reduce -3.0% | 2.40% | −0.15 |
| SJM The JM Smucker Co. | Reduce -17.2% | 0.85% | −0.15 |
| CSCO Cisco Systems Inc. | Reduce -0.7% | 1.23% | −0.12 |
| MMM 3M Co. | Reduce -1.9% | 1.32% | −0.10 |
| AFL Aflac Inc. | Reduce -0.6% | 3.85% | −0.08 |
| CCK Crown Holdings Inc. | Reduce -0.7% | 0.47% | −0.07 |
| FDX FedEx Corp. | Reduce -0.5% | 0.88% | −0.04 |
| ADM Archer-Daniels-Midland Co. | Reduce -8.9% | 0.29% | −0.01 |
| SF Stifel Financial Corp. | Reduce -0.3% | 0.57% | +0.01 |
| ENB Enbridge Inc. | Reduce -0.9% | 0.32% | +0.01 |
| RY Royal Bank of Canada | Reduce -1.7% | 1.16% | +0.03 |
| NTAP Netapp Inc. | Reduce -0.2% | 0.96% | +0.03 |
| NFG National Fuel Gas Co. | Reduce -0.1% | 2.52% | +0.03 |
| OMC Omnicom Group | Reduce -0.8% | 1.26% | +0.06 |
| MGA Magna International Inc. | Reduce -1.9% | 0.79% | +0.08 |
| BABA Alibaba Group Holding-SP ADR | Reduce -0.7% | 0.55% | +0.17 |
| OHI Omega Healthcare Investors | Reduce -1.4% | 3.87% | +0.21 |
| BWA Borgwarner Inc. | Reduce -1.3% | 1.65% | +0.28 |
| ABBV Abbvie Inc. | Reduce -0.3% | 4.66% | +0.64 |
| AVGO Broadcom Inc. | Reduce -3.0% | 8.53% | +0.64 |
Portfolio Buys Q2 2025 → Q3 2025
| EMN Eastman Chemical Co. | Add +95.0% | 2.23% | +0.78 |
| ES Eversource Energy | Add +32.7% | 1.90% | +0.52 |
| JNJ Johnson & Johnson | Add +15.1% | 2.20% | +0.51 |
| BBY Best Buy Co. Inc. | New | 0.48% | +0.48 |
| PRU Prudential Financial Inc. | New | 0.35% | +0.35 |
| CMI Cummins Inc. | Add +1.1% | 1.64% | +0.29 |
| GPN Global Payments Inc. | Add +61.0% | 0.80% | +0.29 |
| MO Altria Group Inc. | Add +1.3% | 4.78% | +0.28 |
| AES AES Corp. | New | 0.21% | +0.21 |
| PEP Pepsico Inc. | Add +16.3% | 1.58% | +0.21 |
| EBAY eBay Inc. | Add +0.0% | 1.48% | +0.18 |
| MPT Medical Properties Trust Inc. | Add +7.3% | 0.85% | +0.13 |
| C Citigroup Inc. | Add +0.7% | 0.79% | +0.08 |
| USB US Bancorp | Add +27.8% | 0.26% | +0.05 |
| AIZ Assurant Inc. | Add +2.4% | 1.20% | +0.05 |
| O Realty Income Corp. | Add +2.9% | 2.32% | +0.03 |
| TRV The Travelers Cos Inc. | Add +13.0% | 0.24% | +0.02 |
| CVX Chevron Corp. | Add +0.0% | 1.82% | +0.02 |
| TFC Truist Financial Corp. | Add +1.6% | 2.40% | +0.02 |
| VZ Verizon Communications Inc. | Add +6.1% | 1.74% | +0.01 |
| WU Western Union Co. | Add +14.3% | 0.25% | +0.00 |
| AMZN Amazon.com Inc. | Add +7.4% | 1.47% | +0.00 |
| META Meta Platforms Inc. Class A | Add +0.3% | 0.17% | −0.01 |
| EPD Enterprise Products Partners | Add +1.0% | 1.79% | −0.10 |
| BMY Bristol-Myers Squibb Co. | Add +0.4% | 1.35% | −0.13 |
| SMCI Super Micro Computer Inc. | Add +1.7% | 1.88% | −0.15 |
| AMGN Amgen Inc. | Add +0.4% | 3.56% | −0.21 |
| DOX Amdocs Ltd. | Add +2.9% | 1.39% | −0.22 |
| CTSH Cognizant Tech Solutions-A | Add +0.0% | 1.10% | −0.27 |
| ELV Elevance Health Inc. | Add +1.5% | 1.76% | −0.48 |
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 |