Edmp, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Edmp, Inc. reported 68 stock positions worth $121.7 million. Its top holding was Broadcom (AVGO) at 9.0% of the portfolio, followed by Abbvie (ABBV, 4.7%) and Amgen (AMGN, 4.2%). Compared with Q3 2025, it opened 5 new positions, sold out of 6, added to 7 and reduced 49. The biggest buy was Citigroup (C, shares +37%) and the biggest sale Altria (MO, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- LUTZ, FL
- CIK
- 0001016021
- Portfolio Value
- $121.7M (Q4 2025)
- SEC Filing
- 0001016021-26-000001 ↗ filed Jan 21, 2026
Holdings Value
Holdings 68 stocks · $121.7M
| AVGO Broadcom Inc. | 9.05% | 31,813 | $11.0M | Reduce -2.5% |
| ABBV Abbvie Inc. | 4.67% | 24,876 | $5.7M | Reduce -2.1% |
| AMGN Amgen Inc. | 4.21% | 15,669 | $5.1M | Reduce -1.6% |
| OHI Omega Healthcare Investors | 4.16% | 114,126 | $5.1M | Reduce -1.3% |
| AFL Aflac Inc. | 3.89% | 42,958 | $4.7M | Reduce -1.1% |
| MO Altria Group Inc. | 3.72% | 78,586 | $4.5M | Reduce -14.0% |
| UGI Ugi Corp. | 3.67% | 119,333 | $4.5M | Reduce -7.3% |
| AMP Ameriprise Financial Inc. | 2.86% | 7,105 | $3.5M | Reduce -9.7% |
| COR Cencora Inc. | 2.68% | 9,645 | $3.3M | Reduce -0.4% |
| TFC Truist Financial Corp. | 2.65% | 65,544 | $3.2M | Reduce -1.0% |
| JNJ Johnson & Johnson | 2.50% | 14,680 | $3.0M | Reduce -2.0% |
| NFG National Fuel Gas Co. | 2.22% | 33,758 | $2.7M | Reduce -1.9% |
| O Realty Income Corp. | 2.06% | 44,386 | $2.5M | Reduce -7.8% |
| T AT&T Inc. | 2.05% | 100,491 | $2.5M | Reduce -4.7% |
| EMN Eastman Chemical Co. | 1.92% | 36,619 | $2.3M | Reduce -17.9% |
| ELV Elevance Health Inc. | 1.91% | 6,635 | $2.3M | Reduce -3.6% |
| CMI Cummins Inc. | 1.89% | 4,503 | $2.3M | Reduce -8.1% |
| CVX Chevron Corp. | 1.83% | 14,616 | $2.2M | Reduce -1.3% |
| BWA Borgwarner Inc. | 1.73% | 46,754 | $2.1M | Reduce -1.0% |
| ES Eversource Energy | 1.64% | 29,567 | $2.0M | Reduce -12.3% |
| BMY Bristol-Myers Squibb Co. | 1.60% | 36,006 | $1.9M | Reduce -4.8% |
| CAH Cardinal Health Inc. | 1.59% | 9,405 | $1.9M | Reduce -0.7% |
| EPD Enterprise Products Partners | 1.57% | 59,715 | $1.9M | Reduce -17.5% |
| VZ Verizon Communications Inc. | 1.50% | 44,887 | $1.8M | Reduce -10.3% |
| EBAY eBay Inc. | 1.45% | 20,245 | $1.8M | Reduce -1.3% |
| OGE Oge Energy Corp. | 1.44% | 41,028 | $1.8M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 1.43% | 7,536 | $1.7M | Reduce -10.8% |
| CTSH Cognizant Tech Solutions-A | 1.42% | 20,845 | $1.7M | Add +1.1% |
| CSCO Cisco Systems Inc. | 1.41% | 22,309 | $1.7M | Reduce -1.8% |
| RY Royal Bank of Canada | 1.39% | 9,895 | $1.7M | Reduce -0.5% |
| MMM 3M Co. | 1.39% | 10,537 | $1.7M | Reduce -2.1% |
| PEP Pepsico Inc. | 1.38% | 11,717 | $1.7M | Reduce -17.3% |
| AIZ Assurant Inc. | 1.35% | 6,824 | $1.6M | Reduce -2.4% |
| DOX Amdocs Ltd. | 1.35% | 20,328 | $1.6M | Reduce -5.0% |
| CI The Cigna Group | 1.30% | 5,746 | $1.6M | Reduce -13.0% |
| C Citigroup Inc. | 1.28% | 13,345 | $1.6M | Add +36.7% |
| WHR Whirlpool Corp. | 1.27% | 21,392 | $1.5M | Reduce -1.6% |
| OMC Omnicom Group | 1.10% | 16,522 | $1.3M | Reduce -15.1% |
| SMCI Super Micro Computer Inc. | 1.01% | 41,999 | $1.2M | Reduce -14.9% |
| MGA Magna International Inc. | 0.93% | 21,243 | $1.1M | Add +1.6% |
| NTAP Netapp Inc. | 0.90% | 10,217 | $1.1M | No change |
| MPT Medical Properties Trust Inc. | 0.84% | 204,808 | $1.0M | Reduce -3.3% |
| FDX FedEx Corp. | 0.81% | 3,427 | $990K | Reduce -27.6% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.79% | 9,826 | $961K | No change |
| PRU Prudential Financial Inc. | 0.72% | 7,803 | $881K | Add +81.6% |
| SF Stifel Financial Corp. | 0.67% | 6,490 | $813K | Add +2.4% |
| GPN Global Payments Inc. | 0.59% | 9,233 | $715K | Reduce -23.9% |
| CAG Conagra Brands Inc. | 0.51% | 35,768 | $619K | Reduce -11.1% |
| CCK Crown Holdings Inc. | 0.50% | 5,922 | $610K | Reduce -3.5% |
| TGT Target Corp. | 0.43% | 5,313 | $519K | Add +108.8% |
| BBY Best Buy Co. Inc. | 0.42% | 7,599 | $509K | Reduce -5.0% |
| JPM JPMorgan Chase & Co. | 0.38% | 1,419 | $457K | Reduce -10.7% |
| AROW Arrow Financial Corp. | 0.37% | 14,237 | $447K | New |
| CMCSA Comcast Corp. Class A | 0.36% | 14,722 | $440K | Reduce -31.6% |
| CTBI Community Trust Bancorp Inc. | 0.36% | 7,649 | $432K | New |
| TKR Timken Co. | 0.34% | 4,963 | $418K | Add +4.2% |
| CB Chubb Ltd. | 0.27% | 1,055 | $329K | New |
| ADM Archer-Daniels-Midland Co. | 0.26% | 5,601 | $322K | Reduce -8.6% |
| FSLR First Solar Inc. | 0.26% | 1,190 | $311K | New |
| PFE Pfizer Inc. | 0.24% | 11,950 | $298K | No change |
| TRV The Travelers Cos Inc. | 0.23% | 945 | $274K | Reduce -11.5% |
| RJF Raymond James Financial Inc. | 0.22% | 1,662 | $267K | No change |
| PHM Pultegroup Inc. | 0.20% | 2,091 | $245K | No change |
| BTI British American Tob-SP ADR | 0.20% | 4,239 | $240K | No change |
| WSM Williams-Sonoma Inc. | 0.19% | 1,322 | $236K | No change |
| LEA Lear Corp. | 0.17% | 1,828 | $209K | Reduce -50.0% |
| JBL Jabil Inc. | 0.17% | 893 | $204K | New |
| WU Western Union Co. | 0.14% | 17,903 | $167K | Reduce -53.8% |
Portfolio Sells Q3 2025 → Q4 2025
| MO Altria Group Inc. | Reduce -14.0% | 3.72% | −1.06 |
| SMCI Super Micro Computer Inc. | Reduce -14.9% | 1.01% | −0.87 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.55 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.32 |
| T AT&T Inc. | Reduce -4.7% | 2.05% | −0.31 |
| EMN Eastman Chemical Co. | Reduce -17.9% | 1.92% | −0.31 |
| NFG National Fuel Gas Co. | Reduce -1.9% | 2.22% | −0.30 |
| ES Eversource Energy | Reduce -12.3% | 1.64% | −0.26 |
| O Realty Income Corp. | Reduce -7.8% | 2.06% | −0.26 |
| USB US Bancorp | Sold out | 0.00% | −0.26 |
| VZ Verizon Communications Inc. | Reduce -10.3% | 1.50% | −0.24 |
| EPD Enterprise Products Partners | Reduce -17.5% | 1.57% | −0.22 |
| GPN Global Payments Inc. | Reduce -23.9% | 0.59% | −0.21 |
| AES AES Corp. | Sold out | 0.00% | −0.21 |
| CI The Cigna Group | Reduce -13.0% | 1.30% | −0.21 |
| AMP Ameriprise Financial Inc. | Reduce -9.7% | 2.86% | −0.20 |
| PEP Pepsico Inc. | Reduce -17.3% | 1.38% | −0.20 |
| CMCSA Comcast Corp. Class A | Reduce -31.6% | 0.36% | −0.17 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.17 |
| EEFT Euronet Worldwide Inc. | Sold out | 0.00% | −0.17 |
| OMC Omnicom Group | Reduce -15.1% | 1.10% | −0.16 |
| LEA Lear Corp. | Reduce -50.0% | 0.17% | −0.12 |
| WU Western Union Co. | Reduce -53.8% | 0.14% | −0.11 |
| WHR Whirlpool Corp. | Reduce -1.6% | 1.27% | −0.09 |
| OGE Oge Energy Corp. | Reduce -0.8% | 1.44% | −0.08 |
| CAG Conagra Brands Inc. | Reduce -11.1% | 0.51% | −0.08 |
| FDX FedEx Corp. | Reduce -27.6% | 0.81% | −0.07 |
| BBY Best Buy Co. Inc. | Reduce -5.0% | 0.42% | −0.06 |
| DOX Amdocs Ltd. | Reduce -5.0% | 1.35% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -10.8% | 1.43% | −0.04 |
| EBAY eBay Inc. | Reduce -1.3% | 1.45% | −0.03 |
| ADM Archer-Daniels-Midland Co. | Reduce -8.6% | 0.26% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -10.7% | 0.38% | −0.02 |
| TRV The Travelers Cos Inc. | Reduce -11.5% | 0.23% | −0.01 |
| MPT Medical Properties Trust Inc. | Reduce -3.3% | 0.84% | −0.01 |
| CVX Chevron Corp. | Reduce -1.3% | 1.83% | +0.01 |
| ABBV Abbvie Inc. | Reduce -2.1% | 4.67% | +0.01 |
| CCK Crown Holdings Inc. | Reduce -3.5% | 0.50% | +0.03 |
| AFL Aflac Inc. | Reduce -1.1% | 3.89% | +0.05 |
| MMM 3M Co. | Reduce -2.1% | 1.39% | +0.06 |
| BWA Borgwarner Inc. | Reduce -1.0% | 1.73% | +0.09 |
| ELV Elevance Health Inc. | Reduce -3.6% | 1.91% | +0.15 |
| AIZ Assurant Inc. | Reduce -2.4% | 1.35% | +0.15 |
| CSCO Cisco Systems Inc. | Reduce -1.8% | 1.41% | +0.18 |
| RY Royal Bank of Canada | Reduce -0.5% | 1.39% | +0.23 |
| BMY Bristol-Myers Squibb Co. | Reduce -4.8% | 1.60% | +0.24 |
| CMI Cummins Inc. | Reduce -8.1% | 1.89% | +0.25 |
| TFC Truist Financial Corp. | Reduce -1.0% | 2.65% | +0.25 |
| UGI Ugi Corp. | Reduce -7.3% | 3.67% | +0.28 |
| COR Cencora Inc. | Reduce -0.4% | 2.68% | +0.28 |
Portfolio Buys Q3 2025 → Q4 2025
| C Citigroup Inc. | Add +36.7% | 1.28% | +0.49 |
| PRU Prudential Financial Inc. | Add +81.6% | 0.72% | +0.37 |
| AROW Arrow Financial Corp. | New | 0.37% | +0.37 |
| CTBI Community Trust Bancorp Inc. | New | 0.36% | +0.36 |
| CTSH Cognizant Tech Solutions-A | Add +1.1% | 1.42% | +0.33 |
| CB Chubb Ltd. | New | 0.27% | +0.27 |
| FSLR First Solar Inc. | New | 0.26% | +0.26 |
| TGT Target Corp. | Add +108.8% | 0.43% | +0.25 |
| JBL Jabil Inc. | New | 0.17% | +0.17 |
| MGA Magna International Inc. | Add +1.6% | 0.93% | +0.15 |
| SF Stifel Financial Corp. | Add +2.4% | 0.67% | +0.10 |
| TKR Timken Co. | Add +4.2% | 0.34% | +0.06 |
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 |